The Stacking Benjamins Show

Don’t miss our podcast rewind episode where we interview the head of behavioral science at Morningstar, Dr. Steve Wendel, on the topic of some potentially big problems in retirement - and he dishes out eight possible ways to improve your retirement readiness.

The show originally aired in 2018 so ignore any mention of current events. Check out the original show notes here.

FULL SHOW NOTES: https://www.stackingbenjamins.com/dr-steve-wendel-from-morningstar-rewind-1378

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

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Tired of paying retail for everything? David Pogue (of NOVA and CBS Sunday Morning fame) joins us to talk money-saving hacks. How much can you save just by buying at the right time, using the modern version of coupons, and shopping at the right stores? We'll talk about Best Buy, Amazon, Retail Me Not, and more on today's show.

That's not all. Rob Berger from Dough Roller joins us to discuss the new Betterment offerings. Is this a company on the attack or one that's been forced to be defensive? We also throw out the Haven Life line to Matt, who asks about the right time to rebalance and take a letter from Rick, who has comments about RFID and also debt cleansing. Of course, Doug still brings home the trivia and much more.

The show originally aired in 2017 so ignore any mention of current events.

FULL SHOW NOTES: https://www.stackingbenjamins.com/money-hacks-david-pogue-rewind-1377

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

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Is real estate the best investment for first-time investors? Today's roundtable discussion is a special one - our panel shares their thoughts, experiences, and opinions about real estate as a viable investment for beginners. We are thrilled to welcome the co-host of our sister show, the Stacking Deeds podcast, Crystal Hammond. Of course, we couldn't have a real estate roundtable and not invite the real estate maven herself, Paula Pant. And, just to bring a little of the opposing viewpoint, we bring on Len Penzo, from Len Penzo dot com.

We also dive into the Top 4 Ways to Invest in Real Estate, (and Paula puts Len in his place after he runs his mouth). If you're thinking about dipping your toe into real estate investing, you won't want to miss this!

Be sure to stick around for the continued year-long, nerd soap opera that is our trivia contest - all about the infamous Tunguska Event. Will Len extend his trivia dominance another week? Will Crystal do OG a solid and close the gap with Len? Will Paula shock us all and bolt out of the tie for last place? Tune in... the results will shock you!

FULL SHOW NOTES: https://www.stackingbenjamins.com/real-estate-roundtable-1376

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.

How do you improve your credit, your real estate savvy, your knowledge of taxes, your ability to budget and save, and more? You listen to shows like SB, watch YouTube, read books, and surround yourself with great people! A new series from Million Stories gives you ALL of those topics AND combines them in a humorous, fun, introductory way, and today we go behind the scenes to see how they made it! We speak to host Andini Mankosinski who is NOT a money expert herself, so the series features her learning alongside off of the viewers. We'll share clips, talk about trying to make the often-dry topic of money exciting and fun, and more.

In our headline segment, we share some new data from Vanguard Investments on 401k plans. How many people are using them? We'll dive into that AND help you get started using yours. 

Of course, we'll also share Doug's trivia, answer a call from help to the Haven Life line, and more. Enjoy!

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Many think that the people who write about money on the internet were either born with a special "saving and investing" gene, or they had to grind their way to the top. The good news? Our guest today, The Humble Dollar's Jonathan Clements (and former Wall Street Journal Personal Finance columnist) shares tales from some of the top writers on his site and how they stumbled their way to victory. We talk about paying down debt, investing wisely, rent vs. buy, and much, much more.

In our headline segment, a new study shows what product mix changes financial advisors intend to use with clients in the next twelve months. Can their tweaks help you with your own money? We'll share. Plus, in our TikTok minute, two creators have found a way to get rich quick: rob a bank...but creatively! You'll hear it here.

Of course, we'll also share Doug's mind-bending trivia and much, much more! Enjoy!

FULL SHOW NOTES: https://www.stackingbenjamins.com/jonathan-clements-1374

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

Enjoy!

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Do you have assets in a previous employer's retirement plan? Would it be easier to consolidate all your retirement assets into one place? Today we're all about rollovers: what they are, how they work, and why you should care. We welcome Dana Anspach, CFP, the force behind Sensible Money, a financial planning service focused on clients who are nearing/in retirement, to help make sense of what rollovers are and if it makes sense to do one. Joining Dana is, Paula Pant, who has more knowledge about rollovers than pop culture, as well as our in-house CFP, OG.

Dana also shares some of her experiences about rollover horror stories - and what steps you can take to avoid mistakes - and the potential tax consequences that may ensue. Paula chimes in with her experiences and thoughts on the rollover process, and OG imparts his wisdom on what scenarios may make for a more difficult rollover process.

Doug brings the heat with some fast-paced this-day-in-history travel-themed trivia.

FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-roundtable-401k-rollovers-1373-2

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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Rosalia Gitau is a force of nature. Don't take our word for it...Monday's guest Michael Gilmore, creator of the prestigious Money Awareness and Inclusion awards, said that to US when we interviewed him. That's when we knew we needed to talk to Rosalia. We're super glad we did and you'll be happy you sat in to listen, because in this interview performed LIVE on the Fireside app, we dive into:

You'll learn all of this and SO much more on today's show. No trivia today. No headline. No Haven Life line....just us and Rosalia on this VERY special interview episode.

FULL SHOW NOTES: https://www.stackingbenjamins.com/Bixie-app-women-investors-risalia-gitau-1372

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at 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.

Does picking the right investments, avoiding debt, or saving for goals stress you out? To most of us -- even the best savers -- stress is a reality, and just part of the "game" of money. Michael Gilmore, the Seven Dollar Millionaire, says that it doesn't have to be that way. Today he's on the show to teach us how Zen philosophy can help us relax, unwind, and still reach our financial goals (and maybe while living a better life).

In our headline segment, there's LOTS of money sitting in cash right now, according to new data out. We'll share why sitting in cash might be a huge mistake, and also why trying to time "the right investment" is equally as dangerous. Plus, in our TikTok minute, we'll share a video shared by a listener about ONE financial measuring stick you might not have considered. Would it make sense to pay more attention? We'll share.

Of course, Doug shares trivia and there's much, much more. Hope you're able to join us on today's show

RUN OF SHOW:

FULL SHOW NOTES: https://www.stackingbenjamins.com/find-your-money-zen-with-michael-gilmore-1371.

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at 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.

Happy Father's Day weekend, and thanks for joining us! In honor of Father's Day, our all-dad roundtable tackles the topic of what are some important life lessons that they learned from their dads about money, work, and life. We're happy to have Brad Barrett from the ChooseFI podcast join the other two dads who frequently our Friday roundtables - Len Penzo of the award-winning blog, lenpenzo.com, and our very own OG. These three dads will share their fatherly wisdom with us.

Plus, we top it all off with some dad-approved trivia about a shoe brand that's popular with many dads.

FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-roundtable-fathers-day-1370

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.

Mindset. The one thing you can change instantly is to find more opportunities, attract more dollars, and win new income streams. OG and Joe both share their top 5 best mindset quotes and dive into why they believe this outlook is key to winning with your money. Our goal? You'll hear a few old favorites and several that you've never heard before, to set you up for more success tomorrow.

Plus, in our headline segment, we speak with Karl Brauer from iseecars.com about two recent studies they completed. Their researchers looked into which cars were the best value for the money (a combination of long-lasting and discount priced), and cars which are most likely to last for more than 250,000 miles. We also ask him about the new car vs. old car debate. Which is better to try and buy now? Karl has opinions and the latest news.

Of course, that's not all. We have some trivia from Doug about price fixing (by the government!) and much, much more.

Just another great day in mom's basement! Come join the fun!

FULL SHOW NOTES: https://www.stackingbenjamins.com/Joe-OG-Top-5-Mindset-1369

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

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

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