The Stacking Benjamins Show

Ever make a financial move because someone else told you it was a good idea and it turned out poorly? Maybe you already apply data to your decisions, but what if it could be better? Today our guests, Stuart Kruse and Sean Brown are both advocates of applying better data to your investing decisions, and we'll discuss how to make that work.

Plus, in our headlines segment, we FINALLY hear Joe and OG have a knock down drag out argument about a new Canadian mortgage lending law. Is it a good idea? You'll hear the guys brutal argument on the topic today. Also, we'll discuss how the USA ranks against other countries when it comes to mutual fund disclosures and regulations. What can you learn from a mutual fund prospectus? We'll tackle that, too....

We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Ben, who wonders if he's paying too much in investment management fees, score with some of Doug's delightful trivia, and more.

Huge thanks to Roofstock (check out their massive real estate database) 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!

We've heard the stories: robots and artificial intelligence are coming to steal our jobs and make us obsolete. Bill Studebaker from ROBO Global has a different outlook. What if automation is going to help us all move faster? We'll talk to Bill about investing in AI in our portfolios and how the new world of work will look in the future as robots help us move the productivity needle even further.

In our headline segment today we'll tackle a story about a celebrity who had well over a million dollars stolen from him AND another about students who've left billions of dollars in free money on the table. How do you avoid losing out on free money? What could the celebrity have done better to avoid being ripped off? We'll share tips for both of those scenarios on today's podcast.

We'll also throw out the Haven Life Line to Hillary. She's wondering if maybe she can pay her student loans off faster if she puts extra money into a mutual fund instead of directly toward the loan. Is the risk worth the chance of a higher interest rate and then a faster payoff? Then we answer a letter from Alex who wonders if he should continue saving after tax money into his rollover IRA. We'll have LOTS of tips for Alex and anyone else who's thought about trying this strategy. 

Special thanks to M1Finance for sponsoring our show! Use our "stackingbenjamins" code to score a free year of M1Finance.

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

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've heard the stories: robots and artificial intelligence are coming to steal our jobs and make us obsolete. Bill Studebaker from ROBO Global has a different outlook. What if automation is going to help us all move faster? We'll talk to Bill about investing in AI in our portfolios and how the new world of work will look in the future as robots help us move the productivity needle even further.

In our headline segment today we'll tackle a story about a celebrity who had well over a million dollars stolen from him AND another about students who've left billions of dollars in free money on the table. How do you avoid losing out on free money? What could the celebrity have done better to avoid being ripped off? We'll share tips for both of those scenarios on today's podcast.

We'll also throw out the Haven Life Line to Hillary. She's wondering if maybe she can pay her student loans off faster if she puts extra money into a mutual fund instead of directly toward the loan. Is the risk worth the chance of a higher interest rate and then a faster payoff? Then we answer a letter from Alex who wonders if he should continue saving after tax money into his rollover IRA. We'll have LOTS of tips for Alex and anyone else who's thought about trying this strategy. 

Special thanks to M1Finance for sponsoring our show! Use our "stackingbenjamins" code to score a free year of M1Finance.

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

Did your family automatically save when you were growing up? Joe's family didn't. How were you raised? If your family didn't talk about money, don't worry, because we'll give you TONS of great ideas to start your family on the savings path. Today we'll talk about the envelope system and others that have worked for our panelists.... speaking of....today we have a GREAT group of contributors, including Sandy Waters, from the Seven Figures podcast, and Deacon Hayes, from The Well Kept Wallet blog and podcast.

We'll also answer a wrong number that luckily ended up on mom's voicemail from Tyler, and also take a letter from Chris....great times on this show!

Also, in our special guest spot, we'll talk about Hoot! This is a banking app and awesome debit card all mixed into one. We're excited to be ahead of the game on their launch. Want to save some money on the launch? Here's the link.

Thanks to MagnifyMoney.com and LinkedIn for supporting Stacking Benjamins. Go to LinkedIn-dot-com-slash-sb and get a $50 credit toward your first job post.

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.

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.

Did your family automatically save when you were growing up? Joe's family didn't. How were you raised? If your family didn't talk about money, don't worry, because we'll give you TONS of great ideas to start your family on the savings path. Today we'll talk about the envelope system and others that have worked for our panelists.... speaking of....today we have a GREAT group of contributors, including Sandy Waters, from the Seven Figures podcast, and Deacon Hayes, from The Well Kept Wallet blog and podcast.

We'll also answer a wrong number that luckily ended up on mom's voicemail from Tyler, and also take a letter from Chris....great times on this show!

Also, in our special guest spot, we'll talk about Hoot! This is a banking app and awesome debit card all mixed into one. We're excited to be ahead of the game on their launch. Want to save some money on the launch? Here's the link.

Thanks to MagnifyMoney.com and LinkedIn for supporting Stacking Benjamins.  Go to LinkedIn-dot-com-slash-sb and get a $50 credit toward your first job post.

Ever think that you're trapped in the rat race and can't save? Chris Reining had a car payment of over $500 a month and a condo that sucked much of his monthly income away...and yet he found a way to retire at age 37. How did he do it? We'll talk to him about the details today, but it involves making little moves over time, keeping track of details, and forming a budget that helped him put more money into investments.

Plus, in our headlines segment, we discuss parents who buy homes for their children. If you have kids, should you refinance your home so that your children can afford their new house in a hot real estate market? Does it make sense to bid up a property at all in a hot real estate market? We'll discuss that PLUS talk about more unbelievable news out of Equifax.

We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Thomas, who wonders about how he should manage the money in his retirement fund, score with some of Doug's delightful trivia, and more.

Huge thanks to Roofstock (check out their massive real estate database) and MagnifyMoney.com (when you're comparing financial tools like credit cards and savings accounts) for helping us with today's 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.

Ever think that you're trapped in the rat race and can't save? Chris Reining had a car payment of over $500 a month and a condo that sucked much of his monthly income away...and yet he found a way to retire at age 37. How did he do it? We'll talk to him about the details today, but it involves making little moves over time, keeping track of details, and forming a budget that helped him put more money into investments.

Plus, in our headlines segment, we discuss parents who buy homes for their children. If you have kids, should you refinance your home so that your children can afford their new house in a hot real estate market? Does it make sense to bid up a property at all in a hot real estate market? We'll discuss that PLUS talk about more unbelievable news out of Equifax.

We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Thomas, who wonders about how he should manage the money in his retirement fund, score with some of Doug's delightful trivia, and more.

Huge thanks to Roofstock (check out their massive real estate database) and MagnifyMoney.com (when you're comparing financial tools like credit cards and savings accounts) for helping us with today's show. 

You have money in an old 401k and would prefer to have that money in your Roth IRA. Should you make that move? How do you accomplish that goal? That's one of the many letters we tackle on today's podcast! We'll also talk about investing in other countries, differences in investing for men and women, talk through how pensions work, and much more. Our listener letters are always some of our most entertaining and wide-ranging episodes, and you don't disappoint today.

A superstar is in trouble with a credit card company. We'll share strategies to help you handle YOUR debt a little less "fancy" than this singer. Also, we'll talk about some big news for baby boomers, throw out the Haven Life Line, feature some hair-raising trivia from Doug, and more.

Special thanks to M1Finance for supporting our show. Use code "stackingbenjamins" and your first year's fee is waived.

Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn-dot-com-slash-sb and get a $50 credit toward your first job post.

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 have money in an old 401k and would prefer to have that money in your Roth IRA. Should you make that move? How do you accomplish that goal? That's one of the many letters we tackle on today's podcast! We'll also talk about investing in other countries, differences in investing for men and women, talk through how pensions work, and much more. Our listener letters are always some of our most entertaining and wide-ranging episodes, and you don't disappoint today.

A superstar is in trouble with a credit card company. We'll share strategies to help you handle YOUR debt a little less "fancy" than this singer. Also, we'll talk about some big news for baby boomers, throw out the Haven Life Line, feature some hair-raising trivia from Doug, and more.

Special thanks to M1Finance for supporting our show. Use code "stackingbenjamins" and your first year's fee is waived.

Thanks to LinkedIn for supporting Stacking Benjamins.  Go to LinkedIn-dot-com-slash-sb and get a $50 credit toward your first job post.