Ever wonder what your neighbors are really doing? Our round table takes a deep dive into a new study exposing the secret financial lives of your friends, family, and neighbors – and it’s not all good news. Joining us to cover the new numbers are this week’s contributors: Len Penzo from the LenPenzo.com blog, Paula Pant from the Afford Anything podcast, and Doc G from the Earn & Invest podcast.
Halfway through the show, we’ll stop our fly-on-the-wall discussion to find out what’s happened to Clarity Money. The fintech app was purchased and retired by Goldman Sachs, which rolled some of Clarity’s features over into their new Marcus Insights app. Melissa Manne from Goldman Sachs joins us to share both what fans of the old app (like us) have to look forward to, AND some features designed from ground up to help you save money.
Our contributors finish the round table with a question from Bill – who wants to know more about the barbell investing strategy. Our guest break down barbell investing, give the pros and cons, and – of course – give their take on what Bill should do from here.
Of course, Doug still has slice of airtime for his game-show trivia…which won’t disappoint our trivia fans.
Enjoy!
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Check out the monster-sized PDF our contributors used for today’s piece here: The Secret Financial Lives of Americans
Our Contributors
A big thanks to our contributors! You can check out more links for our guests below.
Check Out Doc G’s site and podcast at: Earn & Invest
Join Doc G’s podcast community here: Earn & Invest Facebook Group
You can keep up with the latest from Doc G on Twitter: @earnaninvest
Grab a copy of his book: Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life
Paula Pant
Check Out Paula’s site and amazing podcast: AffordAnything.com
Follow Paula on Twitter: @AffordAnything
Paula Pant
Check Out Paula’s site and amazing podcast: AffordAnything.com
Follow Paula on Twitter: @AffordAnything
Friday Fintech: Marcus Insights
A big thanks to Melissa for joining us today! Marcus Insights is currently available on the App Store and Google Play. You can also learn more by visiting the Marcus Insights website here.
Doug’s Game Show Trivia
It’s Mark Zuckerberg’s birthday! Here’s your question:
- What year was Mark born?
MagnifyMoney Voicemail
Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins. 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.
- Our contributors tackle Bill’s question on barbell investing. The round table break down the concepts behind barbell investing, the pros and cons, AND why they think Bill should stay away.
Written by: Richie Rutter-Reese
Miss our last show? Check it out here: We Should All Be Millionaires (with Rachel Rodgers)
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