Check Your Financial Diagnostic with Jean Chatzky (RWD 88)

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

🗓️ 27 February 2019

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

When's the last time you gave you financial life a good inspection? It's been a bit since we talked about having a good look at our financial processes and routines, so the Fintern decided to spin up Joe's interview with Today Show Money Editor Jean Chatzky. Back in 2017 Joe talked to Jean about why people should get a financial "check up." We still think that's a great idea in 2019. Here are the original show notes from 2017: If anyone knows the heartbeat of personal finance, it's Today Show Money Editor Jean Chatzky. On today's podcast, Jean joins us in the basement to talk about your financial engine. How well is it running? She's teamed up with Dr. Michael Roizen to talk about how to age-proof your life. We'll have LOTS of tips and resources today. In our headline segment, we talk annuities. Our arch-enemy Meg forwarded us a nefarious piece about annuities that clearly displays what some annuity salespeople are thinking--they just want your cash. Plus, we throw out the Haven Life line and also save time for Doug's trivia. Special thanks to SoFi and Magnify Money for sponsoring our show! We couldn't do any of this without the support of these awesome companies. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	DelSugger Monday events, their biggest sale of the year, shop limited time deals on laptops like the stylish innovative XBS 13 engineered to do it all on the Intel Evo platform.
0:11.0	Plus, say big on ultra- sharp monitors and top brand accessories shop now at
0:15.7	Dell.com slash deals to take advantage of huge savings and free shipping again
0:21.2	that's Dell.com slash deals. Pre-recorded from Joe's mom's basement, welcome to a Wednesday rewind episode of the Stacking Benjamin
0:37.4	show.
0:38.4	Hey everyone, I'm Griffin the intern, or as the academic advisors at school like to call me, the Fintern.
0:44.0	Part of me wishes this were a video podcast
0:46.2	so that you could see what a mess this place is after eight weeks of shows.
0:49.8	As I was walking in, Joe had to be a mop and an old betamax tape.
0:53.0	Betamax? I don't even know what that is.
0:56.0	But it turns out there's a player right here under a stack of Joe's mom's quilting magazines
1:01.0	and the tape includes an episode called Check Your Financial Diagnostic
1:05.2	with Jean Chatsky. Joe talked to Jean about why people should get a financial checkup.
1:10.8	It was a good idea back when we talked to Jean in 2017 and I think it's a good idea now.
1:15.8	And of course this is a fully loaded stacking Benjamin's episode so you can expect a Haven
1:20.5	Lifeline call, Doug's Trivia, and Headlines.
1:24.1	But remember, this episode originally came out in April 2017, so don't enter any mentioned
1:29.3	giveaways or take investment advice from this episode. You have fun listening to this.
1:34.0	I'm going to go see what's growling over there in the corner.
1:36.8	Fin Turn out. Ignition sequence star, six, five, four, three, two, one, zero. All engine running. Lift off.
1:57.0	You're listening to the stacking day of the Stanley Cup playoffs and to help you afford that next trip to your arena for a fight, I mean hockey game, we have a fantastic show,
2:29.5	chock full of money saving advice. I'm just kidding.
	...

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