Nail The Money Basics (Even If You Think You Can't) SB1491

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

🗓️ 18 March 2024

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Anne Lester knows money. She helped develop target date mutual funds at JP Morgan, headed retirement programs, and knew her stuff. But Anne, like many of us, is a spender at heart and has had to trick herself into great saving habits. How? We talk about the basics, which do NOT include skipping lattes or shaming yourself into saving more money. In fact, the truth about saving more money is hiding in plain site, and we dive in so you can finally begin or accelerate your journey TODAY.

Before that, though, in our headline segment, the United State government is cracking down on credit card late fees. The Biden administration has passed a cap on fees at eight dollars, and has also foreshadowed that overdraft and other bank fees may not be far behind. Is this legislation going to help you save more money? We'll dive into what we love, don't love, and what we're cautiously optimistic about, assuming that YOU take action on your plan and tighten up your banking practices.

That's not all. We also answer a question from a Stacker who said, "We'd better call Saul...Sehy and OG for help!" Of course, there's Doug's trivia segment as well, and much, much more.

FULL SHOW NOTES: https://www.stackingbenjamins.com/mastering-financial-basics-anne-lester-1491

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

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Transcript

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0:00.0	Oh, I got to start the show. Is this your first time, Joe? I almost forgot that we've got to raise our mugs. Raise your mugs. Raising my mug. That's your chin. It's empty. We've been talking too long. Move your chin up. Everybody can see that mug. Beautiful little mug that your mama got you. And salute our troops. Here's to the men and women keeping us safe while we partied all weekend.
0:23.6	Thanks to you.
0:24.4	On behalf of the men and women at Navy Federal Credit Union
0:26.7	and the men and women making podcast
0:28.4	in their mom's basement.
0:30.1	God bless them all.
0:32.1	Here's to our troops.
0:34.3	Thanks, everybody.
0:35.8	I look out my window and I see my neighbor.
0:39.1	Doug.
0:40.2	Poor, lazy, deplorable Doug.
0:48.1	Live from Joe's Mom's Basement, it's the Stacking Benjamin Show.
0:54.0	Oh, no, no, no, mom's basement, it's the stacking Benjamin show.
1:07.5	I'm Joe's Mom's Neighbor Duggin, on today's show, we'll walk you through the financial basics with a woman who's a huge spender but still managed to become a top
1:12.6	speaker and money expert. It's Anne Lester. In our headlines, new legislation caps credit card
1:18.8	late fees at eight bucks. Time to run up the cards? Maybe slow your role, Superman. We'll have a
1:25.0	better plan. For our TikTok Minute, we'll talk scammers and how your phone might save you.
1:31.4	Plus, a stacker who thought, I'd better call Saul.
1:35.3	See hi and OG.
1:37.3	And then I'll share some sheltered trivia.
1:40.2	And now, two guys who are hot for teaching you about personal finance, it's Joe and oh,
1:47.7	J-J-J-J-J-J-J-J-J-J-I. I'm running out of breath, I'm getting it.
	...

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