The Life of an Accountant Spy with Tracy Coenen (SB RWD 116)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 25 December 2020
⏱️ 76 minutes
🧾️ Download transcript
Summary
Welcome to our countdown to New Years! Leading up to our New Year's Magic 8-ball episode with Len Penzo we're bringing you our top "quirkiest" interviews. These shows were released from this last year all the way to 2013, so you're in for a real treat.
We're kicking things off with our interview with Tracy Coenen, a forensic spy who uses her knowledge of spreadsheets and bank knowledge to chase down criminals. You can read our original show notes below:
She’ll tell you over and over that her job isn’t interesting. But if you’re a money nerd, do we have a treat for you today, because accountant Tracy Coenen spends her time chasing down bad guys using spreadsheets and bank statements (I’ll stop if you need a moment). Today she’ll tell us stories of two stories where she helped catch perpetrators by using financial records (and some amazing ingenuity) to help bring “bad guys” to bear.
Plus, are you interviewing soon? Even if you aren’t we’ll talk about some useful tips if you’re interested in moving up the ladder at work or with another pursuit (and who isn’t?). Plus, we’ll discuss the new milestone one fund company just passed and pause for a moment…man, that’s a lot of money.
Of course, we’re also going to toss out the Haven Life Line to Dillon and get Joe and OG’s take on how Dillon should approach his investments. All and and we’ll still make room for Doug’s trivia. Step aside, people! There’s a new episode coming…..this plate is HOT!
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Transcript
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| 0:00.0 | Well, hey there, Stackers, you didn't expect to hear from me today, or this guy sitting across the table from me with a nice Santa hat on. Merry Christmas. Merry Christmas. I've been up since 4 o'clock, though, because I have little kids. I'm psyched. I think we talked about that before on the show where my brother and I one year got up at 1 a.m. And my parents made us go back to bed. And we got up again at like 2.15. |
| 0:22.8 | And my dad gave up at like 3.30. |
| 0:25.3 | And we opened presents at 3.30 in the morning. |
| 0:28.2 | Oh, that's pretty obnoxious. |
| 0:30.4 | No, we're lucky. |
| 0:31.9 | The kids did sleep until about seven today. |
| 0:34.0 | But because of the magic of the internet, I'm with you at 1201. |
| 0:39.8 | It is incredible. Yeah, none of that has even happened yet, and yet we know. |
| 0:46.0 | Has it happened. I'm forecast. |
| 0:48.3 | As our holiday year-end gift to you, Stackers, we are going to bring you a week's worth of some of the |
| 0:56.0 | quirkyest shows. And, oh, gee, as you and I were sitting around talking about what to do |
| 1:00.9 | at the end of this year that might be fun, we're like, well, 2020. |
| 1:05.1 | Besides, fast forward it. |
| 1:08.1 | Yeah. For lack of a better term about 2020, it was kind of quirky. Well, let's put it this way. Yeah. For lack of a better term about 2020, it was kind of quirky. Well, let's put it this way. The terms that we wanted to use for 2020, we couldn't keep our clean rating. So we said, all right, we've had some quirky guests. And you and I do this on purpose. We will feature guests on the show that, yeah, on first glance, maybe don't have a lot to do with money. |
| 1:30.1 | Or they do have something to do with money, but you're going to learn about money in a whole different way. |
| 1:35.3 | So this week, buckle in because we're going to give you seven of these. |
| 1:40.1 | And number one, OG, remember not that long ago. This is from January 29th of this last year. |
| 1:47.5 | We talked to Tracy Conan, who was an accountant spy. |
| 1:52.8 | I do remember this one. |
| 1:54.5 | Her job is to help catch people in lies looking at bank receipts, |
| 2:02.8 | bank statements, investment accounts, credit card statements. |
| 2:07.3 | She goes through people's financial trash to find out and catch bad guys. |
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