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内容由Joe Saul-Sehy | Cumulus Podcast Network and StackingBenjamins.com | Cumulus Podcast Network提供。所有播客内容(包括剧集、图形和播客描述)均由 Joe Saul-Sehy | Cumulus Podcast Network and StackingBenjamins.com | Cumulus Podcast Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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What If Brands Were More Truthful? (plus an intro to Element)

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Manage episode 291164152 series 30345
内容由Joe Saul-Sehy | Cumulus Podcast Network and StackingBenjamins.com | Cumulus Podcast Network提供。所有播客内容(包括剧集、图形和播客描述)均由 Joe Saul-Sehy | Cumulus Podcast Network and StackingBenjamins.com | Cumulus Podcast Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

"You'll spend more time searching than watching" would be an honest slogan for which company? If you said… well, let's not spoil every element of the show before it starts.

During today's special game show we ask our contributors to guess which companies our "honest" slogans belong to. It's a lot of fun, and one contributor has a bit of a hard time marking their place on their board. Our contributors joining our round table this week are Stacy Johnson from the Money with Stacy Johnson podcast, Len Penzo from the LenPenzo.com blog, and Paula Pant from the Afford Anything podcast.

After we wrap up our gameshow Joe sits down with the founder of Element, a new company designed to help personal finance creators answer questions from their audience. During their discussion Orban Oz shares how he discovered a startling statistic during his time building up a digital bank: personal finance creators are being asked questions all the time. That's where Element comes in. The platform sets out to make creators more accessible to their audience, and better response times. Today we dive into how it all works.

We finish today's show with a question from Michael, who's wondering if he's too conservative in his portfolio. Michael is 58 and his portfolio is 60% stocks and 40% bonds. He also has a pension with 100% survivorship benefits for his spouse. Michael also tell us he doesn't include the pension in portfolio allocation as fixed income.

He asks us two questions: is he being too conservative not including his pension in his calculations, and two, how much (if any), of their 1.4 million 401k should they convert into a Roth in retirement?

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

1680集单集

Artwork
icon分享
 
Manage episode 291164152 series 30345
内容由Joe Saul-Sehy | Cumulus Podcast Network and StackingBenjamins.com | Cumulus Podcast Network提供。所有播客内容(包括剧集、图形和播客描述)均由 Joe Saul-Sehy | Cumulus Podcast Network and StackingBenjamins.com | Cumulus Podcast Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

"You'll spend more time searching than watching" would be an honest slogan for which company? If you said… well, let's not spoil every element of the show before it starts.

During today's special game show we ask our contributors to guess which companies our "honest" slogans belong to. It's a lot of fun, and one contributor has a bit of a hard time marking their place on their board. Our contributors joining our round table this week are Stacy Johnson from the Money with Stacy Johnson podcast, Len Penzo from the LenPenzo.com blog, and Paula Pant from the Afford Anything podcast.

After we wrap up our gameshow Joe sits down with the founder of Element, a new company designed to help personal finance creators answer questions from their audience. During their discussion Orban Oz shares how he discovered a startling statistic during his time building up a digital bank: personal finance creators are being asked questions all the time. That's where Element comes in. The platform sets out to make creators more accessible to their audience, and better response times. Today we dive into how it all works.

We finish today's show with a question from Michael, who's wondering if he's too conservative in his portfolio. Michael is 58 and his portfolio is 60% stocks and 40% bonds. He also has a pension with 100% survivorship benefits for his spouse. Michael also tell us he doesn't include the pension in portfolio allocation as fixed income.

He asks us two questions: is he being too conservative not including his pension in his calculations, and two, how much (if any), of their 1.4 million 401k should they convert into a Roth in retirement?

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

1680集单集

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