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The Stacking Benjamins Show

Thriving During Uncertain Times (with Phil and Danielle Town)

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 17 October 2022

⏱️ 73 minutes

🧾️ Download transcript

Summary

"Uncertainty" is the new black. Between the stock market, inflation, and a recession, uncertainty leads the media to bigger ratings, but to the average person it leads to fear. The best way to reduce that fear? Knowledge. Phil and Danielle Town join us today to talk all about uncertainty and how to take back control of your finances. They believe that knowledge and education, especially in an area you enjoy, can reduce anxiety and fear around your money. They share their investing approach and offer tips to help you with yours. Before that, we share a shocking headline piece claiming that many young people shouldn't save for retirement. Say what? We dive into it and share our thoughts. We also answer Tom's question about wash sales. He wants to know what triggers one and how to know if two positions are substantially similar. And then Doug will share his trivia. You'll find show notes for this episode at www.stackingbenjamins.com/phil-and-danielle-town-1264. 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

Hey, Jens, check out what I got today.

0:02.5

I'm sporting the old school.

0:04.1

Remember, remember this logo?

0:05.6

Oh, gee, is that like our first giveaway ever?

0:08.6

The mug?

0:09.4

This is, this is yeah, the old mug.

0:11.2

Brought that thing back out today.

0:13.2

But I got to sit here with your old mug.

0:15.4

So why don't you guys raise your glass?

0:17.1

Yeah, I'll teach you to do that.

0:19.0

Why are you lashing out like that?

0:20.7

There's no need for that kind of violence.

0:22.3

Let's get going, man.

0:23.6

We got coffee.

0:24.6

We got Monday.

0:26.3

We got men and women who've kept us safe.

0:28.5

And let's say cheers to them.

0:30.0

On behalf of the men and women, you've got a yeti.

0:32.2

You've got a yeti.

0:33.1

I don't see a big hairy beast behind you.

0:35.3

It's like chewy.

0:37.5

I don't think you should be looking behind him, Joe.

...

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