Wealth historian Megan Gorman stops by the basement and drops intriguing nuggets on how U.S. presidents like FDR and Ulysses S. Grant navigated their finances. There are many lessons you can learn from these iconic figures. Later, our headline conversation meanders through ERISA's 50-year legacy and political party impacts on investments, preparations unfold for an RV trip to Oregon. The adventure continues with exotic travel stories, packing tips, and reflections on Dave Barry's life lessons. Listener engagement and very-important debates, including daylight savings time, ensure there's never a dull moment! Join the lively trio of Joe, OG, and Doug as they blend retirement strategies with a dash of humor, exploring everything from coffee mugs to memes.
00:00 Coffee Mug Conundrum
01:43 Welcome to the Stacking Benjamin Show
04:53 Presidential Finances with Megan Gorman
06:57 FDR's Lobster Investment
13:12 Biden and Trump's Real Estate Ventures
20:22 Calvin Coolidge's Financial Anxiety
25:38 Ulysses Grant's Financial Struggles
32:56 Lessons from Presidential Finances
37:22 Shawshank Redemption Anniversary
38:12 The Shawshank Redemption's Box Office Struggles
38:57 Trivia Time: John Travolta's Box Office Hit
39:31 Ohio's Role in The Shawshank Redemption
40:24 Ulysses S. Grant and Investment Strategies
41:46 College Application Essays: Writing vs. Storytelling
45:20 The Impact of ERISA on Retirement Planning
49:19 Maximizing Your 401(k) Benefits
56:20 Investing Through Political Cycles
01:03:48 Stacking Adventures: New Podcast Announcement
01:08:40 Dave Barry's Life Lessons
01:16:52 Final Thoughts and Farewell
FULL SHOW NOTES: htttps://stackingbenjamins.com/presidents-and-their-money-1578
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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