What Should We Have Learned In 2023 (SB1452)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 22 December 2023
⏱️ 62 minutes
🧾️ Download transcript
Summary
On today's special roundtable episode, our panel members share what money lessons we should have learned in 2023. Joining us on the year-ending roundtable are Paula Pant from Afford Anything, OG, and .....NEIGHBOR DOUG. What are some of the most important things that happened in 2023?
From Taylor Swift to Charlie Munger to inflation and rising interest rates, we cover the year's hottest topics in today's episode and dissect them into lessons you can apply to your life in the coming year(s).
We'll touch on lessons in appreciation and gratitude, lessons in building systems, lessons in the importance of team building, lessons about the convergence of career and financial success, the life and lessons of Charlie Munger, the concept of "enough," how retirement (or FIRE) isn't just about accumulating a huge stack of Benjamins and then stopping work altogether, how recent inflation has impacted how we handle our money and where we go from here, the wisdom of waiting to buy a new home, AI, the fallacy of short-term thinking, and more.
Since our year-long trivia competition's winner was locked in by Len Penzo last week, Joe unveils a new twist on the trivia game: deciding who goes last in our first trivia episode next year by playing a little game called "Benjamin in Your Box" (insert 12-year-old snicker here). Will Paula or OG win the advantage of going last?
FULL SHOW NOTES: https://www.stackingbenjamins.com/year-end-recap-roundtable-1452
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
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Transcript
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| 0:00.0 | I don't need anybody. I'm... I'm independent. |
| 0:05.0 | Yeah? Me too. I'm... whatever you said. |
| 0:10.0 | Independent. |
| 0:12.0 | What do you say we'd both be independent together, huh? |
| 0:20.0 | Live from Joe's Mom's Bas, it's the Stacking Benjamin Show. |
| 0:30.9 | I'm Joe's mom's neighbor, Doug, and today we're recapping all the best financial lessons of 2023, |
| 0:41.9 | bringing us gold for prosperity. |
| 0:44.3 | It's ball of pant. |
| 0:46.0 | Here with frankincense to help soothe our financial anxieties, it's OG. |
| 0:51.5 | And coming in with some mer, so we have something to throw away later, like three-week-old leftovers. |
| 0:58.4 | It's me? |
| 0:59.5 | Me? |
| 0:59.9 | Really? |
| 1:00.8 | Wow. |
| 1:01.8 | I guess I'm on this one. |
| 1:03.2 | But that's not all halfway through the show since we're breaking all the rules. |
| 1:07.4 | We have a new game called Benjamin in your box. |
| 1:12.2 | And now a guy who'd come down your chimney, if he had to, |
| 1:16.7 | to bring you the best financial advice. |
| 1:19.5 | It's Joe Zalcihai. |
| 1:23.6 | So many phrases there that we regret already. |
| 1:27.5 | Hey, everybody. |
... |
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