The Stacking Benjamins Show

One of our most frequently asked questions revolves around the Roth IRA. Should I invest in it? How much should I invest? Why should I invest in a Roth vs. a traditional IRA? That's just ONE of the many questions we answer on today's show, including questions about investing, buying a house, spiking your interest rates on short term goals, and more. 

In our headlines segment we'll talk about how financial advisors market their services. Can you tell from an advisor's method of pitching (and her pitch) whether they'll be a good fit for you? Absolutely...and we'll explain on today's show, as we talk about seminars, workshops, Facebook ads, radio shows, and more. Plus, we'll tackle a piece about remodeling your house. Which improvements improve your home's value the most? We'll share all of those on today's podcast.

Thanks to MagnifyMoney.com for supporting Stacking Benjamins. Looking to have your financial product questions answered? Head to MagnifyMoney.com for your credit, savings, student, and auto loan needs.

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

Lillain Karabaic has done everything. From bicycle valet to bookkeeping to radio, she's had just about every job you could imagine (she held over 40 jobs during her 20's!). Today she's sharing advice and stories about grabbing the reins. Think you aren't saving enough money? She'll inspire you with her work ethic. Think you have trouble getting money in the right place? She'll share her favorite tips... and more. 

In our headlines segment, we'll share some statistics from Transferwise about banking fees. It turns out that many people are surprised by the fees their bank charges. Overdraft fees? Sure, banks charge those, but how about returned mail fees? We'll share the whole list and ways to reduce fees.

We'll also debate a new media piece about retirement planning. Is it time to share the old planning practices out the window? We'll share the authors' tips and also those that OG and Joe advocate, on today's podcast.

Plus, we throw out the Haven Life line to Abbey, who wonders about starting a financial coaching business. As a financial planner, is there room to expand into coaching people who don't yet need full-on CFP level support? We'll share some of the reasons you don't see more of these businesses and also ideas for starting one on today's show. We'll also answer another listener letter, throw out Doug's trivia question, and more.

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

Thanks to Lexington Law for supporting Stacking Benjamins. For a free credit report summary and credit repair consultation go to lexingtonlaw.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.

Lillain Karabaic has done everything. From bicycle valet to bookkeeping to radio, she's had just about every job you could imagine (she held over 40 jobs during her 20's!). Today she's sharing advice and stories about grabbing the reins. Think you aren't saving enough money? She'll inspire you with her work ethic. Think you have trouble getting money in the right place? She'll share her favorite tips... and more. 

In our headlines segment, we'll share some statistics from Transferwise about banking fees. It turns out that many people are surprised by the fees their bank charges. Overdraft fees? Sure, banks charge those, but how about returned mail fees? We'll share the whole list and ways to reduce fees.

We'll also debate a new media piece about retirement planning. Is it time to share the old planning practices out the window? We'll share the authors' tips and also those that OG and Joe advocate, on today's podcast.

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

Thanks to Lexington Law for supporting Stacking Benjamins. For a free credit report summary and credit repair consultation go to lexingtonlaw.com/sb

How much do your friends control your fate when it comes to your money? One recent piece contends that your community (including friends) is a HUGE piece in the puzzle toward financial success. Does our panel agree? Here to answer that question we welcome Jen Hemphill, author of the new hit financial book Her Money Matters. She'll join OG on today's show for that AND Doug's amazing trivia (we know you can barely wait....).

Plus we answer a three-oh call for help to the Blooom hotline. Daniel wonders about life insurance. How much should he and his spouse plan on for life insurance for his children?

Thanks to Housecall Pro for supporting Stacking Benjamins. Waive your $99 activation fee by going to HousecallPro.com/SB.

Thanks also to MagnifyMoney.com for sponsoring Stacking Benjamins as well. 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.

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 much do your friends control your fate when it comes to your money? One recent piece contends that your community (including friends) is a HUGE piece in the puzzle toward financial success. Does our panel agree? Here to answer that question we welcome Jen Hemphill, author of the new hit financial book Her Money Matters. She'll join OG on today's show for that AND Doug's amazing trivia (we know you can barely wait....).

Plus we answer a three-oh call for help to the Blooom hotline. Daniel wonders about life insurance. How much should he and his spouse plan on for life insurance for his children?

Thanks to Housecall Pro for supporting Stacking Benjamins. Waive your $99 activation fee by going to HousecallPro.com/SB.

Thanks also to MagnifyMoney.com for sponsoring Stacking Benjamins as well. 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.

Why are you saving money? How much joy are you receiving from that "stuff" you own? You may rethink your financial plan after today's show, because our guest is the co-author of the HUGE bestselling book, Your Money or Your Life. Vicki Robin helped shape the financial independence/retire early movement, and she's on her way down to the basement today to talk to us about re-examining your beliefs around your life and your money. Your money or your life, indeed.

In our headlines segment we'll talk about student loans with Robert Farrington from The College Investor. He'll talk about how over 3,000 people just took part in an event to pay off a TON of student loan debt. We'll share best practices, how best to apply to lower interest rates on your debt, and how to pay them down in a way that makes sense for your situation. We'll also discuss the new SEC proposed fiduciary rule. Is THIS finally the rule we've been looking for? Will it replace the mostly knocked-down rule from the Department of Labor? We'll review the rule and discuss what you need to know about it on today's show.

Plus, we throw out the Haven Life line to Karen, who's contributing to a brand spankin' new health savings account. How should she best use it? We'll share how these plans work on today's show. We'll also answer another listener letter, throw out Doug's trivia question, and watch him try to juggle....one ball. 

Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins as well. 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 Lexington Law for supporting Stacking Benjamins. For a free credit report summary and credit repair consultation go to lexingtonlaw.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.

Why are you saving money? How much joy are you receiving from that "stuff" you own? You may rethink your financial plan after today's show, because our guest is the co-author of the HUGE bestselling book, Your Money or Your Life. Vicki Robin helped shape the financial independence/retire early movement, and she's on her way down to the basement today to talk to us about re-examining your beliefs around your life and your money. Your money or your life, indeed.

In our headlines segment we'll talk about student loans with Robert Farrington from The College Investor. He'll talk about how over 3,000 people just took part in an event to pay off a TON of student loan debt. We'll share best practices, how best to apply to lower interest rates on your debt, and how to pay them down in a way that makes sense for your situation. We'll also discuss the new SEC proposed fiduciary rule. Is THIS finally the rule we've been looking for? Will it replace the mostly knocked-down rule from the Department of Labor? We'll review the rule and discuss what you need to know about it on today's show.

Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins as well. 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 Lexington Law for supporting Stacking Benjamins. For a free credit report summary and credit repair consultation go to lexingtonlaw.com/sb

What happens when you're booted from your company? Jordan Harbinger found out firsthand. The former host of popular and award winning Art of Charm podcast tells us his story and then we talk about building YOUR network so it's available when you need it. We'll discuss the right (and horribly wrong) ideas, tools, and strategies to use when taking on the challenge of expanding your circle of influence.

Plus, in headlines, we'll tackle a recent headline about a big financial company that may have stepping in the same BIG problem twice. What's the problem and how do YOU avoid being a victim of this company? We'll unravel all of that plus another headline about risk. Where do you run from stocks if you've had enough...international bonds? 

We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Dom, who wonders what stocks he should buy in his "sandbox" portfolio. How do you evaluate individual stocks and where is the the best place to purchase them? Both Joe and OG chime in with their answers. 

But....that's not all! We'll answer answer a letter from the mailbag, serve up some JP Morgan trivia, and more!

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

Thanks to Housecall Pro for supporting Stacking Benjamins. Waive your $99 activation fee by going to HousecallPro.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 happens when you're booted from your company? Jordan Harbinger found out firsthand. The former host of popular and award winning Art of Charm podcast tells us his story and then we talk about building YOUR network so it's available when you need it. We'll discuss the right (and horribly wrong) ideas, tools, and strategies to use when taking on the challenge of expanding your circle of influence.

Plus, in headlines, we'll tackle a recent headline about a big financial company that may have stepping in the same BIG problem twice. What's the problem and how do YOU avoid being a victim of this company? We'll unravel all of that plus another headline about risk. Where do you run from stocks if you've had enough...international bonds? 

We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Dom, who wonders what stocks he should buy in his "sandbox" portfolio. How do you evaluate individual stocks and where is the the best place to purchase them? Both Joe and OG chime in with their answers. 

But....that's not all! We'll answer answer a letter from the mailbag, serve up some JP Morgan trivia, and more!

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

Thanks to Housecall Pro for supporting Stacking Benjamins. Waive your $99 activation fee by going to HousecallPro.com/SB.

It's nearly tax time and we're hearing lots of rumors about tax strategies that just don't work. So we were relieved to read a headline that walked us through several rumors that weren't true. We'll go over them in detail on today's podcast!

Plus we get serious about sexism in the financial press. Do pieces aimed at women speak to them differently than pieces aimed at men? Our roundtable will weigh in on men, women, and the differences in the way we talk about money. To talk about these topics, we're joined by our crack regular team of contributors: Paula Pant (Afford Anything) and Len Penzo (Len Penzo dot com), along with our very own OG.

We also answer a three-oh call for help to the Blooom hotline. Steve wants to know if there's any reason NOT to consolidate his many accounts spread all over the place. What's the downside he might not be seeing?

Thanks to TurboTax Live for supporting Stacking Benjamins. Get a personal review of your tax return with a CPA or EA backed with a one-hundred percent Accuracy Guarantee. Connect with a TurboTax Live expert at TurboTaxLive.com/SB.

Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins as well. 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.

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.