Season 1 Guidebook

Get your Season 1 Guidebook now!

Six episodes. One complete financial plan. Fill-in-the-blank worksheets for cash flow, emergency fund, investing, taxes, and more. Built by Josh "OG" Bannerman, CFP® and Anna Allem, CFP® from Bannerman Wealth.

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    “I've been listening to Stacking Benjamins for years but this was the first time I actually sat down and did the math on my own plan. The emergency fund calculator alone was worth it..”

    SB Listener

    Tyler, TX,

    What you get:

    ✓ Season 1 Companion Workbook (PDF) ✓ Early access to the Season 2 guide before launch

    ✓ The Waterfall Bucket System explained ✓ The Tax Triangle framework

    ✓ Your personal emergency fund calculator

    What is it all about?

    Most people have thought about one or two areas of their financial plan. Maybe you've got the 401(k) handled. Maybe you've got some cash saved. But a real financial plan covers six interconnected areas — and a decision in one affects all the others.

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    This workbook walks you through all six, episode by episode:

    • Cash Flow — find your real expense number in under 10 minutes
    • Emergency Fund — calculate your actual number, not the generic 3-6 month rule
    • Investing — the Waterfall Bucket System: Foundation, Bridge, and Engine
    • Taxes — the Tax Triangle and how to draw from all three buckets in retirement
    • Plus a Q&A episode answering real listener questions

    Fill in your own numbers. Do your own math. Build your own plan.

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    Brought to you by Josh "OG" Bannerman, CFP® and Anna Allem, CFP® of Bannerman Wealth