Mid-Year Financial Reset: Key Takeaways from the First Half of 2025 (SB1708)

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

🗓️ 14 July 2025

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Still on track to crush your 2025 goals? Or has the year felt more like a Super Mario Kart banana peel moment?

In this special mid-year review episode of The Stacking Benjamins Show, Joe Saul-Sehy and OG take a pause from the summer sprint to look back at the most impactful lessons, conversations, and themes from the first half of 2025. Whether you’re rethinking your budget, fine-tuning your risk tolerance, or just trying to remember where you wrote down your resolutions, this is your nudge to hit the financial reset button—with style.

From Alex Hormozi’s take on embracing risk and skill-building to JL Collins' wisdom on why buying happiness with money is a flawed formula, this episode pulls powerful insights from our brightest guests so far. We revisit career advice from media powerhouse Bonnie Hammer, dig into intentional spending habits, and reflect on the subtle connection between mindset and long-term success.

Oh—and don’t miss a moment of Joe and OG’s always-wise, occasionally-weird banter as they break down topics like:

Why goal setting isn’t just for January—and how to mid-course correct before December sneaks up on you.
Risk management in real life (not the textbook version).
Why mindful consumption isn’t about cutting back, but tuning in.
What makes retirement joyful beyond the spreadsheets.
How your community can be the most underrated part of your portfolio.

If you’ve felt a little off-course—or just want a chance to recalibrate without the guilt trip—this episode delivers practical steps and encouraging reminders to help you make the second half of 2025 your strongest yet.

Got goals? Let’s reset ‘em. And if not, we’ve got a few ideas for those, too.

FULL SHOW NOTES: https://stackingbenjamins.com/our-review-of-first-half-2025-1708

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	Is this thing on?
0:03.4	Hello.
0:03.9	Hello.
0:05.4	Wow.
0:06.0	Feels like it's been a long time.
0:07.6	Greatest Sits week last week.
0:09.4	But we begin this week as I'm waiting for OG and Doug to come down the stairs.
0:15.7	Begin this week like we do with every other one, stackers.
0:18.7	Raise your mugs because on behalf of the men and women
0:21.9	creating podcast in mom's basement and the men and women at Navy Federal Credit Union, like
0:28.6	to begin our week with a sloop to our troops, kept us safe during the weekend and over our
0:35.1	greatest hits week. Thanks for all that you do. Thank you for your service.
0:39.2	Let's go stack some Benjamins together now, shall we?
0:42.8	Here's the song that we'd like to do for all the younger set of people, the teenagers and what have you.
0:47.6	This one's called Vacations Open.
0:58.5	Vacations all that is over? It's over. It's over.
1:02.5	How are your 2025 goals coming along, Stackers?
1:06.8	Let's get ready to reset for the second half of the year, shall we?
1:12.8	Live from Joe's Mom's Basement, it's the stacking Benjamin show.
1:25.1	I'm Joe's mom's neighbor, Doug, and look at how the years gone.
1:26.5	We're halfway done.
1:27.9	What have you accomplished? Today, we'll look back at the hot's gone. We're halfway done. What have you accomplished?
	...

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