12 Simple Steps To Financial Independence
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 17 February 2023
⏱️ 65 minutes
🧾️ Download transcript
Summary
One question we've been asked a TON is this: "What are the steps (in order!) that I should follow to optimize the path toward my goals? While we've presented our own ideas about order of operations today, we've never asked our contributors for their input...and today we change that! Len Penzo, Paulette Perhach, and OG debate a recent list from popular blogger Financial Tortoise, who listed twelve steps to financial independence. Do we agree? Disagree? We not only share the list and where each of our contributors might make changes, but we also dive into the steps to share how to best use the step to improve with money.
Of course, we also continue our year-long trivia challenge between our panelists. Will OG pull away from the pack? Can Len Penzo take back the trophy? Will Paulette surge? All things will become clear on this week's roundtable discussion!
FULL SHOW NOTES: https://www.stackingbenjamins.com/roundtable-1319
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
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Transcript
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| 0:00.0 | And now we're pleased to bring you our feature presentation. |
| 0:12.9 | Live from Joe's Mom's Basement, it's the Stacking Benjamin Show. |
| 0:27.7 | I'm Joe's Mom's Neighbor, and today we're diving into the 12 steps to financial independence. |
| 0:37.8 | Oh my God, I got to do another 12 steps. |
| 0:40.8 | Today, we're joined by a man who hasn't walked 12 steps from his recliner since he retired. |
| 0:46.3 | From lenpenzo.com, it's Grandpa Simpson. |
| 0:50.9 | It's just his older uncle, Len Penzo. |
| 0:54.5 | Then, the man children generally take at least 12 steps from when they see him coming. |
| 0:59.5 | It's OG. |
| 1:00.5 | And then the woman running at least 12 steps away from financial independence, Paulette |
| 1:07.1 | perhaps. |
| 1:08.1 | But that's not all. |
| 1:09.3 | I'll also take you step by step through my trivia question. |
| 1:13.9 | And now, a guy who's with you every step of the way as you stack your Benjamin's, it's Joe |
| 1:20.9 | Saul Seahy. |
| 1:32.5 | Hey there, stackers, and happy Friday to you. |
| 1:33.4 | I am Joe Salcy. |
| 1:35.1 | Hi, average Joe Money on Twitter. |
| 1:37.0 | And welcome to the weekend. |
| 1:41.5 | Super happy that you can kick it off with some fun financial chat. |
| 1:49.9 | We're going to dive into, as Doug said, the 12-step program for your financial independence. |
| 1:58.3 | And let's say hi to that guy, the golden voice that introduced us, the man who's as charming as the sweaty-handed greeter during hug time at church. |
... |
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