The Stacking Benjamins Show

Some of the most expensive items in your life after your home and transportation are technology related. That's why each year, before Black Friday, we dive into our favorite technology items with CNET's expert Bridget Carey. This year Bridget shares what to watch out for in tech (there's always some sneaky "gotcha" waiting around many "great deals." We talk about household items, security, dive DEEP this year into the world of televisions, dip into the toy department, and more. But that's not all. Before that we get you up to speed on headlines about Dave Ramsey's eight percent solution to taking money from your retirement portfolio AND a headline about obscure investments. What could happen if you find a quirky but great-sounding investment opportunity? While we share a horror story, we also offer solutions and strategies to help you not get burned if you do decide to take the plunge. Of course, we'll also answer a question from a lucky Stacker AND we'll share Doug's incredible trivia question. FULL SHOW NOTES: https://www.stackingbenjamins.com/black-friday-tech-report-bridget-carey/ 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

With prices up (inflation) and wages stagnant, this is a GREAT year to look to save big on holiday gifts (and also to save big on those things you needed to buy anyway for around the house!). Regina Conway from Slickdeals makes her annual stop in Joe's mom's basement to dive into ALL of the top deals the fans at Slickdeals have found. We cover clothing, toys, kitchen gadgets, housewares, garage items, personal care, and more! With tons of great deals (and some quirky ones, too), you're sure to save big on your holiday season with Regina's help. And that's not all. In our headline segment we share the recent news that Mint, the popular money tracking app is shutting down. If you're trying to save big money into savings AND want to find the best app to track your cash, which way should you turn for support? We share MANY of our favorite solutions and why we like them so you can focus on the options that fit you best. Of course, that's not all. We share a TikTok minute, throw out the lifeline to a lucky Stacker, and of course share some of Doug's amazing trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/black-friday-save-big-with-regina-conway-1438 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

Are you looking to become rich? How do you define rich? What are your preconceived ideas about how to best get there? On today's special roundtable discussion, we're tackling that question and debating what the "best" ways are to hit that rich goal. On today's show, we're thrilled to have Crystal Hammond from our sister show that's all about real estate investing, Stacking Deeds. Crystal joins Len Penzo from Len Penzo dot Com and OG, CFP and co-host extraordinaire of this here Stacking Benjamins podcast. In the second half of our show, sponsored by DepositsAccounts.com, we round out the remainder of the top five ways to get rich. Stay tuned for Doug's Benjamin-laden trivia question. Will Crystal keep Paula in the game as we head down the stretch into the end of the year? Can OG orchestrate a comeback? Will Len extend his lead? Stay tuned to find out! FULL SHOW NOTES: https://www.stackingbenjamins.com/fri-roundtable-top-5-ways-to-get-rich-1437 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

Everyone wants something for nothing. Today's guest says the term "passive income" is a lie, and he's the guy hosting the biggest podcast in the "passive" income space...BiggerPockets! David Greene joins us again, this time to share his journey from being a guy with ZERO contacts and ZERO money to a guy wealthy beyond belief, with a giant team, and a career that most would love to have. We share his incredible journey that began working part time at a (of all places) Baskin Robbins ice cream shop. You'll learn what to focus on if you want wealth, how to build skills, and what NOT to do if you hope to advance up the career ladder. Plus, it's fire safety month! We're joined by Adam Barowy from UL's Fire Safety Research Institute. This year we're highlighting the dangers of lithium batteries, especially some of the big ones found in e-bikes and large powered toys. He'll dive into how to tell when there's the potential for a fire, how to identify potentially unsafe batteries, and how to practice good fire safety. Of course, we still leave time to throw out the life line to a lucky Stacker (even one from Ohio!), and dive into some of Doug's incredible trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/the-truth-about-passive-income-david-greene-1436/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

It seems like an uncertain time, doesn't it? High inflation, high interest rates, job uncertainty for some...and just under one year from now, a huge presidential election. These are the types of years when people sit out of the financial markets. They wait for "calmer waters" and "better times" to invest, moving their money to cash. But is that the right move? What should you do with your money as we ramp up toward another presidential election cycle? Today we've assembled an All-Star panel to address that very question. From T. Rowe Price, CFA and Capital Markets Strategist in the Multi-Asset Division, Tim Murray joins us. And from Fidelity Investments, Certified Financial Planner and Vice President, Financial Consultant Ryan Viktorin also chimes in, as does our behavioral expert, Certified Financial Planner and Co-Founder of the Financial Psychology Institute, as well as Associate Professor of Practice at Creighton University, Dr. Brad Klontz. We're excited they're all here and ready to help you guide your financial boat into safe waters. Do you know someone who's really worried about this election? This is definitely the episode for them! Share this with them so that you can help them stay calm and avoid potentially horrible moves with their money. FULL SHOW NOTES are at StackingBenjamins.com/investing-in-an-election-year-special-1435. 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

Here's a question: who walked into work recently and said, "I hope I suck at my job today?" I'm hoping the answer is NONE of our Stacker community. And yet, many of us underperform every day. Why? There are so many ways that we can make ourselves smarter, faster, better at our jobs. We shouldn't leave whether we're excellent at our jobs to our boss, and yet, there ARE some things that we and our boss can both do to transform our workplace and make our company better. Today we're joined by the guy who the world's wisest bosses turn to when they're wondering how to get their workforce to work better -- Andrew McAfee. Andrew has picked the lock on why some companies stink when it comes to empowering their team to rock at their goals and others wallow in mediocrity. He tells us the meaningful stories of how some leaders have transformed their workplace on today's show. But of course, that's not all. In our headline segment, there's good news for people saving for college. The rules have gotten easier? Unfortunately, we don't mean "easier to understand," but just "you can now save more money that helps you also not screw yourself over for financial aid." We'll discuss the secrets you need to know on today's show. You think transforming the workplace is all you need? Now you can also save money on your college costs? Double-whammy! And yet, we still bring you more. We also throw out the Haven Life Line to a guy wanting to "learn something" from the show (he must not know that Andrew McAfee is bringing it this episode!)...and asks us about putting money into a "donor advised fund." What is that exactly, how does it work, and will it transform your workplace? The answers are: "It's complicated, so you should listen," "It helps you avoid LOTS of taxes," and "No." There's still SO MUCH MORE! Come join the fun. FULL SHOW NOTES: https://www.stackingbenjamins.com/find-bigger-opportunities-andrew-mcafee-1431 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

Our top article today discusses the current financial markets. If you thought stocks were going to move south, why wouldn’t you do anything about it? We ask our panel today that question and two more. Today’s show features an all-star guest roundtable line up. PT from the new Masters of Money podcast, Len Penzo from LenPenzo.com, and Paula Pant from the Afford Anything podcast debate and discuss our three topics ripped from the popular press on today’s show! This show originally aired in 2016, so please ignore any mention of current events. FULL SHOW NOTES: https://www.stackingbenjamins.com/timing-the-market-rewind-1433 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

On today's special Stacking Benjamins Rewind episode, we jump into the way back machine to listen to an episode from our friend Doc G's Earn & Invest Podcast. If you think personal finance is personal, you're mistaken! We hear it all the time: "personal finance is personal". In today's episode, JL Collins and Scott Trench join Doc G and they question this popular saying. While tactics and personal needs may vary, there are better and worse ways to invest and build wealth. Join us as we dive into the weeds. This episode of Earn & Invest Podcast originally aired on June 19, 2023, so please ignore any mention of current events. For the original episode's show notes, you can see them at If You Think Personal Finance is Personal-You're Mistaken! — Earn & Invest (earnandinvest.com). FULL SHOW NOTES: https://www.stackingbenjamins.com/is-personal-finance-personal-earn-invest-rewind-1432 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

In today's special rewind episode, we feature an episode from our sister show, The Stacking Deeds Show. Are you a novice investor interested in real estate? Do you want to learn how to navigate the world of real estate investing and make a positive impact in your neighborhood? In this episode of The Stacking Deeds Show, we dive into the importance of neighborhoods and how investing in real estate can help improve and strengthen communities. Join us as we discuss the challenges and opportunities of investing in fragile states, the power of building relationships in neighborhoods, and the importance of taking a horizontal approach to real estate investing. Whether you're a seasoned investor or just starting out, this episode will provide valuable insights and strategies for making a difference in your community through real estate. This show originally aired on October 17, 2023, so ignore any mention of current events. To see the original show notes, visit Saving Distressed Neighborhoods Through Responsible Real Estate Investing: with Dr. Seth Kaplan (stackingdeeds.net). FULL SHOW NOTES: https://www.stackingbenjamins.com/rewind-stacking-deeds-distressed-neighborhoods-1431 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

At what age do you think will be the best days of your life? How do changing priorities impact how you view happiness? What role does stress play in detracting from the best days? What role do finances and financial independence play in happiness? Today's special roundtable discussion is all about the evolution of life satisfaction and the best days of your life — and how your happiness changes as your age progresses. What about the impact that having children has on your happiness? Joining us for this important roundtable discussion, we're proud to welcome the co-host of the How to Money podcast, Joel Larsgaard. He joins Afford Anything's Paula Pant and our very own OG as they offer their opinions and experiences on how the best days of our life and satisfaction change as we age. In the second half of the discussion, sponsored by DepositAccounts.com, our panelists share their thoughts on whether we should focus on achieving financial independence faster in order to the best days of our life quicker? We also discuss how taking an optimistic outlook may benefit you in the long run. Be sure to stay for this week's edition of our year-long trivia contest. Doug breaks out the way back machine and has some 90s pop music-themed trivia. Does that spell certain doom for Paula? Will she or OG break their current tie and join Len in first place? Or will Joel make Len proud and increase his lead? FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-roundtable-best-days-of-your-life-1430 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

What keeps YOU up at night? We asked an All-Star panel that you can only put together at a big conference like FinCon...and today we do just that. We're recording LIVE from the moomoo podcast booth at FinCon 2023 with Rob Berger (Rob Berger YouTube channel), Nick Loper (Side Hustle Nation), and Paula Pant (Afford Anything), to ask them what THEIR audiences are worried about right now. Man, did we get an earful. From rising interest rates to uncertain retirement conditions, to the world of work changing around us because of AI and more, we work through MANY of the big issues people are facing in 2023 and often come up with solutions to help relieve those fears. It's a special episode of Stacking Benjamins, without our usual segments (only the trivia remains...and Doug brings us a GREAT one today). Enjoy! FULL SHOW NOTES: https://www.stackingbenjamins.com/live-from-fincon-new-orleans-1429 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

Financial independence. It's often presented by writers as the place dreams are made of. You've reached this magical place called "enough" and now life is all unicorns and rainbows. But what happens when you realize that the march toward shoveling everything toward an uncertain future is creating a horrible existence TODAY? That's what happened to Jess, one half of the Plutus Award winning coaching team The FIoneers. Jess and Corey came by Joe's mom's basement to tell the tale of their "a-ha" moment that led them to reject shoveling tons of cash from a hated job toward an early retirement...and maybe an early grave. Before that we celebrate our Halloween-kickoff episode with a visit from financial columnist and the host of the Money Life podcast, Chuck Jaffe. Chuck orchestrates an awesome, interesting, and always-changing economics game every Halloween with the trick-or-treat'ers who come by his home. What's the game this year? He'll share what he's planning, and hopefully inspire you to find clever ways to teach kids some money or economic lessons. Of course we also throw out the Haven Life line (this time all the way to India!), and Doug regales us with his mind-bending trivia. It's a Halloween party in the basement! Hope you can join us. FULL SHOW NOTES: https://www.stackingbenjamins.com/FIRE-horror-story-1428 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

Les Brown, no stranger to hard work and the resulting success it brings, famously said, “Do what is easy, and your life will be hard. Do what is hard, and your life will become easy.” Does the secret to creating an easy life lie in doing hard work first? How much of what seems easy from the outside looking in is actually the result of hours of hard work that was put in beforehand? Joining Joe for a special roundtable discussion that centers around how to do the hard things in order to create an easier life going forward are three people who are no strangers to doing the hard work: Roger Whitney, the Retirement Answer Man; Carl Jensen, creator of the 1500 Days to Freedom blog; and Paula Pant, host and creator of the award-winning Afford Anything podcast and blog. They dive into the complex relationship between hard work and an easy life and offer some gems for Stackers to take away. In the second half of our show, sponsored by DepositAccounts.com, we discuss some hard work life skills and money skills that you can tackle today that will help you out financially in the future. Be sure to stick around for our resident hard work expert Doug's astrological-themed trivia! Will either of our two guest contributors pull out the W and Len or OG benefit from their hard work, or will our regular contributor Paula continue her late season charge for our spectacular dollar store trophy? FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-roundtable-hard-work-easy-life-1427 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

Want to know how to stack AND enjoy more Benjamins? Us too! That's why we like taking life advice from the right people. In our minds, Ron Shaich, founder and former CEO of Panera Bread joins us to talk about living a life of service. Ron's had a full life, making money quickly but still working. How come? It turns out, Ron's best life advice revolves around how to live with meaning, rather than chasing money. We talk about his early days with the company, reinventing Panera before it was broken, and coming back out of "retirement" four times to pursue the next phase of running the business he loves. Speaking of life advice...one crypto trader could use some. Mom always said "measure twice and cut once" when doing anything. This trader lost OVER one hundred thousand dollars on a trade recently. We'll share how and what life advice this may mean for you! (There's plenty). Of course, we still throw out the Haven Life Line to a lucky listener and also dive into some of Doug's juicy trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/know-what-matters-with-ron-shaich-1426 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

Has the cost of...everything...got you down? Us, too. That's why today we bring you our Top 5 Ways to Cut Expenses Fast! If you're looking for some easy wins, we're bringin' them, along with a couple ways that may not be the fastest ways to cut expenses, but are completely worth the time and effort it'll take. Has the return to the office had a bigger impact on your Benjamins stack than you remember? In our headlines segment, we see how many American workers are coping with the surprising cost of returning to the office. Check out our TikTok Minute that may have you questioning the wisdom of having kids. And stick around for Doug's crime boss-related trivia that will have you double-checking your tax returns to make sure the IRS stays off your back. FULL SHOW NOTES: https://www.stackingbenjamins.com/top-5-expense-cuts-1425 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

Are you letting your dreams of financial freedom slip through your fingers, always putting them off until tomorrow? Join us for today's special roundtable discussion, where we explore the art of not postponing gratification while still pursuing your financial freedom. Our featured guest is none other than the "Ordinary Sherpa" herself, Heidi Dusek, who joins Doc G and Len Penzo in this insightful conversation. Discover the delicate balance between securing your future financial freedom and living in the present. Learn how to achieve financial independence without sacrificing the joys of today. Plus we delve into the potential impact of achieving financial freedom at a young age, including the challenges of leaving your old community and forming a new financial freedom community. In the second half of our episode, DepositAccounts.com, we examine the unforeseen changes that early retirement can bring into your life. And last but not least, our year-long trivia competition is reaching its climax! Who will come closer to being crowned the ultimate champion? Stay tuned for Doug's opera-themed trivia challenge! For comprehensive show notes, including additional resources and references, please visit: https://www.stackingbenjamins.com/accelerate-financial-freedom-roundtable-heidi-dusek-1424. For even deeper insights, curated links, and in-depth discussions on the topics covered, be sure to explore our newsletter, "The 201," available at StackingBenjamins.com/201. Sit back, relax, and enjoy the episode! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Where have you seen inflation the most? Maybe in travel. Between flights, the rental car, lodging, and admission fees, it feels like it takes FIVE bags of Benjamins to leave your back door for a long weekend! On today's show, we're thrilled to welcome travel savings expert Lee Huffman. He shares tips, tricks, and best practices to get the most out of your travel savings, wherever you may go. Be sure to tune in and get the most travel savings on any upcoming travel plans you have. In today's conversation, Joe and Lee dive into travel savings when traveling domestically vs. travel savings for international travel. They chat about the travel savings to be had through rewards programs, how to accumulate the most points for your travel savings, and which programs offer the best value. They also touch on how Airbnb and VRBO stack up against the big hotel chains. They also dig into the best flight rewards programs for your travel savings. And they discuss the value of TSA Precheck and Global Entry. In today's headline, we see how the recent Social Security cost of living adjustment (COLA) may fall short of its stated intention—to keep up with rising inflation. We throw out the Haven Lifeline to Patrick who has a question about 529 plans for his future children. Plus, Doug dazzles us with his 90s fashionista awareness trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/travel-savings-and-tips-with-lee-huffman-1423 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

Ever think that you aren't sure where you're headed with your money? Today we talk to TWO guests who began experimenting and found themselves much more prepared for the future than they'd thought. First, Annie decided it was time to experiment with "van life" during the pandemic. Her goal? To see if living and working from anywhere was actually viable. She'll share her stories, including what worked, what didn't and what she thinks about trying again long term. Plus, Tonia shares her story of how she realized she could actually quit her job! That was a welcome shock and now she shares what it's going to take for her to jump off the employment treadmill and into a new life. Think that's awesome? We're also joined by special guest co-host Becky Heptig, who along with her husband Stephen retired at 60 after only beginning the journey toward financial independence ten years earlier! She's the co-host of the hot new podcast "Catching Up To Fi," and she helps steer this ship today! Welcome to a very special edition of Stacking Benjamins! On today's show, LIVE from Bali, Indonesia, Joe shares interviews and stories with a live audience at Amy Minkley's FI Freedom Retreat, where he was a keynote speaker. Not only does Becky Heptig from the Catching up to FI Podcast co-host, but she also shares her and her husband's success story about how they achieved financial independence in a relatively short time, starting from zero at the age of 50. Joe's interview with attendee Annie is an eye-opening look at just how different financial independence can look for different people, with Annie's path fully embracing the location independence through #VanLife. Could camping, vagabonding, and generally roughing it be right for your financial independence? Annie shares the pros and cons of adopting this lifestyle. Joe also sat down to talk with Tonia, who's story about how she unknowingly stumbled her way to financial independence hopefully will help you realize that maybe you're closer than you think to success! Learn from Tonia how to make the right moves to secure your financial independence by starting early. Stick around when Doug calls in some Bali-related trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/live-from-bali-financial-independence-retreat-1422 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Tune in on Wednesday when we're going to help you see the world for less money (and to better splurge so that you create awesome memories) with the man behind the We Travel There podcast, Lee Huffman. Written by: Kevin Bailey Miss our last show? Listen here: The Money Tipping Point: When Do Saving, Spending and Earning Habits Go Too Far? (SB 1421). Learn more about your ad choices. Visit podcastchoices.com/adchoices

How much is too much of a good thing? How do we achieve the optimal balance between the two extremes of cheapskate and YOLO? Joining us for this extreme discussion we welcome the founder of the EconoME Conference and Doug's ex-girlfriend, Diania Merriman; Doc G from our sister show, the Earn & Invest Podcast, and writer extraordinaire, Paulette Perhach. They'll discuss what makes for extreme saving and extreme spending. In the second half of this extreme roundtable discussion, we talk about how to find the right balance between the two extremes, based on your priorities and goals in life. Finally, stick around for Doug's extreme sports-themed trivia! With all three of our regular contributors MIA, who will walk away with the W as we enter the second week of the fourth quarter? FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-roundtable-extremes-diania-merriam-1421/ 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

With so much emphasis placed on saving and investing throughout your working career to insure a secure and wealthy retirement, sometimes enjoying your life today can take a backseat. On today's show, we're joined by author Frank Legan to talk about adding humanity and the need to live your life in the moment into your financial planning. It's all about reaching a balance between planning/saving/investing for the future with treasuring and living your life today. In short, we're talking about choosing your investment choices - not necessarily which ETFs or funds, but the investment choices of what are your priorities in life. We all know that we're responsible for our financial future, but at what point do we stop viewing "investment choices" as simply picking the right stock/ETF/fund/saving account and start placing a greater focus on choosing how much time we truly spend with those we care about and not always in the pursuit if more Benjamins? Make the right investment choices that align with your values, goals, and priorities! In our headlines segment, we look into a all-too-common recurring theme: Americans and their penchant for spending. Talk about making investment choices in the wrong way! We throw out the Haven LifeLine to Jodi in Michigan who wants our take on annuities and how they can complement Social Security later in your retirement years. Could a deferred annuity be among the right investment choices for your finances? And Doug brings it home by throwing out some investment returns-related trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/financial-planning-for-your-life-frank-legan-1420 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

Have you ever felt overwhelmed by the sheer quantity of stuff you have accumulated? Ever looked at the mountains of stuff and wondered how many Benjamins you could flip that into? Joining us today are a husband-and-wife team, professional flippers Melissa and Rob Stephenson. We'll learn about how they started flipping, how to actually make money flipping, and how you could make flipping your side hustle. If you have ever wanted to learn how to make money on eBay, Amazon, or Facebook Marketplace, you don't want to miss today's interview all about flipping! In our headline, we see how CDs have become a respectable option for parking some of your cash for safety. Stacker Jeff calls into the Haven Lifeline with a question about how to make up for lost time investing. Plus, Doug brings some flipping-themed trivia in honor of Melissa and Rob coming on the show. FULL SHOW NOTES: https://www.stackingbenjamins.com/flea-market-flippers-melissa-and-rob-1420 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

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

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

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

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