What happens when Doug gets visited by three ghosts in the basement? A classic holiday story gets a Stacking Benjamins twist in this special episode. Inspired by A Christmas Carol, we explore lessons from the past, present, and future to help you make smarter money moves.
From learning to avoid past financial missteps to balancing life’s experiences with your financial goals, this episode blends memorable storytelling with practical advice. Along the way, Joe, OG, and Doug serve up clever banter, unexpected insights, and strategies you can put into action to ensure your finances stay merry and bright.
What You’ll Learn Today:
- How reflecting on financial mistakes can help shape smarter decisions.
- The importance of balancing money with life experiences in the present.
- Why intentionality and automation are the secret weapons for future financial success.
- Practical strategies to avoid the consequences of inaction.
Episode Highlights:
- The team kicks off by debating the best versions of A Christmas Carol.
- Doug’s journey begins with a visit from the Ghost of Christmas Past, offering lessons on overcoming financial missteps.
- The Ghost of Christmas Present emphasizes being mindful of your current financial habits and enjoying life without overindulgence.
- The Ghost of Christmas Future shows why planning and automating your finances now can save you from future regret.
- Practical advice on setting short- and long-term goals, creating financial intentionality, and balancing fun with financial responsibility.
Why You Should Listen:
If you’ve ever felt haunted by past money decisions, unsure about how to balance saving with spending, or overwhelmed by future financial planning, this episode is for you. It’s a thoughtful, engaging, and surprisingly relatable take on holiday classics—with plenty of tips to ensure your financial wellness story has a happy ending.
Gather around, grab some eggnog, and join us for a holiday tale that’ll leave you inspired to tackle your finances with clarity and purpose.
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
Thanks to Neighbor Doug for lending his dulcet tones to our Holiday Story Special
Sit down by a roaring fire with your favorite beverage while ‘Ol Neighbor Doug sooths your holiday anxiety away with his reading of a completely original tale just in time for the holidays.
Have a question for the show?
Want more than just the show notes? How about our newsletter with STACKS of related, deeper links?
- Check out The 201, our email that comes with every Monday and Wednesday episode, PLUS a list of more than 19 of the top money lessons Joe’s learned over his own life about money. From credit to cash reserves, and insurance to investing, we’ll tackle all of these. Head to StackingBenjamins.com/the201 to sign up (it’s free and we will never give away your email to others).
Join Us Wednesday!
Tune in tomorrow when we throw it back to another Greatest Hits Episode, when our mentor teaches us about leadership with kindness and cultural understanding.
Written by: Kevin Bailey
Miss our last show? Listen here: Balancing Holiday Cheer with your Long-Term Goals (SB1619)
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