New York Times bestselling author Nicole Lapin is someone (maybe like you, and definitely like me) who wasn’t taught money lessons growing up. However, different than many people, she’s been able to create and stick to a money plan. She’s been recognized two years running as the #1 money guru at site GoBankingRates.com, and now she’s with us teaching YOU how to stick to the plan. Even if it’s difficult. Even if you don’t think you can…she’ll talk about money myths, truths, and probably more than a few board games.

In our headlines segment we’re taking a special look at annuities. Could they be a better option than bonds? One popular financial piece says they are. Plus, in our second headline we’re looking at what’s going on with the fiduciary rule. Is it dead…or could new rules be on the horizon? Then, after a small break for Doug’s trivia we’ll throw out the Haven Life Line to Jenny, who wants to know what type of investments she should use to live on before the normal retirement age. Similarly, in our letters segment, Andrew and his wife want to retire by 55. What should they be doing to make that happen?

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Show Notes:

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Emperor Investments 

Check out Nicole’s site: NicoleLapin.com

Follow Nicole on Twitter: @NicoleLapin

<42:34> Doug’s Trivia

• What are the two common ways stocks make money for an investor?

<47:36> 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.

• Jenny wants advice on where to invest her assets so she will be able to pull them out before retirement age.

<57:04> Letters

Need help with your financial plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG

• Andrew and his wife want to retire by 55. Advice?