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The Stacking Benjamins Show

Rethinking Money-Spending Traditions: Are They Worth It?

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 20 January 2023

⏱️ 68 minutes

🧾️ Download transcript

Summary

Do you have traditions that you value? Today we discuss traditions of all types and whether they are worth the money. Also, we advise on how to keep the tradition without breaking your bank account. We welcome our regular contributors Paulette Perhach from The Writer Paulette, the one and only Len Penzo from Len Penzo dot Com, and the ever-smiling OG from this very podcast. Whether it's finding creative alternatives to expensive gifts or rethinking the way you celebrate, we'll provide tips and strategies for keeping your money traditions alive without going into debt. At the midway point, Doug will give us some amazing trivia, and we will find out who starts our year-long trivia contest with a bang. FULL SHOW NOTES: https://www.stackingbenjamins.com/roundtable-1307 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

The Dell Technologies Back to School event is on with deals on top tech for class hobbies and more

0:05.8

plus when you buy you support a cause. With every eligible purchase,

0:09.9

Dell will donate to UNICEF in support of GIGA, a UNICEF ITU global initiative to connect schools

0:16.8

across the globe to the internet. Accidental damage protection included

0:21.5

get rare deals on select laptops and desktops powered by the latest Intel core processors.

0:27.6

Save now at dell.com slash deals UNICEF does not endorse any company brand product or service.

0:34.5

Hey there stackers, just a quick note before we hit play on today's episode. Today we're

0:39.5

celebrating a huge achievement. Our amazing writer, Paulette Perhatch, as you will hear,

0:46.2

is celebrating the anniversary today of her fund. And for this part of the show, we'll call it

0:54.0

the get lost fund. But that's not what it's called. It's called a different off fund.

1:01.3

And what's neat about this fund is not the fact that she wrote it on a smaller publication.

1:09.5

She wrote a piece on a smaller publication talking about needing to build and have this fund and

1:14.6

how great it is when you have this fund in your pocket. It got picked up by the New York Times.

1:19.7

And this word that we're going to have a lot today is appeared on the front page of then many

1:27.2

publications all over the place. I remember 2016 when this all exploded. It was really cool.

1:31.7

And I'm honored to work with Paulette for that reason among many others. However, if you have young

1:37.6

people around or people that won't like hearing that word, even though we're going to bleep it out

1:43.3

over and over and over, probably not the best episode for them to listen to. So I would just want

1:47.7

to warn you that today's episode is going to have a lot of bleeps. All right. That said,

1:54.4

I still love it. I've already listened to it. Karen, our showrunners listen to it. I think you're

1:58.8

going to love today's show. Let's get rolling. You pull out of this Monday noodle. You shot and

2:05.2

shipped the past back. You snored, hunger. Lay Mondays back myself. Not a finger.

...

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