The Stacking Benjamins Show

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Live, from Joe's mom's half-finished basement....listen to a parade of financial headlines, personal finance experts, creatives, and people with stories that inspire us. Every Monday, Wednesday, and Friday, hosts Joe Saul-Sehy & OG meet at the card table and bring you guests, trivia, your letters ab…

    • Dec 8, 2021 LATEST EPISODE
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    Listeners of The Stacking Benjamins Show that love the show mention: paula pant, finance show, learn anything, benjamin's, sizzler, og's, dessert, haven't learned, love the movie reviews, listening to financial podcasts, afford anything, joe's mom, money tree, roundtables, learn about money, make personal finance, like life, nothing to see, one sentence, personal finance space.

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    Latest episodes from The Stacking Benjamins Show

    Your 2021 Year-End Tax Planning Guide (with Ed Slott)

    Play Episode Listen Later Dec 8, 2021 73:00

    Our good friend Ben Franklin said the only things certain in life are death and taxes. Since we are coming up on year-end, we'll tackle one of those certainties (you're on your own with the other). To help us, tax expert Ed Slott is back! He'll help you get your finances in order before year-end to avoid any tax surprises in April. Should you convert your IRA to a Roth? What's the contribution deadline for retirement accounts? What changes might be coming in future legislation? Ed's commenting on it all with us today. We'll also talk about regulation in cryptocurrency during our headline segment. One of the main benefits of cryptocurrency has been the idea that it is unregulated, but the U.S. government is trying to change that. Although the SEC can't agree, will they consider crypto a security and therefore have regulation over it? We'll share the latest details! We'll also tackle 529 and college saving plans during our Haven Lifeline. Enjoy!

    How To Build Your Stack + Millennials Ditch Financial Advisors

    Play Episode Listen Later Dec 6, 2021 75:38

    Getting started on your personal financial journey is the hardest part. Where do you start and how do you get that first Benjamin stacked? And then how do you make sure to keep those Benjamins safe and make them work for you? Lucky for us, Emily Guy Birken and our very own Joe Saul-Sehy wrote a book that dives into personal finance and offers real, practical tips and strategies to help you be successful. Humor and easy-to-follow action items make it a great way to jump into your own journey. They are here today and were interviewed by Doc G from the Earn & Invest podcast to share behind the scenes stories of how the book was written and some of the points they dive into in the book. During our headline we'll talk about those old sales tactics of playing rounds of golf and going out for extravagant dinners to get clients and why some millennials aren't buying it. Financial advisors have more responsibility than just investing your money but some young people are choosing to manage their own investments and explain why. Plus, Doug will share some trivia. Enjoy!

    LIVE From EconoMe 2021

    Play Episode Listen Later Dec 5, 2021 65:54

    It's a special Saturday episode! Community plays a big role in our lives and the community you surround yourself with can make all the difference on the path you are on. We are lucky to be part of a pretty badass community here and are lucky to have such great people to lean on. We are live today from the2021 EconoMe conference in Cincinnati with special guests Piggy and Kitty from Bitches Get Riches. They share thoughts on some stats about what we do (and don't) share with others about our finances and how we can all help each other reach that next level of greatness. We'll also discuss a current headline about Zillow dumping homes. Zillow is selling houses across the country after realizing flipping homes isn't as easy as they make it look on HGTV (not their story, but that's our take). Is Zillow selling in your state? And what does this mean for the real estate market as a whole? We'll share our thoughts! Enjoy!

    Our Best 2021 Holiday Wallet-Saving Tips

    Play Episode Listen Later Dec 3, 2021 68:42

    It's peak shopping season and many of us are also getting ready to attend or host holiday parties, which means money may be quickly shuffling out of your wallet. Since money doesn't grow on trees, today we'll share our best money-saving tips for this holiday season. Maybe pass out your homemade lasagna to family and friends or just say no to gifts altogether this year? While those are good, we may share even better tips today! Our long-time friend Bobbi Rebell joins Len Penzo and OG to share how they are getting through the holidays with the least amount of stress and wasted money. Enjoy!

    Holiday Networking Strategies for Introverts (with Nick Shelton)

    Play Episode Listen Later Dec 1, 2021 70:28

    The holidays can be overwhelming for lots of reasons (family, too many parties, not enough time) and that stress can run even deeper for introverts. Have you ever RSVP'd to something then immediately regretted it, preferring to stay cozy under a blanket on the couch? Yep, we've been there. Luckily, there's lots of introverts in the world and Nick Shelton is an expert in helping people out of their comfort zone to make the most of any situation. He's here today to give tips and pointers to surviving any party. Not an introvert? These tips will help you, too! We're talking fees during our headline, and specifically retirement plan fees. There's a new-ish investment vehicle out there called collective investment trusts (CIT) and they are gaining popularity fast. We'll give our take and add in some additional thoughts. Enjoy!

    Maximize Your 401K With These 10 Easy Tips

    Play Episode Listen Later Nov 29, 2021 69:11

    Not sure how to best use your 401k plan to stack some B's? Today the man many call the "father of the 401k," Ted Benna, joins us to share not just how he created the first 401k plan, but he'll also share some great tips for ensuring you are getting the maximum benefit from every contribution. During our headline, we talk about the wild ride that is NFTs. Who has the right to create and sell an NFT? Apparently not Quentin Tarantino. Listen to find out why he is being sued. Then we'll answer Nathan's question about his commercial mortgages. He wants to pay off one of them but which one should he pay first? Enjoy!

    Our Top 5 Board Games for Families + Franklin's Fortune

    Play Episode Listen Later Nov 26, 2021 70:53

    What's your favorite game to play with family and friends? If you don't have a favorite, or if you're looking for a new game, we have good news for you. It's our annual board game episode and we talk to two great guests, Jamey Stegmaier and Shane Newell. Jamey gives us his list of favorites and Shane introduces us to his game Franklin's Fortune and we have links to all of them below so you can find a new game to play! Enjoy!

    2021's Hottest Holiday Tech Deals

    Play Episode Listen Later Nov 24, 2021 73:46

    On Monday we gave you a list of top Black Friday deals and today we are continuing the deals with all things tech! Bridget Carey from CNET joins us again this year to share the hottest tech items and deals you can find. Everything from TVs to Fisher-Price phones (yes, like the one a lot of us had as kids). During our headline, we talk about Theranos and its founder Elizabeth Holmes. She is currently on trial for fraud and we break down what we can all learn from her company's downfall. Then we'll throw out the Haven Life line to Doug who wants to know where to invest his funds. Enjoy!

    Our Annual Black Friday Savings Episode (plus FSA rules changes AND a TikTok to remember)

    Play Episode Listen Later Nov 22, 2021 78:27

    What's on your holiday wish list this year? Are you planning on running out on Black Friday to snag some deals? Lucky for you, we are making your holiday shopping a little easier. Regina Conway is back to share insights and deals for this Black Friday. She shares all the hottest deals and biggest discounts she is seeing to help narrow down your list. Do you have an FSA account? Here's your reminder to spend those funds before the December 31st deadline (but that could be changing for some). Shawna Hausman from helps us during our headline segment by breaking down the changes coming to FSA accounts and give tips to help spend those funds wisely. Enjoy!

    The Money Myth Buster Episode

    Play Episode Listen Later Nov 19, 2021 72:32

    Have you ever received money advice that made you scratch your head in confusion? I was once told that I should buy a new car every few years because it would save on maintenance costs....I think the person giving me that advice forgot how much it costs to buy a car. Good news for you, our roundtable today discusses top money myths and how you can avoid making these same mistakes. Our regular contributors, Paula Pant, Len Penzo, and OG give their take on these top myths and share some of their own as well. And you don't want to miss Doug's trivia! Enjoy!

    Restaurants, Your Health, and Your Wallet (with Corey Mintz)

    Play Episode Listen Later Nov 17, 2021 69:08

    How much thought do you put into where your food comes from and how the employees at your favorite restaurant are treated? If you're like most of us, probably not much. Corey Mintz is a former cook turned food writer and he is pulling back the curtain on some of the most pressing issues facing your waistline, your wallet, and the health and wallets of restaurant employees. How can we be more informed and spend our money more wisely by choosing restaurants that align with our values? Corey is here to help point us in the right direction! Good news for some savers! During our headline, we'll give you the deets on retirement plan contribution limits for 2022. The IRS updated some, but not all, contribution limits and we'll break it down. We'll also answer Tabitha's question about selling items on Ebay. Will she be taxed on the gains from the sale? We'll share! And Doug will enlighten us with his trivia question. Enjoy!

    Our Best Tips to Navigate Change

    Play Episode Listen Later Nov 15, 2021 72:51

    Change. It's something most of us struggle with, but when it comes to money and building your plan, change will always be necessary. James Conklin is an author and consultant in organizational change and joins us today to share some of the most effective ways to navigate change that we've ever heard. How can we better adapt to change personally and professionally? And how can people and organizations affect change in a productive way? He shares it all with us today. But before that, during our headline segment, we talk about federal student loans with Amanda Hahnel from Fidelity Investments. Federal student loan payments will resume in 2022 and she shares some tips on how to be prepared. We'll also throw out the Haven Life line to Stan who has a question about real estate and Doug will share his trivia. Enjoy!

    Our 12 Best Holiday Survival Tips (plus the Evil HR Lady) - REWIND

    Play Episode Listen Later Nov 12, 2021 66:53

    Today we're packing the show full of holiday survival tips! From shopping to family gatherings, our roundtable shares their favorite tips and tricks for not just surviving, but surviving without completely emptying your wallet. This episode originally aired in 2019 so check out the original show notes here. Enjoy!

    A Better Way To Buy Investment Real Estate (with David Greene) - REWIND

    Play Episode Listen Later Nov 10, 2021 61:32

    Zillow is in the headlines recently, because they're real estate purchase program hasn't worked as expected and they're dumping properties purchased only months ago. Many of these properties are selling for less than the purchase price. Is this a sign of another real estate crash or just a bad business move on Zillow's part? The next few weeks will be telling, but if you are thinking of buying more real estate, we have a great show for you today. David Greene from BiggerPockets is here to help you grow your real estate empire. This episode originally aired in 2019 and you can see our original show notes here. Enjoy!

    Curing Your Time Poverty Problem (w/Ashley Whillans) - REWIND

    Play Episode Listen Later Nov 8, 2021 68:21

    Man, that time change is always hard. It's getting dark earlier and starting to feel more and more like winter. There's nothing the time change blues can't fix like an episode on managing time and how to make our days feel longer and more efficient. Ashley Whillans joins us to help us work through that never-ending feeling of not having enough time during our day. Where is your time really going? She will help work through that! Today's episode kicks off another rewind week and you can see our original show notes from 2020, here. Enjoy!

    What Life Lessons Would You Share With a Younger You?

    Play Episode Listen Later Nov 5, 2021 74:01

    If you could go back and give your younger self one piece of advice, what would it be? Maybe it's to take more chances or say adios to the boss that treats you horrible or maybe it's just to live life to the fullest and not worry about what others think. Today our roundtable discusses a blog piece from Ryan Holiday about mistakes he's made and advice he would give himself. Caleb Gulliams (Better Wealth), Paula Pant (Afford Anything), and Doc G (Earn & Invest) join our roundtable and talk about advice they'd give their younger self and the mistakes they've made. Enjoy!

    Want To Save More? Use Tricks From Video Games

    Play Episode Listen Later Nov 3, 2021 70:52

    Our brains are complex and in charge of our emotions, memories and behaviors but just how connected are our brains and decisions about money? Maybe more than you realize. Dr. Paul Zak joins us to talk about our brains and money. Studies have shown that different parts of our brain light up on MRI scans when faced with different money decisions and purchases and this research can be used to predict how people will spend their money or feel about money. Using that knowledge and gamification, we can build better money habits. Video games and even games on our phones can help build better habits by encouraging saving and investing. During our headline, we talk about company retirement plans and savings rates in the U.S. Many companies don't offer 401k plans for employees, but should they? Joe and OG will give you their take but the real problem facing many Americans is that savings rates aren't nearly where they need to be. We'll break down those numbers too. Then we'll throw out the Haven Life line to William who is getting ready to sell a rental property and has questions about the capital gains tax due. Enjoy!

    The Fight Over Dungeons & Dragons

    Play Episode Listen Later Nov 1, 2021 68:18

    Board games date back almost 5,000 years to the Egyptians but our games today look very different. Modern board games and video games have exploded in popularity and one of the most popular games in history is Dungeons & Dragons. Its history is long and full of success and turmoil as the founders faced legal and personal struggles. Jon Peterson is an expert in gaming and joins us today to share the story of D&D and how it became the game that nearly 50 million fans around the world know and love. During our headline, we are back with more cryptocurrency news as the first bitcoin ETF was approved recently. What do you need to know and how does it differ from buying bitcoin directly? We have all the details! Then we'll hear from Matt who wants our advice on his investing strategy. When is the best time to buy and what should he do? We'll let you know our thoughts! Enjoy!

    Real-Life Money Horror Stories That Will Make Your Skin Crawl

    Play Episode Listen Later Oct 29, 2021 68:41

    Most of us have made mistakes with money in our lives. What's your money horror story? Ever gotten caught up in a Venmo scam or been asked to pay the IRS in gift cards for taxes due? Sounds fishy but it happens to the best of us. Our roundtable today shares their scary money stories before the Halloween weekend. Our regular contributors, Paula Pant, Len Penzo, and OG share times they or someone they know has been caught in a sticky situation with money. Halfway through, Doug will share some of his toothbrush (?) related trivia. Enjoy!

    How Do You Retire Happy? (plus an economic Halloween game!)

    Play Episode Listen Later Oct 27, 2021 79:23

    You might retire, but how do you retire happy? How do you imagine spending your time in retirement and does pre-planning make you happier? The host of the nation's longest-running financial radio call-in show, Wes Moss joins us to share his research on what makes for the happiest retirees. He'll share many secrets including those about hobbies, kids, and what workout even is best, on today's show During our headline, we welcome back Chuck Jaffe for his annual Halloween trick-or-treat money lessons. He's known in his neighborhood for a crazy personal finance game where he offers kids candy or a chance at some money when they trick-or-treat at his house. What will he do this year?! He'll share and give you tips on organizing your own game. Then we'll Magnify Steve's money and answer his question about retirement contributions and debt payoff. Should he save or eliminate the bills? And Doug will also share some beer-related trivia since today is, of all things, National beer day. Enjoy!

    Light a Fire Under Your Chance of Success

    Play Episode Listen Later Oct 25, 2021 73:29

    How do you find success? Today, we'll help..."shine a light" on the path to a better work life (we're so, so clever!). Chesapeake Bay Candle has seen tremendous success and today founder Mei Xu joins us to share her secrets. Whether you're looking to climb the corporate ladder or create your own company, there's something for everyone in today's interview. During our headline, we welcome back Steve Kerber to share fire safety tips with us since October is fire safety awareness month. Fire spreads fast and seconds make all the difference when the flames are blazing. Then we'll magnify Dave's money who wants to know when you have enough for retirement. We deep dive into the idea of "enough," and you won't want to miss it. Enjoy!

    What Is The Cost of “Cool”?

    Play Episode Listen Later Oct 22, 2021 67:09

    Mummies, pineapples, and board games (Joe's favorite!). What do these all have in common? They've all been seen as status symbols at some point in time. Today's status symbols might be fancy strollers, nice cars, or how many followers you have on Instagram. We see these everywhere and it's hard to ignore and not spend money on the same things. Our roundtable today discusses a piece about strange status symbols throughout time and how status symbols in general influence our spending. Paul Ollinger (Crazy Money podcast), Paula Pant (Afford Anything), and Len Penzo (Len Penzo dot Com) join our roundtable to talk about status symbols they've noticed and the impacts on our finances and life. Enjoy!

    Big Debt, Late Start, World Travel: No Problem

    Play Episode Listen Later Oct 20, 2021 74:22

    We went campin' (well, Joe and Doc G did) and dug up some inspiring and amazing money stories from fellow campers. We are live today from Camp FI (financial independence) and Joe and special guest co-host Doc G (Earn and Invest) hear from four people about their journey to financial independence. One couple didn't start saving for retirement until age 50 and retired at age 60, one woman has been living abroad for 20 years after initially thinking she'd be there for 1 or 2, and two women share their massive debt payoff stories. These are sure to inspire and motivate you in your own journey and it was a blast talking to each of them. Enjoy!

    Unbelievable Stories from Bitcoin's Wild Wild West

    Play Episode Listen Later Oct 18, 2021 68:51

    If you thought the days of crazy lawless activity left when the wild west was won, think again. The spirit of the Wild West continues in cryptocurrency. From the early investors, new coins and even some legal trouble, there's still lots to be uncovered in the world of crypto. Ethan Lou joined Doc G to talk about his experience with cryptocurrency and the major unknowns to still be uncovered with crypto. Is there still opportunity to buy into crypto and make loads of money like the early adopters? Ethan shares his take! During our headline we talk about the month of October in the stock market. It's no secret that October has seen some ugly stock market returns (1929, 1987, 2008 to name a few) but is it really as bad as we think? Robert Gilliland joins us to share his take on the market and give us some stats on the market as a whole. We'll also throw out the Haven Life line to Jennifer who wants to know how to fund her grandchild's education. And Doug will share some Bitcoin trivia. Enjoy!

    Should You Be More Worried About Retirement?

    Play Episode Listen Later Oct 15, 2021 69:19

    When did you start really thinking about, and maybe even stressing over, retirement? In your 50s, or 40s, or maybe even your 20s? Our discussion piece today, written by our friend Eric Brotman, talks about the increasing number of people in their early working career that are stressed about retirement. From stressing over saving enough money and comparing yourself to others (thanks, social media!) our contributors give their take and some tips they've learned over the years. Krista Edwards (Ready to Roth), Paula Pant (Afford Anything) and Len Penzo (len penzo dot com) join our roundtable and share the ways they've reduced their stress about retirement. Enjoy!

    Guess Who Created The Index Fund? (hint: you'll probably be surprised)

    Play Episode Listen Later Oct 13, 2021 71:25

    There's a chance you've heard the words "passive investing", "index funds" or "ETF (exchange-traded fund)" but the history behind these is much longer (and more interesting!) than you probably imagined. Passive investing is extremely popular with investors today but that wasn't always the case. Robin Wigglesworth joins us today to talk about the history of index funds and ETFs and the key players that paved the way. During our headline, we talk about long-term care and the exponentially rising cost of care. Nursing homes are expensive and many people would prefer to have care in their own homes. We talk through some of the options and costs associated with those. We'll also throw out the Haven Life line to Jason who wants to know what to do with a business cash account that has accumulated a large balance. Doug will also share some Vanguard-related trivia since we are talking about passive investing today. Enjoy!

    How A Shark Can Help You Run A Successful Business (with Barbara Corcoran)

    Play Episode Listen Later Oct 11, 2021 61:22

    Have you wanted to start a business but something is holding you back? Not enough time, resources or money? And maybe some fear as well. Today we talk to Shark Tank shark and real estate and business mogul, Barbara Corcoran about starting a successful business. She shares tips she's learned over her career and shares what you should (and shouldn't) focus too much of your time on. Those traditional business plans might not be all they are cracked up to be and she shares a different approach that has proved to be more successful. During our headline segment, Google tried (and failed) to start a banking program. They aren't the only company that has tried reinventing the banking industry over the last several years, and they won't be the last either. Then we'll throw out the Haven Life line to an anonymous caller that wants advice on how to fund fertility treatment. And Doug will share his trivia! Enjoy!

    Can Rattlesnake Wranglers Give Good Financial Advice?

    Play Episode Listen Later Oct 8, 2021 66:55

    Investing can feel like a rattlesnake hunt if you don't know what you are doing. Scary, surprising, and sometimes painful if you aren't careful. Our roundtable today discusses a piece comparing the world of investing and our emotions to a rattlesnake hunt (a real thing in the small town of Sinnemahoning, PA). Bob Wheeler (Money You Should Ask), Paula Pant (Afford Anything) and OG talk about how emotions play into our investing decisions and ways we can try to separate the emotion from the math. Enjoy!

    Lean Into Sadness and Away From Your Timeshare (with Helen Russell)

    Play Episode Listen Later Oct 6, 2021 72:30

    Human emotion makes us, well, human. While it's much more fun to feel happy, excited, or optimistic, there's no denying that we also feel sad, confused and frustrated at times. Helen Russell joins us today to talk about why feeling those negative emotions is important and how it can actually make us happier in the long run. She talks about validating the sadness and finding ways to cope and move forward to a happier life. During our headline, our friend Dave from Tennessee is in the news, but not for good reason. A former advertiser on Dave Ramsey's show is in hot water for deceptive business practices and we dive in. Then we talk about the in's and out's of required minimum distributions during our Haven Life line call. And Doug will include some of his trivia. Enjoy!

    Questions To Ask Before You Donate + How To Double Your Salary!

    Play Episode Listen Later Oct 4, 2021 71:01

    Want to find more happiness? Think bigger than your own goals. We've said this a TON lately on the podcast, so today we look at how to make it happen. Sadly, as Lisa Greer has experienced, charitable giving can be much more difficult than we'd hoped. Lisa joins us to share her less-than-ideal donating experience and what questions you should ask to make the biggest impact with your money. During our headline we talk about how COVID and work from home has changed productivity and work hours. Some employees have found ways to significantly increase their income working from home, but there's a catch (as always). And Doug will deliver some of his amazing charitable-giving related trivia. Enjoy!

    Is That Light At The End Of The Tunnel Your Retirement Or A Train?

    Play Episode Listen Later Oct 1, 2021 65:04

    What does retirement mean to you? Is it traveling, sitting on the beach or playing golf? Or maybe taking on a volunteer project? Or something completely different? Our roundtable today talks about what retirement means to them and what we can all watch out for when planning for retirement. We are joined by Wendy Mays from House of FI, Len Penzo and OG as they give us their take and tips to think about before retirement. Doug will also share some of his amazing CD trivia. Enjoy!

    What Are You Worried About? (Live from #FinCon21)

    Play Episode Listen Later Sep 29, 2021 50:41

    Between the stock market, soaring housing prices, and the strive for financial independence, what's been top-of-mind for you lately? Maybe you are getting ready to retire and thinking about how you will spend your days or planning your jet-setting adventure around the world. Or maybe you are intensely focused on saving as much as possible in the market. Today, we are live from FinCon in Austin, Texas, with OG, Paula Pant (Afford Anything), Diania Merriam (EconoMe Conference) and very special guest Julien Saunders from Rich & Regular, to see what their audiences are most concerned about right now. We talk about everything from the stock market to risk management to marriage and family. Enjoy!

    Get Out Of Your Own Way With One Simple Tool (with Mel Robbins)

    Play Episode Listen Later Sep 27, 2021 71:03

    Ever look at yourself in the mirror? Of course you have! How many times have you had to tell that person looking back at you to get out of the way? If you're like us, A TON. Mel Robbins discovered that one simple gesture in the morning can make all the difference in our decisions. She'll share details of her own ugly journey to success after financial hardship and how five seconds and high fives changed her outlook. High fives aren't just for big accomplishments or a way to communicate with friends. You can (and should) give yourself a high five every day for all the successes in your life, no matter how insignificant they may seem. Mel dives into the science behind how these small habits changed her life and how they can change yours too. We are back teaching you about annuities during our headline and one annuity company is pleading to independent financial advisors to give their products another shot. Annuities aren't always painted in the best light and we'll hear what this company is doing to change that. During our Magnify Money voicemail, Roy wants to pick Joe and OG's brains about their asset allocation. And of course we'll include some of Doug's trivia. Enjoy!

    How to Beat Fatigue from Frugality

    Play Episode Listen Later Sep 24, 2021 65:37

    Have you ever felt burnt out by trying too hard to save money or squeeze your budget too thin? That's what's known as "frugal fatigue". Sometimes we try so hard to cut expenses and save every penny that we end up spending more time and energy than we should. Paula, Len, and Chelsea Brennan join our roundtable today to talk about ways to avoid frugal fatigue. They talk about setting budget goals based on what matters most to you, creating "fun" budget items, and earning more when needed. Doug also shares some of his space-themed trivia. Listen to find out if Chelsea Brennan gets "Chelsea Brennan'd"! Enjoy!

    Upgrade Your Career, Compete with Avis, and Brew Your Own Beer

    Play Episode Listen Later Sep 22, 2021 67:52

    How does a trip to Ireland with a private car rental service and a beer-making class sound? Today we have all three of those for you, but presented as three awesome and financially sound separate stories. Today we feature three Stackers who all join us today to share their very personal money stories. First, we'll share Sara's story. She took a solo trip to Ireland that changed her outlook on her life and career (ultimately earning her much more money). The moves she made when she got home propelled her career far beyond what she'd imagined. Then we'll pivot to Christopher who rents out his car on Turo and shares his experience so far. Last, Ryan Mac shares his homebrew experience and how he got into making beer. He even sent Joe and OG some samples to try! Enjoy!

    What's The Future of Money?

    Play Episode Listen Later Sep 20, 2021 69:59

    Will you bank in the future the way you did in the past? What role will emerging financial systems like crypto and FinTech have in the future? Senior Brookings Fellow Eswar Prasad joins us today to talk about the future of money. He will share his opinions along with a look back at how we've gotten to the point we are at today. During our headline, it looks like some managers may be cheating on their target date fund management scheme. We'll dive in to asset allocation and target portfolios today. The popular 60/40 portfolio used by many investors has some investors questioning if the returns are enough to reach their goals. We talk about ways some fund managers are trying to boost those returns. And we'll throw out the Haven Life line to Justin who is working towards his CFP® certification and wants Joe and OG's advice when job searching. Doug will also share some of his trivia.

    One Powerful (and simple) Tool to Reach Your Goals

    Play Episode Listen Later Sep 17, 2021 75:08

    You Have More Than You Think (plus: drunk traded lately?)

    Play Episode Listen Later Sep 15, 2021 67:15

    Studies show that our biggest enemy is often the one between our own ears. It can be hard to get out of your own head at times. Joyce Marter joins us today to talk about limiting beliefs and how we can practice an abundance mindset to be more successful. She is a psychotherapist, entrepreneur, author and speaker and sold her own business (that she'd started for $500) for many times more than what she expected--and multiple millions of dollars--once she got advice from others and got out of her own way. During our headline, we talk to Kamaron McNair about a piece she wrote for Magnify Money about investing behaviors and emotions. How many people have traded while drunk? She will let us know! She also talks about other money worries and how emotions have a play in trading and investing. We'll also throw out the Haven Life line to Mark who wants to know what you would do if you were given $100k in Bitcoin. Joe and OG will fill us in on their thoughts. And Doug will enlighten us all with his trivia! Enjoy!

    Nice People Finish Last But Bad People Don't Win Either

    Play Episode Listen Later Sep 13, 2021 76:46

    Why is it that nice guys always seem to finish last? There's something that doesn't seem fair about the jerks in the world winning in business and life. Does a middle ground exist, and is that the secret spot for success? David Bodanis argues there is a middle ground and using effective listening, respect and trust techniques and practices is the secret recipe to success. He joins us today to tell some incredible stories of how these principles have played out in people's lives in the past, so you can make better decisions in the future. Football is back--the American kind, anyway--and we dive into how one NFL team is partnering with a financial literacy firm to help educate Americans on money habits and skills to help grow their wealth. That leads to a discussion about the new Acorns SPAC, gamification in your financial plan, and meme stock performance. We'll also throw out the Haven Life line to Leah who wants to know why she's so torn about buying a house now. And to tie it all together, Doug will share some of his trivia. Find our show notes at Looking for a guide to our show? Here's the link: Enjoy!

    The Pros and (Mostly) Cons of Retirement (plus Kathryn Minshew from - REWIND

    Play Episode Listen Later Sep 10, 2021 48:01

    We have a great roundtable discussion for you and an interview with Kathryn Minshew, CEO of today. The roundtable starts off our episode by discussing the pros and cons of early retirement. Are there more cons than pros? According to our piece, there might be but our contributors weigh in with their opinions too. Then we talk to Kathryn Minshew about personal branding and how you can make sure your brand stands out from the rest. See our full original show notes here.

    My Journey to Huge Success in Real Estate (with Ryan Serhant)

    Play Episode Listen Later Sep 8, 2021 74:49

    The amazing real estate pro from Million Dollar Listing New York, Ryan Serhant, joined us to walk us through highlights and lessons from his journey to success in real estate. He never expected to be a salesman, let alone a realtor, and it took him years to figure out his competitive advantage. He shares how we can all be better in business, sales and relationships with a few tips. Connection, initiative, and relationships with others are key to many aspects in business and he explains how each have contributed to his success. See our original show notes from the episode here. We've got another great rewind episode for you today, this time from 2018. Enjoy!

    You Can Be a Badass With Money

    Play Episode Listen Later Sep 6, 2021 58:27

    How are you with cash? Credit? Putting money in investments? All of that begins with your mindset, and Jen Sincero joins us today to help you get your head in the right place.

    Does Your Astrological Sign Affect Your Ability to Build Wealth?

    Play Episode Listen Later Sep 3, 2021 67:10

    Do libra's really have a better chance of becoming billionaires than other zodiac signs? You'd think not, but according to one blog post, Libra's are only 9% of the population but make up 20% of billionaire. If you aren't lucky enough to be a Libra billionaire, what does your own zodiac sign mean for your money habits? Today we are joined by Jen Smith, Len Penzo and OG for a wide-ranging roundtable discussion where they don't hold back on their opinions of astrological signs (and that's putting it mildly)! They also talk about the personality traits of their own signs and how those might help, and hurt, their money and investing habits. To round out the show, Doug will share some Ronald Reagan trivia. Can OG keep his trivia lead? You'll find out today! Enjoy!

    How To Avoid Getting Scammed on Life Insurance

    Play Episode Listen Later Sep 1, 2021 64:41

    How well do you understand life insurance? If you don't know as much as you should, an unscrupulous agent who meets with you might convince you to purchase a product that could cost you hundreds or even thousands of wasted dollars. Today we'll dive into the basics of life insurance, including, how insurances are priced, how term and permanent policies are different (and the same), and why most people shouldn't look at insurance as an investment. Even if you know some general "rules of thumb" about insurance, there's a good possibility that you should be able to round out your product knowledge in a deeper way. Speaking of unscrupulous, during our headlines segment we dive into a new alleged scam. How do you spot a financial "professional" who's really asking you to invest in a product that doesn't exist (or one that's not suitable)? We'll talk about clues to sniff out bad actors and also discuss the particulars of the investments that were used so that you know more about the upsides and downsides of the "weapons" this particular scammer used. It's a fun Wednesday deep dive for us! Hope you enjoy it!

    El Salvador is Crypto Curious + Reading to Lead with Jeff Brown & Jesse Wisnewski

    Play Episode Listen Later Aug 30, 2021 73:41

    Want to move ahead faster in your career? Feeling uncreative and like you aren't moving? Stop waiting for others to design a curriculum for you and create your own. Today we'll talk to two men who've done exactly that for themselves and today will share their stories, tips, and tricks to becoming a leader faster through reading. Our guests today, Jeff Brown and Jesse Wisnewski, talk about the importance of reading for our personal and professional lives. They share how they've created their own reading curriculum and share tips for all of us. During our headline, we talk about Bitcoin and a country that is adopting it as an official currency. We discuss the challenges, advantages and cryptocurrency in general. We also throw out the Haven Life line to Steven who is new to financial planning and wants advice for career development. And Doug will share some book related trivia. See more on the show notes page: Stacking Benjamins dot com Check out our FREE guide to our shows: Stacking Benjamins Guide (The Stacker) Enjoy!

    Special Episode: Plutus Awards 2021 Finalists and Roundtable

    Play Episode Listen Later Aug 28, 2021 104:45

    It's that time! The 2021 Plutus Awards (co-hosted by Joe Saul-Sehy and Natalie Torres-Haddad) will take place during FinCon in Austin, Texas on September 23rd. Today we announce the finalists with our friend Miranda Marquit (Planting Money Seeds). Then we turn things over to an all-star panel who'll share thoughts about all of our finalists in seven of the categories, plus share who they hope will win and who they think the Plutus Awards panel will choose. Thanks to Amy Blacklock (Women Who Money), Nadia Vanderhall (Brands + Bands), and Chris Hutchins (All The Hacks) for helping us make a great show! You'll find links to everyone on our show notes page at Stacking Benjamins dot com.

    Our End of Summer Economic & Portfolio Guide: The STACK Live Event (featuring Dr. Apollo Lupescu)

    Play Episode Listen Later Aug 27, 2021 74:48

    How's your portfolio performing? Are your funds not performing as you'd hoped? Today we'll help you figure out how recent economic conditions, investing trends, and different asset classes affect your success! A few weeks ago, we held an awesome live Stack event on YouTube with Dr. Apollo Lupescu from Dimensional Funds where he dove into inflation, current market trends, and the overall economy. He also answered some listener's questions live! Today, you'll hear that discussion in it's entirety. After Dr. Lupescu, we finished out the event with OG answering additional financial questions from viewers. It was a great event so we are replaying it for you today for those who missed it. If you weren't notified of the Stack event ahead of time and would like to be included for our fall event, sign up for our free guide to the show here. In addition to exciting news and updates for upcoming events like the Stack, you'll also get the Monday and Wednesday show guides that are packed with lots of information on the topics we discuss in the shows and Joe's money lessons. Find our show notes at Find our free GUIDE to our Monday and Wednesday shows (plus news on when our next STACK event will occur): Enjoy!

    What Should We Focus on First? (with Eric Brotman) + Why Your Advisor Doesn't Text

    Play Episode Listen Later Aug 25, 2021 70:37

    It's back-to-school season and with as much joy as that brings for parents (free babysitting, anyone? Just kidding. Okay, not really.), we are also bringing you back to school with your finances. Certified Financial Planner Eric Brotman joins us to break down your financial journey using the schoolyard analogy of freshman, sophomore, junior and senior year. What do you need to think about and what can you tactically do at each step of your financial journey to ensure success? Each year builds upon the previous and he helps us break it down. During our headline, we'll talk about communication strategies between advisors and clients. FINRA may allow text messaging in the future; what does that mean for you? And how else can advisors effectively communicate with clients? We'll give you all the details. We'll also throw out the Haven Life line and talk about how to talk to family members about money concerns. And Doug will enlighten us with his soft drink trivia. Is it pop or soda? Hmm, maybe I don't want to start that debate too! (but we all know the right answer is soda). Enjoy! Find show notes at Subcribe to our FREE guide to the podcast at

    How a Bad Estate Plan Can Wreck You (even if you have nothing)

    Play Episode Listen Later Aug 23, 2021 67:59

    We hear a ton about "intergenerational wealth" lately, and a cornerstone of building a dynasty of Benjamin-stackers is knowing how to pass on your assets. But even if you don't have any assets yet, not having a good plan can still wreck your plans. On today's show, we'll dive into Estate Planning 101 with author Amy Blacklock, and begin with the bazillion dollar question, "Why do I need an estate plan if I have nothing?" You'll be surprised. We'll also answer basic questions, like, "Who would you want to handle your estate and who do you want to give your sweet super soaker collection to?" We'll tackle wills, trusts, estate planning for young people, and more. During our headline, we take a look at asset allocation and rebalancing. Rebalancing is important at any stage of your investing life, but why does it matter more during retirement? We'll find out and offer our thoughts on how and when to rebalance. We'll also throw out the Haven Life line to Joanne who asked a question in our Facebook group about an annuity she was pitched. We have (sometimes strong) opinions on annuities but we break this down and explain the red flags we see. Don't worry, we won't forget about Doug's trivia! Enjoy!

    Our Best "Secret" Money-Saving Travel Hacks

    Play Episode Listen Later Aug 20, 2021 60:05

    There are two types of people who travel: those who meticulously plan every detail and spend hours strategizing so they can save every last penny, and on the other hand, there are those who buy whatever last-minute plane ticket they can find and stumbles into the first hotel they see. Which one are you? Our regular roundtable guests are all back together today to compete head-to-head to guess which top travel hacks a recent Kiplinger post references. Len, Paula, and OG not only go head-to-head to see who can guess which travel hacks are listed...they also share some great money-savers that didn't make the Kiplinger list. The show wouldn't be complete without some of Doug's trivia and he tries to throw off our roundtable with his radio-themed question today. Enjoy! Learn more about your ad choices. Visit

    Fighting Fear, Buying Real Estate, and Shaving Taxes (Live from PM21)

    Play Episode Listen Later Aug 18, 2021 66:31

    You don't have to be wealthy to build wealth. That's the theme that kicks off today with our amazing panel, live from Podcast Movement in Nashville! Joe meets up with Mindy Jensen from BiggerPockets Money, Ben Brandt from Retirement Starts Today and Jennifer Grimson from Micro Empires to talk about what's impacting their audience most right now and the financial topics that seem to be top-of-mind. What money topics are most concerning in your life right now? We talk about the crazy real estate market and prices, FOMO, taxes, imposter syndrome, and more. Enjoy! Learn more about your ad choices. Visit

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