SB GuidebookS

Get Your Season 1 & 2 Guidebooks Now!

14 episodes. Two companion workbooks. One step-by-step way to start building a real financial plan.

Fill in the blanks, work through your own numbers, and follow along with the same frameworks Josh "OG" Bannerman, CFP® and Anna Allem, CFP® covered on Stacking Benjamins.

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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 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 saved some cash. Maybe you’ve started thinking about retirement, taxes, insurance, or college costs.
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    But a real financial plan is connected. A decision in one area affects the others.
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    These workbooks walk you through the Financial Planning Basics series episode by episode, starting with the foundation in Season 1 and going deeper in Season 2.
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    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.

    What you get:

    ✓ Season 1 & 2 Companion Workbook PDFs
    ✓ Cash Flow worksheet
    ✓ Emergency Fund calculator
    ✓ Waterfall Bucket System
    ✓ Tax Triangle framework
    ✓ Retirement Income Stack
    ✓ Insurance Stack
    ✓ Estate Blueprint
    ✓ Distribution Ladder
    ✓ Equity Compensation Vesting Playbook
    ✓ Debt Sequencer
    ✓ 529 Runway for college planning
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    In Season 1, you’ll work through:
    • Cash Flow — find your real monthly expense number
    • Emergency Fund — calculate your actual buffer, not a generic rule of thumb
    • Investing — use the Waterfall Bucket System to match your money to your timeline
    • Taxes — use the Tax Triangle to see where your money lives today and how it may be taxed later
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    In Season 2, you’ll build on that foundation with:
    • Retirement Income — map where your retirement paycheck may come from
    • Insurance — check whether you’re under-covered, over-covered, or carrying the wrong risks
    • Estate Planning — review the documents and people behind your plan
    • Tax-Efficient Withdrawals — think through Social Security taxes, Medicare surcharges, and Roth conversion windows
    • Equity Compensation — assign a job to vested shares before they hit your account
    • Debt Strategy — decide which debts deserve extra dollars
    • College Planning — map your 529 runway and funding gap