Get ready for a rapid-fire roundtable packed with personal finance opinions that might challenge your own money playbook. In this episode, Paula Pant (Afford Anything), Jesse Cramer (Personal Finance for Long-Term Investors), and Don McDonald (Talking Real Money) join Joe and OG to declare whether they're in or out on some of the most polarizing financial strategies.
Whether you're just getting started or leveling up your financial life, this episode is full of practical wisdom, contrarian views, and a few laughs along the way. Oh—and somewhere in there, we may or may not sneak in a birthday surprise for one of our favorite Stackers. 🎂😉
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Why some pros still say "cash only" is best for beginners—and why others strongly disagree
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The real trade-offs of delaying homeownership in today’s market
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What types of insurance you actually need (and which may just be money drains)
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When hiring a CPA is a gamechanger vs. when it's overkill
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How to evaluate target date funds: genius or lazy?
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Whether it’s finally time to drop collision insurance on that 15-year-old car
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How to choose between Roth and Traditional 401(k) strategies
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The one estate planning move nearly everyone overlooks
FULL SHOW NOTES: https://stackingbenjamins.com/jeff-lund-birthday-special-1719
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
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