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The Stacking Benjamins Show

Lessons From 2023 with Today Show Money Editor Jean Chatzky (SB1451)

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

🗓️ 20 December 2023

⏱️ 67 minutes

🧾️ Download transcript

Summary

LOTS of incredible events happened this year. What should we have learned from a big bank collapse? From Bitcoin resurging? From the stock market moving up (along with interest rates)? We asked about all of these and more to Today Show Money Editor and host of the Her Money podcast, Jean Chatzky. Jean shares great tips on your budget, investments, money in bank accounts, and more. But that's not all. In our headline segment we share some of the recent moves in interest rates. Now with rates beginning to fall again, are there moves we should have made? We also throw out the lifeline to a Stacker who needs help AND Doug shares his best trivia ever. FULL SHOW NOTES: https://www.stackingbenjamins.com/year-end-recap-with-jean-chatzky-1451 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

Click on a timestamp to play from that location

0:00.0

You know in today's world seems like the best treatments reserved only for a few. Well,

0:04.4

Discover wants to change that by making everyone feel special. That's why with your Discover card

0:09.7

you have access to 24-7 live customer service as well as $0 fraud liability, which means you're never

0:16.5

held responsible for unauthorized purchases. Finally, no matter who you are or where you

0:21.6

are in life,

0:22.6

you'll feel special with Discover.

0:24.5

Learn more at Discover.com slash credit card.

0:27.3

Limitations apply.

0:29.2

Hey, this is Joe Sister Nicki.

0:32.1

I think I might be the only girl in the world who has a brother who spends his entire day in the

0:37.7

basement, pretending he has an internet radio show. Live from Joe's mom's basement,

0:47.0

at The St stacking Benjamin show. I'm Joe's mom's neighbor Doug. Today we'll be discussing what we should have learned in

1:06.6

2023 with today's show Money Editor Jean Chatsky. In our headlines, interest rates are falling.

1:13.8

What moves should you make?

1:15.4

We'll help you create a checklist.

1:17.8

Plus, we'll throw out the lifeline to Lucky Stacker Nick

1:21.2

from Northern Alaska who wants to know how to cut back on his budget

1:25.0

when it feels like there's nowhere to trim.

1:27.0

And then I'll share some insured trivia.

1:31.0

And now here they come, one guy in a red suit and the other who has a stomach like a bowl full of jelly.

1:38.0

It's Joe and O jjjjjjjjjjjjjjj. Oh, J-J-G-G.

1:45.0

Why no I'm the one in the red suit?

...

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