Is Your Portfolio Safe? The Real Risk of “Funny Business” in Your Investments | The Stacking Benjamins Show Podcast

Ever wondered how to steer clear of trouble with your investments? Today, we’re diving into an SEC investigation that’s rattling one fund and discussing what you need to know to protect yourself. We’re also unpacking the benefits of passive investing and index funds—because simplifying your approach to the stock market might just be the smartest move you make.
In our TikTok Minute, we’ll take a look at a quick clip that highlights a common financial misunderstanding, and along the way, we’ll sprinkle in a bit of British charm (no spoilers, but it’s classic).
Finally, we’re tackling a listener question from a soon-to-be parent who’s wondering how to plan for their child’s financial future. From custodial accounts to financial aid strategies, we’ll walk through the best options to ensure your kids have a strong start. Add in Doug’s trivia, some thought-provoking discussions, and a peek at upcoming events, and you’ve got a packed episode full of actionable insights.
Run of Show

Introduction and Opening Remarks

Kickoff and Today’s Topics Overview

Discussion on the SEC Investigation and What You Need to Know

Monitoring Your Money Effectively

Sponsor Messages and Lighthearted Banter

Headline: Western Assets Bond Fund in Trouble

Debating Active vs. Passive Management

TikTok Minute: A Quick Look at Financial Missteps

Listener Call and Doug’s Trivia Break

Listener Question: Financial Planning for a Newborn

Custodial Accounts vs. Other Savings Options

Tax Implications and Financial Aid Considerations

Upcoming Events and Community Meetups

Doug’s TV Show Reviews


FULL SHOW NOTES: link
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