The Art Of Balancing Relationships And Finances
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 28 April 2023
⏱️ 60 minutes
🧾️ Download transcript
Summary
When money is tight, you gotta do what you gotta do. But who should you add to your financial accounts? What could possibly go wrong if you share money with your buddy? Today we are happy to have the creator of the blog Mark's Money Mind, CFP Mark Trautman, on to share his experiences in financial account sharing. Paulette Perhach joins us to share her financial sharing memories. And Len Penzo jumps in to give his perspectives on Affleck and Damon's level of trust.
What are some smart rules to follow when sharing financial accounts with your spouse or other family member? What are some potential pitfalls, and how can you avoid them? Under what conditions is financial secrecy acceptable?
Doug shares some trivia about how common financial sharing is among married couples. Will Mark make OG proud and put him squarely back into a first-place tie with Len; will Paulette bring the noise to the boys; or will Len extend his trivia dominance by another point? Tune in to find out!
FULL SHOW NOTES: https://stackingbenjamins.com/Fri-roundtable-1349
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
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hello? |
| 0:02.0 | Honey? |
| 0:04.0 | I'm at the mall now and I found this beautiful leather coat. |
| 0:08.0 | It's only a thousand. Can I get it? |
| 0:10.0 | Well, sure, if you like it that much. |
| 0:13.0 | Okay. I also stopped by the Mercedes dealership and saw the new model. |
| 0:18.0 | You know the one I really like... |
| 0:19.0 | How much? |
| 0:20.0 | 120. Well, at that price I really like... How much? |
| 0:21.1 | $120. |
| 0:24.7 | Well, at that price, I wanted with all the options. |
| 0:25.9 | Great. |
| 0:27.8 | Oh, and one more thing. |
| 0:29.9 | The house we wanted last year is back on the market. |
| 0:31.7 | They're asking $1.5. |
| 0:33.6 | We'll make them an offer. |
| 0:37.2 | But come in at $1.4. Okay. I love you, baby. I at 1.4. |
| 0:40.8 | Okay, I love you, baby. |
| 0:41.8 | I love you, too. |
| 0:42.4 | Okay, bye. |
| 0:47.0 | Um, does anybody know whose phone this is? |
| 0:59.9 | Live from Joe's mom's basement, it's the Stacking Benjamin show. |
... |
Please login to see the full transcript.
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.
Copyright © Tapesearch 2026.