The Stacking Benjamins Show

Have you been waiting for us to answer your letter? It's your lucky day because we're dedicating today's show to answering your questions. We're covering diversification, retirement, investing, Fintech, dividends and everything in between on our special letters episode.

Before we get to your letters, In our headlines segment we're taking a look at emergency funds and long-term care dollars. Are you thinking  about cutting corners and that maybe you can get by day-to-day without some sort of emergency fund? That could spell some bad news down the road. And in our second headline we'll spend a few minutes talking about proper planning for long-term care. The costs can pile on quicker than you think, and deciding your strategy isn't easy.

Plus, it's National Cheesecake Day! Doug's all excited, and so are we. Plus, in honor of Henry Ford's birthday, we'll have some Ford-related trivia that even if you aren't a car buff, you JUST might know the answer to...

Thanks to Stamps.com for supporting Stacking Benjamins. For a 4 week trial (that includes a digital scale and postage) go to Stamps.com, click on the microphone at the top of the homepage, and enter SB. 

Thanks to Emperor Investments for supporting Stacking Benjamins.  Go to emperorinvests.com/sb and select "Stacking Benjamins podcast" when asked how you heard about the show.

There are many ways to have a not-so-great relationship with the fuel that helps you reach your goals. You can spend too much, never spend anything...and much more. What IS a healthy relationship, and what does it look like? There are a lot of warning signs, but that doesn't mean it's an easy problem to fix. On today's show, our contributors, Jen Smith from the FrugalFriendsPodcast.com, Roger Whitney (the Retirement Answer Man) from RogerWhitney.com, and Paula Pant from AffordAnything.com, will tackle their relationships with money (both the good and the bad).

Plus, during our Friday FinTech segment, we're excited to talk to Aditi Shekar from Zeta. Mastering your relationship with money is hard enough on your own, it only gets more intense when you add someone else to the picture. Zeta helps couples (whether married, roommates, living together, or living apart) master their money through a mix of technology and good old-fashioned advice.

Thanks also to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.

Thanks also to RXBAR for supporting Stacking Benjamins. Get 25% off your first order at RXbar.com/sb, Promo Code: 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.

There are many ways to have a not-so-great relationship with the fuel that helps you reach your goals. You can spend too much, never spend anything...and much more. What IS a healthy relationship, and what does it look like? There are a lot of warning signs, but that doesn't mean it's an easy problem to fix. On today's show, our contributors, Jen Smith from the FrugalFriendsPodcast.com, Roger Whitney (the Retirement Answer Man) from RogerWhitney.com, and Paula Pant from AffordAnything.com, will tackle their relationships with money (both the good and the bad).

Plus, during our Friday FinTech segment, we're excited to talk to Aditi Shekar from Zeta. Mastering your relationship with money is hard enough on your own, it only gets more intense when you add someone else to the picture. Zeta helps couples (whether married, roommates, living together, or living apart) master their money through a mix of technology and good old-fashioned advice.

Thanks also to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.

Thanks also to RXBAR for supporting Stacking Benjamins. Get 25% off your first order at RXbar.com/sb, Promo Code: SB.

You've probably heard of impact investing, but... have you heard of vice funds? The concept is similar to impact investing, but instead of good causes, vice fund invests in those other sectors of the market....like cigarettes, gambling, and alcohol. Interested yet? We hope so, because today, to talk more on vice funds, mom's invited the guy that's right in the middle of this sector to share ideas, stories, and his investing strategy, Jordan Waldrep.

Then, in our headlines segment, we'll call our friend JJ Montenaro from USAA, who has some disturbing news on the life insurance front. Why don't many people buy life insurance? We'll talk coverage, strategies, and life insurance myths on today's podcast. Plus, we'll discuss one piece covering the "lessons learned" from a big Hollywood divorce.

We'll throw out the Haven Life Line to Tyler. Tyler's wife is going back to school to get her master's degree. Could they open up a 529 plan and use it right away for the tax credit? We'll also answer a letter from Paul. He wants to separate from service soon and retire, but most of his 401k funds are with a prior employer. Does he need to roll that money over before he separates so that he has money to live on before 59 and 1/2?

Thanks also to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.

Thanks to RXBAR for supporting Stacking Benjamins. Get 25% off your first order at RXbar.com/sb, Promo Code: 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.

You've probably heard of impact investing, but... have you heard of vice funds? The concept is similar to impact investing, but instead of good causes, vice fund invests in those other sectors of the market....like cigarettes, gambling, and alcohol. Interested yet? We hope so, because today, to talk more on vice funds, mom's invited the guy that's right in the middle of this sector to share ideas, stories, and his investing strategy, Jordan Waldrep.

Then, in our headlines segment, we'll call our friend JJ Montenaro from USAA, who has some disturbing news on the life insurance front. Why don't many people buy life insurance? We'll talk coverage, strategies, and life insurance myths on today's podcast. Plus, we'll discuss one piece covering the "lessons learned" from a big Hollywood divorce.

We'll throw out the Haven Life Line to Tyler. Tyler's wife is going back to school to get her master's degree. Could they open up a 529 plan and use it right away for the tax credit? We'll also answer a letter from Paul. He wants to separate from service soon and retire, but most of his 401k funds are with a prior employer. Does he need to roll that money over before he separates so that he has money to live on before 59 and 1/2?

Thanks also to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.

Thanks to RXBAR for supporting Stacking Benjamins. Get 25% off your first order at RXbar.com/sb, Promo Code: SB.

At least one real estate investor is doing his best work by bringing affordable real estate to the masses. From ImpactHousing.com, we welcome Eddie Lorin, who'll share how you can purchase and create real estate opportunities that in his words, "do well by doing good." We'll also talk about real estate in different areas of the country and about trends in real estate investing and rehabilitation. Whether you're a seasoned real estate investor or a newbie, there'll be something for you to like.

In our headlines segment... do you think emergency funds are overrated? If you're not setting money aside for the unexpected (it's called an "emergency fund" after all), you might find yourself hitching rides from Neighbor Doug just to show up at work on time. Plus, in our second headline, should we be worried about the cost of a long-term care stay? One publication suggests we should be estimating and funding long-term care a little differently.

Then, we'll throw out the Haven Life Line to Derrick and his wife, who need to reduce their tax liability. What are their options? Don't worry though. We promise to save time to answer a letter and also swallow a dose of Doug's icy trivia.

Thanks to Slack for supporting Stacking Benjamins. Slack: Where work happens. Go to slack.com to learn more.

Thanks also to our favorite browser extension Honey for supporting Stacking Benjamins. Signup for FREE with joinhoney.com/SB Time calls Honey "basically free money." We agree.

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.

At least one real estate investor is doing his best work by bringing affordable real estate to the masses. From ImpactHousing.com, we welcome Eddie Lorin, who'll share how you can purchase and create real estate opportunities that in his words, "do well by doing good." We'll also talk about real estate in different areas of the country and about trends in real estate investing and rehabilitation. Whether you're a seasoned real estate investor or a newbie, there'll be something for you to like.

In our headlines segment... do you think emergency funds are overrated? If you're not setting money aside for the unexpected (it's called an "emergency fund" after all), you might find yourself hitching rides from Neighbor Doug just to show up at work on time. Plus, in our second headline, should we be worried about the cost of a long-term care stay? One publication suggests we should be estimating and funding long-term care a little differently.

Then, we'll throw out the Haven Life Line to Derrick and his wife, who need to reduce their tax liability. What are their options? Don't worry though. We promise to save time to answer a letter and also swallow a dose of Doug's icy trivia.

Thanks to Slack for supporting Stacking Benjamins.  Slack: Where work happens. Go to slack.com to learn more.

Thanks also to our favorite browser extension Honey for supporting Stacking Benjamins. Signup for FREE with joinhoney.com/SB Time calls Honey "basically free money." We agree.

Should financial bloggers and financial podcasters who tout that they're "retired" share the WHOLE story with their audience? Plus, if they're managing a successful blog or podcast, how "retired" are they actually? Additionally....does it matter to a reader or listener if the writer/podcaster is actually retired, if their information is on point? We'll tackle a great article on this topic from Tanja Hester from the Our Next Life blog with our special guest, CFP Dana Anspach from SensibleMoney.com.

We'll also say hello to Tiller CEO Peter Polson in our Friday FinTech segment, who shares some BIG changes to his company's spreadsheet budgeting and money tracking apps. Then we'll answer a question from a listener about investing, worry over Doug's trivia, and more.

Thanks also to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.

Thanks to Away for supporting Stacking Benjamins. Go to Awaytravel.com/sb and use the promo code sb to get $20 off a suitcase!

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.

Should financial bloggers and financial podcasters who tout that they're "retired" share the WHOLE story with their audience? Plus, if they're managing a successful blog or podcast, how "retired" are they actually? Additionally....does it matter to a reader or listener if the writer/podcaster is actually retired, if their information is on point? We'll tackle a great article on this topic from Tanja Hester from the Our Next Life blog with our special guest, CFP Dana Anspach from SensibleMoney.com.

We'll also say hello to Tiller CEO Peter Polson in our Friday FinTech segment, who shares some BIG changes to his company's spreadsheet budgeting and money tracking apps. Then we'll answer a question from a listener about investing, worry over Doug's trivia, and more.

Thanks also to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.

Thanks to Away for supporting Stacking Benjamins. Go to Awaytravel.com/sb and use the promo code sb to get $20 off a suitcase!

And you thought you knew us! WELCOME TO THE STACKING HAMILTONS SHOW!!!! According to Doug's crazy holiday calendar we're celebrating National Hamilton's Day. It's your lucky today because today we're bringing you a show stock full of tips on how to save Hamiltons fora rainy day. Rosemarie Groner from BusyBudgeter.com, stopped by the basement to hand deliver 10 tips to save $10 in 10 minutes minutes or less. PLUS, during our headlines segment, we're talking to the COO of popular money and budgeting app, Clarity Money. I know. We're about three quarters as excited as you are.

And during our Haven Life Line segment, we'll answer a question from Tracy about paying her daughter. Does her business need to show an expense report for paying her daughter even though Tracy put it in an Roth IRA?Then during our letters segment we'll answer Corey's question about his retirement progress. How's he doing? Of course, we'll still have time for Doug's trivia.

Thanks also to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.

Thanks to Slack for supporting Stacking Benjamins. Slack: Where work happens. Go to slack.com to learn 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.