Why Your Family Needs a Money Philosophy
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 25 February 2022
⏱️ 64 minutes
🧾️ 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.
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Transcript
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| 0:00.0 | Live from the fireside app, it's the Stacking Benjamin Show. |
| 0:26.5 | I'm Joe's Mom's neighbor, Doug duck today to help us talk about creating a family money philosophy. |
| 0:27.1 | We welcome a woman whose name lives in infamy on this show as a verb. |
| 0:32.7 | Prepare to be Chelsea Brennan. |
| 0:35.4 | Hmm, I wonder what it could mean to get dugged. |
| 0:38.6 | Probably something exceedingly positive in life affirming. |
| 0:42.3 | We also welcome from the Earn and Invest podcast, Doc G. |
| 0:47.5 | And if you've ever been Penzoed, you'll recognize our next guest from |
| 0:52.2 | Len Penzo.com. |
| 0:53.8 | It's three toddlers in a trench coat. |
| 0:56.9 | They're busy making new e-trade commercials, so it's just Len Penzo. |
| 1:02.0 | Together, they'll all get dugged during my trivia. |
| 1:06.3 | And now, because the show must Joe on, it's Joe Sall-C-Hi. |
| 1:17.9 | See what I did there, Joe. |
| 1:19.8 | That was clever, man. |
| 1:21.2 | Nice job. |
| 1:23.2 | It's almost... |
| 1:23.6 | I'm like a swordsman with words. |
| 1:28.4 | With the amazing Paulette Perhatch helping you through all of that. |
| 1:32.5 | A little bit. |
| 1:33.5 | Maybe slightly. |
| 1:34.4 | Hey, everybody. |
... |
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