How Do You Explain Good Money Habits to Newbies?

The Stacking Benjamins Show

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

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

4.4 • 2K Ratings

🗓️ 8 December 2023

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What's the best safe withdrawal rate for your retirement plan? What the heck is a safe withdrawal rate? On today's special roundtable discussion, we dive into the deep end of this important topic: understanding what you're investing in, what different financial terms mean, and if they're important for you. We're thrilled to welcome our special guest, Bernadette Joy, to our roundtable panel. She's the force behind Crush Your Money Goals, a money media company to serve up fun and practical educational content. Our own OG joins her at the card table, along with Len Penzo, creator of the award-winning blog LenPenzo.com. In our second part of our discussion, sponsored by DepositAccounts.com, we dive into each of our roundtable contributor's favorite pieces of basic and advanced get-out-of-debt advice. Stay tuned for the next chapter in our year-long trivia contest. Doug brings the trivia suspense with an 'Ol Blue Eyes-infused trivia question. Will Bernadette keep Paula in the running for the year-end trophy, or will OG or Len put it out of reach? Listen and find out! FULL SHOW NOTES: https://www.stackingbenjamins.com/fri-roundtable-basic-vs-advanced-advice-1446 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:21.1	that's Dell.com slash deals. So drink your yager bopaca and smoke your medical chronica Happy, Happy Honor, Happy Honor!
0:45.0	Happy Honor!
0:47.0	Oh!
0:48.0	Oh!
0:50.0	Oh! Oh!
0:51.0	Oh! Live from Joe's mom's basement, it's the stacking Benjamin show.
0:57.0	Live from Joe's mom's basement, it's The Stacking Benjamin Show. I'm Joe's Mom's neighbor Doug and today when you're giving people advice
1:16.7	what's the difference between what you tell beginners versus what you share with
1:21.2	more advanced financial savers.
1:23.4	Today, we'll ask our roundtable team featuring financial independence coach
1:28.2	Bernadette Joy and her microphone and joining her from this podcast it's the man with a financial plan
1:36.0	oh g and finally fresh off her amazing Thanksgiving halftime show appearance it's Dolly Parton.
1:44.0	That's just Len Penzo, but don't worry, he's still wearing the cheerleader outfit.
1:49.0	And that's not all halfway through the show.
1:52.0	I'll share my extorting trivia question
1:54.6	extortioning extortioning we're going with that and now a guy who couldn't be
1:59.2	bribed to stop bringing you the best personal finance advice.
2:03.6	It's Joe Saul C.
2:06.2	Hi.
	...

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