The Stacking Benjamins Show

Worried about your money? James Stone joins us to talk about some of the big issues in the financial sector: tax loopholes, Social Security woes, lending, and hedge funds. Not only do we tackle the issues, but James and Joe discuss interesting solutions to fix them. What can we do? We'll discuss some of the big issues in the world of money on today's show.

We tackle a Quotacy hotline call from Coulton about hiring a financial advisor, and a letter from Julie about how big a house she can afford. Plus we share headlines about a hedge fund blowing up and about digital currency failure. Just another day on Stacking Benjamins!

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

Those crazy banking fees....when a door closes banks open a window and collect EVEN BIGGER fees than they did the year before. How bad is it? We talk about squashing absurd fees and more with special guest Chris Peach from MoneyPeach.com.

In our FinTech segment, Joe talks to Raghav Sharma from Guidevine about how they help people find financial advisors. Would it make it easier to find your perfect advisor more quickly if you could find out more about them without 

Thanks to MagnifyMoney and SoFi for sponsoring our podcast!

Have we been wrong all along? Are target date funds the way to go? CFP Judith Ward from T. Rowe Price funds joins us with some surprising data. It seems that T. Rowe Price 401k participants with target date funds were less likely to abandon their strategy during the last market downturn than those who didn't use target date funds. Judith shares other fascinating statistics about investor behavior as well that YOU can use to tweak your performance the next time volatility erupts.

Plus, in our headlines we cover more exciting news about FinTech products, as well as news that real estate portfolio managers think (shockingly) that you should own more of their stuff. On our Quotacy hotline call Adam asks whether he should own a broad index fund or one that is more narrow. We also talk Canadian real estate, have some magical trivia from Doug, and much more.

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

Why isn't your financial life headed in the right direction? Maybe it's that you've never talked through your beliefs about money and the inadvertent lessons you've picked up over the years? CFP Michael Kay stops by to talk about money messages and how we've gotten where we are today, AND how to change your money so that you feel far more rich.

In our headline segment we discuss 401k participant research AND a study about state friendliness toward small businesses. On the Quotacy hotline, we tackle a question from Jack asking whether he should accumulate savings or pay down debt. Doug shares some ducky trivia.

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

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

What is the best financial advice a graduate should hear? Dorethia Kelly from The Money Chat joins Greg McFarlane and Len Penzo to tackle exactly that topic and more. We also discuss Uber's plans to bring auto financing to the masses (and tips to buy a car), plus how to make debt disappear more quickly. As we do often, we juggle a ton of topics on this episode!

ALSO - with Father's Day this weekend, maybe you've decided that dad has enough ties. What about buying him stock? Dan Schatt joins us on our FinTech segment to tell us about Stockpile, a site where you can give dad shares of your favorite company, an ETF, and more. You can also buy physical gift cards from retailers. Now dad can actually get a gift that appreciates!

Thanks to MagnifyMoney and SoFi for sponsoring our podcast!

10% of our audience suffers from some form of depression. But whatever your disability, the key to a successful financial plan is to know yourself and create work-arounds toward success. Abigail Perry (ipickuppennies.net) joins us to talk about her keys to financial success.

In our headline segment we talk about the recent Canadian fire tragedy and the insurance nightmare some families are facing. On the Quotacy hotline Adelore has an estate planning question specifically for OG. We share a letter from JR asking about debt and a financial advisor's responsibility to teach people about how debts are repaid. There's also Doug's trivia and much more!

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

We're all professional jugglers. We juggle a career or school, family duties, friendships, and somehow also manage money. How do we effectively manage money AND take care of everything else? Kimberly Palmer (author of the new book Smart Mom Rich Mom) joins us to talk about the pressure of parenting, managing the budget and earning a wage. When's the right time to have children?

In our headline segment we discuss John Oliver's latest stunt. On the Quotacy hotline, we tackle a question from Jamie about charitable giving. Doug shares trivia on working moms.

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

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

Everyone says that you should try to balance your life, but is that true? A recent Fortune article says that work-life balance is a lie. Is it? We ask our guests, author and CFP Mary Beth Storjohann (Work Your Wealth), blogger and podcaster Deacon Hayes (Well Kept Wallet), and Len Penzo (LenPenzo dot Com) that question!

Plus, we address the tooth fairy. How much money is enough? Finally, Mary Beth wrote a fantastic article about financial terms you need to know. We talk about a few and their importance in our panelist's lives.

Thanks to MagnifyMoney and SoFi for sponsoring our podcast!

A free frisbee changed Jason Vitug's life, sending him on a path of horrible decisions that later led him to some epic discoveries about himself and his ability to achieve. How? He's the author of the new book, You Only Live Once, a Road Map To Financial Wellness, and we'll talk with him about the frisbee, his bad-to-awesome decisions, and his belief that anyone can turn their life around by deciding it's time to do better.

It's a powerful interview.

Also! OG's baby has arrived (congrats OG family!) so Doug Goldstein from the popular Rich as a King podcast (and author of the Rich as a King book) sits in the co-host chair today. We tackle headlines about government statistics and about health care. Should you plan on much higher costs for health care during retirement? We tackle a question on the Quotacy hotline about reverse mortgages and a letter from the mailbag about finding a financial advisor. How do you look for one?

Thanks to SoFi and MagnifyMoney.com for sponsoring our show. Looking for a better debt repayment strategy or better financial instruments? Use our hosts' links to save tons on fees and interest.

Our friend Darrow Kirkpatrick not only can help you answer the big "when can I retire" question, but he’s coming down to the basement to share TESTED early retirement strategies, such as the role of annuities, setting up your investments, insurance decisions, surprises in retirement, and more.

AND because we’re kicking off a fresh eight weeks of shows, of course, there’s much more. We discuss the five most important years of your financial life, a new US Government measure of financial health AND the cost of the world’s largest yacht. Albert calls us on the Quotacy hotline to ask how he should switch careers toward becoming a financial advisor and Jason writes us about Roth IRAs.

We crank out all of that and STILL MORE on today’s podcast!

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