How can you do a better job planning for your retirement (and not just financially)? Are you anxious about transitioning into the next phase of your life? We're happy to welcome retirement planning expert Veronica McCain to share some actionable advice to put you in a better position to retire well.
Plus, in today's headline, do you feel like your expenses always come in over budget? Have your credit card balances increased over the last year? You're not alone, says Veronica Dagher of the Wall Street Journal. We'll jump in and try to leave Stackers with best practices to keep your expenses in check. You'll be amazed by the career advice from our TikTok Minute, and we help Jim with a question about how to divvy up his 401(k) contributions.
FULL SHOW NOTES: https://stackingbenjamins.com/Veronica-McCain-1347
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201.
Enjoy!
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Planning Retirement the RIGHT Way (with Veronica McCain)

Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wednesday and Friday as they read your letters, discuss major headlines, and throw in some trivia and laughs for free.

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Join us today as we dive into the core principles of building a sustainable financial future with marketing professor, author and investor, Scott Galloway. We explore the essential formulas behind his book Algebra of Wealth, discussing purposeful living, effective retirement planning, and the emotional aspects of investing.
Our headline today is all about AllianceBernstein 401k lawsuit that was dropped by New York US District Court.
During our Better Call Saul-Sehy and OG, we unravel the complexities of early retirement, delving into specific IRS rules for accessing retirement funds.
Plus, Doug wraps it all up with some modern history trivia!
FULL SHOW NOTES: https://www.stackingbenjamins.com/investing-with-a-life-mission-1507
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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The Simple Math of Wealth (SB 1507)

Today we're all about the factors to help you build a better investment portfolio. Joe and OG break down their thoughts as they dole out their top five building blocks to constructing a better portfolio. Be sure to bookmark this evergreen episode, as it contains universal truths that will help you in the years to come!
In our headlines, we talk about what's the best way to prepare for unexpected financial shocks, and when to get started (spoiler alert: how about now?). We dive deeper into how to protect your downside in the event of black swan events. Our TikTok Minute is all about how to get 90% of the way to your health goals by using one simple trick.
Stick around for Doug's US currency history-related trivia.
FULL SHOW NOTES: https://www.stackingbenjamins.com/top-five-investment-building-blocks-1506
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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Make Better Investment Decisions - Our TOP 5 Building Blocks to Constructing a Better Portfolio (SB1506)

Let's talk about what it takes to become a millionaire in today's day and age. We are thrilled to bring you a special roundtable episode with three outstanding contributors: we welcome CEO of BFG Financial Advisors, CFP® Eric Brotman; the force behind the website Yes, I am Cheap, Sandy Smith, and our resident doctor and host of the Earn & Invest podcast, Doc G.
In the first half of the discussion, we cover two of the primary ways to reach millionaire status: saver/investor, and passion-based activities (starting a business, reaching celebrity status, etc.)
In the second half of our discussion, brought to you by DepositAccounts.com, our roundtable dives into 2 more ways that people achieve millionaire status: the company-climber path and the virtuoso path.
Plus, our year-long trivia game continues, with none of our roundtable regulars. Which sit-in will bring home the W for Paula, Len, or OG? Tune in to find out!
FULL SHOW NOTES: https://www.stackingbenjamins.com/4-paths-to-become-a-millionaire-1505
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
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We Dissect The 4 Main Paths To Becoming A Millionaire (SB1505)

Today's episode is all about a very important, topic that's sure to arouse interest at personal finance get togethers: risk management. Specifically, Joe and OG jump into their Top 5 risks that people don't think about enough - and what you should do ahead of time.
In our headline segment, we dive into a popular personal finance website's piece about what to keep in mind when aging.
Our TikTok Minute features unfathomable consequences that one might experience if living near a certain sporting location.
And finally, Doug brings it all home with his trivia that's loosely related to insurance (but not really). Classic Doug!
FULL SHOW NOTES: https://www.stackingbenjamins.com/all-about-better-insurance-choices-1504
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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Our Primer On Making Better Insurance Decisions (SB1504)

If you've ever wondered if there's more in life and your career waiting for you than your current job, then today's mentor is someone you want to listen to! On today's show, we welcome Michael Balter to the basement to discuss his career path and how he pivoted in a big way!
In our headline segment, we see some shocking (eye-roll) news about one store's credit card and how they are going to make up the lost revenue that they can charge in late fees. OG is not surprised.
And, finally, stick around for Doug's trivia loosely tied to April 15th. It's a stretch, but he's going with it.
FULL SHOW NOTES: https://www.stackingbenjamins.com/career-pivots-for-the-win-1503
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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Planning Retirement the RIGHT Way (with Veronica McCain)

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