The Stacking Benjamins Show

There are so many savings strategies out there, but which are right for YOU? If you're young, how does your savings plan differ from the plans of older people? And, when you hear advice about saving, which are meant for you? We'll dive into that today with our panel featuring the host of the Everyone's Talkin' Money podcast, CFP Shannah Game. She's joined by financial juggler and super-writer Paulette Perhach and award-winning blogger Len Penzo in a far-ranging discussion about age, saving, and optimizing your game plan.

But that's not all! Of course, our panel will compete in our weekly Stacking Benjamins trivia contest. The race is tight...who will come out on top?

FULL SHOW NOTES: https://www.stackingbenjamins.com/shannah-game-1322

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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Raymond Baker has spent a lifetime hunting down invisible money. Today he takes us down the rabbit hole…from offshore accounts, to creative accounting to overwhelmed banking systems, he details where hidden money lies in plain view. It's a fascinating ride you won't want to miss.

Plus, in our headlines segment, one man makes over $30,000 a month from his boat! How does he do it? We'll perform a case study and the results will be surprising. We'll also throw out the Haven Life line to a lucky listener and Doug will spoil you with a spoonful of his sheep-themed trivia.

FULL SHOW NOTES: https://www.stackingbenjamins.com/raymond-baker-1321

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

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Imagine owning a company and working from anywhere, doing whatever you like, and changing the world around you. How great would life be? If you've ever dreamed of quitting your job and becoming an entrepreneur, we have a great guest for you today. Amy Porterfield left not just any job...she left the Tony Robbins organization to pursue her own entrepreneurship dreams. After a meeting where she was taking notes, listening to entrepreneurs talk about how they were changing the world, she realized that she wanted the same for herself and took the plunge. You can too, and we'll share how on today's episode.

Before Amy, we share an important headline segment. A Kansas City small business owner sued his advisors after losing half a million dollars on an investment and won a judgment. What was the investment? We'll share details and our thoughts about advisor-client relationships. We also play a TikTok minute focusing on some contract law we probably need to implement AND later in the show, we'll throw out the Haven Life line to a listener with a big money question.

FULL SHOW NOTES: https://www.stackingbenjamins.com/amy-porterfield-1320

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

One question we've been asked a TON is this: "What are the steps (in order!) that I should follow to optimize the path toward my goals? While we've presented our own ideas about order of operations today, we've never asked our contributors for their input...and today we change that! Len Penzo, Paulette Perhach, and OG debate a recent list from popular blogger Financial Tortoise, who listed twelve steps to financial independence. Do we agree? Disagree? We not only share the list and where each of our contributors might make changes, but we also dive into the steps to share how to best use the step to improve with money.

Of course, we also continue our year-long trivia challenge between our panelists. Will OG pull away from the pack? Can Len Penzo take back the trophy? Will Paulette surge? All things will become clear on this week's roundtable discussion!

FULL SHOW NOTES: https://www.stackingbenjamins.com/roundtable-1319

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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Scarlett Cochran has lived the struggle and overcome it. Today she shares not only how to shrug off all of the self-doubt and short-term setbacks...she also shares her framing of money discussions in general. Life is about more than "the Benjamins" and she'll show you today how to break through with your financial game.

In our headlines segment, we high-five (virtually, of course), Gen Z, who one survey says is killin' it with their savings game. We'll share the highlights and dive into what you can learn if you are just beginning or are struggling to invest.

Of course, that's not all. We also throw out the Haven Life line to a lucky listener and share Doug's mouth-watering trivia.

FULL SHOW NOTES: https://www.stackingbenjamins.com/scarlett-cochran-1318

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

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If you LOVE stacking some Benjamins, you need great relationships...with your boss, your co-workers, your clients and customers, your network. But how do you create these bonds and strengthen them? Today we ask not one but TWO experts to share tips. Damona Hoffman is the host of the Dates and Mates podcast and also the dating expert on the Drew Barrymore Show. She'll share everything from non-verbal cues to how to start a conversation, all things that will hopefully help not just your relationships but also your wallet.

In our headlines segment, we chat with matchmaking coach Rachel Greenwald. Rachel wrote a piece for the Harvard Business Review detailing how dating advice can apply to being interviewed. We'll chat about first impressions with her and discuss how, surprisingly, your first impression might not even be when you meet for the first time.

Of course we'll also throw out the Haven Life Line to a lucky listener and share some Valentine's Day trivia.

FULL SHOW NOTES: https://www.stackingbenjamins.com/damona-hoffman-1317

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

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How's your personal branding? Have you thought about how you market yourself? Today we dive into why building a personal brand is essential and how to get started with a panel featuring a guy who's helped many brands find their stride, Jason Harris. He's the CEO of advertising firm Mekanism, and he's worked with brands from Ben and Jerry's to Peloton and Nordstrom. He's joined by a woman who's worked hard on her brand as the best financial writer in the business, Paulette Perhach, and our very own co-host OG, who's had to build his financial planning image from the ground up.

Joe's Mom's cousin Diania is filling in for Doug today and will share some intriguing trivia. Will Paulette finally make her mark and score a point? Tune in to find out!

FULL SHOW NOTES: https://www.stackingbenjamins.com/jason-harris-1316

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.

Did you think we could let this weekend's Super Bowl pass without linking money to the big game? Of course not! Today, Joe and OG dive into their top five moves to become a champion at all things money. We'll talk about everything from motivation to tactics during our feature segment.

But that's not all. Earlier in the show, we'll share a headline about your auto premiums...bad news, Stackers. Prices are going up! Luckily, we've brought in Aric Sorenson from Insurance Brokers of Minnesota to help YOU find better coverage (and maybe for less money!).

Of course, we also throw out the lifeline to a lucky listener and scoop from the neverending well of Doug's trivia. Enjoy!

FULL SHOW NOTES: https://www.stackingbenjamins.com/joe-and-og-1315

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

The Greenwood District of Tulsa was a vibrant community in the early 1900s. In fact, it may have been the wealthiest predominantly black neighborhood in all of America. However, in 1921 the area, more commonly referred to as "Black Wall Street" was erased completed after a horrible massacre. We'll dive into the story with Kevin Matthews who not only wrote a book on the topic; he grew up in the same area and attended school on the same street. He'll share not only the horrifying history but also help us look toward the future and how we can all do a better job of working together to all stack more Benjamins.

Lisa Marie Presley is BACK in our headlines segment. Her mother Priscilla is disputing her late daughter's trust. We walk through how a trust works, what may be going on, and how you may be able to avoid some estate planning mistakes.

Of course, that's not all. We'll also share some Route 66 trivia, since we're talking to Kevin about Tulsa, and throw out the Haven Life line to a lucky listener.

FULL SHOW NOTES: https://www.stackingbenjamins.com/kevin-matthews-1314

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

It's house-selling season, and if you're prepping to move, we have a roundtable show of experts for you! Our team will chat through a recent Philadelphia Inquirer piece about what you should and shouldn't do before selling your house. We'll walk through THEIR recommendations and why we believe they're grat (or awful) and then give our best advice for what to DO and what LEAVE on the table.

Joining us for this episode is frequent contributor and top financial writer Paulette Perhach, host of the NEW upcoming Stacking Deeds real estate podcast Alan Corey (who's also currently recording with Grant Cardone an upcoming television series), and co-host of the Bigger Pockets Money podcast, Mindy Jensen (who's also a real estate agent and house flipper).

FULL SHOW NOTES: https://www.stackingbenjamins.com/roundtable-1313

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