The Stacking Benjamins Show

It's time to get down and dirty! Did you think financial experts agree on everything? OG has his boxing gloves on for this episode because today we're wrestling with topics financial experts can't agree upon. Fighting with him today from the amazing podcast Afford Anything, we welcome Paula Pant, and from the compelling podcast Earn and Invest, (formerly What's Up Next?), we'll also say hello to the Doc G. It's a great crew and we think you'll love the conversation they discuss as they wrestle with today's topics.

We know it's fun to hang out in the basement, but Peak Money makes saving money look like fun no matter where you are! Today during our Friday FinTech segment, Joe will talk with Jonathan Yagel and Michael Brooks from Peak Money about how they're able to help people save more money toward their goals. It's an exciting journey that most of our listeners want to pursue. Who doesn't want more money toward their next vacation? I rest my case.

And finally, during our Magnify Money segment, OG really hits it hard with the punches but Paula and Doc pick up the slack. They answer a question about what category a 401k savings plan should be in, when filling out a spreadsheet. Is it an expense or saving? We'll get our team's cracking answer on today's show!

As always, of course we'll quiz our contributors with Joe's Mom's neighbor Doug's amazing trivia. How much did the first Barbie cost? It's all exciting questions and answers on today's show.

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Are you a "go-go-go" person? You live on phrases like, "I can sleep when I'm dead," or "hustle and grind." Today's guest Heather Chauvin from the Mom In Control podcast used to live that lifestyle, until a serious health issue finally forced her to face the truth: it isn't sustainable. Not only that, but Heather Chauvin will also share how, once she took care of herself better, she was then able to bring more energy to her life, creating much more than she was when she was "hustle and grinding."

Plus, I don't know if you noticed, but the stock market has been slightly "bumpy" lately. Joe and OG have a timely discussion around people fleeing stocks AND those people who are on social media saying, "Go buy more." Both of these approaches could cost you dearly. They'll also discuss how Jeff Bezos now is joining the growing list of entrepreneurs putting his wallet behind the fight against climate change. We'll discuss ESG investing and why anyone would do that on today's show.

If you think that's all, well that might mean that it's your first time here (so welcome!). Of course, we'll also throw out the Haven Life line to a lucky caller, share some of Doug's amazing trivia AND much, much more. Enjoy!

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What's your financial plan? Is it built on bedrock or are you "winging it", aka building on sand? On today's show, Certified Financial Planner Brian Ursu joins us to dive into four strategies that will help anyone trying to build their financial house. For veteran planners, these will be things you've heard before. However, the question isn't, "Have you heard them?" Like anything, you should ask yourself, "Am I doing them?" THAT may yield a completely different answer.

Plus, TurboTax maker Intuit has been in the news recently, because they're buying credit score site Credit Karma. What does that mean for consumers like us? Also, because Credit Karma is a FinTech company, what does that mean for FinTech? We'll ask Ryan Falvey from Financial Venture Studio both of those questions. If you've heard Ryan before on our show, you know he'll have an interesting point of view.

Of course, that's not all. We'll throw out the Haven Life line to a lucky listener AND still leave time for Doug's trivia...which today takes a more-than-usual unusual twist. 

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If you believe telling a white lie is okay, do you believe that about money topics? What about white lies that are told by big-time bloggers or (gasp) podcasters about the path to riches? We'll dive into the world of lies and deceit on today's show with an all-star cast around the rickety card table. Joining us today we welcome Dustin Heiner from The Master Passive Income Podcast, Paula Pant from the Afford Anything Podcast, and from our very own podcast, OG!

We know a lot of you use calculators for your job, but we think you will all like using the Retirement Budget Calculator after hours as well. During our Friday FinTech segment, Joe will talk with Jason Parker from the Sound Retirement Planning podcast. They'll discuss how Jason's Retirement Budget Calculator has continued to grow. Joe last year said that this calculator was the "best retirement calculator for consumers" (he still thinks there are better calculators for pros). We'll have all the details on how it works AND share some discounts you won't get if you buy the calculator elsewhere.

And finally, during our MagnifyMoney segment we will answer a question via Twitter. What is your best advice for future college students to fund their education when their parents can't or won't help them? There's SO much more...but you'll have to listen to hear it all! Hope you can join the fun.

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It's your big moment. You're talking to the boss or giving a presentation at work. Maybe you're finally in front of your dream customer. And you blow it. Today we'll help you earn more money by focusing (well, as much as we focus...) on speaking well. Whether you're trying to convince the family to wash dishes or your boss to give you a raise, speaking more effectively is far from a "soft" skill. So today we welcome Grant Baldwin, author of The Successful Speaker, and host of the Speaker Lab podcast to give us some tips and tricks!

How does Social Security look? During our headline segment, we'll dive into that topic, and run through the future of Social Security. How long will stay solvent? And, in the most important question anyone has asked around here today, we'll ask, "How did a couple of guys score free McDonald's?" Just another day on our show.

If you think that's all, it might be your first time here (so welcome!). Of course, we'll throw out the Haven Life line to a lucky caller, share some of Doug's amazing trivia AND much, much more. Enjoy!

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Do you have trouble staying in charge of your money? Maybe you let your priorities get away from you and want to make a change? Today we'll talk about communication, being direct, and asking for what you really want with the author of the hit new book Bow Down, Lindsay Goldwert. In this unique new perspective on how to take charge, Lindsay sat down with dominatrixes across America to get first-hand information on how you can "reset the power dynamic in any situation to get what you want—whether it’s from a husband, boss, or partner."

During our headlines segment, are you finally bringing in a HUGE nice income, but your bank account isn't rising? Lifestyle inflation can become a serious issue for high earners, and without a proper plan in place investors run the risk of becoming a HENRY - High Earner, Not Rich Yet. Plus, during our second headline, we'll touch on why actor Rick Moranis is making a return to the big screen and what lessons you can glean for your financial plan.

Plus, we'll open up the mailbag during our Haven Life Line and answer an estate-related question from Diana. Diana is the executrix of an estate plan for the funds of two pre-teens but wants to appoint someone else to take over most of the responsibilities. What can she do? What is she supposed to do? We'll cover some estate planning basics on today's show.

And, of course, we'll also make some time for Doug's trivia. Enjoy!

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There's been a lot of market fears going around this past week, but regardless of its origin people have been asking the same question for years: what should we do when the bull market finally ends? We're finishing out the rewind week with one of our classic old-school roundtable episodes featuring Paula Pant, Len Penzo, and Greg McFarlane answering that very question. You can read the original show notes below:

This has been a LONG bull market. So if you know that the next eight years will most probably NOT be like the previous eight, do you swap out some of your investments? We ask our roundtable panel that on today's show and as always, find Greg, Len and Paula all have different answers than you probably expected.

We also tackle lifestyle paradigms. Are you paying too much attention to your neighbor's success? Finally, we'll discuss fake news....no, we aren't going politics. We'll ask our panel whether there's any "fake news" in the money area that they're sick of hearing. Of course, they come through with some great examples.

In our Freshbooks FinTech segment we talk to SelfLender CEO James Garvey about building credit. How does SelfLender help people find financial footing? They have an interesting idea and an exciting approach. Can't wait for you to hear all about it.

Thanks to SoFi and MagnifyMoney.com for sponsoring our show!

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Are you committed to saving, but can't seem to get other people around you on board? It can be frustrating once investing for the future has clicked in your head, but not for the people you care about. Gene Natali, co-author of The Missing Semester, shared some great information with us on how to get anyone interested in saving for the future and we're revisiting that interview today. You can read our original show notes below:

You're excited about saving, but how do you get someone else to take the plunge? Today's guest, Gene Natali, says that the answer might not be what you expect, and he should know. He co-authored the book The Missing Semester about personal financial education in the classroom, and he's BACK on the Stacking Benjamins show to share how to get ANYONE started in the right direction with their money.

In our headlines segment, we talk about financial advisory fees. Are they going down? A recent report has details on where that ship is headed. Also, we'll talk about the age-old active vs. passive management debate. Do active managers hold a candle to passive? Does it matter? Then we throw out the Haven Life line to Dan, who asks about EE bonds. Are these bonds a great way to protect against deflation? We'll also answer a letter from Todd, who has some extra money and wants to know how to invest it...other than in sending it to his favorite podcasters (#disappointing). 

It's National Martini Day, so Doug's pouring drinks down in the basement and we're all invited over. Come join us!

Special thanks to  M1Finance for sponsoring our show! We couldn't do any of this without the support of some pretty awesome companies.

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Have you ever thought about jumping into real estate? It isn't all roses, rainbows and money. On today's rewind episode, the FinTern takes us back to 2018 and Dana Bull's appearance in the basement, talking about all of the good times and bad in the business of investing in property. 

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What big money wasters exist in your life? Unless you're like us, Benjamins seem to slip out of your pockets WAY too easily. Today, we'll test our guests' game show skills to see if they can guess 16 fantastic examples of money wasters we found hidden in a recent Marketwatch piece. Joining us to play along we welcome Chelsea Brennan from The Smart Money Mamas Podcast, Doc. G from the What's Up Next show, and our very own nerdy engineer, Len Penzo, from Len Penzo dot com!

One big money waster could be the exorbitant bank fees people pay. During our Friday FinTech segment, Joe will talk with one company trying to lower your fees. Nami Baral, Chief Empathy Officer from Harvest joins us. They'll discuss how Harvest uses AI to help you save on all sorts of bank and credit card fees. We'll have all the details

And finally, during our MagnifyMoney segment we will answer a question on if our fellow Stacker should open a non-profit farm. There's SO much more...but you'll have to listen to hear it all! Hope you can join the fun.

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