How do you say goodbye to a long term advisor? Whether it’s a financial advisor, CPA, financial coach, or someone in another field, we’ll talk about the common practice of “ghosting” advisors. Is it okay to just leave your advisors and not tell them that you’re going? If you decide to tell them that you’re leaving, what should you say? We’ll ask our crack team, including not only OG and Len Penzo, but special guest Mrs. Groovy from FreedomIsGroovy.com.

Plus, we’ll also talk about taking time off from your job to begin constructing your ultimate life. How do you begin taking time away? We’ll not only review a piece on this topic but also ask our panel for tips on today’s podcast.

We also answer a three-oh call for help to the Blooom hotline. What should our listener expect from tax preparation help? How do the fees work? We’ll ask our team that question, and also answer a letter from another listener, share Doug’s trivia, and more.

Thanks to Lexington Law for supporting Stacking Benjamins. For a free credit report summary and credit repair consultation go to lexingtonlaw.com/sb

Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins as well. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.

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Show Notes:

<> Open

 

Compare checking, savings, credit cards, and loans before switching. Magnify Money makes it super easy to compare, switch and save.

Check out Magnify Money

 

 <>Headline

• The Rules: How to break up with someone like your personal trainer or therapist (Moneyish)
• The Processes I Used To Take A Year Off Work (Christian PF)

<>Today’s Contributors

Mrs. Groovy

Check out the website: FreedomIsGroovy.com

Follow Mrs. Groovy at: @FreedomIsGroovy

 

 

Len Penzo

Check out the website: LenPenzo.com

Follow Len at: @LenPenzo

 

 

 

<> Grove

Looking for more information? Check out the site: HelloGrove.com

<>Doug’s Trivia

• Yesterday was the opening day for Major League Baseball. How many of the league’s 30 teams played yesterday?

<> Oh, Oh, Oh, I Need Money Help!

Thanks to Blooom for supporting Stacking Benjamins.  Get a one month free at stackingbenjamins.com/blooom and enter promo code SB for a month free!

• Mrs. Anonymous is looking for help with tax preparation. Her family’s financials are not that complicated, what’s the price range she should be looking for when it comes to cost and fees?

<> Letters

• Glenn recently had a house fire on his property that destroyed his detached garage. He insurance paid for a fraction of the value. Can he write off the loss on his taxes?

<> Join Us Monday

 

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