Your Smartest 2019 Money Moves (plus an intro to Gradifi)

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

🗓️ 11 January 2020

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What money moves are you planning for 2019? From creating an emergency fund and increasing your 401k contributions, to downsizing and starting a side hustle, there are plenty of smart financial steps you can take to make this year your best one yet. Joining our roundtable discussion about your best money moves today, we welcome Paula Pant from Afford Anything and OG from our very own podcast.

Halfway through the roundtable we'll take a break for our Friday Fintech segment and talk to David Chang from Gradifi. Gradifi is setting out to give employers an easy system to help employees pay down student loans and fund 529 plans.

We'll also answer a MagnifyMoney.com question from Zach, who's interested in the FIRE movement. Should he be following the advice of the FIRE movement and forgo his Roth account in favor of using a traditional?

And of course, we'll still have time for Doug's trivia.

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Transcript

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0:00.0	30 seconds to hair.
0:02.0	What do you think about flowers? The Sonaultes are for the gas. Where's a tape? Where's a tape? Anyone have the promo for the show now? Wait, where's the Fiji water? Is this, this isn't, is this tap water? 15 seconds. Can somebody get the cat? I can't drink the cat. Can someone tell Joe's mom to stop vacuum?
0:21.5	It's not hard to find.
0:22.4	Does anybody see my hair gel?
0:24.7	T's in water.
0:25.9	Natural.
0:27.6	Quiet on the set.
0:28.9	Live in three, two.
0:36.1	Live from Joe's Mom's Bas, it's the stacking Benjamin show.
0:40.5	I'm Joe's mom's neighbor, Doug, and today I dropped my go to the gym, New Year's resolution.
0:54.9	Good thing.
0:56.1	I was on that free trial.
0:57.8	That might have been the smartest thing I've done all year.
1:00.1	Probably the smartest thing I'll do for the rest of the year, too.
1:02.8	What smart financial moves have you made?
1:06.4	Today, we'll focus on all the smart money moves you should make in 2019.
1:11.3	Joining us this week on our roundtable are two guests you know and love.
1:14.8	From the Afford Anything podcast, please welcome Paula Pant.
1:18.9	And from this here podcast, let's give a gentle, discreet, single golf clap to OG.
1:26.5	And that's not all.
1:27.9	In our Friday FinTech segment,
1:29.7	how would you like it if your company had an easy system to pay your student loans
	...

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