Love is in the air this week, so we enlist the help of none other than Rachel Cruze to help you talk the languages of love, communication and money. Whether you’re married, in a relationship, or think that you’ll EVER have a partner you’re working on with your money, today’s show is just for you. Plus, nothing says romance like the words “Capitol Hill,” so we talk about the fiduciary rule during our headline segment. Is it dead? Are companies that changed to support the rule going to revert back to their old practices? We have answers on both of those fronts.
Plus, we throw out the Haven Life line to Tyler, who wonders if his investment mix looks like it matches his goals. We answer a letter from Rob, who’s switching brokers and his S&P 500 fund isn’t allowed at the new brokerage firm. He’s accumulated a fair amount of capital gains and doesn’t want to pay the tax. Does he have any recourse? Of course, that’s not all….Doug also brings home the trivia, and more.
Special thanks to SoFi and Magnify Money for sponsoring our show!
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Show Notes:
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From student loans to personal loans and mortgages, lower your interest rate with a strategy involving SoFi. You need a good credit score to qualify.
Compare checking, savings, credit cards, and loans before switching. Magnify Money makes it super easy to compare, switch and save.
<5:12>Headlines
- Trump orders review of Dodd-Frank financial regulations, suspends retirement advisor rule (LA Times)
- Ameriprise ‘will adjust’ if Trump delays fiduciary rule (Financial Planning)
<13:39> Rachel Cruze: Relationships, Communication and Money
Check out Rachel Cruze’s site at: Rachel Cruze
Follow Rachel Cruze on Twitter: @RachelCruze
Peruse Rachel’s book: “Love Your Life, Not Theirs”
<26:42>Doug’s Trivia
- How much money does the National Retail Federation expect consumers to spend on average for tomorrow’s day of love?
Need help with your financial plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG
<31:11> 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.
- Tyler: Wondering if his asset allocation is right for his new Roth IRA.
<38:05> A Letter From the Mailbag
- Rob: Switching brokers and his S&P 500 fund isn’t available at his new brokerage.
Need help with your financial plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG
<> Join us Wednesday
David Pogue, host of the PBS hit show NOVA, will visit the basement.
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