The Stacking Benjamins Show

Ever wonder what a financial advisor really thinks about you and your money? Ever wonder exactly how the process works when you visit an advisor? We've listened to your MANY letters on the topic and today we deliver Dan Pozdol, CRPC, from Ameriprise Financial about what really happens when people walk into his office .

In our headline segment we discuss a wrinkle people never thought about with Brexit....emerging markets. How will your more aggressive investments be affected by the British referendum? On the Quotacy hotline, we tackle a question from Kayla about life insurance quotes. Should you always buy the cheapest life insurance available?

We have all of that AND still more on today’s HOT podcast!

Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast.

Wondering how to make your money multiply? Behavioral economics expert Dr. Daniel Crosby drops by the basement to talk about lessons from his new book The Laws of Wealth. We'll talk about common problems, the myth of the outlier investor, and more.

We tackle a Quotacy hotline call, take a letter from the mailbag, and even save time for some of Doug's delicious Pokemon Go trivia. Just another day on Stacking Benjamins!

Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast.

We may be the last podcast to cover Brexit, but today we jump on it with both feet. Certified Financial Planner Peter Creedon joins Paula and Greg in a great discussion about strategy and tactics around the recent British referendum. Also, Volkswagon made big news a couple weeks ago when they announced money for autos. If you own a Volkswagon car, what's your best move? 

At the midway point of today's show, Suzanne Lucas (aka the Evil HR Lady) joins the fun to discuss great team dynamics. What are the characteristics of a great team? Whether you're involved in a workplace team or just the team at home, there's something for everyone.

Thanks to MagnifyMoney and SoFi for sponsoring our podcast!

What are you afraid of with your money? Jacquette Timmons has been there, and can walk you through it. We talk not only fear on today's show, but also the potential for a bear market, a Quotacy hotline call, and more.

Ready to lead your organization, group or family? Drs. John Kotter and Holger Rathgeber join us in the basement to discuss stepping up to lead. In their clever new book starring a clan of meerkats in a changing habitat, we’ll discuss how to become a leader, when to lead, and how to avoid stepping into the role in a way that’ll cause more damage than spur success.

In our headlines, a big German bank is in big trouble. What does it mean to your money? Also, a Quotacy hotline call, your letters, and more!

Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast.

While we begin the session discussing what athletes can teach us about retirement, we end talking about the new hotness out of Silicon Valley. What if technology is moving fast enough that we don't need to work anymore, and instead get a guaranteed check just for being alive? Would universal basic income work?

At the midway point of today's show we go to Austin, Texas, where Brad and Ken from the DraftApp team talk about the latest FinTech innovation getting swallowed by bigger financial firms. Who's pushing the envelope and the banks? We'll talk about some of the partnerships on today's show....and also discuss what this might mean for innovation in banking and investing.

Thanks to MagnifyMoney and SoFi for sponsoring our podcast!

It's your turn to invest alongside the sharks because IPOs are now available for us all! In the past, you had to be an accredited investor to slap some money down on your favorite start up. David Glickman from new startup Primo Mobile joins us to talk about the new opportunity, how you can get involved, what hurdles still exist, and what questions you should ask before investing.

Also, in headlines we discuss Betterment deciding to push the stop button on trading after the Brexit volatility. We answer a Quotacy hotline call about educating your co-workers, take a listener letter from the mailbag, throw in some of Doug's awesome trivia....and more!

We have all of that AND still more on today’s podcast!

Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast.

How do you escape your parent's basement? If you're a millennial (or the parent of a millennial), you're in luck because Brian Ford from SunTrust joins us to describe the steps needed to declare your financial independence. He'll describe a three step process that'll help everyone move toward the exciting world of living without mom or dad's help.

We tackle a Quotacy hotline call from Gena about resources to help you tackle the mental aspects of money and a letter from Jon about whether bonds are good investment. In the headline segment we discuss Brexit AND the myths you should beware of when planning your retirement.

All that AND we get to hear about Doug's awesome 4th of July party.  

Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast.

Is it time to trust your gut? Science says....yes. We'll tackle the art of better decision making, and then move on to the best things that millionaires can share about becoming one of their peers....

...and then? We'll just add some icing to your Friday cake by talking to Mark DiPippa from The Centsables! They're the awesome financial crime-fighting super heroes who appear on television each week.

Thanks to MagnifyMoney and SoFi for sponsoring our podcast!

Love Shark Tank? In our latest Top 5 episode, Joe & OG share their top criteria for investing in a start up. What questions should you ask if your buddy has "a once-in-a-lifetime idea?"

Also, in headlines we tackle John Oliver's rant on 401k plans. We answer a Quotacy hotline call about annuities, take a listener letter from the mailbag, throw in some of Doug's awesome trivia....and more!

Thanks to MagnifyMoney and SoFi for sponsoring our podcast.