The Stacking Benjamins Show

What lessons have you learned from the silver screen? Today we dive into LOTS of great lessons about finance from our favorite films. Joe and OG both prep their top 5 and do not share them with each other until they hit record. Will your favorites make the cut? You're about to find out!

Plus, in our headline segment, if you work from home we may have some good news; most companies plan to continue their current work-from-home policies, according to a recent study. What does this mean for your "work-life balance" and about scoring the next raise? We'll share tips to help your career.

Of course, we'll share a TikToker with a great idea AND Doug's incredible trivia, and more!

FULL SHOW NOTES: https://www.stackingbenjamins.com/top-5-movie-money-lessons-1398

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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Where do YOU turn for true financial advice? Your family and friends? A CFP professional? Your bridge club crew? TikTok??? On today's special Friday roundtable episode we're thrilled to have an all-CFP lineup to each give their two cents on where to look for true financial advice. We're happy to welcome back our friend CFP Michael Kitces after a long hiatus; we also welcome back the queen of Sensible Money CFP Dana Anspach; and finally, our in-house CFP OG joins the gang.

In the second part of the discussion, our panel shares their take on the positives and negatives of joining a good financial Facebook group; the pros and cons of signing up for financial webinars and masterclasses; and how psychology plays into the right financial plan for you - even when the pure math doesn't make sense. Plus, we dive into the value of surrounding yourself with the right team by creating your personal financial "board of directors."

Be sure to stick around at halftime for Doug's trivia all about the business of basketball.

FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-cfp-roundtable-personal-advice-1397

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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As we buckle up and prep for fall we think "curriculum." What lessons do we need in our life? What lessons do our children need from us? Whether you're headed back to work or back to school, we're diving into helping those around you do better with money. John Lanza, host of the Art of the Allowance podcast joins us to talk families and money...and even if you don't have a family OR money, there are LOTS of lessons in this discussion.

In our headline segment we remember that HOW we pay can sometimes be as important as WHAT we are buying. Fraud is through the roof, so we discuss the different ways you can settle up with a merchant, so you have smooth transactions.

Of course, we answer a (very creative) Haven Life line call for help AND Doug also spoon feeds us some trivia.

FULL SHOW NOTES: https://www.stackingbenjamins.com/allowances-and-raising-money-smart-kids-john-lanza-1396

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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If you've been wondering HOW to get where you want to go. If you've been wondering WHY you aren't getting the results you want. If you wonder WHERE you should look for better ideas, Peter Atwater has you covered on today's show. We recorded this podcast two weeks ago and we have already referenced it in SO MANY other situations…Peter Atwater joins us to talk confidence when investing, when managing, when leading…and generally when living. At first, we didn't understand why this was the breakthrough idea, but the longer we sat with it, the more we referenced his idea.

But that's not all. In our headline segment, 401k balances are rising, but 401 hardship loans are through the roof. What's going on? We'll share ideas (and solutions if you're borrowing from your 401k). Plus, we also have our TikTok minute, throw out the Haven Life line to a lucky listener, and more.

FULL SHOW NOTES: https://www.stackingbenjamins.com/creating-stories-to-find-confidence-peter-atwater-1395

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.

Believe it or not, where you hold your investments can have a big effect on how much money you actually keep - even if you don't touch them! On today's special Friday roundtable, we're talking tax efficiency, and what account types are best suited to maximize your after-tax returns, as well as the tax implications of different types of investments. And how to position your investments to maximize their after-tax returns? We are overjoyed and honored to have Christine Benz, the Director of Personal Finance at Morningstar (yes, that Morningstar) join us. Also joining us is a lady who knows a thing or two about getting the most bang for her investment buck: from Afford Anything, we welcome Paula Pant. And finally, none other than the man who has been helping his clients dodge taxes in his years as a practicing CFP, our very own OG brings his wisdom.

In the second part of the conversation, our roundtable tackles execution - when it makes sense to change your investments, and how to strategically reposition your investments for best tax efficiency - and where to take distributions from first, when selling your investments.

Stay tuned for Doug's Airbnb-themed trivia. Will Paula shock the SB World and pull into a tie for first place with Len? Will Christine flex her knowledge base and assist Len in keeping ahold of first place? Will OG take the first step to ascend from the cellar? Tune in to find out!

FULL SHOW NOTES: https://www.stackingbenjamins.com/fri-roundtable-christine-benz-1394

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

Enjoy! (..and by the way, we HAD TO create a title with a colon in it).

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Our annual look at inflation is back...by looking at the price of a sandwich! Award winning blogger Len Penzo joins us to reveal his look at ten different sandwiches and how their prices have changed since a year ago. 

What's REALLY happened to the price of eggs? (hint: it's not what you think) Is a baloney sandwich still the least expensive? What sandwich ingredient went up the most? How does a sandwich compare to McDonalds or buying from work? We'll dive into ALL of the details on today's show.

But of course, that's not all. In our headline segment, US debt was downgraded last week. What does that mean for your money? We'll explain. Plus, we'll answer a question from a Stacker about what to do if you have money you need now but it's in a volatile spot? Should she move it now? Wait because it's going up? Which is best?

All of that, Doug's amazing trivia, and more on today's podcast! Enjoy!

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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Thinking about a better future? Maybe look at what happened to you during your childhood and learn lessons that can help you grow. That's what today's guest, Charles McCarrick did. He took important lessons from some hilarious, educational, and sometimes disturbing moments from his childhood growing up the next-to-youngest of five brothers (and one sister!). Charles shares stories that made him the scientist, entrepreneur, and thinker that he is today, and that can also help you either build your own business or grow inside of the business where you work.

We have a guest co-host today! Stephen Baughier from CampFI joins us for our headline, TikTok minute, Haven Life line, and more. He'll share stories from the popular FIRE movement camps, and help us build good lessons from today's show. He also shares what's happening at the upcoming Texas Camp FI, where Joe will be a speaker!

In our headline segment, one popular crowdfunding real estate platform has had some trouble. We'll share the details AND what it has to do with your money. Of course, we'll also save time for Doug's trivia!

FULL SHOW NOTES: https:www.stackingbenjamins.com/creating-entrepreneurs-and-camp-fi-1392

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.

In today's roundtable, we dream the same dream that millions of lottery ticket buyers dream week in and week out: what would you do if you pick the right six numbers in the correct sequence? Beyond the lottery, how do you effectively manage any lump sum of Benjamins that may appear in your account? Our elite 3 roundtable panelists dive into the deep end when it comes to taxes, inheritance, and expected/unexpected windfalls. Joining us today is a lady who knows a little something about managing money efficiently. Paula Pant; the man who probably has the winner's phone number on speed dial, Len Penzo; and the CFP extraordinaire who may or may not have worked with lottery winners in the past (but he won't tell us), OG! Then we hear a heartwarming story of another winner who fulfilled his promise that he had jokingly made with his stepdaughter by letting her know that; unfortunately, she would have to start paying her phone bill - as a result of her reaping the $200,000 prize. The disappointing part of this story is that she plans to spend it all on a combination of home improvements and splurge on a big family vacation, with no mention of anything being saved or invested. Have you made a plan of what you would do if/when you come into a big sum of Benjamins? Let us know in our Facebook group, The Basement!

In the second part of the show, sponsored by DepositAccounts.com, we put our money nerd hats on and talk about how we'd invest a huge sum of money.

Plus, stick around for Doug who tries to lift our spirits by bringing some bubbly trivia.

FULL SHOW NOTES: https://www.StackingBenjamins.com/lottery

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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Advisors aren't all created equal. Besides charging different fees and performing vastly different services, some just aren't very good at their job. So today we give you our top five clues that your advisor might not be right for you. By the end of the episode, you'll have a much better idea whether the team you've hired or are looking to hire is up to the task of helping you make better decisions.

Before that, we dive into a headline about investors who are too bullish. How do good advisors help you rein it in? We'll share some of the best practices one piece has to share and add in our own. Plus, we'll throw out the Have Life line to a lucky caller AND we'll also dish out some of Doug's delectable trivia.

FULL SHOW NOTES: https://www.stackingbenjamins.com/top-5-financial-advisor-red-flags-1390

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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No more pushbacks. No more reprieve. If you have student loans, interest begins again in September and payments resume in October. That means you need a plan TODAY. That's why we invited debt expert Leslie Tayne to the basement to help you create a plan to change your budget, crush your student loans, and get on with your life. We'll chat about other legislation working through Congress, how to think about repayment options, and what to do if you can't repay your debt.

In our TikTok minute we present an experience that many in relationships can relate to...it seems like possibly a great use of money! You'll hear exactly what magic this TikTok'er is suggesting just before we dive into our headline about index funds. It seems that a couple of your favorite indexes are in the process of rebalancing. What does that mean to you and your investments? We'll share.

But that's not all. We'll share more diversification tips with today's Haven Life line caller, who wants to know how exactly the efficient frontier works. We'll dive into that AND into Doug's delicious trivia question...and maybe even more (of course)!

FULL SHOW NOTES: https://www.stackingbenjamins.com/debt-resolutions-with-leslie-tayne-1389

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.