Smart Money Moves: Building Financial Habits That Last a Lifetime

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

🗓️ 10 March 2023

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Discussing finances can be intimidating, especially for beginners. However, initiating regular money conversations early on can be a great way to introduce the topic and potentially set yourself up for financial success. In today's roundtable, we welcome Dan Sheeks, author of the new hit book, First to a Million: A Beginner's Guide to Achieving Early Financial Independence, Katie Brewer, a certified financial planner and professional money teacher, and OG, our in-house money expert and father of three. They will discuss the importance of having money conversations and provide tips on how to set yourself up for a life of financial abundance.

But wait! There's more! Doug will try to stump our panel with some this-day-in-history-based trivia. It's a tie ballgame in our year-long competition; who will pull ahead?

FULL SHOW NOTES: https://www.stackingbenjamins.com/dan-sheeks-1328

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	30 seconds to hair.
0:02.0	What do you think about flowers? The Sono's taste. What's that tape? Where's that tape? Do you want to have the promo for a show now? Wait, where's the Fiji water? Is this, this isn't, is this tap water? 15 seconds. Can somebody get the cat? I can't drink tap water. Can someone tell Joe's mom to stop back? It's not hard to find. to find.
0:23.0	Does anybody see my hair gel? Somebody get the cat. I can't drink tap. Grab the cat. Can someone tell Joe's mom to stop vacuum?
0:21.6	It's not hard to find.
0:22.6	Does anybody see my hair gel?
0:24.6	Tision water, natural.
0:26.6	Quiet on the set.
0:28.6	Live in three, two.
0:32.6	Live from Joe's mom's basement, it's the Stacking Benjamin's show.
0:51.3	I'm Joe's mom's neighbor, Doug, and are you new with money or have a loved one who needs to learn the basics?
0:57.8	Today, we welcome a panel talking all things money for new savers.
1:02.8	Joining us, say hello to the author of the hit new book, First to a Million, Dan Sheeks.
1:09.6	Plus, a woman who teaches people about money every day and with her children, it's CFP Katie Brewer.
1:17.9	And our own guy teaching three kids about money, OG!
1:23.4	But that's not all.
1:24.8	Halfway through today's show, we'll see which of our contestants can slay my diabolical trivia question.
1:31.8	And now, a guy who someday will learn about the basics himself, it's Joe Sol-Ci-Hi.
1:42.0	Hey, Stackers, happy Friday to you.
1:44.3	I am Joe Sal C.
1:45.2	See, hi, Average Joe Money on Twitter.
1:46.7	And you know what's funny, Doug, is when I was a financial planner, we used to have, you know, Fridays out, happy hour after a long week.
1:54.7	And we'd have these fun discussions about things your clients would not want to have you say.
	...

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