7 Quotes That Will Make You Rethink Personal Finance (plus Bethany Bayless' Top Disney Tips)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 24 May 2019
⏱️ 107 minutes
🧾️ Download transcript
Summary
What keeps you motivated when you don't feel like thinking about saving more, spending less, or investing better? Do you have words you live by to help guide you through life? On today's show we're calling our friends Brandon Opre from TrustTree Financial, Paula Pant from Afford Anything, and the Len Penzo from LenPenzo.com, to discuss financial quotes that'll keep you motivated. Take this (interesting) freebee from Charles A. Jaffee: "It's not your salary that makes you rich; it's your spending habits." Like that? We have many more in today's episode.
Halfway through the show, we'll take a break from the discussion with our roundtable crew to finish our summer holiday travel coverage. To compliment our show from Wednesday with Theme Park Insider's Robert Niles, today Joe will talk with Bethany Bayless, co-host of the Money Millhouse podcast, about Disney tips and tricks she's so graciously decided to share with us. If you'll want to hear more of that conversation make sure to stick around for a few seconds after Doug closes out the show... you won't regret it if you have a trip planned to see a mouse in your future.
After we close out of our Disney themed travel guide, we'll hand the mic over to Doug who has some holiday weekend-appropriate trivia. We'll ask our roundtable a very important question: how many billions of dollars did Americans spend on wine last year? Think you have the answer? Remember your answer and see if you could beat our guests on the show.
We'll end today's roundtable with a call from Amy, who's going back to school to be a nurse practitioner. While her hospital is paying for some of her expenses and fees, Amy will still have to cough up about $15,000. Should she reduce her 403b contributions to the company match, or take out a loan and pay it back after she gets her degree?
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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. |
| 0:30.7 | I'm Joe's Mom's Neighbor, Doug, and we're cracking open another bottle of wine because tomorrow is National Wine Day and who keeps this holiday to be a |
| 0:39.4 | single day? No, sir. Here in the basement, we're celebrating our own National Wine Day weekend. |
| 0:45.3 | And to start, we're featuring special guest from Trust Tree Financial, Certified Financial Planner, |
| 0:51.6 | Brandon Opry. Plus, from afford anything, Paula, pant. Pan, from Len Penzo.com, it's Aria Stark. No, I'm actually not even sure if she's still alive. Hey, can anyone tell me about Aria? Like, is she still around? Or really? That? Oh, okay, all right, don't give it away. Right. Apparently we're stuck with Len Penzo. |
| 1:12.0 | And in our Friday FinTech segment, we're throwing out the FinTech and talking vacation. |
| 1:18.0 | Non-tech. To round out our coverage of holiday travel fun, we'll talk Disney tips and tricks with Money Millhouses, Bethany Bayless. |
| 1:26.0 | But that's not all. Of course, we'll save time for my amazing trivia |
| 1:30.0 | and help one listener magnify and solve their money issue. |
| 1:34.5 | And now, the official cork popper on this podcast, |
| 1:38.4 | Joe Saul See-Hy. |
| 1:44.6 | We are popping the cork, and it's a long weekend if you're in the United States. |
| 1:49.8 | Happy Memorial Day weekend to all of you in the U.S. |
| 1:52.5 | For all of you abroad, happy Friday. |
| 1:55.6 | And to help us celebrate, let's start off in a bunker under Los Angeles Angeles where I believe our friend Len Penzo is waiting. |
| 2:04.2 | How you doing, Joe? I'm great, man. What are you doing Memorial Day weekend? |
| 2:08.9 | I'm going to sit here in my bunker and probably watch some golf. |
| 2:15.2 | Watch what people do above ground. That's your whole thing. Watch what people do above ground. |
| 2:19.2 | That's your whole thing. |
| 2:21.1 | Watch people with sticks above ground. I live vicariously through the golfer. |
| 2:22.9 | That's how I get, |
... |
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