The Missing Ingredients From Many Financial Plans (SB1743)

The Stacking Benjamins Show

If your financial plan feels more like a vague wishlist than a real roadmap, this episode is about to change that. Live from the basement of YouTube HQ, Joe Saul-Sehy, OG, Paula Pant (Afford Anything), and Jesse Cramer (Personal Finance for Long-Term Investors) roll up their sleeves and dig into the three most common — and costly — mistakes people make with their money plans. Whether you’re just starting out or you’ve been stacking for years, this conversation will help you turn “someday” into a solid plan you can actually follow.

The gang isn’t just talking theory — they’re breaking down the real reasons plans fail and how to fix them. From adding actionable next steps (instead of endless spreadsheets and good intentions) to weaving in crucial tax and estate planning moves, you’ll discover how to transform your financial plan into a tool that works for you. And because this is Stacking Benjamins, you can expect plenty of banter, relatable stories, and a trivia detour or two along the way.

By the time we wrap, you’ll know how to evaluate whether your plan is truly moving you toward your goals, how to communicate more effectively with your financial pros, and how to stop second-guessing every decision. It’s financial planning with fewer headaches, more confidence, and maybe even a little fun.

What You’ll Learn

• Why most financial plans fail — and how to make yours bulletproof

• The three crucial elements every solid plan needs (and most are missing)

• How to incorporate tax strategies, estate planning, and real action steps

  Smart ways to communicate with your advisor or team about what matters most

  Questions to Consider

• How to course-correct if your plan’s gone off the rails

• Does your financial plan include clear, actionable steps — or just big goals?

• Have you factored in tax and estate planning, or are you leaving those to chance?

• Are you confident your plan will work in real life, not just on paper?

  FULL SHOW NOTES: https://stackingbenjamins.com/three-things-missing-from-most-financial-plans-1743

  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