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The Stacking Benjamins Show

How to Use Process to Create Sustainable Drive (SB1657)

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 17 March 2025

⏱️ 62 minutes

🧾️ Download transcript

Summary

Ever start a new financial goal feeling unstoppable, only to lose momentum when life gets in the way? Staying motivated isn’t just about working harder—it’s about working smarter.


Today, Joe and OG take a deep dive into Dynamic Drive, the key to keeping your financial momentum going without burnout. We’ll break down the seven essential pillars—mindset, energy, discipline, curiosity, resilience, connection, and confidence—so you’re ready to hit the ground running when we welcome former sports agent Molly Fletcher on Wednesday.

💰 In this episode:


  • Why motivation fizzles out—and how to make it last


  • The seven keys to Dynamic Drive (and how to apply them to your finances)


  • How milestones and energy management keep you on track


  • Tax strategies for selling shares—FIFO, LIFO, or average cost? Which method helps you keep more of your hard-earned Benjamins?


  • What cowboy fencing teaches us about peak performance (yes, that’s a thing)


Plus, Doug serves up a sports trivia challenge—because what’s financial motivation without a little fun?


👉 Listen in now and get fired up—without burning out!


FULL SHOW NOTES: https://stackingbenjamins.com/how-to-create-a-sustainable-drive-1657

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

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Transcript

Click on a timestamp to play from that location

0:00.0

It's Monday, and that means two things, coffee and the stacking Benjamin show.

0:05.7

You guys, you're here at the mic, nearly on time, Doug, close, but not quite.

0:12.9

Yeah, it's on me.

0:14.6

It's 100%.

0:16.0

O.G., how long were we waiting for Doug?

0:18.6

Nine minutes, probably.

0:20.2

Yeah. At least. All I know is that when I sat down to turn on my computer, it was 828. And I was like, oh, I'm on time. That's all we need to know. But the second half of that, then, is coffee. So we're here. We got coffee here. Doug, you got coffee? I have coffee today on the mission as far as you know. Oh, G. Michigan. Submission. Getting ready for the NCAA tournament this week. We'll see U of M, Purdue and Michigan State in the tournament. Maybe in the final four. That would be something.

0:54.6

Probably three of the final four.

0:56.0

I'm sure.

0:56.4

Let's bet on it.

0:57.5

Deal.

0:57.9

Who does that?

1:00.3

All right.

1:01.1

On behalf of the men and women at Navy Federal Credit Ian, check that out on my mug.

1:06.3

And the men and women make a podcast in Mom's Basement.

1:10.5

Here's to our troops, people keeping us safe while we celebrate college basketball,

1:16.6

spring, and showing up to work, Doug.

1:20.8

Here's my takeaway from all of this.

1:23.4

Now you're flashing the fact that you have an amazing navy federal credit union insulated mug with a

1:30.8

nice travel lid on it o g did it a few weeks ago still sitting here with this old tech

1:38.0

ceramic mug i get it it's wonderful i get it here's our troops. Let's go stack some benjamins together.

1:45.6

Thanks, folks.

...

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