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The Stacking Benjamins Show

Taking Control When Opportunity Knocks (with Patrice Washington & Sean Mullaney)

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

🗓️ 2 November 2022

⏱️ 68 minutes

🧾️ Download transcript

Summary

When opportunity knocks, will you answer? Having a dream is one thing but making it a reality is another, especially when money is involved. Sometimes that opportunity comes in the form of coaching, and we're joined by one today! Patrice Washington is one of three financial coaches on a new PBS series, Opportunity Knock$, that helps struggling families find resources and reach their financial dreams. Patrice joins us today to share the story of one woman she helped coach throughout the show. PBS also put together an entire resource guide to help find local help near you. In our headline segment, we share news about the increases to retirement plan contribution limits for 2023. What does it mean for your budget and how can you save more? We'll give some ideas. We also share clips from an interview we did with Sean Mullaney about retirement savings and plan options for those of you that are self-employed. He shares tips and advice for getting the most out of your savings. We'll also answer Malcolm's question about collective investment trusts within his employer sponsored retirement plan and Doug will share his trivia. You'll find show notes for this episode at stackingbenjamins.com/patrice-washington-1271. Deeper dives with curated links, topics, and discussions are on our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Where are you today?

0:02.0

Where are you today?

0:04.0

Where are you today?

0:06.0

Here's one.

0:07.0

I'm not dead.

0:08.0

What?

0:09.0

Nothing.

0:10.0

Here's your name, inputs.

0:11.0

I'm not dead.

0:12.0

Yeah.

0:13.0

He says he's not dead.

0:14.0

Yes, he is.

0:15.0

I'm not.

0:16.0

He isn't?

0:17.0

Well, he will be soon. He's very ill.

0:18.0

I'm getting better.

0:19.0

No, you're not. You'll be stunned at the moment.

0:21.0

Oh, I can't take him like that.

0:22.0

It's against regulations.

0:23.0

Live from Joe's mom's basement.

0:30.0

It's the stacking Benjamin show.

0:33.0

I'm Joe's mom's neighbor, Doug, and, man, why does it seem like everyone else is on a TV show?

...

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