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The Stacking Benjamins Show

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

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

🗓️ 21 August 2020

⏱️ 78 minutes

🧾️ Download transcript

Summary

How can you become better with money? The good news: it's simple! The bad news? Just like anything else it will require a bit of work. Lucky for you, we're covering some of our favorite exercises (call them whatever you want if the word "exercise" isn't doing it for you) to make you better with your money. On that note, we want to give a big thanks to Eric and Kali Roberge for today's piece! Eric wrote it on the Beyond Your Hammock blog, and Kali has so nicely agreed to be our celebrity reader. To tackle the topic, this week's roundtable guests include Natalie Torres-Haddad, author of Financially Savvy in 20 minutes, Len Penzo from the LenPenzo.com blog, and OG from our very own podcast.

Taking vacation could be hard enough BEFORE most of us started to work from home. Either from company culture, a disorganized office, or simply grinding to pull ahead of the pack - there are a ton of reasons people don't feel comfortable asking for time off. Now you can add working from home and becoming virtually connected to the office all day to your list of problems. What's an employee to do? Helping us navigate the new waters is our (not so physically) near and dear friend, Suzanne Lucas from the Evil HR Lady blog.

We'll finish the show with our MagnifyMoney segment. Kelvin calls in with what he admits is a great problem to have: him and his wife are set and well on the way to early retirement if they choose to do so. Now the problem... how in the world do they get out of the hustle and save mindset? Once someone "makes" it, how do they start enjoying their money?

Of course, halfway through the show we'll carve out some time for Doug's game show trivia. 

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Transcript

Click on a timestamp to play from that location

0:00.0

You did it! Congratulations!

0:04.0

World's best cup of coffee!

0:06.0

Great job, everybody!

0:08.0

It's great to meet you.

0:10.0

Hi!

0:12.0

Come over here, boy!

0:18.0

Live from Joe's Mom's Basement, it's the Stacking Benjamin show.

0:27.2

I'm Joe's mom's neighbor, Doug, and you've been through leg day, arm day, and

0:37.3

now it's

0:38.8

time for exercises to make your money grow. To help you grow your stack, today we welcome

0:44.9

the financially savvy Latina herself. It's Natalie Torres Hadad. And you may have heard of him

0:52.1

before. The guy who lives by the phrase, sonss out, guns out, it's O.G.

0:57.9

Oh, you've got to be kidding me.

0:59.7

Did you write this yourself?

1:01.6

That is ridiculous, OG.

1:03.7

Well, anyway, you may have heard of him before.

1:07.1

And finally, the guy building the biggest financial doom and gloom empire on earth from

1:12.9

Lenn Penzo.com, it's Len Penzo.

1:16.7

And if that's not enough, how about growing your vacations?

1:20.7

The evil HR lady, Suzanne Lucas, is back with some fantastic advice on how to think about

1:26.8

your co-workers' vacations and your own.

1:30.4

Plus, we'll magnify Kelvin's money who wants to find a way to get over the mental hurdle

...

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