Financial Planning Strategies: Creating a Budget That Works (SB1403)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 1 September 2023
⏱️ 64 minutes
🧾️ Download transcript
Summary
Are your household finances running like a well-oiled machine? Does each member of the household know his or her role(s) in reaching your own financial planning strategies? Who's your family's CFO? Who's got the COO role? Joining our roundtable to discuss financial planning strategies, we welcome Lacey Langford from the Military Money Show, PLUTUS award-winner Len Penzo from lenpenzo.com, and our own guy who knows how to run efficient systems, OG.
In the second half of the show, our panelists share some of their favorite tools and strategies for maintaining harmony with their partners. What financial planning strategies do they talk about during their family meetings? I mean... they're experts, aren't they? What do THEY do that we can emulate?
And finally, you won't want to miss the latest addition to our ongoing year-long quest for trivia supremacy. Sure it may not be financial planning strategies that you'll hear, but WILL be a race to the golden end-of-year trophy. Will Lacey's return be history in the making by helping Team Paula take sole ownership of first place? Will seniority reign supreme in the form of Len reclaiming the lead? Will OG continue his improbable ascension from the depths of the cellar? Three will enter; only one will emerge victorious!
FULL SHOW NOTES: https://www.stackingbenjamins.com/family-money-roles-1403
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
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Transcript
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| 0:00.0 | But out of that, a new holiday was born. |
| 0:04.6 | A festivist for the rest of us. |
| 0:11.6 | Live from Joe's Mom's Basement, it's The Stacking Benjamin Show. Benjamin's show. |
| 0:30.6 | I'm Joe's mom's neighbor, Doug, and how do you become the CFO of your own financial life? |
| 0:31.3 | We'll ask a woman who's all systems and processes. |
| 0:34.9 | She's the mind behind the military money podcast, Lacey Langford. |
| 0:39.5 | Plus, he's got a Plutus Award so you know he knows how to game the system. It's Len Penzo. |
| 0:46.2 | And of course, the guy who had to design a system because he owns his own company, |
| 0:50.6 | Industry Insider OG. But that's not all halfway through the show we'll continue our |
| 0:56.5 | year-long battle between our contributors with my striking trivia question and now a |
| 1:02.3 | guy who uses toilet time to binge watch TV shows on his phone that's a heck of a |
| 1:07.0 | system it's Joe Sal C-Hi. |
| 1:18.7 | All right, that one might be a bridge too far, Doug. It might be just a little bit beyond what people want to do imagine. I don't think people even knew you pooped. Hey, everybody. Welcome |
| 1:24.4 | to the number two podcast in America. |
| 1:28.1 | We're a humor podcast. |
| 1:30.2 | I'm Joe Salsi. I average Joe Money on Twitter. And happy Labor Day weekend to all of you. |
| 1:35.3 | You made it the unofficial end of summer today. The official beginning of fall. |
| 1:42.6 | We're back to school, back to work, back to, back to everything. |
| 1:46.9 | And we got a great crew to get you there. |
| 1:51.2 | Just full of sunshine and rainbows today. |
| 1:52.6 | That guy singing, the man who refused to smile and wave at the camera when |
| 1:57.7 | Doug announced him, Mr. O.G's here. |
... |
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