Love is in the air! Today we're talking about relationships with two fantastic people - our guest of honor today is the host of the Optimal Finance Daily podcast and also the woman behind the EconoMe Conference, Diania Merriam. Diania and Joe talk about relationships, money, and that the whole idea of "relationship" doesn't start where many people think it does. We especially focus on money's role in a relationship and how focusing on the wrong aspects of "love" can end up helping out OUT of a relationship instead of getting closer with your "soulmate."
Before that we have some fun talking about investing strategies with guest co-host, comedian Paul Ollinger. Paul rides along with Joe, OG, and Doug through a fun discussion on the fact that advisors are getting away from "boring" allocations of exchange traded funds and instead moving to separately managed accounts. What IS a separately managed account and why would an advisor do that? We get NERDY on today's show and shine a light in an area that advisors may not want you to look.
Of course, we take a call for help from a Stacker AND Doug regales us with his amazing trivia, which we're sure you'll LOVE.
FULL SHOW NOTES: https://www.stackingbenjamins.com/2024-econome-conference-diania-merriam-1477
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Grab some candles and cuddle up with a loved one for this one! It's an epic episode!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
What Life Lessons Would You Share With A Younger You? GREATEST HITS WEEK (SB1513)
Confidence in Negotiation: Asking for More in Real Estate Deals with Dia Bondi GREATEST HITS WEEK (SB1512)
Suze Orman GREATEST HITS WEEK (SB1511)
Earn & Invest Podcast: How to Hack Retirement w/ Joe Saul-Sehy and John Neidecker GREATEST HITS WEEK (SB1510)
Are Workplace Clashes Ever Worth It? (with Gabe Karp) GREATEST HITS WEEK (SB1509)
Accomplish More With a Few Benjamin-Stacking Time Hacks (SB 1508)
The Simple Math of Wealth (SB 1507)
Make Better Investment Decisions - Our TOP 5 Building Blocks to Constructing a Better Portfolio (SB1506)
We Dissect The 4 Main Paths To Becoming A Millionaire (SB1505)
Our Primer On Making Better Insurance Decisions (SB1504)
A Story About Money That is So Good It Probably Isn't True
Why You Should Retire at 62 (or Before) (SB 1502)
Strategies on Allocating Windfalls, Plus Does the Government Owe You 2K (SB1501)
The Important Role of Kindness and a Little Math When Stacking Benjamins (SB 1500)
Party Like It's 1499 (SB 1499)
Simplifying Your Investment Strategy While Lowering Fees (plus a primer on ABLE Accounts) SB1498
How To More Effectively Rearrange Tasks: Manage Your Energy and Time with Google's Productivity Expert Laura Mae Martin - plus an appearance by former President Barack Obama (SB1497)
We List the Biggest "Gotchas" in Popular Financial Products (SB 1496)
Are You Ready for a 30-Year Retirement? Plus, Velocity Banking and Shoelace Patents (SB1495)
Simplifying Complex Money Ideas, Offsetting "Home Bias" Investing, and Better Retirement Strategies (SB1494)
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Innovation in Compliance with Tom Fox
Kate’s Take
The Shameless Mom Academy: Motherhood, Motivation, and Mindset Tips for Busy Moms
HORSES IN THE MORNING
Wise Traditions