The Stacking Benjamins Show

Year-end is a time to reflect on the past year and set new goals for the year ahead. What lessons did you learn in 2022? Our roundtable joins us today to share their biggest takeaways. Paulette Perhach (Powerhouse Writers), Len Penzo (len penzo dot com) and OG join us to talk about 2022. They share their thoughts on crypto, the stock market, and how to position yourself to be successful financially. And then, we crown the annual trivia contest winner with the best trophy anyone has ever seen!

Find the full show notes at https://www.stackingbenjamins.com/roundtable-1293.

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.

2022 is coming to an end. What were your biggest takeaways and lessons for the year, financial or otherwise? A volatile stock market, rising interest rates, and uncertainty left a lot of people feeling uneasy about their investments but there's a silver lining. Katie Gatti from Money With Katie joins us to share her top five takeaways from 2022. She says that if you got through 2022 and have a clear outlook on your financial plan for the upcoming year, you are in a better position than you might think. She talks about lessons from crypto, the bond market comeback, why diversification still matters, and more.

We're also talking about Flexible Spending Accounts (FSA) today. Shawna Hausman from FSAStore joined us to help you spend those FSA dollars before the year-end deadline. She shares some of the less-known items and products that qualify and shares a calculator to help you determine how much to contribute to your FSA next year. Then we'll hear Nick's question about cutting expenses and Doug will share his trivia.

Find the full show notes at https://www.stackingbenjamins.com/katie-gatti-1292.

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.

The holiday season is meant to be spent with activities and people you love, not in the kitchen creating some elegant concoction (unless that's your #1 passion, then go for it!). Even worse, your waistline won't love you ordering DoorDash every night and eating warmed up fast-casual restaurant food. Where's the sweet spot? Karen Nochimowski is the tour-de-force behind Momma Chef, and she today will share recipe ideas from her new 6-Minute Dinners cookbook. It turns out, you don't have to be Gordon Ramsay to make a delicious meal AND it doesn't have to take long to prep, either.

In our headlines segment, we dive into recent comments made by Morningstar CEO Kunil Kapoor about direct index investing, and how it can turn index investing "fun." Is that a good thing? We'll share some thoughts. Plus of course, no show would be complete without Doug's trivia and a call into the Lifeline from Paddy, who's worried about FinTech company Blooom closing the doors to customers. Where does he turn for asset allocation suggestions?

Hey, Stackers - are you good at communicating about money and have 25 hours a week available? We're hiring! Check it out here.

Find full show notes at https://www.stackingbenjamins.com/karen-nochimowski-1291.

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.

Who are the people that have motivated and inspired you most in your life? The friends and family we surround ourselves with impact all areas of our lives, including financially. Do your closest friends have similar spending habits to you? Today, our roundtable guests talk about the influence our friends have on us. Alissa Maizes (Amplify My Wealth), Len Penzo (len penzo dot com) and OG share their thoughts. They talk about people who have motivated and influenced their money habits, how their habits compare to their friends, and toxic traits in others that they avoid.

But that's not all for today! We also have Suzanne Lucas here, The Evil HR Lady, to talk about the recent Twitter layoffs and what you can do if you find yourself in a similar situation.

Find the full show notes at https://www.stackingbenjamins.com/roundtable-1290.

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.

When sudden change happens in your life, how do you handle it? Imagine being told you couldn't perform your job anymore. How would you pivot? Our guest today had a huge and sudden change in his life when, while his wife was in labor with their child, he found out he had injuries that would prevent him from playing football ever again. Eric Wood played in the NFL for nine seasons before his sudden departure. He joins us today to talk about that moment, the immediate changes he had to make, how he set himself up for success after the NFL, and the importance of having mentors and coaches at all stages of life. Think you have nothing in common with an NFL star? Think again! These messages will apply to much of your life.

Are you counting on the 4% rule to get you through retirement? You may need to revisit your financial plan. For years there has been suspicion that the 4% rule doesn't work anymore and we dive into exactly why in our headline segment. Joe and OG talk about reviewing your plan consistently and making small changes along the way so you don't run into huge setbacks. Then we'll answer Justin's question about saving for future college expenses and Doug will share his trivia.

Find the full show notes at https://www.stackingbenjamins.com/eric-wood-1289.

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.

When most people think about real estate rentals, they think short-term or long-term investing options. Did you know there's a huge market for mid-term rentals? Mid-term rentals are perfect for traveling nurses, business executives at a temporary location, or someone looking to try out a new location before making a big move. Our guest today, Zeona McIntyre, stumbled into mid-term rentals and has now built her real estate portfolio around the strategy. She talks about going from juggling low-profit rentals just to get started, and shares ideas on how you can start your real estate investing journey too.

Were you one of the Taylor Swift fans who tried to get tickets to her latest concert? Ticketmaster was a disaster, with many people waiting hours to snag their tickets. Those who couldn't get tickets found them on the secondary market for tens of thousands of dollars. Randy Nichols is a music manager who currently manages the band Underoath. He joined us to talk behind the scenes on how ticket sales work and why Ticketmaster's crashed so badly this time. Then we'll answer "Brian's" (we have our doubts. It sounds suspiciously similar to someone else we know) question from Wisconsin about probate and Doug will share this trivia.

Find the full show notes at https://www.stackingbenjamins.com/zeona-mcintyre-1288.

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.

Do you ever feel FOMO seeing the investments that the super wealthy have access to? Private investments, hedge funds, and other alternative investments get a lot of hype but they also come with a ton of risk. Some of these investments do make sense for the everyday investor but there's no need to get stuck in a cycle of FOMO. Our roundtable today talks about the difference in investing based on the. size of your portfolio. Roger Whitney (The Retirement Answer Man), Len Penzo (len penzo dot com) and Paulette Perhach (Powerhouse Writers) join our roundtable today. They talk about the FOMO they've all felt with being unable to access certain investments and how to get past that FOMO to create investment goals and a portfolio that works for you.

Angelo Poli from MetPro also joins us to talk about health and wellness this holiday season. He talks about, controlling the urge to snack, and shares how to go into the new year with a fresh look at your health.

Find the full show notes at https://www.stackingbenjamins.com/roundtable-1287.

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.

'Tis the season for parties, gatherings, AND....awkward discussions with people you need for networking opportunities. Public speaking creates massive anxiety for many people, and even more so during the holiday season with endless parties and get-togethers. But guess what? Being an introvert, shy or anxious isn't a defining characteristic. Public speaking is a skill that you can build and actually excel at. Our guest today, John Bowe, saw this first-hand with a family member. His step-cousin went from an introvert whom no one understood to unbelievably finding a spouse. The big turning point was learning how to connect with people. John shares how we can all connect with others better and become better speakers.

In our headline segment, we are talking about diversification. Many people get it wrong when it comes to diversification. We share why and how you can smooth out the bumpy ride in the stock market with diversification. We'll also answer Ricky's question about his mom's IRA allocation and Doug will share his trivia.

Find the full show notes at https://www.stackingbenjamins.com/john-bowe-1286.

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

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.

We dive deep today into the creation of a new podcast series from FastCompany about women and work FastCompany scoured the nation to find mother/daughter pairs to tell their own stories of the world of work. How they created the series is a testament to the power of working toward excellence, but the topic itself is also beyond compelling. 43% of women leave the workforce after having children, which is disturbingly often not always their preferred choice. Today we talk with Kate Davis, FastCompany Deputy Editor about the American Dream and women and what we all can do to improve our ability to earn more and to help others earn. While it's true that you can't change history, women often face challenges today in the workplace that should have been resolved years ago, so we discuss what we can do now. We'll also share clips from several of those women, and Kate offers additional research and solutions based on her work.

Is Congress bringing some changes to retirement plans? It looks likely, though currently the government is sitting on the Secure 2.0 bill with a deadline just a few weeks away. We'll talk about the changes proposed in the bill and how to get your retirement savings on track whether or not this legislation passes. We'll also answer Timmy's question about brokered CDs and Doug will share his trivia.

Find the full show notes at https://www.stackingbenjamins.com/kate-davis-1285.

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.

What is your tipping etiquette? Tipping at restaurants is more straightforward than tipping at a coffee shop or when you order takeout. Even more complicated is tipping for services like hair salons or your trash service provider. How do you determine how much to tip and when? Our roundtable today shares their thoughts. Barbara Sloan (Tipped Finance), Len Penzo (len penzo dot com), and OG join us to talk about their tipping habits. They also talk about tipping in unusual situations and what to do when someone swings the iPad around for you to add a tip. And, of course, Doug will continue his tipping-themed trivia for our annual competition.

Find the full show notes at https://www.stackingbenjamins.com/roundtable-1284.

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.