You’ve diligently saved and invested. You’ve taken careful care of your money, and you’re now ready to enjoy your golden years…but your tax situation isn’t what you’d expected and now you have a whole lot less money than you’d hoped. That’s the situation that today’s guest is hoping to help you eliminate by taking taxes out of the savings equation as much as possible. Coming down to the basement today we welcome the author of the bestselling book The Power of Zero, David McKnight.
PLUS, in our headlines segment, one company is upping the credit card rewards game. Is it worth jumping on board? We’ll share our thought on that, along with the details of the 2018 TIAA Plan Sponsor Survey results. What are employees looking for from their employer when it comes to saving for retirement goals? We’ll dive into the results and maybe find some common ground between employers and employers today.
Of course we’ll still have time to answer Doug’s trivia question, plus tackle a Haven Life Line letter and more, on today’s show.
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And don’t forget about our Three-Town Tour! The award winning Stacking Benjamins podcast is coming LIVE to a stage near you. Find out more on our Tour Page.
Want that latest news from the basement? Looking for something deeper than what we talk about on the show? Subscribe to our weekly newsletter: Stacker
We’re leaving Joe’s mom’s basement and hitting the road! That’s right, the award winning Stacking Benjamins podcast is coming LIVE to a stage near you. Built on the science of play, with your help we’re gonna take great money and career discussions to a place they’ve never been before and actually make them entertaining. Meet Joe, OG, and Neighbor Doug in a 90 minute special version of SB you won’t want to miss.
- New credit card offers big cash back for foodies, movie buffs, but how does it compare? (USA Today)
- TIAA Plan Sponsor Survey
<> David McKnight: The Power of Zero
Find David’s site at: DavidMcKnight.com
Follow David on Twitter: @mcknightandco
<> Doug’s Trivia
- Which President was in office when the USA levied the first federal income tax?
<> Haven Life Line
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.
- The Haven Life Line is empty! But don’t fret, we’re still going to answer Leo’s (written) question: Leo’s parents bought him a permanent life insurance policy when he was kid. Now that he has his own wife and kid, should he keep the permeant life insurance, or open term insurance for a potentially better payout in the case it’s needed?
Join us Friday
Friday’s show is a fantastic finish to this eight weeks of shows. We’ll welcome Chelsea Brennan from Momma Fish Saves and one of her readers who has the best way of paying down debt. Plus, we’ll try to avoid student debt in the first place, with Pam Andrews, the Scholarship Shark! Pam’s son scored over $700,000 in scholarship money, and you can, too. But that’s not all….we’ll also talk to the founders of Emperor Investments. You’ve heard about them on the show before. Now they come to the basement to talk about how they’re an exciting new investing platform, bringing individual stock ownership to the masses.
[…] is a new investor. What platforms should she be looking into when trying to invest? After our David McKnight interview, Ryan is focusing on more money in his “tax-free” bucket. Does the SB team […]