Will you bank in the future the way you did in the past? What role will emerging financial systems like crypto and FinTech have in the future? Senior Brookings Fellow Eswar Prasad joins us today to talk about the future of money. He will share his opinions along with a look back at how we’ve gotten to the point we are at today.
During our headline, it looks like some managers may be cheating on their target date fund management scheme. We’ll dive in to asset allocation and target portfolios today. The popular 60/40 portfolio used by many investors has some investors questioning if the returns are enough to reach their goals. We talk about ways some fund managers are trying to boost those returns. And we’ll throw out the Haven Life line to Justin who is working towards his CFP® certification and wants Joe and OG’s advice when job searching. Doug will also share some of his trivia.
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- Alts may provide the lift 60-40 portfolios need (Investment News)
Our Tik Tok Minute
Big thanks to Eswar Prasad for joining us today. To learn more about Eswar, visit his website and get a copy of his book The Future of Money.
- How many books are in the Game of Thrones series?
Need life insurance? You could be insured in 20 minutes or less and build your family’s safety net for the future. Use StackingBenjamins.com/HavenLife to calculate how much you need and apply.
- Justin is studying for the CFP® exam and is teaching a budgeting course at his local library in the meantime. He wants to know if his certifications and/or the budget course will help him land a job once he passes the CFP® and starts applying for jobs.
Want more than just the show notes? How about a guide with STACKS of related, deeper links?
- Check out The Stacker, our email that comes with every Monday and Wednesday episode, PLUS a list of more than 19 of the top money lessons Joe’s learned over his own life about money. From credit to cash reserves, and insurances to investing, we’ll tackle all of these. Head to StackingBenjamins.com/STACKER to sign up (it’s free and we will never give away your email to others).
Written by: Brooke Miller
Miss our last show? Listen here: One Powerful (and simple) Tool to Reach Your Goals
The are only 5 game of thrones books, not 7. 7 are planned, but until they are written, you never know how many books there is going to be…