Are your household finances running like a well-oiled machine? Does each member of the household know his or her role(s) in reaching your own financial planning strategies? Who's your family's CFO? Who's got the COO role? Joining our roundtable to discuss financial planning strategies, we welcome Lacey Langford from the Military Money Show, PLUTUS award-winner Len Penzo from lenpenzo.com, and our own guy who knows how to run efficient systems, OG.
In the second half of the show, our panelists share some of their favorite tools and strategies for maintaining harmony with their partners. What financial planning strategies do they talk about during their family meetings? I mean... they're experts, aren't they? What do THEY do that we can emulate?
And finally, you won't want to miss the latest addition to our ongoing year-long quest for trivia supremacy. Sure it may not be financial planning strategies that you'll hear, but WILL be a race to the golden end-of-year trophy. Will Lacey's return be history in the making by helping Team Paula take sole ownership of first place? Will seniority reign supreme in the form of Len reclaiming the lead? Will OG continue his improbable ascension from the depths of the cellar? Three will enter; only one will emerge victorious!
FULL SHOW NOTES: https://www.stackingbenjamins.com/family-money-roles-1403
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
Make Better Investment Decisions - Our TOP 5 Building Blocks to Constructing a Better Portfolio (SB1506)
We Dissect The 4 Main Paths To Becoming A Millionaire (SB1505)
Our Primer On Making Better Insurance Decisions (SB1504)
A Story About Money That is So Good It Probably Isn't True
Why You Should Retire at 62 (or Before) (SB 1502)
Strategies on Allocating Windfalls, Plus Does the Government Owe You 2K (SB1501)
The Important Role of Kindness and a Little Math When Stacking Benjamins (SB 1500)
Party Like It's 1499 (SB 1499)
Simplifying Your Investment Strategy While Lowering Fees (plus a primer on ABLE Accounts) SB1498
How To More Effectively Rearrange Tasks: Manage Your Energy and Time with Google's Productivity Expert Laura Mae Martin - plus an appearance by former President Barack Obama (SB1497)
We List the Biggest "Gotchas" in Popular Financial Products (SB 1496)
Are You Ready for a 30-Year Retirement? Plus, Velocity Banking and Shoelace Patents (SB1495)
Simplifying Complex Money Ideas, Offsetting "Home Bias" Investing, and Better Retirement Strategies (SB1494)
Passive Investing: Is Active Investing (finally) Dead? (SB1493)
Career Forward: Shine at Work by Focusing on What Matters (SB1492)
Nail The Money Basics (Even If You Think You Can't) SB1491
The Most Overrated Ideas, Concepts, and Beliefs About Money (SB1490)
Stackers Gone Wild (Our Community Members Share Success Stories) SB1489
Security, Hackers, and Your Money (Threats and Solutions w/ Kurt Long) SB1488
How Do You Spend Money Wisely? We Have Thoughts. (SB1487)
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Innovation in Compliance with Tom Fox
Kate’s Take
The Shameless Mom Academy: Motherhood, Motivation, and Mindset Tips for Busy Moms
HORSES IN THE MORNING
Wise Traditions