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Eliot Weisman was the manager for stars like Frank Sinatra and Liza Minnelli. He also oversaw Frank Sinatra's estate after the crooner died, which was reportedly worth over $100 million. We'll talk to Eliot about managing celebrities and handling large sums for celebrities, and more.
In our headlines segment, we'll compare two pieces, one reporting that robo advisors experienced big outages during one of the market's most volatile days. Meanwhile, in our second piece, Fidelity reports that there were no outages and generally, more people were buying than selling. Is OG buying that? We'll see. Of course we'll have more from the world of financial planning, throw out the Haven Life line to lucky listener David, who wonders about the income limits to make Roth IRA contributions. We'll also answer a listener letter from the mailbag and score with some of Doug's delightful trivia, and more.
Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/SB and get a $50 credit toward your first job post.
Thanks also to MagnifyMoney.com for sponsoring today's show. Compare, ditch, switch and save on student loans, auto loans and more at StackingBenjamins.com/MagnifyMoney.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
By Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP4.4
19291,929 ratings
Eliot Weisman was the manager for stars like Frank Sinatra and Liza Minnelli. He also oversaw Frank Sinatra's estate after the crooner died, which was reportedly worth over $100 million. We'll talk to Eliot about managing celebrities and handling large sums for celebrities, and more.
In our headlines segment, we'll compare two pieces, one reporting that robo advisors experienced big outages during one of the market's most volatile days. Meanwhile, in our second piece, Fidelity reports that there were no outages and generally, more people were buying than selling. Is OG buying that? We'll see. Of course we'll have more from the world of financial planning, throw out the Haven Life line to lucky listener David, who wonders about the income limits to make Roth IRA contributions. We'll also answer a listener letter from the mailbag and score with some of Doug's delightful trivia, and more.
Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/SB and get a $50 credit toward your first job post.
Thanks also to MagnifyMoney.com for sponsoring today's show. Compare, ditch, switch and save on student loans, auto loans and more at StackingBenjamins.com/MagnifyMoney.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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