Breaking up is hard to do…but what if your money is at stake? You don’t want to be in a horrible relationship with a financial advisor that you can’t trust, don’t like, and who doesn’t make your wallet go all a-flutter. That’s why we called in Chris Mamula to kick off “relationship week” on the podcast. He’s a guy who was anti-advisor for a long time and now IS an advisor. How would HE tell you to break up when you’re in a bad relationship? He’ll share great tips AND his personal experience from behind the advisory veil on today’s show.
Plus, in our headline segment, millennials are struggling with credit card debt. How do they begin to dig out? We’ll share both strategies and motivators for you, whether you’re a millennial or not. Of course, we have a brilliant TikTok minute from a Stacker who’s making the most of a Hallmark holiday by making money instead of spending it. If you’re spending Valentine’s Day working, you’ll LOVE this edition…
Of course, we’ll also share Doug’s fantastic trivia question AND Joe’s review of Poor Things on the back porch.
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Watch On Our YouTube Channel:
Our TikTok Minute
Big thanks to Chris Mamula for joining us today. To learn more about Chris, visit Can I Retire Yet?. Grab yourself a copy of the book Choose FI: Your Blueprint to Financial Independence.
You can reach out to Chris directly at email@example.com.
Watch The Interview With Chris On Our YouTube Channel:
- What does FINRA stand for?
Better call Saul…Sehy & OG
- Stacker Cosette has questions about whether it makes sense to make some/all of her retirement contributions to Roth 401(k) and/or Roth IRA?
Have a question for the show?
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Join Us Wednesday!
Tune in on Wednesday for a special Valentine’s Day episode when we’re chatting friendship, love, and money with the founder of the EconoMe conference and host of the Optimal Daily Finance podcast, Diania Merriam.
Written by: Kevin Bailey
Miss our last show? Listen here: How To Unlock Your Edge In Work And Life