Why Your Family Needs a Money Philosophy

The Stacking Benjamins Show

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

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

4.4 • 2K Ratings

🗓️ 25 February 2022

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Do you have a family money philosophy? A money philosophy can simply be an idea of what you do and don't value. Or it can be as complex as a charitable giving strategy or a very specific spending plan. There's no right or wrong answer when it comes to a money philosophy. Today our roundtable is sharing their money philosophy and they talk about mapping goals, spending based on values, how they taught their kids about money, and more. Listen in to hear Chelsea Brennan, Len Penzo, and Doc G share their thoughts. Doug will also share his trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	I'm Joe's mom's neighbor, Doug, today to help us talk about creating a family money philosophy.
0:27.7	We welcome a woman whose name lives in infamy on this show as a verb, prepared to be Chelsea
0:34.0	Brennan.
0:35.0	Hmm, I wonder what it could mean to get Doug'd.
0:38.9	Probably something exceedingly positive in life affirming.
0:42.6	We also welcome from the Earn and Invest Podcast, DocGee.
0:47.9	And if you've ever been Penzoed, you'll recognize our next guest from LenPenzo.com.
0:54.1	It's three toddlers in a trench coat.
0:57.5	They're busy making new e-trade commercials, so it's just LenPenzo.
1:02.2	Together, they'll all get Doug'd during my trivia.
1:06.6	And now, because the show must Joe on, it's Joe Salciai.
1:13.6	See what I did there, Joe.
1:20.0	That was clever, man.
1:21.5	Nice job.
1:22.5	It's almost like a swordsman with words.
1:28.8	With the amazing pull at Perhatch helping you through all of that.
1:32.6	A little bit.
1:33.6	Maybe slightly.
1:34.6	Hey, everybody.
1:35.6	Welcome to Friday.
1:36.6	Friday, yay.
1:37.6	Here in the basement.
	...

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