We aren’t foolin’ around on April Fools Day, because bestselling author, TED speaker, and top researcher of successful people Laura Vanderkam joins us. Laura and Joe tackle time management and priorities. When you have more tasks to do than time to do them in, how do you decide what to do first? What do you ignore? She’ll share some simple to implement ideas that will help you conquer your inbox and more importantly, help you increase your attention to what matters. If you need more money, more time, or more life, this is the episode for you.
In our headlines segment we’ll also talk to Mike Foy from JD Power and Associates about their annual survey on full service advisory firms. This year it appears clients may be ready to ditch their advisor unless they’re able to add to the bottom line (especially in a couple crucial areas). What is your advisor doing/not doing? We’ll address that on today’s show.
Also in our headlines segment, Securities America has been hit by an $18 million lawsuit. With the company’s now fired broker facing up to 25 years in prison after pleading guilty to running a Ponzi scheme, what lessons should we be taking from a family who’s taken an $18 million hit loss since 2001?
Of course, that’s not all. We’ll also throw out the Haven Life line to Royale. With her financial plans on track and savings going well, is there anything Royale and her family are missing from their plan? Of course, we’ll still take time to answer a listener letter. Today we’ll field one from Michael, who wants to know if there’s a good strategy for investments when the market starts to cool off. , and talk about a certain project Mom’s Neighbor Doug may or may not be working on.
All of that and more in another action-packed episode of the Stacking Benjamins Show!
Thanks to Away for supporting Stacking Benjamins. Go to awaytravel.com/sb20 and use the promo code sb20 to get $20 off a suitcase!
Thanks to MetPro for supporting Stacking Benjamins. Get a complimentary Metabolic Profiling assessment and a 30-minute consultation with a MetPro expert at metpro.co/sb.
Show Notes:
Open
Away
Thanks to Away for supporting Stacking Benjamins. Go to awaytravel.com/sb20 and use the promo code sb20 to get $20 off a suitcase!
MetPro
Thanks to MetPro for supporting Stacking Benjamins. Get a complimentary Metabolic Profiling assessment and a 30-minute consultation with a MetPro expert at metpro.co/sb.
<5:15> Headlines
- Securities America hit with lawsuit seeking $18 million in damages (InvestmentNews)
- A big thanks to Mike Foy from JD Power and Associates for stopping by the basement. You’ll find more Mike at JDPower.com
- Looking for the U.S. Full Service Investor Satisfaction Study? Click HERE.
<28:12> Laura Vanderkam
You can find more from Laura at her site: LauraVanderkam.com
Want to stay up-to-date with Laura? Follow her on Twitter: @lvanderkam
Looking for Laura’s new book? You can support our show AND an independent book-seller by going through our link at Powell’s: Juliet’s School of Possibilities: A Little Story About the Power of Priorities
<47:52> Doug’s Trivia
- Doug was a little too busy working on his “podcast” and forgot to do the trivia today.
<53:13> Haven Life Line
- Royale and her family are going pretty good on the financial front. Their debt is under control and their savings and retirement is on track. So the big question from Royale: is there anything they’re forgetting about? Some detail their glossing over?
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