The Stacking Benjamins Show

The rules of work have changed over the last several years. You need to stay up to date on what's relevant so you aren't left behind and miss the next career opportunity. We were surprise when we went back and listened to this episode from 2017, when Joe sat down with Kathryn Minshew & Alex Cavoulacos, founders of TheMuse.com, to review what were then the new rules of business. Clearly, many still don't understand these. We find that these rules are just as relevant today as they were a few years ago, so we decided it was time to roll this episode again.

Here is our original show description:

Struggling at work? We'll review some of the "new rules" of business with the founders of TheMuse.com, Kathryn Minshew and Alex Cavoulacos. We'll talk about new rules in networking, finding the career you love, and working more effectively at the job you love.

In our headline segment, Brian Barnes, CEO of M1Finance drops by to talk about tax planning. We know tax day was yesterday but these tips will help you make tax-smart moves while investing for the future. We'll also talk about another company being sued by an employee for rotten 401k options. Target date funds are again in the middle of some more controversy.

Gena calls the Haven Life line to ask about the American Opportunity Credit, we share good news about recent guest Adam Dell and the Clarity app, and answer a letter from Ben about emerging markets investing. Is active investing the best way to go in smaller, more volatile markets? Of course, Doug brings down the trivia, and much, much more.

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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The rules of work have changed over the last several years. You need to stay up to date on what's relevant so you aren't left behind and miss the next career opportunity. We were surprise when we went back and listened to this episode from 2017, when Joe sat down with Kathryn Minshew & Alex Cavoulacos, founders of TheMuse.com, to review what were then the new rules of business. Clearly, many still don't understand these. We find that these rules are just as relevant today as they were a few years ago, so we decided it was time to roll this episode again.

Here is our original show description:

Struggling at work? We'll review some of the "new rules" of business with the founders of TheMuse.com, Kathryn Minshew and Alex Cavoulacos. We'll talk about new rules in networking, finding the career you love, and working more effectively at the job you love.

In our headline segment, Brian Barnes, CEO of M1Finance drops by to talk about tax planning. We know tax day was yesterday but these tips will help you make tax-smart moves while investing for the future. We'll also talk about another company being sued by an employee for rotten 401k options. Target date funds are again in the middle of some more controversy.

Gena calls the Haven Life line to ask about the American Opportunity Credit, we share good news about recent guest Adam Dell and the Clarity app, and answer a letter from Ben about emerging markets investing. Is active investing the best way to go in smaller, more volatile markets? Of course, Doug brings down the trivia, and much, much more.

Less stress, easy overhead, and being debt-free... those are three fantastic reasons to chase financial independence. For a growing number of investors the top reason to save and live frugally has become a chance at early retirement. But, what type of freedom does early retirement bring? Is the freedom gained from early retirement worth it? We'll ask our contributors their thoughts on early retirement, and explore the concept of not retiring FROM something, but TO something on today's show. Assisting us in today's discussion is Rocky Lalvani from the Richer Soul podcast, Len Penzo from LenPenzo.com, and OG, from our very own Stacking Benjamins podcast.

Halfway through the show, we'll hit the pause button on our discussion while Joe talks to Kevin Kidd, Roush Fenway competition director. You might be thinking, "WAIT, that's not FinTech! what does that have to do with finances?" As it turns out, there are a few financial lessons to be had from a professional racing team.

Plus, after we finish a few laps around the track, we'll answer a voicemail from Rosie during our Magnify Money segment. Rosie's parents are retired, and she's recently learned her parents have been charged some crazy fees from their financial advisor. She wants to move them over to some low-cost index funds, but doesn't want to lose all their money in the process. What should their asset allocation look like?

Thanks to Experian for supporting Stacking Benjamins. Boost your FICO score instantly for free. Boost is only available at Experian.com/sb

Thanks to MetPro for supporting Stacking Benjamins. Get a complimentary Metabolic Profiling assessment and a 30-minute consultation with a MetPro expert at metpro.co/sb.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Less stress, easy overhead, and being debt-free... those are three fantastic reasons to chase financial independence. For a growing number of investors the top reason to save and live frugally has become a chance at early retirement. But, what type of freedom does early retirement bring? Is the freedom gained from early retirement worth it? We'll ask our contributors their thoughts on early retirement, and explore the concept of not retiring FROM something, but TO something on today's show. Assisting us in today's discussion is Rocky Lalvani from the Richer Soul podcast, Len Penzo from LenPenzo.com, and OG, from our very own Stacking Benjamins podcast.

Halfway through the show, we'll hit the pause button on our discussion while Joe talks to Kevin Kidd, Roush Fenway competition director. You might be thinking, "WAIT, that's not FinTech! what does that have to do with finances?" As it turns out, there are a few financial lessons to be had from a professional racing team.

Plus, after we finish a few laps around the track, we'll answer a voicemail from Rosie during our Magnify Money segment. Rosie's parents are retired, and she's recently learned her parents have been charged some crazy fees from their financial advisor. She wants to move them over to some low-cost index funds, but doesn't want to lose all their money in the process. What should their asset allocation look like?

Thanks to Experian for supporting Stacking Benjamins. Boost your FICO score instantly for free. Boost is only available at Experian.com/sb

Thanks to MetPro for supporting Stacking Benjamins. Get a complimentary Metabolic Profiling assessment and a 30-minute consultation with a MetPro expert at metpro.co/sb.

We're barring the doors, closing the shades, and not answering any house calls because today we're answering YOUR letters. From paying down a mortgage principle or investing, to allocations, backdoor conversions, and even the best strategies on giving kids an allowance... this show has it all, thanks to YOU!

Plus, in our headlines segment, what can we learn from the life of a day trader? Longtime listeners can probably imagine the whole team's collective groan when we first broached this topic, but the more we discussed this headline, the more we found LOTS of great ideas that everyday investors can use. We love some of the lessons we can distill when learning what separates a good day trader from a bad one. In our second headline, we'll wonder out loud where is the future of financial advice is headed. We'll look over one report from Hartford Funds on important financial considerations you need to keep in mind and give our two cents while we're at it.

Later, after we take a break during Doug's trivia, we'll queue up a voicemail from Pete, who no longer works at a job with 401k access. What are his options for investing with tax benefits? Can he still max our his Roth IRA through a backdoor conversion?

We're barring the doors, closing the shades, and not answering any house calls because today we're answering YOUR letters. From paying down a mortgage principle or investing, to allocations, backdoor conversions, and even the best strategies on giving kids an allowance... this show has it all, thanks to YOU!

Plus, in our headlines segment, what can we learn from the life of a day trader? Longtime listeners can probably imagine the whole team's collective groan when we first broached this topic, but the more we discussed this headline, the more we found LOTS of great ideas that everyday investors can use. We love some of the lessons we can distill when learning what separates a good day trader from a bad one. In our second headline, we'll wonder out loud where is the future of financial advice is headed. We'll look over one report from Hartford Funds on important financial considerations you need to keep in mind and give our two cents while we're at it.

Later, after we take a break during Doug's trivia, we'll queue up a voicemail from Pete, who no longer works at a job with 401k access. What are his options for investing with tax benefits? Can he still max our his Roth IRA through a backdoor conversion?

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What does a volcano have to do with your retirement? We won't use any crazy analogies here, like "things might erupt," or "danger could be bubbling below the surface," mostly because we wouldn't do something like that. But we don't need metaphors mostly because today we're talking to Dr. Rosaly Lopes, senior researcher, vulcanologist, and a TIAA client who speaks to us for a few minutes about her career, volcanoes, and how she's actively sought out annuities to fund her retirement. Why would she use them? What is a vulcanologist? What career advice does she have for people just starting down the path toward meaningful work? We'll ask all of those questions and more on today's show.

And in our headlines segment, have you ever made bad financial decisions after a few drinks? (and we're definitely not referring to the kind the comes with free refills....). Maybe you ordered too much food, or indulged in some of Amazon's two-day shipping for "just a few" items you've had your eyes on? While breaking your diet for a night or ordering a new board game aren't exactly the biggest mistakes to make in the world, but how about drinking while you're on the job? While that may seem like duh moment for most of us, one exchange has recently made it official, telling workers to stop drinking on the job. Which business? Of course, it's a financial business...which is why we're talking about it today. Plus, in our second headline, scammers have ramped up schemes against people with medical bills. We'll cover 7 red flags to watch out for, and in a triple threat headlines segment today, we'll discuss one piece that proves how difficult it is to predict interest rates. It turns out even the brightest among us who study the market full time can't get it right.

Later, after we take some time for Doug's specially themed volcanic trivia, we'll throw out the Haven Life Line to Mike, who's been thinking about exchange-traded funds. Should Mike have any concerns about using ETFs in his Roth IRA instead of mutual funds? After we're through discussing ETFs, we'll tear open a letter from Brian, who wants some fact-checking on his backdoor Roth conversion plans.

Thanks to Experian for supporting Stacking Benjamins. Boost your FICO score instantly for free. Boost is only available at Experian.com/sb

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What does a volcano have to do with your retirement? We won't use any crazy analogies here, like "things might erupt," or "danger could be bubbling below the surface," mostly because we wouldn't do something like that. But we don't need metaphors mostly because today we're talking to Dr. Rosaly Lopes, senior researcher, vulcanologist, and a TIAA client who speaks to us for a few minutes about her career, volcanoes, and how she's actively sought out annuities to fund her retirement. Why would she use them? What is a vulcanologist? What career advice does she have for people just starting down the path toward meaningful work? We'll ask all of those questions and more on today's show.

And in our headlines segment, have you ever made bad financial decisions after a few drinks? (and we're definitely not referring to the kind the comes with free refills....). Maybe you ordered too much food, or indulged in some of Amazon's two-day shipping for "just a few" items you've had your eyes on? While breaking your diet for a night or ordering a new board game aren't exactly the biggest mistakes to make in the world, but how about drinking while you're on the job? While that may seem like duh moment for most of us, one exchange has recently made it official, telling workers to stop drinking on the job. Which business? Of course, it's a financial business...which is why we're talking about it today. Plus, in our second headline, scammers have ramped up schemes against people with medical bills. We'll cover 7 red flags to watch out for, and in a triple threat headlines segment today, we'll discuss one piece that proves how difficult it is to predict interest rates. It turns out even the brightest among us who study the market full time can't get it right.

Later, after we take some time for Doug's specially themed volcanic trivia, we'll throw out the Haven Life Line to Mike, who's been thinking about exchange-traded funds. Should Mike have any concerns about using ETFs in his Roth IRA instead of mutual funds? After we're through discussing ETFs, we'll tear open a letter from Brian, who wants some fact-checking on his backdoor Roth conversion plans.

Thanks to Experian for supporting Stacking Benjamins. Boost your FICO score instantly for free. Boost is only available at Experian.com/sb

How do avoid becoming a zombie? No, not the Walking Dead zombie, but the type who works their whole life, just pounding away, realizing too late that it was all for nothing? On today's episode, Deb Meyer helps the team talk about redefining retirement. What does it really mean? How do we ensure we're chasing the right dreams? We'll discuss some big, heady thoughts in today's main segment.

Halfway through the show we'll take a break from our discussion to talk to the Evil HR Lady, Suzanne Lucas. Uber drivers have just been declared independent contractors, and not employees. What does that mean if you're working in the gig economy? What does that mean if you hire employees? We'll talk about all angles of this issue, and how it involves both side hustles and maybe also your primary job, on today's show.

Of course, as always, we'll take a Magnify Money hotline call, test our knowledge with Doug's hotdog eating trivia, and more!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How do avoid becoming a zombie? No, not the Walking Dead zombie, but the type who works their whole life, just pounding away, realizing too late that it was all for nothing? On today's episode, Deb Meyer helps the team talk about redefining retirement. What does it really mean? How do we ensure we're chasing the right dreams? We'll discuss some big, heady thoughts in today's main segment.

Halfway through the show we'll take a break from our discussion to talk to the Evil HR Lady, Suzanne Lucas. Uber drivers have just been declared independent contractors, and not employees. What does that mean if you're working in the gig economy? What does that mean if you hire employees? We'll talk about all angles of this issue, and how it involves both side hustles and maybe also your primary job, on today's show.

Of course, as always, we'll take a Magnify Money hotline call, test our knowledge with Doug's hotdog eating trivia, and more!