Our Top 5 Favorite Parts of a Well-Crafted Financial Plan SB1652

The Stacking Benjamins Show

Joe Saul-Sehy | Cumulus Podcast Network

Investing, Business, Self-improvement, Education

4.2 • 1.9K Ratings

🗓️ 5 March 2025

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

A great financial plan isn’t just about numbers—it’s about creating a roadmap that turns dreams into reality. Today, Joe and OG take a trip down memory lane, reflecting on their favorite parts of building a great financial plan. Whether you're tackling long-term goals, fine-tuning your tax strategy, or simplifying complex decisions, they’ll walk you through the key elements that turn financial chaos into a well-oiled machine. Breaking down big goals into bite-sized wins – Because climbing a financial mountain is easier when you focus on one step at a time. The magic of tax strategies – Why a little planning now can keep more Benjamins in your pocket later. Risk management done right – Avoiding financial pitfalls so your plan stays strong, no matter what life throws your way. The power of simple solutions – Complexity doesn’t always mean better. Sometimes, the best financial strategies are the easiest to execute. The role of a financial guide – Whether you DIY your plan or bring in an expert, knowing when to get guidance is a game-changer. Meanwhile, Doug tackles a ‘Winnie the Pooh’-inspired predicament (honey jars may or may not be involved) and drops some surprising trivia on the massive market value of antidepressant drugs. If you’re ready to streamline your financial life and celebrate your progress along the way, this episode is packed with insights, strategy, and a few unexpected twists. This episode originally aired on January 18, 2023. Please disregard any mention of current events. The original show notes can be found here. 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	Well, debt can really take a toll on you between minimum payments and interest rates.
0:03.5	It's really stressful.
0:04.7	And at times feels like you just can't get ahead.
0:07.2	Navy Federal Credit Union understands debt's a huge stressor and they're here to help.
0:11.7	Navy Federal Credit Union has all the financial tools and resources you need to dominate debt.
0:16.6	So the first thing you do, Stackers, you put together your debt payoff strategy.
0:21.5	Think like you're a CFO.
0:22.9	Create a strategy.
0:24.2	Don't just have debt.
0:26.6	Figure out exactly what your plan is and then use Navy federal tools like these.
0:32.9	Right now, Navy Federal Credit Union is offering a 0% intro APR on credit card balance transfers for 12 months.
0:39.5	Plus, you can get $250 when you spend $2,500 in your first 90 days on a cash rewards or cash
0:46.2	rewards plus credit card.
0:47.9	Don't let debt drag you down.
0:49.5	Visit NavyFederal.org to start dominating debt today.
0:53.1	Navy Federal Credit Union, our members are the mission.
0:56.5	Navy Federal's insured by NCUA.
0:58.2	After the intro rate expires, variable APRs are 15.15% to 18%.
1:02.9	There's why you want a debt strategy.
1:05.2	Based on creditworthiness, rates are subject to change.
1:08.1	ATM fees for cash advances are up to $1 at non-Navy federal ATMs.
1:13.6	This is a PSA or public sock announcement.
	...

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