How To Use Our #1 Key To Money Management Success (SB1641)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 7 February 2025
⏱️ 63 minutes
🧾️ Download transcript
Summary
Is automating your finances the key to effortless money management, or a one-way ticket to financial autopilot disaster? Paula Pant, Jesse Cramer, and Doc G join us to navigate the fine line between automation genius and accidental money mayhem.
Done right, automation saves you time and stress. Done wrong? You might be funding a forgotten gym membership for the next five years. 😬
💰 The Power of Automation – How strategic automation can make your financial life simpler, more efficient, and stress-free.
🤖 What to Automate & What to Keep Manual – Should you set bills to auto-pay, or will that lead to mysterious charges on your credit card?
📊 High-Tech Money Tools: Are They Worth It? – Todoist, Notion, and other techy automation tricks—are they game-changers or just digital clutter?
💡 Personal Automation Hacks – How the panel automates their finances like pros (without losing control of their money).
🎭 The Dark Side of Automation – Horror stories of overdraft surprises, vanishing paychecks, and auto-pay regret.
📢 Stacker Debate: Should You Automate Everything? – The great automation showdown—when automation helps and when it hurts.
✨ Special Bonus: The Worst Things to Automate – Some things should NEVER be on autopilot. Find out what financial automation fails made our list.
Takeaways for Smart Stackers:
✅ Automation = Freedom (When Used Wisely). The right balance saves you time while keeping you in control.
✅ Auto-pay is great—until it isn’t. Track subscriptions and bills so you don’t end up paying for things you don’t use.
✅ Manual check-ins keep you financially sharp. Even with automation, you need to review your money regularly.
✅ Tech tools can help—but they’re not magic. The best system is the one you actually use.
🎧 Hit play now and rethink your approach to automation before it outsmarts you!
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Transcript
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| 0:00.0 | So, face with a question, where did they go next with this podcast? |
| 0:09.0 | The guys were recently joined by legendary musical genius Bruce Dickerson, who's agreed to be the new producer of the Stack and Benjamin's show. |
| 0:19.0 | They were all excited to meet him. |
| 0:21.6 | Hey fellas, I'm Bruce Dickerson. |
| 0:24.2 | Yes, the Bruce Dickerson. |
| 0:26.5 | You have a dynamite sound. |
| 0:28.3 | Fantastic sound. |
| 0:29.9 | I have only one suggestion. |
| 0:35.7 | More cowbell. |
| 0:36.6 | I'm a cowbell. Macabelle. Live from the basement of the YouTube headquarters, it's the Stacking Benjamin Show. |
| 1:04.7 | I'm Joe's mom's neighbor, Doug, and let's get your money factory cranking. |
| 1:09.6 | What did we learn from the automobile that applies to your money? |
| 1:13.3 | Automation. |
| 1:14.4 | Today, we're sharing what to automate, what to put on hold, |
| 1:17.6 | and where the biggest ROI gains can be with your money if you nail this. |
| 1:23.4 | But that's not all. |
| 1:24.6 | Today, our panel will try and regroup to ensure that OG doesn't run away with our year-long trivia challenge. |
| 1:32.2 | And now a guy who's here to help you parse the trivial from the important parts of financial planning. |
| 1:38.6 | It's Joe Sal C-high. |
| 1:43.5 | Hey, everybody, and happy Friday to you. |
| 1:45.9 | We're super happy you're here to talk automation with us. |
| 1:49.5 | And the people that are with us are not automated. |
... |
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