
Sign up to save your podcasts
Or


What does your financial dream house look like? Financial planner Greg Powell says that he always has trouble convincing people to complete a financial plan because it sounds like a ton of work. But a financial dream house? That's a much easier sell...and he's going to help you sell yourself on that concept in today's episode. We'll talk about where investments fit into the overall structure (not as far up the priority list as you'd think), how to work through building your "plans," and then how to build a team that effectively helps you finally create the "structure" of the house.
On the Haven Life line, Garrett asks about company stock inside of his 401k. Should he dump it? If you have company stock inside of YOUR 401k, this'll be helpful for you...and if you own LOTS of one company's stock, you'll also like this segment. We also answer a letter from Andrew, who wonders about his target date fund. As you know (if you've listened to us before), we've been pretty critical of target date funds. What is his next best move? Do YOU have a target date fund? Maybe today's letter segment will help you, too!
Of course we have Doug's trivia, some bad jokes, and lots more....
Huge thanks to MagnifyMoney.com for helping us with today's show!
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
What does your financial dream house look like? Financial planner Greg Powell says that he always has trouble convincing people to complete a financial plan because it sounds like a ton of work. But a financial dream house? That's a much easier sell...and he's going to help you sell yourself on that concept in today's episode. We'll talk about where investments fit into the overall structure (not as far up the priority list as you'd think), how to work through building your "plans," and then how to build a team that effectively helps you finally create the "structure" of the house.
On the Haven Life line, Garrett asks about company stock inside of his 401k. Should he dump it? If you have company stock inside of YOUR 401k, this'll be helpful for you...and if you own LOTS of one company's stock, you'll also like this segment. We also answer a letter from Andrew, who wonders about his target date fund. As you know (if you've listened to us before), we've been pretty critical of target date funds. What is his next best move? Do YOU have a target date fund? Maybe today's letter segment will help you, too!
Of course we have Doug's trivia, some bad jokes, and lots more....
Huge thanks to MagnifyMoney.com for helping us with today's show!
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.

3,557 Listeners

23,061 Listeners

1,251 Listeners

3,248 Listeners

1,955 Listeners

1,175 Listeners

810 Listeners

779 Listeners

1,333 Listeners

455 Listeners

536 Listeners

984 Listeners

1,774 Listeners

5,161 Listeners

10,189 Listeners

700 Listeners

2,960 Listeners

3,056 Listeners

6,455 Listeners

728 Listeners

452 Listeners

833 Listeners

204 Listeners

2,240 Listeners

2,944 Listeners

85 Listeners

359 Listeners

18 Listeners

61 Listeners

791 Listeners

3 Listeners

2 Listeners

7 Listeners