Whether it’s big check time from the IRS or not, it’s always important to know ahead of time what to do with a large sum of money. Do you have a plan for your tax refund cash? Whether you have the beginnings of a plan or no clue, this show is for you. Today we’re joined by host of the Seven Figures podcast, Sandy Waters, Paula Pant from Afford Anything, and our very own OG.
About halfway through the show we’ll take a break and talk to Mark Elliot from TIAA about your career. Looking for a more meaningful vocation? Mark will describe CareerPurpose.com, a partnership they’ve formed with LinkedIn to help people like you improve their work life.
And after some deep-sea inspired trivia from Doug, we’ll cross the finish line by taking out the magnifying glass and helping listener Austin. He could finish paying off his loans this year, but that would mean taking a year off from investing. What should he do?
Thanks to OnDeck for sponsoring the show. For a free consultation with one of their US-based loan specialists, go to OnDeck.com/SB.
Thanks to Grammarly for supporting Stacking Benjamins. For 20% off a Grammarly premium account, go to Grammarly.com/sb.
Show Notes:
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OnDeck
Get a free consultation with one of OnDeck’s US-based loan specialists by visiting OnDeck.com/SB.
Check out OnDeck
Grammarly
Thanks to Grammarly for supporting Stacking Benjamins. For 20% off a Grammarly premium account, go to Grammarly.com/sb.
Our Topic
- Make Your Tax Refund Work For You (The Balance)
Our Contributors
Sandy Waters
Check out Sandy’s podcast: Seven Figures with Sandy Waters
Drop a line on Twitter: @sandywaters98
OG
Do you need some more financial help from OG outside of the show? Follow our link, StackingBenjamins.com/OG to get some one-on-one help from the man himself.
<21:25> TIAA
A big thanks to Mark Elliot from TIAA for stopping by to describe CareerPurpose.com, a partnership they’ve formed with LinkedIn to help people like you improve their work life.
<28:39> Doug’s Trivia
- What year did the Spongebob Squarepants show debut?
<38:03> Magnify Money
Compare checking, savings, credit cards, and loans before switching. Magnify Money makes it super easy to compare, switch and save. Use StackingBenjamins.com/MagnifyMoney to see how much you could be saving.
- Austin could pay off his student loans this year, but he would have to pause on investing into his retirement. Should he finish off the loans now, or keep going steady while he’s investing?
Need help with your financial plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG
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