Eight Strategies to Conquer Holiday Budget Overload (SB1617)

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

🗓️ 18 December 2024

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

Feeling like your wallet’s taking a holiday beating? Don’t sweat it. We’ve got eight clever strategies to keep your spending in check and set yourself up for a financially stronger new year. But wait—there’s more! We uncover the mind-blowing story of a 29-year-old living large in a mansion filled with luxury cars and Elton John's piano. What's his secret? (Hint: It’s not what you’d expect.) And because we love answering Stackers' burning questions, we tackle a double feature: Pensions: Are they still worth the hype? Should you pay off your mortgage before retirement? Sprinkle in some holiday stress hacks, thoughts on budget-friendly gift-giving, and why Tony the Tiger has something to do with the Grinch, and you've got a show packed with financial wisdom you can actually use. Episode Highlights How the Grinch Really Stole Christmas Welcome to the Stacking Benjamins Show Is Your Holiday Budget Already on Thin Ice? 8 Strategies to Tame Holiday Expenses A Mansion, Luxury Cars, and Elton John’s Piano? Handling Holiday Stress Without Losing It Travel Plans & Navigating Holiday Spending How to Leverage Debt (the Smart Way) Get Kids Involved in the Budget—Yes, It’s Possible Starting a 529 Plan? Why Family Might Help Gift Strategies That Won’t Break the Bank Today’s Date in History: Because Why Not? TikTok Minute: The Mansion Story That Broke the Internet Listener Questions: Pensions vs. Mortgages Corrections Dept: Football Teams Need a Map Final Thoughts and Big Takeaways Whether you're taming holiday expenses, dreaming of mansion living, or just trying to get through December with your finances intact, this episode's got something for you. Tune in, take notes, and finish the year strong. FULL SHOW NOTES: https://www.stackingbenjamins.com/sticking-to-your-financial-goals-during-holidays-1617/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Everyday living can be expensive, December even more expensive between trips to the grocery store, the pharmacy, buying gas, buying gifts.
0:09.5	Everyday purchases, they really add up.
0:11.8	So make those purchases work for you with Navy Federal Credit Union's new cash rewards plus card.
0:18.5	With Navy Federal Credit Union's new cash awards plus card, you'll earn unlimited 2% cash back
0:24.2	on every purchase.
0:25.1	Even better, you don't have to pay attention to those changing spend categories because
0:30.0	it's simple, 2% cash back on every purchase.
0:33.6	So make a plan, pay off your cards every month, and then you're going to get even more from Navy Federal.
0:43.5	Listen to this.
0:44.3	Spend $2,000 and you'll receive $200 cash back and a Walmart plus annual membership.
0:51.4	That's a card that really works for you.
0:53.6	Navy Federal Credit Union never
0:55.0	limits how much you can earn from your spending ever. Navy Federal Credit Union's new cash
1:00.1	awards plus card working for you the same way Navy Federal works for our members. Navy Federal
1:05.9	Credit Union, our members are the mission. Learn more about the new cash rewards plus credit card at navyfederal.org.
1:14.5	Navy Federal is insured by NCUA.
1:17.5	I must stop this whole thing.
1:20.8	By the 53 years I put up with it now,
1:24.8	I must stop Christmas from coming.
1:28.3	But how?
1:31.3	Live from Joe's Mom's Basement, it's the Stacking Benjamin's show.
1:54.7	I'm Joe's mom's neighbor, Doug, and how's that holiday budget looking?
	...

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