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Maybe mom was wrong and money DOES grow on trees. Cara MacMillen thinks so, and she stops by the basement to explain why on today's show! Also, we have a disturbing headline about hackers. Keith Bernhardt from Fidelity Investments stops by to share statistics about the wrong types of presents to purchase this year, and more!
We throw out the Haven Life Line to Ethan, who's wondering about whether he should pursue his CFP designation, and take a letter from Nancy, who wonders about the right time to swap out a traditional IRA for a Roth conversion. Doug delivers some interesting trivia, and much more!
Special thanks to SoFi and Magnify Money for sponsoring our show!
Link to show notes: StackingBenjamins.com/maybe-money-does-grow-on-trees
By Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP4.4
19291,929 ratings
Maybe mom was wrong and money DOES grow on trees. Cara MacMillen thinks so, and she stops by the basement to explain why on today's show! Also, we have a disturbing headline about hackers. Keith Bernhardt from Fidelity Investments stops by to share statistics about the wrong types of presents to purchase this year, and more!
We throw out the Haven Life Line to Ethan, who's wondering about whether he should pursue his CFP designation, and take a letter from Nancy, who wonders about the right time to swap out a traditional IRA for a Roth conversion. Doug delivers some interesting trivia, and much more!
Special thanks to SoFi and Magnify Money for sponsoring our show!
Link to show notes: StackingBenjamins.com/maybe-money-does-grow-on-trees

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