Do These 5 Financial Mistakes Sound Familiar? (SB1613) | The Stacking Benjamins Show Podcast

Do you dream of conquering your financial goals and achieving true financial independence? In this episode, we’re diving into five BIG mistakes people make along the way to financial glory with money coach Bernadette Joy, who paid off a staggering $300,000 in debt and locked in a work-optional life by age 40.
Along the way, we’ll explore the importance of managing your budget during the notoriously tricky holiday season, share actionable strategies to curate your accounts, and highlight the common mistakes that can derail even the best-laid financial plans. You’ll also hear the wild story of Richard Whitaker, whose pursuit of a too-good-to-be-true 15.25% return serves as a cautionary tale for us all.
Whether you’re looking to tackle debt, sharpen your budget, or avoid financial scams, this episode is packed with insights to help you stack smarter.
Episode Highlights

Kicking off with weekend escapes, Monday blues, and a salute to the armed forces

Nostalgic nods to Chitty Chitty Bang Bang

Welcoming Bernadette Joy and diving into her inspiring journey to financial freedom

Sharing personal stories and struggles that resonate with every money nerd

Breaking through financial barriers on the path to independence

Setting financial goals with inspiration from meeting Simone Biles

Why comparing success stories can derail your progress

The delicate dance between frugality and societal expectations

Staying grounded amidst the curated realities of social media

Avoiding the common mistake of giving unasked discounts

Why accepting debt as a long-term lifestyle is a trap

Choosing financial freedom over fear and hesitation

The importance of diverse perspectives in your financial advisory team

Preparing for the unexpected: Life events that test your financial foundation

Exploring and questioning investment opportunities like Yield Wealth

Understanding the gambler’s mentality and how it can lead to downfall

Practicing due diligence to avoid falling for scams

Lessons learned from the downfall of Yield Wealth and how to protect yourself

Announcements about upcoming events and opportunities to connect

This episode is a mix of relatable stories, practical advice, and lessons learned the hard way. Tune in to start crushing your money goals and avoiding financial pitfalls—one smart decision at a time.
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