Sign up to save your podcasts
Or
Share Our Top 5 Favorite Parts of a Well-Crafted Financial Plan SB1652
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Our Top 5 Favorite Parts of a Well-Crafted Financial Plan SB1652
A great financial plan isn’t just about numbers—it’s about creating a roadmap that turns dreams into reality. Today, Joe and OG take a trip down memory lane, reflecting on their favorite parts of building a great financial plan. Whether you're tackling long-term goals, fine-tuning your tax strategy, or simplifying complex decisions, they’ll walk you through the key elements that turn financial chaos into a well-oiled machine.
Breaking down big goals into bite-sized wins – Because climbing a financial mountain is easier when you focus on one step at a time.
The magic of tax strategies – Why a little planning now can keep more Benjamins in your pocket later.
Risk management done right – Avoiding financial pitfalls so your plan stays strong, no matter what life throws your way.
The power of simple solutions – Complexity doesn’t always mean better. Sometimes, the best financial strategies are the easiest to execute.
The role of a financial guide – Whether you DIY your plan or bring in an expert, knowing when to get guidance is a game-changer.
Meanwhile, Doug tackles a ‘Winnie the Pooh’-inspired predicament (honey jars may or may not be involved) and drops some surprising trivia on the massive market value of antidepressant drugs.
If you’re ready to streamline your financial life and celebrate your progress along the way, this episode is packed with insights, strategy, and a few unexpected twists.
This episode originally aired on January 18, 2023. Please disregard any mention of current events.
The original show notes can be found here.
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
View all episodes
By StackingBenjamins.com | Cumulus Podcast Network
4.4
18971,897 ratings
A great financial plan isn’t just about numbers—it’s about creating a roadmap that turns dreams into reality. Today, Joe and OG take a trip down memory lane, reflecting on their favorite parts of building a great financial plan. Whether you're tackling long-term goals, fine-tuning your tax strategy, or simplifying complex decisions, they’ll walk you through the key elements that turn financial chaos into a well-oiled machine.
Breaking down big goals into bite-sized wins – Because climbing a financial mountain is easier when you focus on one step at a time.
The magic of tax strategies – Why a little planning now can keep more Benjamins in your pocket later.
Risk management done right – Avoiding financial pitfalls so your plan stays strong, no matter what life throws your way.
The power of simple solutions – Complexity doesn’t always mean better. Sometimes, the best financial strategies are the easiest to execute.
The role of a financial guide – Whether you DIY your plan or bring in an expert, knowing when to get guidance is a game-changer.
Meanwhile, Doug tackles a ‘Winnie the Pooh’-inspired predicament (honey jars may or may not be involved) and drops some surprising trivia on the massive market value of antidepressant drugs.
If you’re ready to streamline your financial life and celebrate your progress along the way, this episode is packed with insights, strategy, and a few unexpected twists.
This episode originally aired on January 18, 2023. Please disregard any mention of current events.
The original show notes can be found here.
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
More shows like The Stacking Benjamins Show
View all
Money Guy Show
3,170 Listeners
Mark Levin Podcast
23,735 Listeners
Red Eye Radio
1,281 Listeners
Your Money, Your Wealth
778 Listeners
The Chris Plante Show
1,790 Listeners
Talking Real Money - Investing Talk
730 Listeners
Retirement Answer Man
1,290 Listeners
The Rich Eisen Show
1,397 Listeners
Retirement Starts Today
510 Listeners
Rolling Stone Music Now
1,004 Listeners
Afford Anything
3,526 Listeners
Jim Rome's Daily Jungle
987 Listeners
THE ED MYLETT SHOW
14,081 Listeners
ChooseFI
5,088 Listeners
Inside of You with Michael Rosenbaum
10,128 Listeners
Stay Wealthy Retirement Podcast
640 Listeners
The Jim Rome Podcast
2,958 Listeners
Millionaires Unveiled
897 Listeners
BiggerPockets Money Podcast
3,054 Listeners
Mike Drop
6,410 Listeners
The Jim Rome Show
714 Listeners
Earn & Invest
435 Listeners
Shawn Ryan Show
42,616 Listeners
Give Them Lala
13,106 Listeners
The Candy Valentino Show
174 Listeners
Personal Finance for Long-Term Investors - The Best Interest
113 Listeners
Two Sides of FI
345 Listeners
Mile High FI Podcast
184 Listeners
The Benny Show
2,058 Listeners
Talk Ville
2,855 Listeners
Catching Up to FI
335 Listeners
What The Football with Suzy Shuster and Amy Trask
62 Listeners
U.S. Soccer Podcast
5 Listeners
The Musers The Podcast
275 Listeners
Topical Fruit
3 Listeners