Podcast appearances and mentions of chuck jaffe

  • 35PODCASTS
  • 1,018EPISODES
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  • Jul 16, 2026LATEST

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Best podcasts about chuck jaffe

Latest podcast episodes about chuck jaffe

ETF of the Week With Tom Lydon
ETF of the Week: Invesco NASDAQ 100 ETF (QQQM)

ETF of the Week With Tom Lydon

Play Episode Listen Later Jul 16, 2026 10:22


On this episode of the "ETF of the Week" podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Invesco NASDAQ 100 ETF (QQQM) with Chuck Jaffe of Money Life.

head research nasdaq etf invesco money life chuck jaffe vettafi todd rosenbluth
ETF of the Week With Tom Lydon
ETF of the Week: Vanguard US High-Yield Corporate BD Index ETF (VCHY)

ETF of the Week With Tom Lydon

Play Episode Listen Later Jul 9, 2026 10:24


VettaFi's Head of Research Todd Rosenbluth discussed the Vanguard US High-Yield Corporate BD Index ETF (VCHY) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

ETF of the Week With Tom Lydon
ETF of the Week: Fidelity Fundamental Small-Mid Cap ETF (FFSM)

ETF of the Week With Tom Lydon

Play Episode Listen Later Jul 2, 2026 10:08


VettaFi's Head of Research Todd Rosenbluth discussed the Fidelity Fundamental Small-Mid Cap ETF (FFSM) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

head fundamental etf money life chuck jaffe vettafi todd rosenbluth
ETF of the Week With Tom Lydon
ETF of the Week: T. Rowe Price Value ETF (TVAL)

ETF of the Week With Tom Lydon

Play Episode Listen Later Jun 25, 2026 10:31


VettaFi's Head of Research Todd Rosenbluth discussed the T. Rowe Price Value ETF (TVAL) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

head etf rowe price money life chuck jaffe vettafi todd rosenbluth
New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why This Industrial ETF Is In the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Jun 22, 2026


CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Astronomical Expectations, Astronomical Downside Risk.

ETF of the Week With Tom Lydon
ETF of the Week: Victoryshares Free Cash Flow ETF (VFLO)

ETF of the Week With Tom Lydon

Play Episode Listen Later Jun 18, 2026 10:58


VettaFi's Head of Research Todd Rosenbluth discussed the Victoryshares Free Cash Flow ETF (VFLO) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

head cashflow etf money life free cash flow chuck jaffe vettafi todd rosenbluth
New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why This Restaurant Operator Is In the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Jun 15, 2026


Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: “Good” Is Not Enough.

ETF of the Week With Tom Lydon
ETF of the Week: Procure Space ETF (UFO)

ETF of the Week With Tom Lydon

Play Episode Listen Later Jun 11, 2026 10:07


VettaFi's Head of Research Todd Rosenbluth discussed the Procure Space ETF (UFO) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

head space ufos etf procure money life chuck jaffe vettafi todd rosenbluth
New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why Index Fund Investors Are the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Jun 8, 2026


CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Index Fund Investors.

ETF of the Week With Tom Lydon
ETF of the Week: NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI)

ETF of the Week With Tom Lydon

Play Episode Listen Later Jun 4, 2026 9:14


VettaFi's Head of Research Todd Rosenbluth discussed the NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

head income etf enhanced neos money life chuck jaffe vettafi todd rosenbluth
New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why SpaceX Lands in the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Jun 1, 2026


Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: SpaceX (SPCX): Going Boldly Where No One Has Gone Before.

ETF of the Week With Tom Lydon
ETF of the Week: State Street Utilities Select Sector SPDR ETF (XLU)

ETF of the Week With Tom Lydon

Play Episode Listen Later May 28, 2026 9:21


VettaFi's Head of Research Todd Rosenbluth discussed the State Street Utilities Select Sector SPDR ETF (XLU) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

head sector select etf utilities state street money life spdr chuck jaffe vettafi todd rosenbluth
ETF of the Week With Tom Lydon
ETF of the Week: Sprott Rare Earths Ex-China ETF (REXC)

ETF of the Week With Tom Lydon

Play Episode Listen Later May 21, 2026 11:34


VettaFi's Head of Research Todd Rosenbluth discussed the Sprott Rare Earths Ex-China ETF (REXC) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

head china etf rare earths money life sprott chuck jaffe vettafi todd rosenbluth
New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why This Burger Spot Is in the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later May 18, 2026


CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Don't Touch This Hot Stove.

ETF of the Week With Tom Lydon
ETF of the Week: The Roundhill Memory ETF (DRAM)

ETF of the Week With Tom Lydon

Play Episode Listen Later May 15, 2026 12:00


VettaFi's Head of Research Todd Rosenbluth discussed the Roundhill Memory ETF (DRAM) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

head memory etf dram money life chuck jaffe vettafi todd rosenbluth
New Constructs Value Investing 2.0 Podcast – New Constructs

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: AI Is Devouring All the Cash.

ETF of the Week With Tom Lydon
ETF of the Week: Invesco Emerging Markets Sovereign Debt ETF (PCY)

ETF of the Week With Tom Lydon

Play Episode Listen Later May 7, 2026 9:32


VettaFi's Head of Research Todd Rosenbluth discussed the Schwab US Dividend Equity ETF (SCHD) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why Stocks That Missed the Core Earnings Cut Are in the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later May 7, 2026


CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Stocks That Failed the Core Earnings Test in 2Q2026.

ETF of the Week With Tom Lydon
ETF of the Week: Schwab US Dividend Equity ETF (SCHD)

ETF of the Week With Tom Lydon

Play Episode Listen Later Apr 30, 2026 8:45


VettaFi's Head of Research Todd Rosenbluth discussed the Schwab US Dividend Equity ETF (SCHD) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

head equity etf schwab dividend money life chuck jaffe schd vettafi todd rosenbluth
New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why This Mid Cap Value Fund Is in the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Apr 27, 2026


Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: This Mid Cap Value Fund Stands Out for the Wrong Reasons.

ETF of the Week With Tom Lydon
ETF of the Week: WisdomTree Japan Opportunities Fund (OPPJ)

ETF of the Week With Tom Lydon

Play Episode Listen Later Apr 23, 2026 11:04


VettaFi's Head of Research Todd Rosenbluth discussed the WisdomTree Japan Opportunities Fund (OPPJ) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why Everyone Using AI Is in the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Apr 20, 2026


CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: AI Is Designed To Lie To You.

ETF of the Week With Tom Lydon
ETF of the Week: Morgan Stanley Bitcoin Trust (MSBT)

ETF of the Week With Tom Lydon

Play Episode Listen Later Apr 16, 2026 12:31


VettaFi's Head of Research Todd Rosenbluth discussed the Morgan Stanley Bitcoin Trust (MSBT) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

head trust bitcoin etf morgan stanley money life chuck jaffe vettafi todd rosenbluth
New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why This Direct-to-Consumer Business Lands In the Danger Zone One Last Time

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Apr 13, 2026


CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: This Bird You Cannot Change: Allbirds' Downfall From $4 Billion to $39 Million Fire Sale.

ETF of the Week With Tom Lydon
ETF of the Week: Goldman Sachs Municipal Income ETF (GMUB)

ETF of the Week With Tom Lydon

Play Episode Listen Later Apr 9, 2026 9:21


VettaFi's Head of Research Todd Rosenbluth discussed the Goldman Sachs Municipal Income ETF (GMUB) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

head income goldman sachs etf municipal money life chuck jaffe vettafi todd rosenbluth
ETF of the Week With Tom Lydon
ETF of the Week: FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR)

ETF of the Week With Tom Lydon

Play Episode Listen Later Apr 2, 2026 9:07


VettaFi's Head of Research Todd Rosenbluth discussed the FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why Companies Most Likely to Miss Earnings Next Quarter Are In the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Mar 30, 2026


CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: 1Q26 Earnings: Where Street Estimates Are Too High & Who Should Miss.

New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why Layoffs Are In the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Mar 23, 2026


CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Shareholders Vs. Employees: The Next AI Tradeoff.

ETF of the Week With Tom Lydon
ETF of the Week: SPDR Gold MiniShares Trust (GDLM)

ETF of the Week With Tom Lydon

Play Episode Listen Later Mar 19, 2026 10:27


VettaFi's Head of Research Todd Rosenbluth discussed the SPDR Gold MiniShares Trust (GDLM)on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

head trust gold etf money life spdr ssga chuck jaffe vettafi todd rosenbluth
New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why This Accounting Trick Is In the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Mar 16, 2026


CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Closing A New Accounting Loophole: Residual Value Guarantees.

ETF of the Week With Tom Lydon
ETF of the Week: American Century Quality Diversified International ETF (QINT)

ETF of the Week With Tom Lydon

Play Episode Listen Later Mar 12, 2026 8:19


VettaFi's Head of Research Todd Rosenbluth discussed the American Century Quality Diversified International ETF (QINT) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why Investor's Ignoring The Danger Zone Are In the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Mar 9, 2026


CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Ignore The Danger Zone at Your Own Risk.

ETF of the Week With Tom Lydon
ETF of the Week: State Street SPDR SSGA US Lg Cap Low Vol Index ETF (LGLV)

ETF of the Week With Tom Lydon

Play Episode Listen Later Mar 5, 2026 10:57


VettaFi's Head of Research Todd Rosenbluth discussed the State Street SPDR SSGA US Lg Cap Low Vol Index ETF (LGLV) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

head invest exchange index etf state street money life spdr ssga chuck jaffe vettafi todd rosenbluth
New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why The Tech Sector Minus the Mag 5 Is In the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Mar 2, 2026


Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: The Great Rotation: Fade Dying Tech Stars.

ETF of the Week With Tom Lydon
ETF of the Week: Capital Group Dividend Value ETF (CGDV)

ETF of the Week With Tom Lydon

Play Episode Listen Later Feb 26, 2026 10:01


VettaFi's Head of Research Todd Rosenbluth discussed the Capital Group Dividend Value ETF (CGDV) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why Tech Sector Investors Are In the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Feb 23, 2026


CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: The Worst Is Yet to Come for AI Winners and Losers.

ETF of the Week With Tom Lydon
ETF of the Week: Invesco S&P 500 Equal Weight ETF (RSP)

ETF of the Week With Tom Lydon

Play Episode Listen Later Feb 19, 2026 10:09


VettaFi's Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight ETF (RSP) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why The AI Race Is In the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Feb 18, 2026


CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: The Hidden $500+ Billion of Debt That Will Sink These AI Stocks.

ETF of the Week With Tom Lydon
ETF of the Week: NEOS Russell 2000 High Income ETF (IWMI)

ETF of the Week With Tom Lydon

Play Episode Listen Later Feb 12, 2026 11:22


VettaFi's Head of Research Todd Rosenbluth discussed the NEOS Russell 2000 High Income ETF (IWMI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

head invest exchange etf neos high income money life chuck jaffe vettafi todd rosenbluth
New Constructs Value Investing 2.0 Podcast – New Constructs
Podcast: Why Investors Ignoring This Consumer Cyclicals Stock Are In the Danger Zone

New Constructs Value Investing 2.0 Podcast – New Constructs

Play Episode Listen Later Feb 9, 2026


CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: An Undervalued “Corner-Lot” With a View.

ETF of the Week With Tom Lydon
ETF of the Week: Vanguard Emerging Markets Stock Index Fund (VWO)

ETF of the Week With Tom Lydon

Play Episode Listen Later Feb 5, 2026 11:12


VettaFi's Head of Research Todd Rosenbluth discussed the Vanguard Emerging Markets Stock Index Fund (VWO) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

ETF of the Week With Tom Lydon
ETF of the Week: Fidelity Enhanced Small Cap ETF (FESM)

ETF of the Week With Tom Lydon

Play Episode Listen Later Jan 29, 2026 10:29


VettaFi's Head of Research Todd Rosenbluth discussed the Fidelity Enhanced Small Cap ETF (FESM) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

ETF of the Week With Tom Lydon
ETF of the Week: CoinShares Bitcoin Mining ETF (WGMI)

ETF of the Week With Tom Lydon

Play Episode Listen Later Jan 22, 2026 11:43


VettaFi's Head of Research Todd Rosenbluth discussed the CoinShares Bitcoin Mining ETF (WGMI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

ETF of the Week With Tom Lydon
ETF of the Week: T. Rowe Price US Equity Research ETF (TSPA)

ETF of the Week With Tom Lydon

Play Episode Listen Later Jan 15, 2026 11:48


VettaFi's Head of Research Todd Rosenbluth discussed the T. Rowe Price US Equity Research ETF (TSPA) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

ETF of the Week With Tom Lydon
ETF of the Week: iShares Systematic Alternatives Active ETF (IALT)

ETF of the Week With Tom Lydon

Play Episode Listen Later Jan 8, 2026 11:38


VettaFi's Head of Research Todd Rosenbluth discussed the iShares Systematic Alternatives Active ETF (IALT) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

The Long View
Lyle Fitterer: The State of the Municipal Bond Market Today

The Long View

Play Episode Listen Later Dec 16, 2025 57:23


Our guest on the podcast today is Lyle Fitterer, a senior portfolio manager and co-lead on the municipal bond sector for Baird Advisors. He has 36 years of experience managing bond portfolios. Prior to joining Baird in 2019, he served as the co-head of global fixed income and the head of the municipal fixed income team as Wells Fargo Asset Management. Lyle obtained his undergraduate degree in accounting from the University of North Dakota. He earned the chartered financial analyst designation in 1996 and is currently a member of the CFA Institute and the CFA Society of Milwaukee.BackgroundBioBaird Short-Term Municipal Bond Fund BTMIXBaird Strategic Municipal Bond Fund BSNIXBaird Quality Intermediate Municipal Bond Fund BMBIXBaird Core Intermediate Municipal Bond Fund BMNIXBaird Municipal Bond Fund BMQIXMuni-Bond Funds“The New Allure of Muni Bond Funds. Two Pros Point the Way,” by Debbie Carlson, barrons.com, Aug. 21, 2025.“Fitterer: Muni Bond Market Offers Compelling Opportunities,” Podcast with Chuck Jaffe, bairdassetmanagement.com, July 29, 2025.“Muni Bonds Aren't Just for Rich Folks,” by Jeff Schlegel, fa-mag.com, Nov. 1, 2024.“Muni Bonds Are Looking Better,” by Elizabeth Foos, Morningstar.com, Oct. 28, 2025.OtherVanguard Tax-Exempt Bond Index Fund ETF Shares VTEBVanguard Tax-Exempt Bond Index Fund Admiral Shares VTEAX“In Wreckage of Muni Market Crash, Brave Investors Eye Bonds at 90% Yields,” by Amanda Albright, advisorperspectives.com, March 25, 2020. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Stacking Benjamins Show
Real Money Horror Stories (And How Not to Star in Your Own) SB1753

The Stacking Benjamins Show

Play Episode Listen Later Oct 27, 2025 60:36


What's scarier than a haunted house? Looking at your retirement account after ignoring it for five years. Joe Saul-Sehy, OG, and Doug welcome back Chuck Jaffe (Money Life with Chuck Jaffe) for his legendary annual Halloween visit—and this year, he's bringing two treats to the basement. First up: Chuck's Halloween Money Game for kids. Picture this: trick-or-treaters can take one piece of candy and walk away... or they can play a game where they might win more candy, actual money, or lose it all. It's economics wrapped in a Snickers bar. Chuck breaks down how each choice teaches kids (and parents) about risk, reward, delayed gratification, and why sometimes the safe bet is actually the smart bet. If you've got kids—or just want a genius way to gamify money lessons—you'll want to steal this. Then things get spooky. Real Stackers share their most bone-chilling financial horror stories: the credit union error that nearly cost someone their house, the coworker's "advice" that turned into a disaster, and the procrastination that haunted someone for years. These aren't fictional frights—they're real mistakes that real people are still recovering from. And every story comes with the lesson that could've prevented it. Plus: Doug's trivia takes a Halloween turn (naturally), and Joe and OG debate whether government incentives are more trick or treat. What You'll Walk Away With: Chuck Jaffe's brilliant Halloween Money Game—how to teach kids about risk, reward, and smart decisions using candy The economic principles hiding in every trick-or-treat choice (and how to explain them without killing the fun) Real Stacker horror stories: the financial mistakes that haunt people for years The red flags that could save you from starring in your own money nightmare Why the scariest financial advice often comes from people who mean well This Episode Is For You If: You want a creative way to teach kids about money that doesn't involve a boring lecture You've ever made a financial decision you wish you could take back You want to learn from other people's mistakes instead of making them all yourself You've got a money skeleton in your closet and want to know you're not the only one FULL SHOW NOTES: https://stackingbenjamins.com/frightening-halloween-stories-with-chuck-jaffe-1753 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/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Stacking Benjamins Show
Real Money Horror Stories (And How Not to Star in Your Own) SB1753

The Stacking Benjamins Show

Play Episode Listen Later Oct 27, 2025 63:36


What's scarier than a haunted house? Looking at your retirement account after ignoring it for five years. Joe Saul-Sehy, OG, and Doug welcome back Chuck Jaffe (Money Life with Chuck Jaffe) for his legendary annual Halloween visit—and this year, he's bringing two treats to the basement. First up: Chuck's Halloween Money Game for kids. Picture this: trick-or-treaters can take one piece of candy and walk away... or they can play a game where they might win more candy, actual money, or lose it all. It's economics wrapped in a Snickers bar. Chuck breaks down how each choice teaches kids (and parents) about risk, reward, delayed gratification, and why sometimes the safe bet is actually the smart bet. If you've got kids—or just want a genius way to gamify money lessons—you'll want to steal this. Then things get spooky. Real Stackers share their most bone-chilling financial horror stories: the credit union error that nearly cost someone their house, the coworker's "advice" that turned into a disaster, and the procrastination that haunted someone for years. These aren't fictional frights—they're real mistakes that real people are still recovering from. And every story comes with the lesson that could've prevented it. Plus: Doug's trivia takes a Halloween turn (naturally), and Joe and OG debate whether government incentives are more trick or treat. What You'll Walk Away With: Chuck Jaffe's brilliant Halloween Money Game—how to teach kids about risk, reward, and smart decisions using candy The economic principles hiding in every trick-or-treat choice (and how to explain them without killing the fun) Real Stacker horror stories: the financial mistakes that haunt people for years The red flags that could save you from starring in your own money nightmare Why the scariest financial advice often comes from people who mean well This Episode Is For You If: You want a creative way to teach kids about money that doesn't involve a boring lecture You've ever made a financial decision you wish you could take back You want to learn from other people's mistakes instead of making them all yourself You've got a money skeleton in your closet and want to know you're not the only one FULL SHOW NOTES: https://stackingbenjamins.com/frightening-halloween-stories-with-chuck-jaffe-1753 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

The Stacking Benjamins Show
Unpacking Two Big Ideas: Infinite Banking and Saving For Young Children (SB1729)

The Stacking Benjamins Show

Play Episode Listen Later Sep 1, 2025 76:25


Labor Day might be about rest, but in the basement, we're getting to work on busting some of the most persistent myths in personal finance. Joe Saul-Sehy and OG welcome insurance pro Tony Steuer to unpack the shiny marketing around infinite banking and velocity banking. Spoiler: sometimes “be your own bank” really means “make your insurer rich.” From permanent life insurance pitfalls to the real math behind these strategies, Tony helps separate clever sales pitches from solid financial planning. Then we shift gears to a conversation every parent, grandparent, and future gift-giver will love. Renowned financial journalist Chuck Jaffe joins the crew, fresh from becoming a grandfather, to share how he's setting his new grandchild up for a strong financial future. Think stock portfolios for toddlers, early Roth IRA strategies, and simple systems that keep family generosity from getting lost in the shuffle. His practical, battle-tested tips will have you thinking differently about the best ways to give kids a head start. Whether you're looking to avoid costly detours or create generational wealth, this episode is equal parts cautionary tale and inspiration. You'll walk away ready to dodge financial traps, build smarter for the next generation, and maybe even rethink your own long-term giving plans. Why infinite and velocity banking aren't the slam-dunk solutions they're often sold as How to spot the red flags in permanent life insurance pitches Smart, tax-efficient ways to save for children and grandchildren Creative strategies for gifting assets that grow with the child The importance of balancing generosity with your own long-term goals Ideas to Ponder During Today's Episode Have you ever been pitched an “innovative” financial strategy that didn't feel quite right? What tipped you off? What's the most meaningful financial gift you've ever given—or received—as a child? If you could give one piece of financial wisdom to the next generation, what would it be? FULL SHOW NOTES: https://stackingbenjamins.com/permament-life-insurance-and-growing-your-money-1729 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/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Stacking Benjamins Show
Unpacking Two Big Ideas: Infinite Banking and Saving For Young Children (SB1729)

The Stacking Benjamins Show

Play Episode Listen Later Sep 1, 2025 79:25


Labor Day might be about rest, but in the basement, we're getting to work on busting some of the most persistent myths in personal finance. Joe Saul-Sehy and OG welcome insurance pro Tony Steuer to unpack the shiny marketing around infinite banking and velocity banking. Spoiler: sometimes “be your own bank” really means “make your insurer rich.” From permanent life insurance pitfalls to the real math behind these strategies, Tony helps separate clever sales pitches from solid financial planning. Then we shift gears to a conversation every parent, grandparent, and future gift-giver will love. Renowned financial journalist Chuck Jaffe joins the crew, fresh from becoming a grandfather, to share how he's setting his new grandchild up for a strong financial future. Think stock portfolios for toddlers, early Roth IRA strategies, and simple systems that keep family generosity from getting lost in the shuffle. His practical, battle-tested tips will have you thinking differently about the best ways to give kids a head start. Whether you're looking to avoid costly detours or create generational wealth, this episode is equal parts cautionary tale and inspiration. You'll walk away ready to dodge financial traps, build smarter for the next generation, and maybe even rethink your own long-term giving plans. Why infinite and velocity banking aren't the slam-dunk solutions they're often sold as How to spot the red flags in permanent life insurance pitches Smart, tax-efficient ways to save for children and grandchildren Creative strategies for gifting assets that grow with the child The importance of balancing generosity with your own long-term goals Ideas to Ponder During Today's Episode Have you ever been pitched an “innovative” financial strategy that didn't feel quite right? What tipped you off? What's the most meaningful financial gift you've ever given—or received—as a child? If you could give one piece of financial wisdom to the next generation, what would it be? FULL SHOW NOTES: https://stackingbenjamins.com/permament-life-insurance-and-growing-your-money-1729 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