Is It Taxable? (and an intro to Clarity Money) Greatest Hits Rewind
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 7 July 2023
⏱️ 64 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | Pre-recorded from Joe's mom's basement, we'll come to another greatest hits rewind episode |
| 0:08.3 | of the stacking management show. |
| 0:10.5 | Hey everyone, I'm Griffin the intern, but you know what? |
| 0:13.8 | After this week we just spent together, we're on a first name basis, so you should just |
| 0:17.2 | call me the Fincher. |
| 0:18.8 | For our last rewind show before the guys come back on Monday, we'll stay with Evergreen |
| 0:22.8 | discussions. |
| 0:23.8 | Let's go back to 2017 for an interesting round table chat with our old team of frequent |
| 0:28.4 | contributors on what things were taxable back in 2017. |
| 0:32.1 | Plus, halfway through the episode, there's a great discussion with ClarityMine. |
| 0:36.3 | ClarityMoney was later purchased by Goldman Sachs. |
| 0:38.7 | If you very used the Marcus app on your phone, that was ClarityMoney when it began, so I |
| 0:43.2 | hope you enjoy this now historical segment as well. |
| 0:46.7 | As I mentioned, this episode originally aired in 2017, so ignore any mention of current |
| 0:51.3 | events. |
| 0:52.3 | Joe and OG will be back here in the basement on Monday with special guest Trish Hunt, |
| 0:56.4 | and we'll discuss how she went from stuck to unstoppable. |
| 0:59.8 | We'll learn how the power of intentional decision-making in life and leadership can |
| 1:03.0 | change your path. |
| 1:04.0 | I hope you listen in, and as for me, I'll see you again in eight weeks. |
| 1:08.0 | Enjoy, fin turn out. |
| 1:09.7 | Hey, this is Pete the Planner USA Today Money Columnist, and host of the Ask Pete |
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