Podcast appearances and mentions of haven life

IN THIS EPISODE...Emily Johnson, Co-Founder and Chief Product Officer at Overalls, is on a mission to simplify life's complexities through tech-enabled concierge services. A startup veteran, she was the third employee at AppNexus, co-founded Tutorlist (now known as Selected), and led product teams at LearnVest, Haven Life, Fabric, and Dayforward. Now, at Overalls, she blends technology and human support to enhance employee well-being.In this conversation, Emily shares her journey, the evolution of Overalls, and the power of human-assisted concierge services. She also discusses entrepreneurial leadership, innovation, and challenges for women in tech.------------Full show notes, links to resources mentioned, and other compelling episodes can be found at http://BlendedWorkforcesAtWork. (Click the magnifying icon at the top right and type “Emily”)If you love this show, please leave us a review. Go to http://RateThisPodcast.com/blended Love the show? Subscribe, rate, review, and share! Be sure to:Check out our website at http://BlendedWorkforcesAtWork Follow Karan on LinkedIn, X, and InstagramFollow SDL on LinkedIn, X, and InstagramABOUT SHOCKINGLY DIFFERENT LEADERSHIP (SDL):This podcast is brought to you by Shockingly Different Leadership, the go-to firm companies trust when needing to supplement their in-house HR teams with contract or interim HR, Learning, and Culture experts to assist with business-critical People initiatives during peak periods of work. Visit https://shockinglydifferent.com to learn more.-------------WHAT TO LISTEN FOR:1. How did Overalls evolve from an insurance wallet to its current model?2. What types of tasks do Overalls help with?3. Why is the human touch important in Overalls' services?4. How is the Overalls team structured?5. How do employers and users benefit from Overalls?6. What challenges did Emily face as a woman in tech?7. How has tech culture evolved over the years?8. What is Emily's approach to entrepreneurial leadership?------------FEATURED TIMESTAMPS:[03:29] Emily's Background and Personal...

Guest Bio Yaron Ben-Zvi is an executive with a track record of building innovative businesses in complex spaces, such as insurtech and financial services. Yaron is currently COO at Oka, The Carbon Insurance Company. Oka is de-risking the voluntary carbon market (VCM) for buyers and sellers of carbon credits with first-of-its-kind carbon credit insurance, which provides buyers with financial compensation in the event of credit reversal or invalidation. Previously, Yaron was  CEO of Haven Technologies and Haven Life. At Haven Technologies, Yaron led the build of a modern, cloud-based, and end-to-end technology platform for life insurance that became a key part of MassMutual's transformation strategy. As Founder and CEO of Haven Life, Yaron grew the company into one of the leaders in online term life insurance distribution with its transparent and user-friendly product design. Along the way, Haven Life was recognized by U.S. News & World Report and Investopedia as one of the best term life insurance providers in the U.S.  Previously, Yaron founded Goalmine, an early robo-advisor that was acquired in 2012.  As a leader, Yaron is passionate about creating unique and collaborative company cultures that help teams realize their potential. At Haven, Yaron had the honor to build and lead a team of more than 350 technology and insurance professionals to make life insurance simple and expand access to this critical financial product. Yaron obtained his BA in history and political philosophy from Wesleyan University and his MBA from The Wharton School at the University of Pennsylvania. Highlights from the Show Yaron joined the show with the Life Insurance startup he founded, Haven After leaving Haven, he was looking for an opportunity in something that connected to his interest in dealing with the climate crisis, which lead him to Oka, which insures carbon offset and credit transactions Companies that use credits and offsets as part of their decarbonization strategy, the founding team at Oka realized there were a number of risks that make this difficult, with Oka focused on post-issuance risks, like Reversal Risks - you buy carbon credit from a forest in Canada, but a wildfire burns that forest down. Or, illegal logging shrinks the forest. These are risks that could release the captured-carbon back into the air. Invalidation Risks - the methodology behind the carbon credit was flawed, like fraud being committed in the actions that lead to the carbon sequestration Oka was only started in 2023, and today has their own syndicate at Lloyd's, capacity from partners, and the technology to support it – with a team of seven people The CEO, Chris Slater, comes from the industry, as do the board of directors, so there's a lot of experience building insurance businesses The carbon market is split into two sub-markets Voluntary Market – companies that are choosing to decarbonize Involuntary Market – government or regulators force compliance with certain standards and timelines Both markets are growing rapidly out of necessity, and there are buyers and sellers that need protection Some buyers want protection if they're newer to the market, or are doing something unproven Some sellers who want to enhance the attractiveness of their carbon credits and to protect themselves from something going wrong that makes it hard for them to deliver or fulfill the credits they've sold This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

Financial independence. It's often presented by writers as the place dreams are made of. You've reached this magical place called "enough" and now life is all unicorns and rainbows. But what happens when you realize that the march toward shoveling everything toward an uncertain future is creating a horrible existence TODAY? That's what happened to Jess, one half of the Plutus Award winning coaching team The FIoneers. Jess and Corey came by Joe's mom's basement to tell the tale of their "a-ha" moment that led them to reject shoveling tons of cash from a hated job toward an early retirement...and maybe an early grave. Before that we celebrate our Halloween-kickoff episode with a visit from financial columnist and the host of the Money Life podcast, Chuck Jaffe. Chuck orchestrates an awesome, interesting, and always-changing economics game every Halloween with the trick-or-treat'ers who come by his home. What's the game this year? He'll share what he's planning, and hopefully inspire you to find clever ways to teach kids some money or economic lessons. Of course we also throw out the Haven Life line (this time all the way to India!), and Doug regales us with his mind-bending trivia. It's a Halloween party in the basement! Hope you can join us. FULL SHOW NOTES: https://www.stackingbenjamins.com/FIRE-horror-story-1428 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

You have one money-making engine that's greater than all of the rest: you. Many of us duct tape our health, popping pills for symptoms and covering up the root causes of our energy depletion. Burnout shows itself in a myriad of ways, and today Dr. Neha Sangwan dives into the clues that you just might be burning the candle at both ends. We talk about stages of burnout, identifying how we got to burnout, and what we can do to quell the problem once and for all. We talk about the stages of burnout, the horrible ways we neglect ourselves, and how to write a prescription for a better bill of health that will help us not only avoid future burnout, but thrive. In our headline segment, a recent Wall Street Journal piece purports to list where you should put your money now that interest rates are higher. Does it matter that rates are higher? Have your goals changed? We just might have an issue with this premise today...something that you rarely hear from us, I know. Plus, we throw out the Haven Life line to a lucky Stacker in need of help AND Doug provides another dose of his incredible trivia. You can never get burnout from that! Enjoy! You'll find show notes at https://www.stackingbenjamins.com Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Here are the top 5 401(k) mistakes you need to avoid otherwise you could end up paying a lot of money in fees and penalties. WATCH NEXT ➡️ 7 Pillars of Financial Independence That Will Make You Rich ⁠https://youtu.be/_uqKDhWT3yo⁠ 4 BEST Investing Accounts YOU Need to Open Today! ⁠https://youtu.be/1fTdwZaphCE⁠ Save $10,000 FAST! (10 Saving Tips for Your First $10K) ➡️ ⁠⁠⁠⁠https://youtu.be/Q-cqP5a5l9Y⁠⁠⁠⁠ Save Your First $100k VERY FAST - DO THIS! ➡️ ⁠⁠⁠⁠https://youtu.be/CB2GeK3YCbg⁠⁠⁠⁠ Check out my affiliate links below for products I recommend that I've used personally or researched enough to know they're worth your time. Get Term Life Insurance. Creating an account is free with Haven Life and you can estimate how much you can expect for the amount of life insurance you're interested in (this is who I got my life insurance policy with). Haven Life

As we buckle up and prep for fall we think "curriculum." What lessons do we need in our life? What lessons do our children need from us? Whether you're headed back to work or back to school, we're diving into helping those around you do better with money. John Lanza, host of the Art of the Allowance podcast joins us to talk families and money...and even if you don't have a family OR money, there are LOTS of lessons in this discussion. In our headline segment we remember that HOW we pay can sometimes be as important as WHAT we are buying. Fraud is through the roof, so we discuss the different ways you can settle up with a merchant, so you have smooth transactions. Of course, we answer a (very creative) Haven Life line call for help AND Doug also spoon feeds us some trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/allowances-and-raising-money-smart-kids-john-lanza-1396 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

If you've been wondering HOW to get where you want to go. If you've been wondering WHY you aren't getting the results you want. If you wonder WHERE you should look for better ideas, Peter Atwater has you covered on today's show. We recorded this podcast two weeks ago and we have already referenced it in SO MANY other situations…Peter Atwater joins us to talk confidence when investing, when managing, when leading…and generally when living. At first, we didn't understand why this was the breakthrough idea, but the longer we sat with it, the more we referenced his idea. But that's not all. In our headline segment, 401k balances are rising, but 401 hardship loans are through the roof. What's going on? We'll share ideas (and solutions if you're borrowing from your 401k). Plus, we also have our TikTok minute, throw out the Haven Life line to a lucky listener, and more. FULL SHOW NOTES: https://www.stackingbenjamins.com/creating-stories-to-find-confidence-peter-atwater-1395 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

Thinking about a better future? Maybe look at what happened to you during your childhood and learn lessons that can help you grow. That's what today's guest, Charles McCarrick did. He took important lessons from some hilarious, educational, and sometimes disturbing moments from his childhood growing the next-to-youngest of five brothers (and one sister!). Charles shares stories that made him the scientist, entrepreneur, and thinker that he is today, and that can also help you either build your own business or grow inside of the business where you work. We have a guest co-host today! Stephen Baughier from CampFI joins us for our headline, TikTok minute, Haven Life line, and more. He'll share stories from the popular FIRE movement camps, and help us build good lessons from today's show. He also shares what's happening at the upcoming Texas Camp FI, where Joe will be a speaker! In our headline segment, one popular crowdfunding real estate platform has had some trouble. We'll share the details AND what it has to do with your money. Of course, we'll also save time for Doug's trivia! FULL SHOW NOTES: https:www.stackingbenjamins.com/creating-entrepreneurs-and-camp-fi-1392 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

No more pushbacks. No more reprieve. If you have student loans, interest begins again in September and payments resume in October. That means you need a plan TODAY. That's why we invited debt expert Leslie Tayne to the basement to help you create a plan to change your budget, crush your student loans, and get on with your life. We'll chat about other legislation working through Congress, how to think about repayment options, and what to do if you can't repay your debt. In our TikTok minute we present an experience that many in relationships can relate to...it seems like possibly a great use of money! You'll hear exactly what magic this TikTok'er is suggesting just before we dive into our headline about index funds. It seems that a couple of your favorite indexes are in the process of rebalancing. What does that mean to you and your investments? We'll share. But that's not all. We'll share more diversification tips with today's Haven Life line caller, who wants to know how exactly the efficient frontier works. We'll dive into that AND into Doug's delicious trivia question...and maybe even more (of course)! FULL SHOW NOTES: https://www.stackingbenjamins.com/debt-resolutions-with-leslie-tayne-1389 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

Here are the top 5 401(k) mistakes you need to avoid otherwise you could end up paying a lot of money in fees and penalties. WATCH NEXT ➡️ 4 BEST Investing Accounts YOU Need to Open Today! https://youtu.be/1fTdwZaphCE I Switched to CIT Bank's High Yield Savings Account. Worth it? ⁠⁠https://youtu.be/rGIUTUTwUUw⁠⁠ Reasons You Won't Qualify for a High Yield Savings Account ⁠⁠⁠https://youtu.be/cnE81PT_thE⁠⁠⁠ 4 Stages to Saving $1,000,000: ⁠⁠⁠https://youtu.be/pgT7ehOCv5U⁠⁠⁠ BEST 3-Fund ETF Portfolio That Will Make You Rich ➡️ ⁠⁠⁠https://youtu.be/ej_P9_Wbt-k⁠⁠⁠ Save $10,000 FAST! (10 Saving Tips for Your First $10K) ➡️ ⁠⁠⁠https://youtu.be/Q-cqP5a5l9Y⁠⁠⁠ Save Your First $100k VERY FAST - DO THIS! ➡️ ⁠⁠⁠https://youtu.be/CB2GeK3YCbg⁠⁠⁠ Check out my affiliate links below for products I recommend that I've used personally or researched enough to know they're worth your time. Get Term Life Insurance. Creating an account is free with Haven Life and you can estimate how much you can expect for the amount of life insurance you're interested in (this is who I got my life insurance policy with). Haven Life

You may not know Jeff Smulyan's name, but you know what he's done. The creator of New York's famous The Fan radio station and the former owner of the Seattle Mariners baseball franchise joins us today to talk about lessons learned during his tumultuous career. Experience teaches you to learn from your mistakes and Jeff isn't afraid to share his (along with, of course, the huge wins he's had that shape an incredibly successful career). We'll talk about managing talent like Don Imus and trying to manage people double your age when you're leading in your twenties. It's a wide-ranging, thought provoking interview. In a rare treat, you'll also get TWO headlines today. First, an antiquated payment system is finally (maybe) being taken out to the trash. What is it? We'll share news from the Federal Reserve today...along with a second headline about your estate plan. The government has quietly changed the game around sheltering money in your estate. How does it work? We'll share that as well, plus steps you should take right now to make sure your estate is handled as you wish. Of course, we still will throw out the Haven Life line to a lucky Stacker, dive into a TikTok minute, and let you ponder Doug's trivia question about a huge hit song that was released (and that earned lots of Benjamins) on today's date back in 1984. FULL SHOW NOTES: https://www.stackingbenjamins.com/entrepreneurship-rollercoaster-lessons-jeff-smulyan-1386 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

Trish Hunt had no idea that one phone call in her late twenties would change her life. This call, for most of us, might stop us in our tracks forever, unable to function or move past events she had no control over. Yet, in that moment, she decided that she had to move. She had to take control. She had to become, in her words, "Unstoppable." Today we'll share her story and her advice for those times in life when you're simply "in the weeds" (up to your armpits in tasks going nowhere) or you're truly dealing with some huge life events that are difficult to restart from. It's a great reminder during our first show of these eight weeks that life moves, whether we do or not...so it's time to start paddling. In our headline segment, we'll help you paddle around some rocks the podcasting world has thrown your way. One company is shutting its doors. We'll not only help you continue to listen to your favorite shows without it (including, hopefully, this one!)...but we'll talk about what happens when you find out your employer might be closing their doors. What do you do to move forward? OG, Joe, and even Doug will have some timely advice. Of course, we'll also throw out the Haven Life line to help a lucky Stacker with life's money problems and Doug will step in with his amazing trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/from-stuck-to-unstoppable-trish-hunt-1380 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

Tired of paying retail for everything? David Pogue (of NOVA and CBS Sunday Morning fame) joins us to talk money-saving hacks. How much can you save just by buying at the right time, using the modern version of coupons, and shopping at the right stores? We'll talk about Best Buy, Amazon, Retail Me Not, and more on today's show. That's not all. Rob Berger from Dough Roller joins us to discuss the new Betterment offerings. Is this a company on the attack or one that's been forced to be defensive? We also throw out the Haven Life line to Matt, who asks about the right time to rebalance and take a letter from Rick, who has comments about RFID and also debt cleansing. Of course, Doug still brings home the trivia and much more. The show originally aired in 2017 so ignore any mention of current events. FULL SHOW NOTES: https://www.stackingbenjamins.com/money-hacks-david-pogue-rewind-1377 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

How do you improve your credit, your real estate savvy, your knowledge of taxes, your ability to budget and save, and more? You listen to shows like SB, watch YouTube, read books, and surround yourself with great people! A new series from Million Stories gives you ALL of those topics AND combines them in a humorous, fun, introductory way, and today we go behind the scenes to see how they made it! We speak to host Andini Makosinski who is NOT a money expert herself, so the series features her learning alongside off of the viewers. We'll share clips, talk about trying to make the often-dry topic of money exciting and fun and more. In our headline segment, we share some new data from Vanguard Investments on 401k plans. How many people are using them? We'll dive into that AND help you get started using yours.  Of course, we'll also share Doug's trivia, answer a call from help to the Haven Life line, and more. Enjoy! FULL SHOW NOTES: https://www.stackingbenjamins.com/your-world-on-money-andini-makosinski-1375/ Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The S&P 500 Index appears to be recovering from one of it's more recent lowest points in October 2022. BEFORE you go buy index funds and ETFs that track the S&P 500 make sure you watch this video! WATCH NEXT ➡️ I Switched to CIT Bank's High Yield Savings Account. Worth it? ⁠https://youtu.be/rGIUTUTwUUw⁠ Reasons You Won't Qualify for a High Yield Savings Account ⁠⁠https://youtu.be/cnE81PT_thE⁠⁠ 4 Stages to Saving $1,000,000: ⁠⁠https://youtu.be/pgT7ehOCv5U⁠⁠ BEST 3-Fund ETF Portfolio That Will Make You Rich ➡️ ⁠⁠https://youtu.be/ej_P9_Wbt-k⁠⁠ Save $10,000 FAST! (10 Saving Tips for Your First $10K) ➡️ ⁠⁠https://youtu.be/Q-cqP5a5l9Y⁠⁠ Save Your First $100k VERY FAST - DO THIS! ➡️ ⁠⁠https://youtu.be/CB2GeK3YCbg⁠⁠ Check out my affiliate links below for products I recommend that I've used personally or researched enough to know they're worth your time. Get Term Life Insurance. Creating an account is free with Haven Life and you can estimate how much you can expect for the amount of life insurance you're interested in (this is who I got my life insurance policy with). Haven Life

You've heard the term "get rich slowly"? Today we're inspiring you to jump in the race! Martinus Evans was told, that as a 300 pound-plus man, that he was too heavy to run marathons. His doctor laughed in his face. Today he's been on the cover of Runners' World, sponsored by Adidas, and leads one of the country's largest running groups, the Slow AF Running Club. If you aren't inspired to jump over your fear, lace up your budgeting shoes, and get moving toward your goals today, I don't know how much more we can do to help! He's that inspiring. Plus, in our headline segment a recent blog post from a popular blogger rubbed us the wrong way. We'll dive into why you should maybe think differently than THIS blogger AND differently than most other people. Of course, we have an AMAZING TikTok minute that'll show you how the world truly (probably) was built, throw the Haven Life line out to Jon who goes on and on about Doug's mom…and more! FULL SHOW NOTES: https://www.stackingbenjamins.com/martinus-evans-1362/ Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mignon Francois was down to her last five dollars. Her power had been turned off and she flipped on a generator only at night so her kids would have some "normal" in their life. But things weren't normal then, and would be even less normal as she flipped that last five dollars into a cupcake empire. She'll share the story today that'll make you realize that you CAN do that thing that's been frightening you. First, though, in our headline segment Social Security is in the news. It turns out that some Americans don't receive any of America's largest social program benefits. What does this have to do with your planning, even if you DO qualify? We'll share. Of course, Doug's ready with some cupcake empire trivia AND we'll also throw the Haven Life line all the way "across the pond" to the UK, where James has a question that our Stackers around the world probably have all asked themselves before. FULL SHOW NOTES: https://www.stackingbenjamins.com/Made-from-scratch-with-Mignon-Francois Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

WATCH NEXT ➡️ I Switched to CIT Bank's High Yield Savings Account. Worth it? https://youtu.be/rGIUTUTwUUw Reasons You Won't Qualify for a High Yield Savings Account ⁠https://youtu.be/cnE81PT_thE⁠ 4 Stages to Saving $1,000,000: ⁠https://youtu.be/pgT7ehOCv5U⁠ BEST 3-Fund ETF Portfolio That Will Make You Rich ➡️ ⁠https://youtu.be/ej_P9_Wbt-k⁠ Save $10,000 FAST! (10 Saving Tips for Your First $10K) ➡️ ⁠https://youtu.be/Q-cqP5a5l9Y⁠ Save Your First $100k VERY FAST - DO THIS! ➡️ ⁠https://youtu.be/CB2GeK3YCbg⁠ Check out my affiliate links below for products I recommend that I've used personally or researched enough to know they're worth your time. Sign up for a CIT Bank Savings Connect HYSA. We recently switched to them and can't recommend them enough! ⁠https://fxo.co/1147663/cit⁠ (Affiliate link) Sign up for a CIT Bank Platinum Savings HYSA here: ⁠https://fxo.co/1147663/CITplatinum⁠ 7 Pillars of Financial Independence That Will Make You Rich ⁠⁠https://youtu.be/_uqKDhWT3yo⁠⁠ Open your free high yield savings account with CIT Bank today: ⁠⁠https://fxo.co/1147663/investingwithmatt⁠⁠ Get Term Life Insurance. Creating an account is free with Haven Life and you can estimate how much you can expect for the amount of life insurance you're interested in (this is who I got my life insurance policy with). Haven Life

You've gotten the big call…it's time to go pro with your money? But what skills got you there? Today, to celebrate the NFL draft tomorrow, when dozens of talented young people will have their lives changed with huge paychecks, we welcome a guy who works with professional athletes on their cash, private banker Rob Welch. Plus, in our headlines segment, a disturbing statistic about financial advisor satisfaction just emerged. What do people dislike about their advisors? We'll jump into ALL of the details on today's show. Of course, we'll also share a call from a Stacker from Wisconsin to the Haven Life line (no, not THAT Stacker), and Doug will tackle career longevity on today's trivia question. Just another amazing day at the Stacking Benjamins Show! FULL SHOW NOTES: https://www.stackingbenjamins.com/rob-welsh-1348/ Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Apple LAUNCHES new high yield savings account with Goldman Sachs, but is it worth the hype and should you apply? Apple's instructions to setup Savings ➡️ https://support.apple.com/en-us/HT213451 WATCH NEXT ➡️ Reasons You Won't Qualify for a High Yield Savings Account https://youtu.be/cnE81PT_thE 4 Stages to Saving $1,000,000: https://youtu.be/pgT7ehOCv5U BEST 3-Fund ETF Portfolio That Will Make You Rich ➡️ https://youtu.be/ej_P9_Wbt-k Save $10,000 FAST! (10 Saving Tips for Your First $10K) ➡️ https://youtu.be/Q-cqP5a5l9Y Save Your First $100k VERY FAST - DO THIS! ➡️ https://youtu.be/CB2GeK3YCbg Check out my affiliate links below for products I recommend that I've used personally or researched enough to know they're worth your time. Sign up for a CIT Bank Savings Connect HYSA. We recently switched to them and can't recommend them enough! https://fxo.co/1147663/cit (Affiliate link) Sign up for a CIT Bank Platinum Savings HYSA here: https://fxo.co/1147663/CITplatinum 7 Pillars of Financial Independence That Will Make You Rich ⁠https://youtu.be/_uqKDhWT3yo⁠ Open your free high yield savings account with CIT Bank today: ⁠https://fxo.co/1147663/investingwithmatt⁠ Get Term Life Insurance. Creating an account is free with Haven Life and you can estimate how much you can expect for the amount of life insurance you're interested in (this is who I got my life insurance policy with). Haven Life

We've heard a lot about work-life balance. On one end, the non-stress believers say that you should seek balance actively. On the other, "hustle" culture says you can sleep when you're dead. There's no such thing as balance. Do more. Faster. Better. Today's guest says that maybe you can have "more" in your life WITHOUT seeking balance. What if we sought harmony instead? Tina Wells has had to apply this lesson to her own life, having created her first company at age 16 and suffering her first burnout by age 27. She'll share how she found both success and a life on today's show. In our headline segment, actor Jeremy Renner is under our spotlight. He recently was featured in many pieces after sharing an instagram story detailing his march to recovery after an early-January snow plow accident. What does Renner's disability have to do with your money? We'll share...and it's a LOT! Plus, of course, we'll answer a Stacker's call to the Haven Life line and Doug will be sure to top everything off with his world-famous trivia (well, maybe only Texarkana-famous...but who's counting?). FULL SHOW NOTES: https://www.stackingbenjamins.com/1341-tina-wells Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What could you achieve if you planned better? CFP Taylor Schulte shares two stories told by financial planners about clients who achieved extraordinary results by creating and working on their financial plans. We dive into how you can dream bigger and do more with just a few better tactics. Plus, in our headlines segment, it turns out that a million dollars isn't enough to be comfortable in retirement (according to one source). We'll help you tweak your plan. In our TikTok minute, we ask, "What could happen to your trust if it isn't all done correctly?" Apparently, you need to do ONE big thing to make sure your trust works the way you want. We also throw out the Haven Life line to a Stacker who wants to become a financial planner. How do you break into the biz? ...all of that, AND of course, we'll share Doug's trivia.   Find show notes at stackingbenjamins.com/taylor-schulte-1332 Find deeper dives tomorrow on ALL of these topics in our newsletter, the 201: stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Sometimes saying money and investing can be challenging and it can be hard to tell how you're doing financially. In this video I want to talk about the signs that can help you see you're doing financially well even if it doesn't feel like it. WATCH NEXT ➡️ 7 Pillars of Financial Independence That Will Make You Rich https://youtu.be/_uqKDhWT3yo Open your free high yield savings account with CIT Bank today: https://fxo.co/1147663/investingwithmatt Get Term Life Insurance. Creating an account is free with Haven Life and you can estimate how much you can expect for the amount of life insurance you're interested in (this is who I got my life insurance policy with). Haven Life

High Yield Savings Accounts (HYSA) are currently offering some of the highest interest rates in March 2023 we've seen in a long time. In this video I am going to discuss 8 different high yield savings accounts with APYs as high as 4.55%! Links to sign up for HYSAs:  1. UFB Direct - https://fxo.co/1147663/ufb (Affiliate link)  2. CIT Bank - https://fxo.co/1147663/cit (affiliate link)  3. MySavingsDirect - https://www.mysavingsdirect.com/ 4. SoFi - https://www.sofi.com/banking/savings-account/ 5. BMO Harris Bank - https://www.bmoharris.com/main/personal/onlinesavingsaccount/ 6. Bask Bank - https://www.baskbank.com/products/interest-savings-account 7. Bread Financial - https://opensavings.breadfinancial.com/ 8. Salem Five Direct - https://www.salemfivedirect.com/#eonesavings WATCH NEXT ➡️ Know THIS Before You Open a High Yield Savings Account https://youtu.be/14H_ZgddZ8s  I Switched to CIT Bank's High Yield Savings Account. Worth it? ➡️ https://youtu.be/rGIUTUTwUUw 7 Pillars of Financial Independence That Will Make You Rich: https://youtu.be/_uqKDhWT3yo BEST 3-Fund ETF Portfolio That Will Make You Rich ➡️ https://youtu.be/ej_P9_Wbt-k 5  The ONLY 2 ETFs You Need to Become Rich in 2023 - https://youtu.be/ks35rkGkZaQ 4 Stages to Saving $1,000,000: https://youtu.be/pgT7ehOCv5U  BEST Fidelity Index Funds to Buy and Hold FOR LIFE ➡️ https://youtu.be/cH3B73ITA4 Open your free high yield savings account with CIT Bank today: https://fxo.co/1147663/investingwithmatt Get Term Life Insurance. Creating an account is free with Haven Life and you can estimate how much you can expect for the amount of life insurance you're interested in (this is who I got my life insurance policy with). Haven Life

These 3 important lessons about high yield savings accounts are ones you need to know so you can benefit financially and avoid potential mistakes. WATCH NEXT ➡️ 7 Pillars of Financial Independence That Will Make You Rich: https://youtu.be/_uqKDhWT3yo BEST 3-Fund ETF Portfolio That Will Make You Rich ➡️ https://youtu.be/ej_P9_Wbt-k 5 The ONLY 2 ETFs You Need to Become Rich in 2023 - https://youtu.be/ks35rkGkZaQ 4 Stages to Saving $1,000,000: https://youtu.be/pgT7ehOCv5U BEST Fidelity Index Funds to Buy and Hold FOR LIFE ➡️ https://youtu.be/cH3B73ITA4 Open your free high yield savings account with CIT Bank today: https://fxo.co/1147663/investingwithmatt Get Term Life Insurance. Creating an account is free with Haven Life and you can estimate how much you can expect for the amount of life insurance you're interested in (this is who I got my life insurance policy with). Haven Life

Raymond Baker has spent a lifetime hunting down invisible money. Today he takes us down the rabbit hole…from offshore accounts, to creative accounting to overwhelmed banking systems, he details where hidden money lies in plain view. It's a fascinating ride you won't want to miss. Plus, in our headlines segment, one man makes over $30,000 a month from his boat! How does he do it? We'll perform a case study and the results will be surprising. We'll also throw out the Haven Life line to a lucky listener and Doug will spoil you with a spoonful of his sheep-themed trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/raymond-baker-1321 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Imagine owning a company and working from anywhere, doing whatever you like, and changing the world around you. How great would life be? If you've ever dreamed of quitting your job and becoming an entrepreneur, we have a great guest for you today. Amy Porterfield left not just any job...she left the Tony Robbins organization to pursue her own entrepreneurship dreams. After a meeting where she was taking notes, listening to entrepreneurs talk about how they were changing the world, she realized that she wanted the same for herself and took the plunge. You can too, and we'll share how on today's episode. Before Amy, we share an important headline segment. A Kansas City small business owner sued his advisors after losing half a million dollars on an investment and won a judgment. What was the investment? We'll share details and our thoughts about advisor-client relationships. We also play a TikTok minute focusing on some contract law we probably need to implement AND later in the show, we'll throw out the Haven Life line to a listener with a big money question. FULL SHOW NOTES: https://www.stackingbenjamins.com/amy-porterfield-1320 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scarlett Cochran has lived the struggle and overcome it. Today she shares not only how to shrug off all of the self-doubt and short-term setbacks...she also shares her framing of money discussions in general. Life is about more than "the Benjamins" and she'll show you today how to break through with your financial game. In our headlines segment, we high-five (virtually, of course), Gen Z, who one survey says is killin' it with their savings game. We'll share the highlights and dive into what you can learn if you are just beginning or are struggling to invest. Of course, that's not all. We also throw out the Haven Life line to a lucky listener and share Doug's mouth-watering trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/scarlett-cochran-1318 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

“Put yourself out there before an opportunity arises,” explains Sahang-Hee Hahn, Head of Strategy & Planning at Haven Life Insurance Agency. Before her current position, Sahang-Hee started her career in singing and acting, big law, and got her MBA at Wharton. Reflecting on her varied experiences, she discusses taking risks and being playful with her career. When you push away your fear of risk, you will be surprised by the exciting opportunities that can arise. Without encouragement from a colleague, Sahang-Hee would not have gone to business school, where she learned so much. Without the support of her network, she would never have been able to take professional risks and grow. By being open-minded while accepting help from the incredible leaders she met along the way, Sahang-Hee found fulfillment in her career and kept it interesting. Don't be afraid to get creative with your career. Learn more about Sahang-Hee's professional journey, the benefits of business school, and how rejection makes you stronger.  Quotes “Put yourself out there before an opportunity arises.” (12:33-12:37 | Sahang-Hee) “It's one thing to get a credential and then get an opportunity because you have a degree on your resume. It's quite another to go into that role and say, Oh, I'm not speaking a foreign language because I understand what's being said in the room.” (15:13-15:24 | Sahang-Hee) “I'm willing to take on some risk every few years or so and do something completely out of the left field, but it's definitely made my career more exciting.” (24:36-24:46 | Sahang-Hee)  “I have learned to take rejection well. And hearing “no” early on in your career actually strengthens you to keep pressing.” (28:02-28:10 | Sahang-Hee) “I wouldn't be here without the network that surrounded me and supported my growth.” (28:34-28:38 | Sahang-Hee) Links Connect with Sahang-Hee Hahn: LinkedIn: https://www.linkedin.com/in/sahanghee Website: https://havenlife.com/   Connect with Chris Batz: LinkedIn: https://www.linkedin.com/in/chrisbatz/  Facebook: https://www.facebook.com/theliongroupkc  Instagram: @theliongroupllc Podcast production and show notes provided by HiveCast.fm

The Greenwood District of Tulsa was a vibrant community in the early 1900s. In fact, it may have been the wealthiest predominantly black neighborhood in all of America. However, in 1921 the area, more commonly referred to as "Black Wall Street" was erased completed after a horrible massacre. We'll dive into the story with Kevin Matthews who not only wrote a book on the topic; he grew up in the same area and attended school on the same street. He'll share not only the horrifying history but also help us look toward the future and how we can all do a better job of working together to all stack more Benjamins. Lisa Marie Presley is BACK in our headlines segment. Her mother Priscilla is disputing her late daughter's trust. We walk through how a trust works, what may be going on, and how you may be able to avoid some estate planning mistakes. Of course, that's not all. We'll also share some Route 66 trivia, since we're talking to Kevin about Tulsa, and throw out the Haven Life line to a lucky listener. FULL SHOW NOTES: https://www.stackingbenjamins.com/kevin-matthews-1314 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Want to impress your friends at your next neighborhood cookout? Not only tell them that you saved money on your insurance, but also humblebrag that you listened to today's show and actually understand WHY you made better decisions. MIT professor Amy Finkelstein joins us with stories about insurances gone wrong, sharing details so you better understand how the system works. We'll talk about, among other things, why health insurers want to know if you go to the gym (not the reason you think), what American Airlines has to do with insurance nightmares, and why your company only offers "open enrollment" once per year. In our headlines segment, have you thought about leaving the USA to pursue your next opportunity? We'll share a new list of the top places to live for young professionals. In our TikTok minute, we'll profile some people who may need to pay more attention while on the job. And of course we'll save time to throw out the Haven Life line to Mike who lost a bunch of money in crypto and also share some of Doug's mouth-watering trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/amy-finkelstein-1311 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this video I'm going to share with you average and median 401k account balances of different age groups so that you can compare how you're doing. WATCH NEXT ➡️ 7 Pillars of Financial Independence That Will Make You Rich: https://youtu.be/_uqKDhWT3yo BEST 3-Fund ETF Portfolio That Will Make You Rich ➡️ https://youtu.be/ej_P9_Wbt-k 5 The ONLY 2 ETFs You Need to Become Rich in 2023 - https://youtu.be/ks35rkGkZaQ 4 Stages to Saving $1,000,000: https://youtu.be/pgT7ehOCv5U BEST Fidelity Index Funds to Buy and Hold FOR LIFE ➡️ https://youtu.be/cH3B73ITA4 Open your free high yield savings account with CIT Bank today: https://fxo.co/1147663/investingwithmatt Get Term Life Insurance. Creating an account is free with Haven Life and you can estimate how much you can expect for the amount of life insurance you're interested in (this is who I got my life insurance policy with). Haven Life

I know what you're thinking, your brain is the smartest part of your body. But to quote comedian Emo Philips, look who's telling you that. Your brain makes great short-term decisions but often at the cost of better long-term thoughts. Better eating? No thanks, the brain knows that ice cream tastes better. Workouts? The brain knows that those hurt. Saving for the future? Ms. Brain says I need money for right now. Luckily help is on the way in today's episode. Dr. Daniel Willingham joins us to help you trick your brain into better habits. We'll talk about getting more out of meetings so you can earn more. Take better notes so you remember more. Focus on the task at hand so you can stack more Benjamins. Of course, that's not all. During our headline segment, ANOTHER celebrity says that they're going to disinherit their kids. Who would do this and why? Do we agree? We'll share. Also, we'll throw out the Haven Life line to a lucky caller who wants to help HIS mom (our mom 100% approves of this caller!) AND Doug will share his Chinese New Year-related trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/daniel-willingham-1309 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

We've all that that pivot in life, changing directions in our career. Joe sold his business at 40. OG has moved firms. Doug has worked at many firms (but none in a basement until now!) before securing his current--and favorite--role. So what should you consider before taking the leap? We're joined by Jill Schlesinger, host of the popular Jill on Money podcast and CBS News personality. She's helped many people successful change directions in their life and shares some sage advice with us on today's show. Lisa Marie Presley has passed away, and in our headlines segment we detail some of the reported financial struggles of The King's daughter. Are there lessons for us? We think so. We also share a TikTok minute you won't soon forget, throw out the Haven Life line to a lucky listener AND Doug shares his amazing trivia question. Just another great day in mom's basement! FULL SHOW NOTE: https://www.stackingbenjamins.com/jill-schlesinger-1308 Deeper dives with curated links, topics, and discussions are on our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What do YOU look forward to when it comes to building and implementing your financial plan? If you're the average person online, you may think that a financial plan is all about building portfolios and managing investments. When you hear our top 5 favorite parts of a plan, you'll realize just how broad planning truly is and how many great opportunities you have in front of you. We'll share under-used strategies and tactics that you can implement immediately to have a big impact on your financial future. Of course, that's not all. In our headlines segment, we dive into the Chinese stock market. Chinese stocks have been on a tear and we'll share what's going on in this market and how to use these gains to your advantage while building your portfolio. Of course, we'll also throw out the Haven Life line to a lucky Stacker and Doug will share his trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/top-5-things-we-love-about-financial-planning-1306 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

Often we're asked, "Should I chase a career I love or follow the Benjamins?" It turns out, according to two researchers, you may not need to choose. At the very least, our guest, Dr. Myra Strober, professor Emeritus from Stanford University, will share a guide to making a choice that's much closer to optimal than many people perceive when they worry about love vs. money. Earlier in the show, we'll speak with James Martielli from Vanguard Investments about planning your portfolio during inflationary times. He'll peer into Vanguard's crystal ball to look into what they expect for 2023 and then share tips to optimize your portfolio. Of course, we'll also throw out the Haven Life line to a lucky listener and also share Doug's astronomical trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/myra-strober-1303 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

Want to be rich? Harvard's Dr. Robert Waldinger says more money won't necessarily make you happier. Fame? Yeah, that doesn't do it, either. Today we dive into the TRUE keys to happiness with the man who heads up the world's longest research study on the topic. He'll share the data and what you can do to transform your life into a much sunnier place. There was also BIG new legislation late last year. With wide-ranging changes impacting retirement withdrawal rules, retirement saving amounts, accounts and eligibility, college fund rollovers, and more. We'll walk through a laundry list of new opportunities and share some ideas on how to use them best. Of course, we'll also throw out the Haven Life line to a Stacker with a question AND share some of Doug's amazing trivia. FULL SHOW NOTES https://www.StackingBenjamins.com/robert-waldinger-1302 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

If there's anything we've become great at, it's committing too much of our time, money, and lives to things we don't care about. Today we'll help you start the new year on the right foot by learning to commit to ONLY those important things and take control of your time. Dr. Don Davis joins us to tackle this vital topic that'll help us frame the rest of this year in the right light. But that's not all. We kick off today's show with a headline to help you ramp up your retirement savings. Then we'll share an ugly TikTok minute about a recent crypto implosion. And, of course, we'll also throw out the Haven Life line to answer a Stacker call for help. FULL SHOW NOTES: https://www.stackingbenjamins.com/don-davis-1299 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

When it's time to invest, how do you choose between all of the choices out there? We dive into a topic that YOU chose (if you're a member of our Facebook group), and we also augment it with a fantastic headlines discussion with Rachel Aguirre from iShares about exchange-traded funds. What are "ETFs" as they're called, and how are they different than other investment types, like mutual funds? We dive deep into investing nerdery on today's show. But of course, that's not all. We'll talk margin accounts on the Haven Life line. Can you get rich quicker using money you borrow from your broker? We'll have opinions. The biggest news? During the vote on today's topic, you also thought we needed to chat about "Doug, the Untold Story." We bring you portions of the documentary on the topic as well as Doug's World Famous Trivia segment, just to keep things lively. You'll find show notes for this episode at www.stackingbenjamins.com/listener-questions-1268. Deeper dives with curated links, topics, and discussions are on our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Everyone is on their own path toward their financial goals. Your job, income, lifestyle, and values all play a role in that. Where are you on your journey? In a job you dislike or looking for ways to make big moves with your finances? Sam Dogen is the force behind Financial Samurai. He's been in the finance industry for decades, starting his career at Goldman Sachs. He quickly realized it wasn't the job he envisioned and he set out on a path to financial independence. He's here today to share his top money lessons and tips from his career. He talks about how to evaluate your net worth, how to think in probabilities instead of absolutes, why winning isn't the same as not losing, the importance of continuing to show up, and more. In our headline segment, we dive into the truth behind "buying the dip". What does it mean and does it work in the long run? We'll explain why it's popular but doesn't always work like people hope. We'll also throw out the Haven Life line to Jess who has a question about her health insurance plan. And of course, Doug will share his trivia. You'll find show notes for this episode at StackingBenjamins.com/sam-dogen-1249. Learn more about your ad choices. Visit podcastchoices.com/adchoices

What's cooking this holiday weekend? Labor Day picnics are just around the corner and tons of people like you are planning festive weekend fun. Not sure what food to prep? Not great with the grill? We've got you covered. Chef Marie Saba joins us with not only LOTS of puns from her hilarious new book, but she also shares some delicious and easy recipes to make your Labor Day picnic or get-together a success. We also chat about her career, because one of Instagram's most famous chefs didn't start out in the kitchen. She'll inspire you with how she pivoted careers to focus on what she loves. We're continuing the food theme in our headline segment. One 27 year old spends $1,000 a week eating at restaurants. Wow! We'll share the rest of the piece on how they allocate the rest of their food budget. We'll also throw out the Haven Life line to an anonymous caller who wants to know how to find the right financial advisor for them. Doug will also share his trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

When life gets you down, it's easy to fall into a death spiral of negativity. The harder choice? Figuring out how adversity makes you stronger and picking yourself back up for another round. Twila True was born into the Lakota tribe, in the poorest county in the United States. From a young age, she knew she wanted to find her own way and not rely on another person for financial stability. Today she'll share how she pulled herself out of the cycle of poverty, and into ownership of multiple successful businesses. Both Entrepreneur and Success magazine have honored her with top honors in 2022, and now she'll walk through the steps she took. Target date funds are back in the news. In our headline segment, we're talking about another lawsuit over excessive fees in investment accounts. We tell you what happened, what you can do to protect your accounts from excessive fees, and why we don't love target date funds. We'll also throw out the Haven Life line to Nick who has a question about wash sales. And Doug will share his trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today, Joe and OG are answering YOUR questions, and man do we have some good ones. They explain deflation in more detail, dive into dollar cost averaging, talk about shifting your investment allocation, and talk about the importance of keeping your accounts safe online. In our headline segment, we talk to Ken Tumin from MagnifyMoney about their recent saving index survey. Are Americans saving more or less now than they did a year ago? What age group is saving the most? Ken will share the results. We'll also throw out the Haven Life line to Dan who has a question about his employee stock purchase plan (ESPP). And of course, Doug will share his trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

We all have a money story, and today we're sharing some of YOUR most inspiring ones. What makes personal finance really awesome is when we can come together and share stories to inspire and motivate others. Today we talk to three stackers who have done incredible things with their money and learned lots of lessons along the way. Katie was deep in debt for years before paying it off and entering herself into a savings competition at her local credit union. She won the 8-month long challenge by saving 78% of her income in that time! Josh and Alyssa moved from California to Texas without ever having set foot in the city beforehand. They worked to track and cut down on expenses in the year leading up to the move and they share how they did it. Last, Joe's son Nick set himself up so he won't be stuck in mom's basement by owning 11 rental properties at the age of 27! He talks about his strategy, how he got started, and why he dove headfirst into real estate investing. We also left time to throw out the Haven Life line to Brian and answer his question about the 4% rule with a pension. And of course, Doug shares his trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Have you ever wondered how your life might be different if you'd decided to take that gap year instead of attending college? Or maybe you decided at the last minute to change the course of your life by talking to a stranger? Laura Schroff backtracked into an unlikely meeting with an 11-year-old boy who was panhandling on the streets of New York City in the late 1980s. After initially walking by the starving child, something made her reverse course a few blocks later. That day turned into a lifelong friendship, creating lessons for both Laura and the boy (Maurice) over the years. She's here today to share tthe powerful tale, as her book that describes the story--An Invisible Thread--celebrates its 10th anniversary. AND as usual, we have more surprises...including a special guest co-host! BiggerPockets CEO and co-host of the BP Money Podcast Scott Trench joins in the fun. He helps us with our headline segment, which brings the conversation back to crypto but it's probably not what you think. Some stars and athletes have asked to be paid in crypto. How's that turning out for them? Joe and Scott dive into why it might not be the best idea. We'll also discuss Tyrell's question about non-compete agreements in our Haven Life line. And we can't forget Doug. He'll share his trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Buffie Purselle is a tour-de-force. She started her own business at 19. She's been featured on not ONE but TWO reality television shows. She's helped hundreds of budding entrepreneurs begin businesses. So to celebrate Juneteenth we're helping empower YOU with the woman who believes that you have to "crawl before you ball." She'll share stories from her own upbringing and early jobs that you can learn from to fast-track your own success. She also shares the dark moment when she realized things were headed in the wrong direction, and she needed to change her ways if she wanted to be successful. That's not even CLOSE to all of our topics, though. In our headline segment, we discuss some of the scandal behind meme stock trading: selling order flow. Wheels have been in motion since the meme stock craze began (remember Gamestop and AMC Theater stock?). Right now the SEC is trying to make some changes, and we'll share what it's all about. We'll also throw out the Haven Life line to Melissa who wants to find a fee-free HSA account. Why pay fees when there are great accounts out there with zero maintenance fees? We share how to find those free accounts. And we'll leave time for Doug's trivia AND our fairly gross TikTok Minute. Just another Federal holiday in Joe's mom's basement. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

It only takes a moment watching the news to learn what David Gergen already knows: our current leaders have failed us. In some ways, it isn't their fault; growing up during the Vietnam conflict, many of our leaders grew up in a deeply partisan country and have led from that divisive position. However, Gergen, who served not one but FOUR US presidents...from both parties (Nixon, Ford, Reagan, and Clinton), believes that our youth CAN be great leaders. How? We'll chat with him today about leadership, service, and how you could be the person who helps many around you stack more Benjamins. In our headline segment, both Jamie Dimon at JP Morgan Chase and Elon Musk are clanging the warning bell that bad times are ahead. Should you be worried? OG has opinions...and it probably isn't what you think. We'll also throw out the Haven Life line and tackle some of Doug's amazing trivia. Just another average day (you know...with a dude who's overseen and advised the making of The West Wing...) of the Stacking Benjamins Show. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What was your last interaction like with a flight attendant? The friendly skies weren't always as friendly to flight attendants as they are today. Actually, the term 'flight attendant' wasn't coined until stewardesses won a long battle against the airlines. To tell the fascinating story that has affected change on so many workplaces, Nell McShane Wulfhart joins us today. She talks about the strict requirements stewardesses faced in the 1960s and the "Charm Farm" training program they went through. As the name suggests, it was more about appearance than anything else. As the years went on, stewardesses joined together to fight back against the sexist job requirements and standards. There's more from the friendly basement crew in our headline segment. We're talking about the problematic news headlines that invoke fear in investors. The market is down this year but that most likely doesn't mean you've lost all your money. We share our thoughts on the market and how the news portrays it. For our Haven Life line, we share our opinions on a Reddit post about manipulating family members with money. And Doug will round out the show with his flight attendant trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

A million and one money decisions in a day...how the hell do you make the right one???? Between social media and the internet, f--- me, there are countless tips and "advice" from strangers on how to manage your money, but absolutely ZERO are really tailored to you. In the basement, we know that information can be powerful if used correctly, and that's exactly why we invited Jean Chatzky and Kathryn Tuggle here today. In their new book (it's geared toward women, but everyone can benefit from it), they talk about the power of information and making informed decisions for our present and future selves. They talk to us about pillars of success, and how you can finally feel more empowered out in the open about your money decisions. During our headline segment, we'll answer the burning question: "why does my advisor never text me?" It's not because they don't like you. FINRA, one of the two major regulatory agencies, doesn't allow it. We talk about why and the opposite effect it tends to have from the rationale behind it. We also answer Katie's question on the Haven Life line about where to save additional money each month. And Doug will share his amazing trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Gearing up for summer travel? Not only is summer fun about saving money; it's also about ensuring that the dollars you spend are worth it. What theme parks are actually worth your money? Today we help you kick off your summer because Robert Niles from Theme Park Insider joins us for his 8th annual survey of what's new/what's hot/what's undervalued in vacation travel. He shares the newest rides and attractions at various park across the country and offers tips to get the best bang for your buck. During our headline segment, we dive in to a piece that says investing in the stock market "won't make you rich," and then (of course) offers some alternative "best" places to invest instead. There's legitimate alternative investments out there, and many that are highly recommended, but this list might fall slightly short. We'll have opinions. We also share what you should look out for before investing. We then answer an anonymous caller's question on the Haven Life line about retirement survivor annuities, and of course, Doug also shares his trivia. Enjoy! Learn more about your ad choices. Visit megaphone.fm/adchoices