How Do the Wealthy Manage THEIR Money? (plus FinTech to come with Ryan Falvey) episode artwork

EPISODE · Mar 15, 2019 · 1H 21M

How Do the Wealthy Manage THEIR Money? (plus FinTech to come with Ryan Falvey)

from The Stacking Benjamins Show

What do rich people do with all their Benjamins? Yachts? Helicopters? Trips to the Alps? Helping us through one MarketWatch piece that seems to have the answer to our burning questions about wealth, is the founder of Reisup, Tara Falcone. Plus, we welcome Len Penzo from LenPenzo.com and OG from our very own SB podcast.Halfway through the show, we'll take a break from our discussion to talk about the future of FinTech. On our special Friday segment to talk about where your next savings opportunity might come from, we welcoming the co-founder of start-up incubator Financial Ventures Studio, Ryan Falvey.Then we'll throw out the Haven Life Line to Tim, who has a question about where he and his wife should sock away their retirement funds. Right now most of their money is in traditional accounts, but would it make more sense to have it a Roth account instead?As always, of course, we'll still save some time for Doug's (completely epic) trivia.Thanks to Grammarly for supporting Stacking Benjamins. Get 20% off a Grammarly premium account, go to Grammarly.com/SB.Thanks to Skillshare for supporting Stacking Benjamins. Get TWO months of courses for free at Skillshare.com/SB. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What do rich people do with all their Benjamins? Yachts? Helicopters? Trips to the Alps? Helping us through one MarketWatch piece that seems to have the answer to our burning questions about wealth, is the founder of Reisup, Tara Falcone. Plus, we welcome Len Penzo from LenPenzo.com and OG from our very own SB podcast.Halfway through the show, we'll take a break from our discussion to talk about the future of FinTech. On our special Friday segment to talk about where your next savings opportunity might come from, we welcoming the co-founder of start-up incubator Financial Ventures Studio, Ryan Falvey.Then we'll throw out the Haven Life Line to Tim, who has a question about where he and his wife should sock away their retirement funds. Right now most of their money is in traditional accounts, but would it make more sense to have it a Roth account instead?As always, of course, we'll still save some time for Doug's (completely epic) trivia.Thanks to Grammarly for supporting Stacking Benjamins. Get 20% off a Grammarly premium account, go to Grammarly.com/SB.Thanks to Skillshare for supporting Stacking Benjamins. Get TWO months of courses for free at Skillshare.com/SB. 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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How Do the Wealthy Manage THEIR Money? (plus FinTech to come with Ryan Falvey)

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This episode was published on March 15, 2019.

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What do rich people do with all their Benjamins? Yachts? Helicopters? Trips to the Alps? Helping us through one MarketWatch piece that seems to have the answer to our burning questions about wealth, is the founder of Reisup, Tara Falcone. Plus, we...

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