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

4.4 • 2K Ratings

🗓️ 20 December 2023

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ 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!

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Transcript

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0:00.0	Hey, this is Joe's sister Nikki.
0:03.1	I think I might be the only girl in the world who has a brother who spends his entire day in the basement,
0:09.8	pretending he has an internet radio show.
0:18.1	Live from Joe's mom's basement at the Stacking Benjamin's show.
0:28.6	I'm Joe's mom's neighbor Doug.
0:34.6	Today we'll be discussing what we should have learned in 2023 with today's show money editor Gene Chatsky.
0:41.8	In our headlines, interest rates are falling.
0:44.9	What moves should you make?
0:46.5	We'll help you create a checklist.
0:48.8	Plus, we'll throw out the lifeline to Lucky Stacker Nick from northern Alaska who wants to know how to cut back on his budget
0:56.0	when it feels like there's nowhere to trim.
0:58.8	And then I'll share some insured trivia.
1:02.5	And now, here they come,
1:04.2	one guy in a red suit and the other who has a stomach
1:07.0	like a bowl full of jelly.
1:09.0	It's Joe and O Jujan, jean, jean.
1:16.5	Well, I know I'm the one in the red suit.
1:18.7	No way, dude.
1:20.2	Hey, everybody.
1:21.7	Welcome to, uh, we need to work out more podcast.
1:25.7	I'm Joe Saul.
1:26.5	See, hi.
	...

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