The Stacking Benjamins Show

How do you define a wealthy life, and what how do you identify "wealthy?" On today's special roundtable, our panelists share their reactions to a piece that tackles how we define wealth—and not all wealth is tied to how many Benjamins you make. We're joined by our friends Miranda Marquit, Paula Pant, and Len Penzo.

Is wealth to you taking a fancy, luxurious vacation every year? Or do you define wealth as having the freedom to step into your own backyard sanctuary and fire up the grill? Is wealth to you the peace of mind to walk away from your 9-to-5?

In the second half of the show, we'll dive into the importance of having a good work-life balance.

Finally, our year-long trivia competition is entering the home stretch. Stay tuned for Doug's fancy transportation-themed question and find out who pulls out the W.

FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-roundtable-wealthy-traits-1419

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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Fear is such an innate and naturally occurring emotion that we may write off irrational fear, or even living in a constant state of fear as normal. What impact do your acquired or ingrained fears have on your life, success, and finances? How do we acknowledge, come to terms with, and ultimately overcome our fears to reach our full human potential? Joining us to tackle this important topic is our friend and host of the So Money podcast, Farnoosh Torabi.

In our headline, we explore a study that shows the impact of spending "spikes" and the resulting loans/debts incurred on retirement readiness.

And in honor of October's arrival, Doug brings some fear-related trivia.

FULL SHOW NOTES: https://www.stackingbenjamins.com/overcoming-fears-with-farnoosh-torabi-1417

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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How much should personal passion factor into our choice of job/career/professional pursuit? Is it acceptable to be content with going after a sweet stack of Benjamins, even if the way you earn them doesn't align with your passion? Why do we have to choose between success and passion? Joining us today to tackle the money or passion debate is thought leader, Fortune 500 member, entrepreneur, and passion advocate Liz Elting. She'll help us learn how we can influence our career paths so that it aligns more with our passions.

In our headline, we see evidence of a cooling off rental market (finally). We dive into the repercussions for renters, landlords, and the economy as a whole. In our Haven Lifeline segment, we take a call from Christine in Seattle about opening investment accounts for minors - and what special considerations, if any, there are if a non-parental, non-guardian relative wants to help the minor open it.

Finally, Doug chips in with some space-related trivia. It's guaranteed to be out of this world!

FULL SHOW NOTES: https://www.stackingbenjamins.com/passion-business-liz-elting-1417

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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How is your thinking plan looking? Is it all clear skies and amber waves of grain? Or is it a pollution-riddled smog alert experienced during rush hour in LA - if it were next to an erupting Mt. Saint Helens? Joining our roundtable is Elaine King, a Peruvian-born CFP® who practices financial planning in Miami. She joins our regular contributors - Paula Pant who is currently located in Manhattan, New York, and Len Penzo who is still somewhere in a bunker below the Los Angeles pollution.

They'll debate what ways we can use to combat the pollution that obstructs the view of our financial future. We'll talk about how we have to be aware of both internal and external sources of financial pollution and how we can combat all pollutant threats - how our mindset impacts our view of finances as well as how external factors do. In addition to cutting/controlling expenses, we dive into how earning more money - and the mindset shift that needs to happen within you - is an important factor in cleaning up what pollution is mucking up your financial outlook. What time pollution sources are impacting your life that, if better handled, could clear up a lot of the smog that blocks your financial future?

In the second half of our discussion, we'll talk about how integrating the right risk-management strategy is one big, often undervalued, way to clean up the pollution that obscures your financial view. We'll talk about what insurances are essential, and what probably aren't worth it. Also, what investments and investment strategies could be adding to the pollution that contaminates your financial view? What about our tax planning strategies? What screams pollution louder than taxes?

Stick around for Doug's trivia relationship-based trivia when we discuss one big way to pollute the air in your happy union. Will Elaine do OG solid and pull out the W? Will Paula continue her miracle run? Will Len bore us amaze us put his happy marriage with the honeybee in danger with his dominance of dating app knowledge? Be sure to tune in to find out!

FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-roundtable-financial-pollution-with-elaine-king-1415

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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How much of your own emotions and energy go into your financial decisions? Dr. Julia DiGangi joins Joe to chat about how to master your emotions and maximize your energy. She teaches us how to recognize stress triggers so you can control your emotions and energy before they get out of hand. What proactive steps can we take to master our emotions?

She will help each of us self-analyze our relationship with money - the emotional energy and emotional relationship. What would our money say about you and how you treat it? What kind of energy and emotions are you treating it with?

In our headline, we look at an encouraging trend in minority populations in the US with regard to how many people are working with financial professionals.

We'll throw out the Haven Lifeline to Mark who has a question about target-date funds. Plus, Doug may or may not try to pull a fast one on us with his American history-themed trivia.

FULL SHOW NOTES: https://www.stackingbenjamins.com/Emotions-and-energy-investing-dr-julia-digangi-1414

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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Are you ready to maximize your confidence and unleash your inner bad bitch (even if you're a guy)? Today's interview with certified and self-proclaimed bad bitch Lisa Carmen Wang, and it's one you do not want to miss if you're looking to achieve more self-confidence to accomplish your dreams in relationships, career, and life. She dives into her story of self-discovery and how she built unbreakable habits that allowed her to tune out her critics and focus on being her best self.

Lisa's book, The Bad Bitch Business Bible: 10 Commandments to Break Free of Good Girl Brainwashing and Take Charge of Your Body, Boundaries, and Bank Account, is the guide you need to become the unbreakable bad bitch in your life, career, and finances. You'll learn some of Lisa's invaluable life lessons that you can directly apply to your own life today to attain more confidence in yourself. From how you invest in yourself, your skills, your business, and your self-growth to how you exude your own confidence in all your interactions with others, Lisa's book will help you take stock of your daily mental routines and help you make improvements to your thoughts - which will result in improvements in your life.

In our headline, we talk about a piece from the Wall Street Journal about how to maintain harmony with your significant other by planning the perfect money date.

Plus you won't want to miss out on Doug's Olympic-themed trivia!

FULL SHOW NOTES: https://www.stackingbenjamins.com/bad-money-b-with-lisa-carmen-wang-1413

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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Taylor Swift made even more headlines when she decided to sidestep traditional Hollywood studios and distribute her new movie, filmed as part of her Eras Tour, directly to movie theaters and millions of her adoring fans. What does Taylor know that the rest of us should about the value added by so-called middlemen? Joining us for this special roundtable discussion, we welcome back author and advisor Eric Brotman who joins Paula Pant and Len Penzo.

In the second half of show, sponsored by DepositAccounts.com, we dive into in what cases hiring an advisor makes sense and what traits to look for when searching for an advisor.

Be sure to stick around for the thrilling continuation of our year-long trivia competition. Doug has some 90s-sitcom-themed trivia on deck. Does this spell disaster for Paula? Or will she shock us all and extend her lead as we head into the final week of September?

FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-roundtable-taylor-swift-1412

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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You have one money-making engine that's greater than all of the rest: you. Many of us duct tape our health, popping pills for symptoms and covering up the root causes of our energy depletion. Burnout shows itself in a myriad of ways, and today Dr. Neha Sangwan dives into the clues that you just might be burning the candle at both ends. We talk about stages of burnout, identifying how we got to burnout, and what we can do to quell the problem once and for all. We talk about the stages of burnout, the horrible ways we neglect ourselves, and how to write a prescription for a better bill of health that will help us not only avoid future burnout, but thrive.

In our headline segment, a recent Wall Street Journal piece purports to list where you should put your money now that interest rates are higher. Does it matter that rates are higher? Have your goals changed? We just might have an issue with this premise today...something that you rarely hear from us, I know.

Plus, we throw out the Haven Life line to a lucky Stacker in need of help AND Doug provides another dose of his incredible trivia. You can never get burnout from that!

Enjoy!

You'll find show notes at https://www.stackingbenjamins.com

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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Imagine that you JUST figured out what the financial independence movement is all about. You've been saving, but doing nothing exotic. You earlier had thought that putting money in the stock market was "gambling," like many people do. Today, though, you figure out that you've not only done a great job of making your dreams come true, but you've achieved financial independence, and you're still in your 40's. How happy would you be?

Today we're live from Camp FI (camp financial independence), where a group of like-minded people are hanging out for a weekend talking about values, money, and pushing themselves to live a congruent lifestyle. Not only will we tell Jaylyn's story of surprisingly reaching his next phase of life, but so much more. Past guest Dan Sheeks joins Joe and special guest host Roger Whitney (Retirement Answer Man podcast), to share details of his group dedicated to helping young entrepreneurs and savers find each other. Not only does Dan explain what's special about these young achievers (usually between ages 18 and 25), but we get to meet two of them! Mia and Adrian both share their stories of struggle and success, with lessons that apply to all of us, whether you're working for "the man" or trying to reach financial independence by starting a business of your own.

We'll also throw things back to Doug at the halfway mark for our trivia segment. While THAT segment isn't about financial independence per se, it IS a look into an area of finance you may not have thought about previously.

Financial independence, entrepreneurship, live radio, and trivia? I know! Pinch us! Enjoy!

FULL SHOW NOTES: https://www.stackingbenjamins.com/stories-from-camp-fi-1411

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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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What could be better than clearing clutter and saving money at the same time? And just in time for the upcoming holiday season! Maybe you'll end up with more cash in your pocket to get through the traditionally rough holiday season with more money in your pocket. On today's special roundtable discussion, we dive into an article about what you can avoid buying and reduce clutter. We're joined by Columbia Magazine recipient and Afford Anything's creator, Paula Pant; Bunker Quarterly recipient and creator of the award-winning blog lenpenzo.com, Len Penzo; and Mr. "I only read the articles" and co-host of this here podcast, OG. Of course, to clear clutter, they each recycle copies of their favorite papers!

In the second half of the show, you'll hear the dramatic finale of our clutter-clearing debate. Tempers are guaranteed to flare, feelings will be disregarded, and a certain podcast host's decency will be brought into question. It's just another game show episode of the Stacking Benjamins show!

Finally, stick around for our intense year-long financial nerd trivia! No clutter clearing is required here. With Paula and Len tied for first place for the past few weeks, will one of them finally break the tie and claim sole possession of first place? Will O "Do you believe in miracles?" G continue his improbable comeback and force the field into a 3-way tie? Tune in and find out! Join us for fun to clear the clutter in your brain! Before you know it, you'll be selling that old NordicTrack and jumping on the "let's save money" train!

FULL SHOW NOTES: https://www.stackingbenjamins.com/save-money-and-declutter-roundtable-1408

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

Enjoy!

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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.