Balancing End of Year Cheer With Your Long Term Goals (SB1619)

The Stacking Benjamins Show

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

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

4.4 • 2K Ratings

🗓️ 23 December 2024

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The holiday season is here, and while it’s a time for celebration, it can also throw a curveball at your health and financial goals. In this episode, we’re joined by Angelo Poli from MetPro, who shares his no-nonsense approach to managing holiday indulgences without sacrificing all the progress you’ve made. Think of it as building a resilient portfolio—you can enjoy the party but still limit the downside.

From understanding your metabolism to navigating holiday feasts and weight loss medications like Ozempic, Angelo offers practical strategies to keep your health on track while enjoying the season. But we’re not stopping there. We also dive into estate planning essentials, including a cautionary tale about a video will gone wrong (yes, even your estate plan needs a solid foundation).

And what’s a holiday episode without some laughs and trivia? We round out the show with listener questions, Nick from the North’s budget dilemma, and a fun discussion about flying around the world.

What You’ll Learn Today:

Smart strategies for balancing holiday cheer with health goals, including tips for managing alcohol and indulgent foods.
How to leverage your metabolism for better weight management.
The truth about weight loss medications and their real-life impact.
Why estate planning matters more than ever in the digital age—and how to avoid common pitfalls.
Practical advice for navigating holiday spending without blowing your budget.

Episode Highlights:

Reflecting on how fast time flies and gearing up for the holidays.
Angelo Poli’s top tips for keeping holiday indulgences in check.
Breaking down myths about weight loss medications and the importance of behavior over quick fixes.
Estate planning essentials, including lessons from a case where a video will was invalidated.
Fun banter, trivia, and Nick from the North’s relatable holiday budget dilemma.

Why You Should Listen:

This episode is a must for anyone juggling holiday festivities with long-term goals. Whether you’re strategizing for your health, wealth, or estate plan, you’ll find actionable advice wrapped in a festive package. Plus, it’s always good to know how to enjoy the season without feeling like you’ve set yourself back.

Take control of your holiday season and start stacking those Benjamins—without sacrificing the things you enjoy most.

FULL SHOW NOTES: https://stackingbenjamins.com/balancing-holiday-cheer-with-your-long-term-goals-1619

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

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Transcript

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0:00.0	I can't believe it's December 23rd already.
0:02.7	Why not?
0:03.5	Yesterday was the 22nd.
0:05.1	Oh, do you mean they go in order again?
0:08.9	But my, how, you know, it's funny.
0:11.2	You remember when you were a kid and you heard old people go, oh, the time goes so fast.
0:15.3	But oh, my goodness, where did 2024 go?
0:18.0	It's because we're not fully conscious all the time.
0:22.2	Days just disappear. Does that mean you nap a lot? Is that what you're talking about?
0:26.4	You're not fully conscious. Yeah. I mean, sometimes I'm still vertical and I'm napping.
0:30.3	Is neighbor dog hitting the booze again, OG? Sounds like it. A little bit too much eggnog.
0:35.1	A little bit too much party in your eggnog. You know who doesn't have party with their eggnog this time of year? The men and women in our armed forces. Well, they probably do, but not when they're on duty. I would guess they've had an eggnog or two. Mostly not on duty. I hope they have eggnog. You know what they're busy doing right now? Figuring out what all these drones are doing.
0:55.7	That's what the men and women in the military.
0:57.8	They already know.
0:59.5	They all know.
1:01.3	There's not a thing that happens without the military now.
1:04.6	We just can't know.
1:05.8	They're all laughing.
1:06.6	They're like, look at that.
1:08.3	It's thinking their UFOs.
1:11.5	Bill, let's not tell them for another week.
1:15.3	This is great.
	...

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