It’s officially summer here in the basement every year when we present this episode, which is why we’re so happy to bring you Robert Niles, Mr. Theme Park Insider. He’s coming down for his annual trip to the basement to help you find your best summer theme park fun. From the best upcoming rides, to fan favorites, plus the best way to get a few discounts from your favorite parks…he’s bringing all his tips and tricks to you on this episode. I know! We’re fired up, too!
And in our headlines segment, where’s the best place to save for big purchases like a house or other short-term goals? We’ll probably have a few answers that’s not exactly what you’re thinking. And in our second piece, randomly selected stocks beat out investment picks by fund managers. So… what does that mean for us? We’ll cover monkeys and savings goals on today’s headlines segment.
Next, during our Haven Life Line call, we’ll answer a voicemail from Dan, who wants to know how best to allocate his family’s investments. He’s diversified, but does he really need mid-caps and a total stock market index fund? Plus, in our follow-up letters segment, Steve calls in says that he’s invested in large, mid, and small cap… (plus international funds.) Steve doesn’t have a problem with his allocation, but is it an issue that it’s all through one brokerage firm? You’ll get the best of both worlds during today’s listener focused segments.
And don’t worry, we’ll still have time for some theme parked… themed trivia.
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Show Notes:
Ting
Thanks to Ting for supporting Stacking Benjamins! Get $25 off your phone at sb.ting.com.
Check out Ting
Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/sb and get a $50 credit toward your first job post.
<4:09> Headlines
- A financial planner explains where to keep your money if you want to buy a home in the next few years — and where not to (Business Insider)
- Making Monkeys Out of the Sohn Investing Gurus (The Wall Street Journal)
<15:34> Robert Niles
Want to stay up-to-date on the latest theme park news? Follow Robert’s blog at: ThemeParkInsider.com
<42:04> Doug’s Trivia
- Where is worlds (newest) fastest, longest, tallest dive coaster, dubbed The Yukon, located?
<46:28> Haven Life Line
- Dan calls in to give us him and his wife’s allocation for their retirement accounts. Should he get rid of the mid-cap and total stock market index funds that they’re investing into?
<53:50> Letter
- Steve has a portfolio that includes large cap, mid-cap, small-cap, and international funds, but the whole portfolio is through Fidelity. Is it a problem that all of his funds are through one brokerage firm?
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