The Stacking Benjamins Show

A new year means new promises, and maybe the BEST promise you can make to yourself is to finally tighten your budget so you can create more fun for yourself instead of spending money on things that aren't important. Our neighbor Mitchell Walker (who literally lives right down the road in Mount Pleasant, Texas), used to work for a guy named Warren Buffett, and he drops by the basement to share his budget-made-easy called the Pouch Plan. Whether you're someone who's struggled with spreadsheets or you love talking about streamlined ways to track your money, you're going to love Mitchell's plan and the story of how it helped him and his spouse turn around some pretty bad money habits.

If you were hiding under a rock, you may not know that there's a new tax law in the USA. In our headlines segment we talk to Dave Du Val from TaxAudit about the new rules. He calls Joe's dad's shortwave to share changes on everything from charitable giving to gambling, and from home equity loans to medical bill deductibility.

Of course, we'll also throw out the Haven Life line, share some amazing trivia from Doug, who's headed out on a polar bear swim, and more.

Special thanks to M1Finance for supporting our show. M1Finance is now FREE! Congrats to the team at M1 for that big announcement last week.

Looking to learn something about finance? After the show, head to learn.StackingBenjamins.com, where Kathleen has prepared some fantastic courses on saving more money, pinching pennies, and understanding taxes. Use code "Doug Rocks" for a nice discount.

Every year we ask Len Penzo's magic 8 ball how the market's going to perform...and more. Today we rewind to our episode a year ago to review the events of 2016 and then make predictions for 2017.

If you've never heard our annual "magic 8 ball" episodes, this is a great starting point. On Friday, January 5 we'll be revisiting the eight ball again to see if these predictions came true.

How good is the eight ball? You'll have to listen to find out. Happy New Year!

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Every year we ask Len Penzo's magic 8 ball how the market's going to perform...and more. Today we rewind to our episode a year ago to review the events of 2016 and then make predictions for 2017.

If you've never heard our annual "magic 8 ball" episodes, this is a great starting point. On Friday, January 5 we'll be revisiting the eight ball again to see if these predictions came true.

How good is the eight ball? You'll have to listen to find out. Happy New Year!

We head back in time to 2012, when we asked friends of ours AND top HR writer Laurie Reuttiman what lessons we should have learned from that year. What's funny about this list? It could have been 2017....

Hope you're all having a happy holiday week! 

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 head back in time to 2012, when we asked friends of ours AND top HR writer Laurie Reuttiman what lessons we should have learned from that year. What's funny about this list? It could have been 2017....

Hope you're all having a happy holiday week! 

How do YOU define a "rich" life? Certified Financial Planner Michael F. Kay joined us to talk about his definition, and it's probably MUCH different than yours.

This rewind show is from 2016. Hope you enjoy! 

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 YOU define a "rich" life? Certified Financial Planner Michael F. Kay joined us to talk about his definition, and it's probably MUCH different than yours.

This rewind show is from 2016. Hope you enjoy! 

Think your 401k rocks? In our headlines segment today we'll share a story from an author who thinks your retirement plan isn't all that it can be. Should you stop investing? Reduce the amount you save into it? We'll tackle both of those questions with Paula Pant from Afford Anything and Andrew Wang from the new podcast Inspired Money. They'll also help us cap off 2017 with a discussion about 2018. Fewer people are making money-based resolutions. Does that mean our finances are going to be a mess next year? 

We'll also answer two questions from listeners, share Doug's trivia, and more. 

Today we'll also introduce you to CollegeBacker. Co-founder Abby Chao joins us to detail the frustrations people have saving for college and how they're working at making 529 plan savings easy. Think it's difficult to save for college? You'll want to listen to today's interview. Can't wait for you to hear all about it.

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

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.

Think your 401k rocks? In our headlines segment today we'll share a story from an author who thinks your retirement plan isn't all that it can be. Should you stop investing? Reduce the amount you save into it? We'll tackle both of those questions with Paula Pant from Afford Anything and Andrew Wang from the new podcast Inspired Money. They'll also help us cap off 2017 with a discussion about 2018. Fewer people are making money-based resolutions. Does that mean our finances are going to be a mess next year? 

We'll also answer two questions from listeners, share Doug's trivia, and more. 

Today we'll also introduce you to CollegeBacker. Co-founder Abby Chao joins us to detail the frustrations people have saving for college and how they're working at making 529 plan savings easy. Think it's difficult to save for college? You'll want to listen to today's interview. Can't wait for you to hear all about it.

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

n our MONSTER recap of 2017, Today show money editor Jean Chatzky joins in the fun to share five lessons we should have learned from some of the biggest events of the year. She'll talk about the stock market, data hacks, and...well...we don't want to give them all away, so you'll just have to listen, won't you?

Plus, in our headlines segment, our social media correspondent, Jamie Wise from the BUZZ Index, shares news from the crowds of people talking about investing online. He'll share thoughts on the Disney/Fox deal, discuss Target, Valient, and more. We'll also tackle a headline about delegation and wealthy people. How much do wealthy people delegate, and what does that have to do with your money? We'll share details 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 Teddy from Brooklyn, who wonders about switching from a mutual fund from an ETF that tracks the S&P500, score with some of Doug's delightful trivia (who swears he hasn't been NEAR the North Pole lately), and more.

Huge thanks to Roofstock (check out their massive real estate database AND their SPECIAL DEAL through 12/31) and MagnifyMoney.com (when you're comparing financial tools like credit cards and savings accounts) for helping us with today's show. They're awesome companies and if you're not using them, I'm not sure you know what you're missing!

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.