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The Stacking Benjamins Show

How Personal is “Personal” Finance? (REWIND SB1432)

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 8 November 2023

⏱️ 68 minutes

🧾️ Download transcript

Summary

On today's special Stacking Benjamins Rewind episode, we jump into the way back machine to listen to an episode from our friend Doc G's Earn & Invest Podcast. If you think personal finance is personal, you're mistaken! We hear it all the time: "personal finance is personal". In today's episode, JL Collins and Scott Trench join Doc G and they question this popular saying. While tactics and personal needs may vary, there are better and worse ways to invest and build wealth. Join us as we dive into the weeds. This episode of Earn & Invest Podcast originally aired on June 19, 2023, so please ignore any mention of current events. For the original episode's show notes, you can see them at If You Think Personal Finance is Personal-You're Mistaken! — Earn & Invest (earnandinvest.com). FULL SHOW NOTES: https://www.stackingbenjamins.com/is-personal-finance-personal-earn-invest-rewind-1432 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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0:00.0

Well, hey there, welcome to a special Wednesday edition of the Stackum

0:09.2

show. A couple things for you next Tuesday. We're going to do a very special episode which is

0:14.9

investing in an election year. We are just under one year until the election and

0:19.9

how do you invest? Man we've got three great people on,

0:23.0

representatives from Fidelity investments,

0:25.1

from T-Roe Price investments,

0:26.6

and our friend Brad Clont, who's a behavioral psychologist

0:31.8

in the field of money. So talking money, talking

0:35.6

economy, talking election, that is a special episode coming up next Tuesday.

0:39.5

Hope you join us and tell all your friends who might be freaking out about the fact that should I invest,

0:44.9

should I not invest, what should I do?

0:46.2

Second thing, we're celebrating our veterans this week.

0:49.2

If you are a veteran or you know a veteran, we're doing a great giveaway of a kick-ass

0:53.5

charcutter board it is amazing it's modular it's I want one let's put it that way

0:59.1

so have a veteran win it and then give it back to me.

1:03.7

No, I am definitely joking because we are celebrating our veterans

1:07.4

that are all around us.

1:08.5

Stegad benjamins.com slash veterans.

1:10.0

By the way, when your veteran friend goes there,

1:12.0

you know what else they're going to find?

1:13.4

Kevin Bailey on our team has put together an amazing list of resources for veterans.

1:18.9

We want our veterans to have as many resources possible.

...

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