What’s your financial plan? Is it built on bedrock or are you “winging it”, aka building on sand? On today’s show, Certified Financial Planner Brian Ursu joins us to dive into four strategies that will help anyone trying to build their financial house. For veteran planners, these will be things you’ve heard before. However, the question isn’t, “Have you heard them?” Like anything, you should ask yourself, “Am I doing them?” THAT may yield a completely different answer.

Plus, TurboTax maker Intuit has been in the news recently, because they’re buying credit score site Credit Karma. What does that mean for consumers like us? Also, because Credit Karma is a FinTech company, what does that mean for FinTech? We’ll ask Ryan Falvey from Financial Venture Studio both of those questions. If you’ve heard Ryan before on our show, you know he’ll have an interesting point of view.

Of course, that’s not all. We’ll throw out the Haven Life line to a lucky listener AND still leave time for Doug’s trivia…which today takes a more-than-usual unusual twist. 

Show Notes:

MasterClass

A big thanks to MasterClass for supporting the Stacking Benjamins show! Get 15% off an annual
membership at MasterClass.com/stacking.

<7:34> Headlines

• A BIG thanks to Ryan Falvey for taking the time to talk with us today. You can find more from Ryan over at his site: Financial Venture Studio
• Kirk Douglas Leaves Most of His Fortune to Charity (MSN)

<26:55> Brian Ursu

You can order yourself a copy of Brian’s book here: Now What?: A Practical Guide to Figuring Out Your Financial Future

<53:40> Doug’s Trivia

• In the highest paid stunt at the time, in 1979 for a movie called High Point, stuntman Dar Robinson was paid $100,000 to fall from WHAT iconic Canadian landmark?

<1:01:35> Haven Life Line

• Jose gets a pretty decent sized refund every year. How can he change his deductions to get more of that money during the year?

Want the guys to answer your question? You can call into the Haven Life Line and get your question answered on-air HERE.

Join us Wednesday!

How sure are you of your priorities? On Wednesday we’re talking to Heather Chauvin, creator of the Mom Is In Control podcast, on how she manages her time between creating a business, raising 3 boys, and living through stage 4 cancer… all without burning out in the process.