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The Stacking Benjamins Show

5 Exercises To Improve Your Money Life with Suzanne Lucas (REWIND) ep 1406

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.42K Ratings

🗓️ 8 September 2023

⏱️ 79 minutes

🧾️ Download transcript

Summary

On today's evergreen Friday roundtable rewind episode from August 21, 2020, we dive into doing financial fitness exercises to build better money habits with the Financially Savvy Latina herself, Natalie Torres-Haddad. Also joining us is Richard Simmons, showing us all the Financial Fitness exercises, opps no it is the creator of the award-winning blog lenpenzo.com, Len Penzo; and our co-host-with-the-most and CFP, OG. You'll want to tune in to reinforce the importance of integrating good money habits (aka the financial fitness exercises) in your life. Plus, our friend, the Evil HR Lady Suzanne Lucas joins us to talk about how to use your vacation days guilt-free.

The show originally aired in 2020 so ignore any mention of current events. Check out the original show notes here.

FULL SHOW NOTES: https://www.stackingbenjamins/friday-roundtable-financial-fitness-rewind

Deeper dives with curated links, topics, and discussions about all things financial fitness are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201

Enjoy!

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Transcript

Click on a timestamp to play from that location

0:00.0

Hey there, Stackers. It's me, Joe Sal C-high. And this is normally our rewind greatest hits week. And we didn't do that on Monday. We didn't do that on Wednesday. But you know what? We are going to do it today. We have an episode from three years ago that is so evergreen. This is from August 21st, 2020.

0:24.2

And you know why I want to replay this one? It's because of the fact that going into the fall,

0:30.7

it's time people are restarting the exercise regime. We're restarting our financial calendar.

0:36.6

In fact, it's funny, this time of year, back

0:39.0

when I was a financial planner, was the time when my business would really pick up. People are

0:43.6

thinking about improving their money life. And we have a frequent contributor who appears on

0:50.0

this episode. Suzanne Lucas joins us to also talk about some HR goodness. Our special guest on

0:57.4

this episode is our friend Natalie Torres Haddad. She is amazing. She co-hosted the Plutus Awards

1:03.3

with me a couple years ago and it was so fun getting to work with Natalie. And it was a great time

1:08.8

with Natalie, Paula Pan and our own OG recording this episode.

1:13.0

So remember, this is from August 21st, 2020.

1:16.7

So if we talk about any current events, we talk about any giveaways, those are long,

1:21.0

long over.

1:21.7

But besides that, it's going to be a phenomenal ride down greatest hits memory lane.

1:26.9

So let's hit the play button. Here we go.

1:32.8

You did it. Congratulations. World's best cup of coffee. Great job, everybody. It's great to meet you.

1:43.6

Hi. I come great to meet you. Bye.

1:45.5

I come over here, boy.

1:53.0

Live from Joe's Mom's Basement.

1:55.6

It's The Stacking Benjamin Show. Yeah. I'm Joe's mom's neighbor, Doug, and you've been through leg day, arm day, and cardio,

2:10.5

and now it's time for exercises to make your money grow.

2:14.6

To help you grow your stack, today we welcome the financially savvy Latina herself.

...

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