The Stacking Benjamins Show

Wealth historian Megan Gorman stops by the basement and drops intriguing nuggets on how U.S. presidents like FDR and Ulysses S. Grant navigated their finances. There are many lessons you can learn from these iconic figures. Later, our headline conversation meanders through ERISA's 50-year legacy and political party impacts on investments, preparations unfold for an RV trip to Oregon. The adventure continues with exotic travel stories, packing tips, and reflections on Dave Barry's life lessons. Listener engagement and very-important debates, including daylight savings time, ensure there's never a dull moment! Join the lively trio of Joe, OG, and Doug as they blend retirement strategies with a dash of humor, exploring everything from coffee mugs to memes.

00:00 Coffee Mug Conundrum

01:43 Welcome to the Stacking Benjamin Show

04:53 Presidential Finances with Megan Gorman

06:57 FDR's Lobster Investment

13:12 Biden and Trump's Real Estate Ventures

20:22 Calvin Coolidge's Financial Anxiety

25:38 Ulysses Grant's Financial Struggles

32:56 Lessons from Presidential Finances

37:22 Shawshank Redemption Anniversary

38:12 The Shawshank Redemption's Box Office Struggles

38:57 Trivia Time: John Travolta's Box Office Hit

39:31 Ohio's Role in The Shawshank Redemption

40:24 Ulysses S. Grant and Investment Strategies

41:46 College Application Essays: Writing vs. Storytelling

45:20 The Impact of ERISA on Retirement Planning

49:19 Maximizing Your 401(k) Benefits

56:20 Investing Through Political Cycles

01:03:48 Stacking Adventures: New Podcast Announcement

01:08:40 Dave Barry's Life Lessons

01:16:52 Final Thoughts and Farewell

FULL SHOW NOTES: htttps://stackingbenjamins.com/presidents-and-their-money-1578

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

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Game Show Fun and Financial Missteps with the Stacking Benjamin Show

On today's popular game show segment we present: '15 Ways to Lose Money in the Financial Markets,' where contributors Jesse Cramer, Paula Pant, and OG explore investment pitfalls. The show presents financial advice in a light-hearted, engaging format, complete with a trivia question celebrating author George RR Martin’s birthday. Contributors discuss speculative trading, panic selling, margin investing, and more, ending with practical takeaways on avoiding investment mistakes. The episode is rounded off by discussions on meme stocks, game shows, pop culture, and practical financial planning tips, all with the usual fun and wit of the Stacking Benjamin team.

FULL SHOW NOTES: https://stackingbenjamins.com/how-to-lose-money-in-financial-markets-1577

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201

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Joe and OG create a case study focusing on the Dallas Police and Fire Pension System's struggles, diving into poor investment choices and their impact on employees. Joe relays the perils of complicated investments, advocating for more straightforward and more manageable strategies. The team also shares a TikTok moment about evaluating wealth through trash cans, discusses an unusual employer's 401k vs. Roth IRA match proposal, and debates their most disappointing concert experiences.

FULL SHOW NOTES: stackingbenjamins.com/all-about-pension-funds-1576

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

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Joe and OG dive into retirement planning with Christine Benz, Morningstar's Director of Personal Finance and Retirement Planning. Christine shares her insights on pivotal retirement lessons and the importance of purpose, relationships, and health in retirement.

In our headline segment, the team also explores the recent changes in real estate commission structures, emphasizing the need for negotiation skills and knowledgeable agents. Lively banter and tips for financial well-being abound in this packed episode.

The Weekend Football Struggle

Salute to the Troops and Podcasting Life

Introducing the Stacking Benjamin Show

Hair Loss and Financial Planning

Christine Benz on Retirement Planning

The Importance of Purpose in Retirement

Social Interactions and Technology in Retirement

Fritz Gilbert's Retirement Journey

The Right Retirement Date and Financial Considerations

Ramit Sethi on Retirement Spending

Morningstar Trivia and Walden

Thoreau's Influence and Real Estate in the News

New Etiquette in Real Estate Negotiations

Changes in Realtor Compensation

Impact on Buyers and Sellers

Navigating the New Real Estate Landscape

Balancing Commission and Sales Strategy

Real Estate Fees and Market Dynamics

Rules of Thumb for Home Buying

The Future of Real Estate and Consumer Choices

Conclusion and Final Thoughts

FULL SHOW NOTES: https://stackingbenjamins.com/master-your-retirement-plan-christine-benz-1575

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

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In this episode of The Stacking Benjamin Show, host Joe (alongside guests Jesse Cramer from the Best Interest Podcast, Paula Pant from Afford Anything, and our own OG) delves into transforming financial goals into ongoing quests. They discuss the importance of falling in love with the process and how systematic approaches and habits can aid in personal growth and goal achievement. The episode wraps up with a trivia challenge, financial wisdom, and maybe some slightly humorous banter, emphasizing the importance of seeking real financial advisors. Links to the guest podcasts and additional resources are available at StackingBenjamins.com.

Spider Pig Introduction

Welcome to the Stacking Benjamin Show

Meet the Hosts and Guests

Creepy Old Guy Stuff Podcast

Goal Setting Discussion Begins

Financial Metaphors and Humor

Introducing Jesse Kramer

The Best Interest Podcast

State Farm Sponsorship

Mid-Year Goal Setting

Do Quests, Not Goals

Health and Fitness Goals

Procrastination and Goal Setting

Wayne Dyer and Goal Setting

The Importance of Starting Now

Trivia Time with Doug

Thanksgiving Pecan Pie Debate

Guessing Game: Percentage Debate

Trivia Question: Jim Cramer's Hedge Fund

Goal Setting: Systematic Approaches

Quest vs. Goal: A Transformative Journey

Fighting the Inner Dragon

Podcast Highlights and Wrap-Up

FULL SHOW NOTES: https://stackingbenjamins.com/turning-goals-into-adventures-1574

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201

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Welcome to a very special episode! Three experienced dads (teens and above) chat about teaching teenagers or people new to money management, good lessons to take with them for the future. They discuss their fears, their challenges, and the ways they've been able to help their kids succeed with money. Jon Acuff wrote a book on this topic with his daughters, and he shares a wealth of information from them. John Lanza (Art of Allowance podcast) just became an "empty nester" and shares how his kids successfully launched as well. Joe Saul-Sehy is the father of nearly 30 year old twins, who are also doing well with their money. They share do's, don'ts, and much much more.

Introduction to the Episode

Meet the Hosts and Their Parenting Fears

Introducing the Celebrity Guest: John Acuff

Discussing Parenting and Money with John Acuff

John Lanza on Parenting and Empty Nesting

The Challenges and Realities of Parenting Teens

Repetition and Real-Life Lessons

Finding Opportunities in Everyday Tasks

The Value of Hard Work and Money

Parenting and Teaching Financial Wisdom

Kids' Perception of Parental Advice

Encouraging Self-Awareness in Teens

The Importance of Role Models

Navigating Teen Challenges with Support

The Fast Gauntlet: Quickfire Questions

Final Thoughts and Takeaways

FULL SHOW NOTES: https://www.stackingbenjamins.com/teaching-good-money-habits-to-kids-1573/

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

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Today we focus on resilience in both personal finance and investments, as we celebrate the kickoff of a new professional football season! We're featuring an engaging discussion with Wharton professor and former NFL player Brandon Copeland. Highlights from this episode include Copeland's mission to teach financial literacy, strategies for managing cash reserves for retirees, and handling fraud cases with banks like USAA. The team emphasizes the importance of giving investments time to recover, as shown by the S&P 500 rebound post-COVID. They warn against keeping retirement accounts in cash and offer practical tips such as monitoring bank transactions, freezing credit, and aligning your portfolio with your goals. A contest on historical investment returns based on political parties is extended, and as you'd expect from a financial podcast, there's a recap of dramatic events from 'Below Deck Mediterranean' Season 5. 

FULL SHOW NOTES: https://stackingbenjamins.com/kick-off-your-money-plan-brandon-copeland-1570

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Today we speak with some great coaches about the difference a great coach can make, and how hiring the wrong one can give you a horrible taste in your mouth (and lead you down paths that aren't helpful to your long-term growth). Coach Sharita Humphrey joins us, along with CFP Roger Whitney and Len Penzo to a great chat. Plus, we celebrate International Travel Day by diving into the best places to live or "slow travel" overseas. That AND much, much more!

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Kyle Collins joins Joe and host Doc G for an episode of the Earn & Invest podcast to discuss a recent piece featuring Mark Cuban, a billionaire, talking about frugality. Do we really care what billionaires think about being frugal?

Download/follow/subscribe to our "brother" show Earn & Invest wherever you're listening to Stacking Benjamins!

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Today we ask David Bach the question: what does a latte truly have to do with your retirement plan...or your financial well-being in general? Plus, we chat with Sallie Mae about some trends in student loans.

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