How Do You Explain Good Money Habits to Newbies?

What's the best safe withdrawal rate for your retirement plan? What the heck is a safe withdrawal rate? On today's special roundtable discussion, we dive into the deep end of this important topic: understanding what you're investing in, what different financial terms mean, and if they're important for you. We're thrilled to welcome our special guest, Bernadette Joy, to our roundtable panel. She's the force behind Crush Your Money Goals, a money media company to serve up fun and practical educational content. Our own OG joins her at the card table, along with Len Penzo, creator of the award-winning blog LenPenzo.com.In our second part of our discussion, sponsored by DepositAccounts.com, we dive into each of our roundtable contributor's favorite pieces of basic and advanced get-out-of-debt advice.Stay tuned for the next chapter in our year-long trivia contest. Doug brings the trivia suspense with an 'Ol Blue Eyes-infused trivia question. Will Bernadette keep Paula in the running for the year-end trophy, or will OG or Len put it out of reach? Listen and find out!FULL SHOW NOTES: https://www.stackingbenjamins.com/fri-roundtable-basic-vs-advanced-advice-1446Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201Enjoy! 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 this episode covers

What's the best safe withdrawal rate for your retirement plan? What the heck is a safe withdrawal rate? On today's special roundtable discussion, we dive into the deep end of this important topic: understanding what you're investing in, what different financial terms mean, and if they're important for you. We're thrilled to welcome our special guest, Bernadette Joy, to our roundtable panel. She's the force behind Crush Your Money Goals, a money media company to serve up fun and practical educational content. Our own OG joins her at the card table, along with Len Penzo, creator of the award-winning blog LenPenzo.com. In our second part of our discussion, sponsored by DepositAccounts.com, we dive into each of our roundtable contributor's favorite pieces of basic and advanced get-out-of-debt advice. Stay tuned for the next chapter in our year-long trivia contest. Doug brings the trivia suspense with an 'Ol Blue Eyes-infused trivia question. Will Bernadette keep Paula in the running for the year-end trophy, or will OG or Len put it out of reach? Listen and find out! FULL SHOW NOTES: https://www.stackingbenjamins.com/fri-roundtable-basic-vs-advanced-advice-1446 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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.