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The Stacking Benjamins Show

5 Financial Skills You Should Have In 2020 (plus an intro to Qube Money)

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

🗓️ 13 November 2020

⏱️ 79 minutes

🧾️ Download transcript

Summary

Let's not mince words. It's been a pretty s%$! year. BUT there have been TONS of fantastic financial lessons you could have learned from 2020, and many skills you've probably figured out already that you NEED in the future. So what are those skills? We'll share the top 5 list our friend Katie Brewer, CFP listed on a recent blog post. Here to help us dive into their take on all of these skills is Joe's co-host on the Money With Friends podcast, Bobbi Rebell. Plus, from Afford Anything, we'll get help from Paula Pant...AND from Len Penzo dot com, we'll hear from Len Penzo.

In our Friday FinTech segment, we'll speak with Qube founder Ryan Clark about how they've created an envelope budgeting system for 2020 and beyond. Not familiar with the envelope budgeting system? We'll explain how it works AND how Ryan's team uses technology to help you do better with your money.

Plus, during our MagnifyMoney.com segment, we'll take a question from a listener who wonders what designations he should pursue to coach people on their money. He's thought about becoming a Certified Financial Planner, but thinks for the type of coaching he wants to do, that it might be overkill. You'll love how the team today discusses which designations might be best (spoiler: we don't agree).

Of course, we'll also leave time for Doug's amazing trivia challenge, which today is all about the World Wide Web. Can you nail the answer without looking it up?

Enjoy!

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Transcript

Click on a timestamp to play from that location

0:00.0

Hey, this is Lou Mangelo from WDW Radio,

0:03.2

and when I'm not at Walt Disney World

0:05.1

or sharing my passion for Disney World

0:07.2

or eating, I am stacking Benjamin's.

0:15.3

Live from Joe's mom's basement

0:17.6

at The Stacking Benjamin's show.

0:20.2

Oh, wow. mom's basement. It's the Stacking Benjamin's show. I'm Joe's mom's neighbor, Doug, and how's your

0:32.1

2020 financial skill set look? What skills should you add to your financial toolbox a sap don't worry we've

0:40.3

got you covered to help get you all skilled up from the money with friends podcast welcome

0:46.5

bobby rebel and from the afford anything blog and podcast and she's got a few skills herself, that's skills with a Z. It's Paula

0:57.4

Pant. And from the ominously named blog, Len Penzo.com, it's Len Penzo. Plus, do you like the idea

1:06.4

of the envelope budgeting system, but don't want to lose the convenience of paying with a card.

1:11.9

Well, you're in luck because our Friday FinTech guest can help.

1:15.8

Join me in welcoming the founder of Cube Money, Brian Clark, to the podcast.

1:21.8

Don't worry, don't worry.

1:23.7

We'll still magnify a lucky listener's money, and I'll blow you away with my trivia.

1:30.1

And now a guy who hasn't learned a new skill since 2003,

1:34.6

it's Joe Saul Siha.

1:48.4

And I don't even remember what skill it was. It was so long ago.

1:49.6

Hey everybody, the good news is I have learned.

1:52.8

Actually, I've known this for a long time to recognize Friday when I see it.

1:56.8

I'm Joe Sal C.

...

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