Our Top 5 Lessons from 2020 (plus year-end tax tips from Ed Slott)

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

🗓️ 23 December 2020

⏱️ 82 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What was YOUR biggest lesson from 2020, besides avoid pandemics? Today we'll share our top 5 (plus an "honorable mention") events from maybe the weirdest year in recent memory. There were MANY great takeaways this year, so it was difficult to decide. Today we'll talk about the importance of emergency funds, relationships, giving, sticking to your investment strategy, and more! Plus in our headline segment, we're joined by IRA and tax guru Ed Slott, who shares a few last-minute tax tips. He'll talk about your Roth IRA, giving, and (gasp!) spending money. That's not all. Doug shares trivia about today's Festivus holiday AND Joe and OG answer a Haven Life line call from a guy named Nick in Alaska. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	All right? I'm Jack Grealish. I think you can listen to music from relaxing to
0:05.4	celebrating to getting yourself prepared. I like all sorts honestly I like hip-hop
0:10.8	R&B and then house music as well so yeah there's no guilty
0:14.5	around here. Jack wears the Bose Quiet Comfort Ultra headphones enjoying his
0:19.4	favorite music with more immersive sound than ever before.
0:23.0	Wow, music, it's just everything, isn't it?
0:25.0	Search Bose headphones.
0:27.0	Bose, sound is power.
0:30.0	But out of that, a new holiday was born, a festivist for the rest of us.
0:36.7	Live from Joe's mom's basement, it's the stacking Benjamin show. I'm Joe's Mom's neighbor Duggan last Friday Len and Paula shared their
1:05.0	top five.
1:06.0	stay tuned to hear from our fearless leaders.
1:09.0	What? Fearless leaders?
1:11.0	Oh yeah, that's right, Joe wrote the script again. Okay.
1:14.7	Plus during our headline segment we'll dish out all of the end of your tax moves you need to know.
1:21.4	To help us we welcome the King of All Tax strategies, Ed slot.
1:26.0	To bring things home for our live shows for 2020, we'll toss out the Haven Lifeline
1:32.0	to a guy named Nick from Alaska,
1:35.0	and I'll delight you with some holiday related trivia.
1:39.0	And now, two guys who will finally share some lessons, maybe.
1:44.5	It's Joe Salce,
1:59.0	High Average Joe Money on Twitter and across the card table from me the gentleman who considers every day a holiday and so every week is the holiday week Mr. O.G.
	...

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