Strategies on Allocating Windfalls, Plus Does the Government Owe You 2K (SB1501)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 10 April 2024
⏱️ 61 minutes
🧾️ Download transcript
Summary
Did you recently come into some money? Are you expecting to in the near future? How have you treated "found money" in the past? With millions of Americans receiving their income tax refund, today we discuss what smart Stackers do with "found" money.
Not only that, but we also dive deeper into tips for how to decide ahead of time what you will do with any windfalls that come your way throughout the year, so you don't have to worry about blowing investing the entire amount on a brand new El Camino.
Be sure to stick around for Doug's this-day-in-baseball-history-themed trivia question!
FULL SHOW NOTES: https://www.stackingbenjamins.com/what-to-do-with-your-tax-refund-1501
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 | I guess you should have called. |
| 0:02.0 | I did call earlier when using the phone. |
| 0:05.0 | Earlier, when was that? |
| 0:07.0 | Or later, when then I left a message. |
| 0:11.0 | A message? What number did you call? |
| 0:13.0 | Two, four, nineer, five, six, seven, eight. |
| 0:18.0 | I can't hear you, you're trailing off. |
| 0:20.0 | And did I catch a nineer in there? you're calling from a walkie-talkie? |
| 0:23.5 | No, it's cordless. |
| 0:24.6 | Mm-hmm. |
| 0:25.0 | You know what? |
| 0:25.8 | Don't. |
| 0:26.2 | Not here, not now. |
| 0:32.8 | Live from Joe's Mom's Basement, it's the Stacking Benjamin's show. |
| 0:47.1 | I'm Joe's mom's neighbor, Doug, and in our headlines, millions are owed tax refunds from 2020. |
| 0:53.1 | Is that you? |
| 0:54.0 | You're running out of time to claim it. |
| 0:56.1 | We're diving into best uses for tax refunds, windfalls, and found money on today's show. |
| 1:02.0 | Plus, some horror stories of what not to do if you hit a jackpot. |
| 1:06.6 | Score a bonus, claim an estate, or are owed a refund. |
| 1:10.7 | And in our TikTok minute, you know what? you're just going to have to hear this one to believe it. |
| 1:16.1 | Plus, we'll hear why Stacker Nick said, you know what, I'd better call Saul. |
... |
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