The Stacking Benjamins Show Financial Planning Strategies: Creating a Budget That Works (SB1403)
Sep 1, 2023
Experts discuss financial planning strategies, including the importance of systems and processes in managing money, safeguarding personal information online, adopting the roles of CFO and COO in relationships, dedicating time to being the CFO of the family, the history of Labor Day and labor unions, the power of spreadsheets for financial planning, budgeting apps and setting up systems, active financial management, and casual banter about Spotify features.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
Transitioning to Fall and the Importance of Systems in Money Management
01:41 • 3min
Protecting Yourself from Online Identity Theft and Fishing Scams
04:44 • 2min
The Importance of Having a CFO and COO in a Relationship
06:59 • 18min
Dedicating Time to the CFO Role
24:31 • 7min
Labor Day, Grover Cleveland, and Labor Unions
31:28 • 10min
The Power of Chelsea Brennan and Budget Tracking Tools
41:20 • 2min
The Power of Spreadsheets for Financial Planning
43:29 • 10min
Discussion on Budgeting Apps, Setting Up Systems, and Importance of Communication
53:43 • 2min
Active Financial Management and Holiday Plans
55:21 • 2min
Casual Banter, Teaser for Announcement, and Top Three Takeaways
57:07 • 4min
Spotify Features and Personal Music Preferences
01:01:22 • 6min