How organized is your financial life? Is it a jumble in your head? How much complexity is a good thing...diversification, accounts at different institutions... and how much complexity is truly just disorganization? To help attack the complexity problem and create a simpler, more fluid financial life, today we welcome CFP Dawn Dahlby to chat with financial writer Paulette Perhach and Len Penzo. They'll address ways to reduce the dashboards you use, crystalize your thinking, and streamline your financial life. From consolidating accounts to streamlining your investments and debunking rules of thumb, they share their tips to help you better manage your money. And of course, Doug shares his trivia as we continue our year-long trivia challenge.
Enjoy!
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Streamlining Your Financial Life

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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Personal finance education in schools is finally getting some attention, but the best financial education starts at home. On today's special prelude-to-summer-vacation roundtable discussion, we're joined by three experts in the field of kids and money. Joining us today are John Lanza from The Art of Allowance podcast, the founder of the Wealthy Kids Investment Club Maya Cobic, and money educator Rob Phelan.
In the second half of the show, sponsored by DepositAccounts.com, we talk about how to teach kids about money in the digital world.
And you won't want to miss Doug's toothy finance-related trivia question!
FULL SHOW NOTES: https://www.stackingbenjamins.com/your-kids-and-money-1516
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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Talking All Things Kids and Money (SB1516)

A new CBS report shows that the average person's perception of how much they'll need for retirement has changed dramatically versus four short years ago. Do you think the number is higher or lower? We'll not only share that, but we'll also dive into this idea of calculating the correct amount to save. When is it truly important to begin working on your retirement vision? When should you be more scientific about your overall asset allocation toward your goals, and when does it make sense to just save money? Today we'll share all of those milestones and more as we help you calculate a retirement number that's better geared toward your personal goals AND that's only created when it actually makes sense to have a goal.
In our TikTok minute, there are property owners all over the world testing their insurance premiums. We'll share how. We also take a call from Stacker Collin, who wonders which option to take for health insurance (pronounced IN-surance), since it's likely he and his spouse will be working for the same company. Of course, we have some fun out on the back porch talking all things television, and more.

FULL SHOW NOTES: https://www.stackingbenjamins.com/calculate-your-retirement-number-1515/

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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When Does It Pay To Be More Scientific About Retirement? (SB1515)

Janesse Torres is a force of nature. She purposefully quit her high-paying job as an engineer because it didn't fit her personality AFTER posting about it on social media. Today she joins us to talk about living your life intentionally, building financial reserves, demanding more from your boss, and if you get "no" as your answer, moving on. As the host of Yo Quiero Dinero and a woman who's a social media/blogging powerhouse, she's used to talking about life as it is, without mincing words. Today you get the full Janesse as she shares how to negotiate, build savings, and more.
Plus, in our headline, new legislation should help you find advisors who are trustworthy when it comes to working with your retirement plan money. Will the reality equal the promise? We weigh in on how the legislation works, what we think will happen, and how to plan whether it finally becomes law in September or not. You'll be ready to find better help for your retirement after today's show.
Plus we answer a call from Jen, who wonders about HSA plans. Can she move money from her IRA to an HSA? And that's not all....of course, Doug shares some trivia you'll be sharing later with friends and family.
On the back porch, we talk about what we've decided for our Friday roundtable shows. Who's going to be the new frequent contributor?
Of course, that's just the FIRST episode of our new eight weeks! We've got action packed mentorship from Brian Preston, Robert Niles, humor from Lisa Curry, great feedback from a panel of kids-and-money experts, and more!
FULL SHOW NOTES: https://www.stackingbenjamins.com/get-financially-lit-1514
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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Quit Your Job, Find Freedom (with Janesse Torres)

Join us as we wrap up Greatest Hits Week with a favorite roundtable discussion: What lessons would you share with your younger self? This episode originally aired on November 5, 2021, so please disregard any mention of current events.
If you could go back and give your younger self one piece of advice, what would it be? Maybe it’s to take more chances or say adios to the boss that treats you horrible or maybe it’s just to live life to the fullest and not worry about what others think. Today our roundtable discusses a blog piece from Ryan Holiday about mistakes he’s made and advice he would give himself. Caleb Gulliams (Better Wealth), Paula Pant (Afford Anything) and Doc G (Earn & Invest) join our roundtable and talk about advice they’d give their younger self and the mistakes they’ve made.
FULL SHOW NOTES: https://www.stackingbenjamins.com/life-lessons-to-younger-self-greatest-hits-1513
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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What Life Lessons Would You Share With A Younger You? GREATEST HITS WEEK (SB1513)

Let's keep Greatest Hits Week rolling with a must-hear episode from our sister show, Stacking Deeds. This show originally aired on November 21, 2023, so please disregard and mention of current events.
Do you struggle to ask for more from your contractors, your real estate professional, your stagers, or other help? Do you think you stink at negotiation? Before learning to negotiate, it’s a great idea to get comfortable with asking for more.
You can view the original show notes here: Confidence in Negotiation: Asking for More in Real Estate Deals with Dia Bondi (stackingdeeds.net).
FULL SHOW NOTES: https://www.stackingbenjamins.com/confidence-in-negotiation-stacking-deeds-greatest-hits-1512
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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Streamlining Your Financial Life

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