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!
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"Going Pro" With Your Money Skills (with Rob Welch)

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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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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A Story About Money That is So Good It Probably Isn't True

How do you know when the time is right to walk away from a career? Do you even want to? Can you afford to? Our roundtable discussion centers around thinking about retirement and how to prepare yourself financially so you can stay retired. We welcome Founder/President of Capital City Wealth Management, CFP® Benjamin Brandt, to join Paula Pant and Len Penzo.
How do you factor paying for health insurance into your early retirement planning? What about debt payments? When you retire, there will be greater spending in some areas that you may not think about while still working.
FULL SHOW NOTES: https://www.stackingbenjamins.com/why-you-should-retire-by-62-1502
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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"Going Pro" With Your Money Skills (with Rob Welch)

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