The Stacking Benjamins Show

Eliot Weisman was the manager for stars like Frank Sinatra and Liza Minnelli. He also oversaw Frank Sinatra's estate after the crooner died, which was reportedly worth over $100 million. We'll talk to Eliot about managing celebrities and handling large sums for celebrities, and more.

In our headlines segment, we'll compare two pieces, one reporting that robo advisors experienced big outages during one of the market's most volatile days. Meanwhile, in our second piece, Fidelity reports that there were no outages and generally, more people were buying than selling. Is OG buying that? We'll see. Of course we'll have more from the world of financial planning, throw out the Haven Life line to  lucky listener David, who wonders about the income limits to make Roth IRA contributions. We'll also answer a listener letter from the mailbag and score with some of Doug's delightful trivia, and more.

Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/SB and get a $50 credit toward your first job post.

Thanks also to MagnifyMoney.com for sponsoring today's show. Compare, ditch, switch and save on student loans, auto loans and more at StackingBenjamins.com/MagnifyMoney.

Surprise! How about an introduction to a great new podcast from Wondery? Say hello to Business Wars.

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.

Surprise! How about an introduction to a great new podcast from Wondery? Say hello to Business Wars.

We don't think much about our past when investing, but our money story until this point is a HUGE driver on how we make decisions with our spending, our cash, our budget, and our saving. Jen Hemphill (Her Money Matters podcast) joins us to talk about the importance of retelling your past money stories, reviewing your current money story, and developing a future money story. What are those? She'll explain all of that on today's show.

In our headlines segment, why the heck has the market been so volatile? Experts have been weighing in and we review the reasons ONE big expert provides. Plus, it appears millennials are saving record amounts of money. What does that mean? How does their savings compare with yours? We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Michael, who wonders about his health savings account. If he doesn't have one with any investing options, can he move that money?

Of course, we'll still score with some of Doug's delightful trivia, and more.

Thanks to Legal Zoom for supporting Stacking Benjamins. Get your SPECIAL saving by going to LegalZoom.com and entering SB at checkout. LegalZoom, where life meets legal.

Why compromise with investments when you can use an intuitive, easy-to-use, robust platform? M1Finance combines the power of automated investing platforms with the flexibility of do-it-yourself but more expensive brokers. ...and now, it's FREE! Be Invested. Check out M1Finance .

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.

We don't think much about our past when investing, but our money story until this point is a HUGE driver on how we make decisions with our spending, our cash, our budget, and our saving. Jen Hemphill (Her Money Matters podcast) joins us to talk about the importance of retelling your past money stories, reviewing your current money story, and developing a future money story. What are those? She'll explain all of that on today's show.

In our headlines segment, why the heck has the market been so volatile? Experts have been weighing in and we review the reasons ONE big expert provides. Plus, it appears millennials are saving record amounts of money. What does that mean? How does their savings compare with yours? We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Michael, who wonders about his health savings account. If he doesn't have one with any investing options, can he move that money?

Of course, we'll still score with some of Doug's delightful trivia, and more.

Thanks to Legal Zoom for supporting Stacking Benjamins. Get your SPECIAL saving  by going to LegalZoom.com and entering SB at checkout. LegalZoom, where life meets legal.

Why compromise with investments when you can use an intuitive, easy-to-use, robust platform? M1Finance combines the power of automated investing platforms with the flexibility of do-it-yourself but more expensive brokers. ...and now, it's FREE! Be Invested. Check out M1Finance .

You've done well with your money. Should you tell people online how well you've done? Maybe even show your 401k balance or your savings account? One piece in today's headlines segment has an opinion, our roundtable team will share theirs on today's podcast! Today Len and Paula are joined by CFP Katie Brewer, who helps us dig into another topic: One millionaire received some FANTASTIC money advice at age 18. We'll ask Katie and our team what the best advice is they received growing up about money. You'll be surprised by their answers. 

We also answer Scott's three-oh call for help to the Blooom hotline. His parents and in-laws are asking him for money advice. Should he give them advice or send them to a financial planner? On top of that, we'll also answer a letter from another listener, share Doug's trivia, and more.

Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/SB and get a $50 credit toward your first job post.

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.

You've done well with your money. Should you tell people online how well you've done? Maybe even show your 401k balance or your savings account? One piece in today's headlines segment has an opinion, our roundtable team will share theirs on today's podcast! Today Len and Paula are joined by CFP Katie Brewer, who helps us dig into another topic: One millionaire received some FANTASTIC money advice at age 18. We'll ask Katie and our team what the best advice is they received growing up about money. You'll be surprised by their answers. 

We also answer Scott's three-oh call for help to the Blooom hotline. His parents and in-laws are asking him for money advice. Should he give them advice or send them to a financial planner? On top of that, we'll also answer a letter from another listener, share Doug's trivia, and more.

Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/SB and get a $50 credit toward your first job post.

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.

What does it take to make it to the podium with your pocketbook? Olympic silver medalist Lauryn Williams knows. She's not only the host of the Worth Listening podcast, but also a financial planner...and more important for today's specific pre-Olympics show, silver medalist in the two woman bobsleigh. She'll talk about the keys to winning with your money on today's show!

In our headlines segment, it's tax time, and CPA Craig Cody joins us to help you get organized for this year's tax-prep fest. What are the areas most people miss? How do you make sure all the "I"'s are dotted and "T"s crossed? He's got you covered. We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Johnny, who wonders about rolling his old retirement fund into his new pension. We'll also answer a listener letter from the mailbag and score with some of Doug's delightful trivia, and more.

Thanks to Harry’s for supporting Stacking Benjamins. Get your Free Trial Set – go to Harrys.com/SB

Thanks also to MagnifyMoney.com for sponsoring today's show. Compare, ditch, switch and save on student loans, auto loans and more at StackingBenjamins.com/MagnifyMoney.

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 it take to make it to the podium with your pocketbook? Olympic silver medalist Lauryn Williams knows. She's not only the host of the Worth Listening podcast, but also a financial planner...and more important for today's specific pre-Olympics show, silver medalist in the two woman bobsleigh. She'll talk about the keys to winning with your money on today's show!

In our headlines segment, it's tax time, and CPA Craig Cody joins us to help you get organized for this year's tax-prep fest. What are the areas most people miss? How do you make sure all the "I"'s are dotted and "T"s crossed? He's got you covered. We'll of course have more from the world of financial planning, throw out the Haven Life line to  lucky listener Johnny, who wonders about rolling his old retirement fund into his new pension. We'll also answer a listener letter from the mailbag and score with some of Doug's delightful trivia, and more.

Thanks to Harry’s for supporting Stacking Benjamins. Get your Free Trial Set – go to Harrys.com/SB

Thanks also to MagnifyMoney.com for sponsoring today's show. Compare, ditch, switch and save on student loans, auto loans and more at StackingBenjamins.com/MagnifyMoney.

In a crowded market, having a leg up by avoiding some easy mistakes might be the difference between selling your home quickly, and for the top dollar price possible, or not selling at all. House-flipper Mindy Jensen has sold COUNTLESS houses, and today stops by the basement with her best tips to help you sell your own homes faster. Whether it's your primary residence, rental property or flip, she'll detail how to prioritize and budget for repairs or improvements, and how to find the right help to sell your home. In our headlines segment, freelance writer Hannah Rounds has published a piece on which tax software makes her "recommended" list and which she says to avoid. She comes down to the basement to discuss winners and losers. Also in headlines, what can we learn about finance from basketball player LeBron James? Apparently, quite a bit, according to one publication. We'll talk about key lessons from LeBron on today's show.

We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Marie, who wonders about better diversification for her money. Is ONLY having an S&P 500 fund a good approach?

Of course, we'll still score with some of Doug's delightful trivia, and more.

We love our Harry's razor and shaving gel (the aloe smells fantastic). Thanks to Harry’s for supporting Stacking Benjamins. Get your Free Trial Set – go to Harrys.com/SB

Why compromise with investments when you can use an intuitive, easy-to-use, robust platform? M1Finance combines the power of automated investing platforms with the flexibility of do-it-yourself but more expensive brokers. ...and now, it's FREE! Be Invested. Check out M1Finance .