Money With Katie's Top 5 Lessons from 2022

The Stacking Benjamins Show

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

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

4.4 • 2K Ratings

🗓️ 21 December 2022

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

2022 is coming to an end. What were your biggest takeaways and lessons for the year, financial or otherwise? A volatile stock market, rising interest rates, and uncertainty left a lot of people feeling uneasy about their investments but there's a silver lining. Katie Gatti from Money With Katie joins us to share her top five takeaways from 2022. She says that if you got through 2022 and have a clear outlook on your financial plan for the upcoming year, you are in a better position than you might think. She talks about lessons from crypto, the bond market comeback, why diversification still matters, and more. We're also talking about Flexible Spending Accounts (FSA) today. Shawna Hausman from FSAStore joined us to help you spend those FSA dollars before the year-end deadline. She shares some of the less-known items and products that qualify and shares a calculator to help you determine how much to contribute to your FSA next year. Then we'll hear Nick's question about cutting expenses and Doug will share his trivia. Find the full show notes at https://www.stackingbenjamins.com/katie-gatti-1292. 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

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0:00.0	Did you know that Discover is more than a credit card with Discover's online savings account?
0:04.4	You can earn five times more interest than the national savings average. Five times.
0:09.1	There's no monthly fees, no minimum deposit, no monthly balance requirements.
0:12.9	It's FDIC insured up to the maximum allowed by law. Learn more at Discover.com and start saving
0:18.8	with confidence today. Discover Bank member FDIC.
0:30.0	A medical crying girl.
0:54.7	Live from Joe's Mods' basement.
0:57.9	It's The Stacking Benjamin Show!
1:09.8	I'm Joe's mom's neighbor, Doug, and as the sun's setting at 3pm reminds us,
1:14.3	the year is almost over. What should we have learned this year? Besides, never to tickle Joe's mom
1:19.7	when she's eating chili-cheese-frito pie. To kick off our year end, what we should have learned
1:25.7	extravaganza, we welcome the host of Money with Katie, Katie Getty. In our headlines,
1:32.3	do you have a flexible spending account? You're running out of time to use that money,
1:36.7	so to help you hold on to your Benjamin's, we welcome from the FSA store,
1:41.6	Shawna Houseman. Plus, we'll throw out the Haven Lifeline to Nick in Alaska, who probably
1:47.5	has a question about fighting off bears. Go for the jugular Nick! And then, I'll share some trivia
1:53.9	straight from the king. Oh, thank you. Thank you very much. And now, two guys who you should have
2:00.5	learned a lot from this year, it's Joe and oh, j-j-j-j-j-j-j-j.
2:12.7	Hey there, stackers. Happy Wednesday, and if you're in the middle of eight crazy nights,
2:17.9	happy holidays to you. Happy holidays to all of us. It's The Stacking Benjamin Show,
2:22.9	and you know what, it doesn't have to be a holiday to be a Wednesday. However, it is a special day
2:28.4	for another reason here. It's OG's birthday, Doc. It's OG's birthday today. I don't know what you're
	...

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