
Sign up to save your podcasts
Or


In today's roundtable, we dream the same dream that millions of lottery ticket buyers dream week in and week out: what would you do if you pick the right six numbers in the correct sequence? Beyond the lottery, how do you effectively manage any lump sum of Benjamins that may appear in your account? Our elite 3 roundtable panelists dive into the deep end when it comes to taxes, inheritance, and expected/unexpected windfalls. Joining us today is a lady who knows a little something about managing money efficiently. Paula Pant; the man who probably has the winner's phone number on speed dial, Len Penzo; and the CFP extraordinaire who may or may not have worked with lottery winners in the past (but he won't tell us), OG! Then we hear a heartwarming story of another winner who fulfilled his promise that he had jokingly made with his stepdaughter by letting her know that; unfortunately, she would have to start paying her phone bill - as a result of her reaping the $200,000 prize. The disappointing part of this story is that she plans to spend it all on a combination of home improvements and splurge on a big family vacation, with no mention of anything being saved or invested. Have you made a plan of what you would do if/when you come into a big sum of Benjamins? Let us know in our Facebook group, The Basement!
In the second part of the show, sponsored by DepositAccounts.com, we put our money nerd hats on and talk about how we'd invest a huge sum of money.
Plus, stick around for Doug who tries to lift our spirits by bringing some bubbly trivia.
FULL SHOW NOTES: https://www.StackingBenjamins.com/lottery
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
By StackingBenjamins.com | Cumulus Podcast Network4.4
19231,923 ratings
In today's roundtable, we dream the same dream that millions of lottery ticket buyers dream week in and week out: what would you do if you pick the right six numbers in the correct sequence? Beyond the lottery, how do you effectively manage any lump sum of Benjamins that may appear in your account? Our elite 3 roundtable panelists dive into the deep end when it comes to taxes, inheritance, and expected/unexpected windfalls. Joining us today is a lady who knows a little something about managing money efficiently. Paula Pant; the man who probably has the winner's phone number on speed dial, Len Penzo; and the CFP extraordinaire who may or may not have worked with lottery winners in the past (but he won't tell us), OG! Then we hear a heartwarming story of another winner who fulfilled his promise that he had jokingly made with his stepdaughter by letting her know that; unfortunately, she would have to start paying her phone bill - as a result of her reaping the $200,000 prize. The disappointing part of this story is that she plans to spend it all on a combination of home improvements and splurge on a big family vacation, with no mention of anything being saved or invested. Have you made a plan of what you would do if/when you come into a big sum of Benjamins? Let us know in our Facebook group, The Basement!
In the second part of the show, sponsored by DepositAccounts.com, we put our money nerd hats on and talk about how we'd invest a huge sum of money.
Plus, stick around for Doug who tries to lift our spirits by bringing some bubbly trivia.
FULL SHOW NOTES: https://www.StackingBenjamins.com/lottery
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
Learn more about your ad choices. Visit podcastchoices.com/adchoices

3,554 Listeners

23,195 Listeners

1,269 Listeners

3,212 Listeners

1,168 Listeners

806 Listeners

771 Listeners

1,289 Listeners

450 Listeners

539 Listeners

988 Listeners

1,782 Listeners

5,147 Listeners

10,181 Listeners

678 Listeners

2,974 Listeners

892 Listeners

3,082 Listeners

6,478 Listeners

729 Listeners

452 Listeners

158 Listeners

201 Listeners

2,232 Listeners

2,938 Listeners

83 Listeners

355 Listeners

19 Listeners

53 Listeners

777 Listeners

3 Listeners

2 Listeners

8 Listeners