Streamlining Your Financial Life

The Stacking Benjamins Show

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

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

4.4 • 2K Ratings

🗓️ 5 August 2022

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

How organized is your financial life? Is it a jumble in your head? How much complexity is a good thing...diversification, accounts at different institutions... and how much complexity is truly just disorganization? To help attack the complexity problem and create a simpler, more fluid financial life, today we welcome CFP Dawn Dahlby to chat with financial writer Paulette Perhach and Len Penzo. They'll address ways to reduce the dashboards you use, crystalize your thinking, and streamline your financial life. From consolidating accounts to streamlining your investments and debunking rules of thumb, they share their tips to help you better manage your money. And of course, Doug shares his trivia as we continue our year-long trivia challenge. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Okay, right here. It says right here in this account, we have $401,000.
0:06.0	Checkpot!
0:07.0	Nope. That says you have a 401K account. If you liquidate that right now, you'll have, you know, maybe $5,000.
0:16.0	So what happened to the other $396,000?
0:21.0	What is wrong with the two of you?
0:23.0	Live from Joe's mom's basement.
0:31.0	It's the stacking Benjamin show.
0:44.0	I'm Joe's mom's neighbor, Doug.
0:46.0	And it's national work like a Doug Day, which I guess means beer and hand, no pants and
0:52.0	commercial break increments.
0:54.0	Today, we're asking the question, how much complexity is actually worth your time when it comes to managing your money?
1:02.0	To help, we welcome a CFP from LiveWelfi, Don Dolby.
1:07.0	And from lenpenzo.com, its father, time himself.
1:13.0	He's way too young for this topic, so we pulled in lenpenzo.
1:18.0	Also, gracing us today is our esteemed show writer and the author of all, yes, financial writing out there,
1:26.0	probably read every week by the Pope and all the leaders of the free world from our housewriters.com.
1:33.0	We'll let her hatch.
1:35.0	But that's not all. I've been working like a Doug on trivia question that's going to stump them all.
1:42.0	And now a guy who knows how to help you work those dollars, Joe, all see high.
1:53.0	Hey, everybody, and a happy Friday to you.
1:55.0	I am Joe, so I'll see high average Joe money on Twitter and I am so excited for this topic because we are talking about financial simplicity.
2:06.0	When does it make sense to be more complex with your money?
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.