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The Stacking Benjamins Show

The Stacking Benjamins Show

2,859 episodes — Page 36 of 58

How We'll Achieve Our 2021 Financial Goals (plus MetPro's Angelo Poli)

Jan 8, 20211h 17m

Fewer Rules, More Productivity (with Erin Meyer)

Rules. When things go wrong we think, "We should make some more guidelines. That'll help people keep things moving." However, Netflix decided that rules might be the problem, so they eliminated many of them. Study after study shows that Netflix employees report high satisfaction with their jobs and perform at a highly productive rate. So how do they do it? Today we'll talk to Erin Meyer, co-author (with co-founder Reed Hastings), of a new book on the topic. Whether you manage a family, a department, or are an entrepreneur, today's interview will help you earn more and manage tasks (and people) more effectively. Plus, in our headlines segment, we'll detail a different way of gifting money. MacKenzie Scott gave away $6 billion in 2020 without asking for buildings to be named after her. She gave it quickly and effectively, many say. But if you're giving away money, what oversight should YOU employ before turning over your hard-earned money? We'll share what you need to know, plus in our second headline, we'll review a recent Securities and Exchange Commission ruling approving testimonials in advisor's advertising. How will that change marketing? Possibly, a lot. We'll explain. Of course, we'll also throw out the Haven Life line to Brad, who's retiring but still wants to max out his HSA contributions for the year. Are there any rules he needs to be aware of? In, fact, there are! OG will explain. Don't worry! We'll also save time for Doug's trivia question. Mom says hello! Enjoy the show. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jan 6, 20211h 8m

Fewer Rules, More Productivity (with Erin Meyer)

Jan 6, 20211h 7m

Know Yourself, Know Your Money (with Rachel Cruze)

Most of us start each year looking at external goals, such as "What can I gain," or "How can I achieve...", but after the dumpster fire we just experienced last year, we think the best place to begin 2021 is to look INWARD. If you know yourself better, you'll be able to address your strengths and cover your weaknesses. On today's show, Rachel Cruze joins us to tackle your money history and how your family, upbringing, and past mistakes can help you become a more powerful saver, spender and earner this year and beyond. It's a powerful interview and we're excited to help you avoid the shame, remorse, and guilt that many of us feel around our financial lives. "You can change yourself and you can change your habits." - Rachel Cruze In our headlines segment, we'll discuss the tremendous pressure many students feel to go to college, by tackling one star who just emerged from her prison sentence. We'll also tackle the new Social Security rules for 2021. While there are lots of changes, even if you aren't yet receiving Social Security benefits, we'll widen this topic to share some best practices when it's your turn to apply. During the Haven Life Line we'll take an answer from Eric, who has questions on HSA contribution limits. While his wife has an FSA, Eric has an HSA for him and his son. Eric asks: does he fall under the single contribution limit, or is he covered by the family limits? Of course, Doug will share another fantastic trivia question, and there's much, much more. Happy New Year! Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jan 4, 20211h 7m

Know Yourself, Know Your Money (with Rachel Cruze)

Jan 4, 20211h 6m

Will 2021 Be Better Than 2020? (Our Annual Look Into The Magic 8 Ball)

Wish you knew what the future held? Us too! While we can only foresee the future as well as the next guy, our brilliant, all-knowing device is all fired up and ready to go to kick off your 2021. That's right, this is our annual Magic 8-Ball episode, where we look back on the events of 2020 and ask a plastic, Walmart-purchased kid's toy what it thinks will happen over the next 12 months. For those of you stumbling onto this show for the first time you're in for a treat: each January for the last many, many years, we've asked Len Penzo's Magic 8-ball to predict what's in store, and during the early years, this little ball was EERILY accurate. BUT, not only will we take a look back to see how well the 8-ball predicated 2020's events (and really, who could have guessed this year?), we'll also implore the 8-ball to reveal the secrets of the upcoming year. Plus, for those of you getting serious about your personal finance resolutions, we'll ask the headmaster of the Stacking Benjamins Money Club, Aaron Velky for his best advice during today's fintech segment. One thing we already know: having accountability makes achieving your goals that much easier. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jan 1, 20211h 30m

Will 2021 Be Better Than 2020? (Our Annual Look Into The Magic 8 Ball)

Jan 1, 20211h 29m

Making The Cannonball Run (SB RWD 122)

Welcome to our final show of 2020! We're finishing our the year that seemed like it would never end with another classic episode from 2014. Long-time listeners may remember our interview with one-half of the two man Cannonball Run crew, and new listeners will appreciate this one. Just remember, the show format was a little different back then. Make sure to tune in tomorrow for our very first (brand new!) episode of 2021: our Magic 8-ball show with Len Penzo. Long time fans love this show year after year, and with all the madness that was 2020, you'll definitely want to see how the 8-ball's predictions have stood against the test of time. You can read our original show notes for today's episode below: While OG is moving across country, we thought we’d bring you a cross country adventure episode!Ed Bolian did something you wish you’d also done – he drove coast to coast in a modified Mercedes…..in just over 28 hours. How did he do it? Ed shares his crazy story on this week’s episode. Suzanne Lucas, the Evil HR Lady, is BACK with a horror story about 401k loans. Sandy Smith (Yes, I Am Cheap!) joins Len and Paula on the roundtable to discuss 33 reasons your finances are a mess, plus Len and Joe read and answer your letters and discuss a couple movies. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 31, 20201h 17m

Making The Cannonball Run (SB RWD 122)

Dec 31, 20201h 16m

The Life of an Art Forger (SB RWD 121)

Welcome to our second most quirky Stacking Benjamins interview. This show goes way back, so don't worry if the format feels a little different. You can read our short and sweet headlines below: Ken Perenyi forged masterpieces for a living…until the FBI showed up on his doorstep one day. Ken’s book, Caveat Emptor, describes how he went from a school boy with no money to a world class forgery expert….AND Ken describes the journey himself on today’s show. The Makin’ Sense Babe is in a foul mood, and rants against people who don’t understand side hustles. Joe & OG discuss how financial advisors dress…..does that impact the quality of their advice? Doug brings trivia, the guys show you how to win Jane Blaufus’ book, and they review two hit films: Captain Phillips and Gravity. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 30, 202058 min

The Life of an Art Forger (SB RWD 121)

Dec 30, 202057 min

Abigail Adams: Financial Badass (SB RWD 120)

Just a few more days until the new year! We're keeping our countdown going strong with one of America's original big-time investors: Abigail Adams. You can read our original show notes below: As Women’s History Month draws to a close we suddenly realize….we’ve done nothing to celebrate! Today on the show we make up for that (‘in spades,” as mom says) by inviting down to the basement professor Woody Holton, author of the book Abigail Adams, for which he won the Bambridge Award and more. He’ll describe the amazing prowess of Adams in a time when many women not only weren’t investing, but weren’t even allowed to participate in their family’s financial plan. He’ll describe which investments she preferred, why she decided against real estate didn’t work for her portfolio, and how she created an estate plan for herself in a time when many women didn’t have that luxury. In our headlines segment, we’ll talk to Jamie Wise from the BUZZ Index (ticker BUZ). He’ll describe why his strategy and those of some of his algorithm-based competitors seem to be winning in this time of volatility. He’ll also share some of the names that the crowds on social media are focusing on to ride the choppy market. Also, with the financial markets all over the place, we’ll review a story from Marketwatch that asks whether the market will crash, and if it will, what you should do to buckle up. The advice might surprise you, if you’re looking for ways to exit stage left, or are looking for advice that tells you how to exit stage left….or right. We’ll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Nelson, who’s worried about his parents’ financial plan. They have an insurance-company based financial advisor, so Nelson thinks that they should move to different advice. How does he approach the topic with his parents? We also score some of Doug’s spinach-based trivia, and more. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 29, 20201h 0m

Abigail Adams: Financial Badass (SB RWD 120)

Dec 29, 202059 min

Winning In The Long Run with Sanjay Rawal (SB RWD 119)

Welcome to day four of our countdown! You didn't think we would stop did you? Today in our New Years countdown featuring our quirkiest interviews, we're turning back the clock to our time with documentary filmmaker Sanjay Rawal. You can read our original show notes below: Establishing your BEST financial habits means realizing that it isn’t about being great today or tomorrow; it’s about doing the right things over and over again for the long run. Today we talk to the creator of a documentary specifically about a long run. 3100, Run and Become is the story of an ultramarathon that covers (shocker) 3100 miles. Better yet? It’s run around a single New York City block. Sanjay Rawal will take us through the event, his making of the film, and we’ll talk about topics that have everything to do with finance. 1) Finding what you love; 2) Chasing a dream; 3) Knowing your weaknesses; 4) Finding your state of “Flow”; and more. The cool part for us? We get to talk finance in a way that you’ve probably never heard it talked about before. During our headlines segment, another deceased celebrity’s estate is an arm wrestling match for the heirs. Sigh. We’ll tell you who’s fighting for the cash and discuss what YOU should do to foolproof your estate plan from your greedy family. Then, in our second headline, credit card reward programs are everywhere… but just like ice cream brands, they’re not all created equal. We’ll talk pros and cons of credit card rewards during our second piece. As if that’s not enough, we keep bringing it! During our Haven Life Line segment, we’ll answer a question from Jason. He’s wants to retire in his 40s. If Jason rolls his Roth 401k into a Roth IRA, will he be able to withdraw the cash without the tax penalty? Does the 5 year conversion rule still apply? Then, in our letter segment David is just starting to pay attention to his financial situation. He wants to know what the advantage would be of using a financial advisor or buying funds that have high expense ratios over doing it himself. Couldn’t he just do it on his own and save extra cash? We’ll surprise Jason with an answer he doesn’t expect, and hopefully surprise you, too. And don’t you worry, we’ll still have time for some of Doug’s very special Benjamin Franklin themed trivia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 28, 20201h 6m

Winning In The Long Run with Sanjay Rawal (SB RWD 119)

Dec 28, 20201h 5m

Cracking The Whip On Your Financial Goals with Lindsay Goldwert (SB RWD 118)

Welcome to day three of our countdown! You may recognize this one from earlier this year, but we just couldn't bring ourselves to leave this one off the list. You can read our original show notes on this Dominatrix-themed episode below: Do you have trouble staying in charge of your money? Maybe you let your priorities get away from you and want to make a change? Today we’ll talk about communication, being direct, and asking for what you really want with the author of the hit new book Bow Down, Lindsay Goldwert. In this unique new perspective on how to take charge, Lindsay sat down with dominatrixes across America to get first-hand information on how you can “reset the power dynamic in any situation to get what you want—whether it’s from a husband, boss, or partner.” During our headlines segment, are you finally bringing in a HUGE nice income, but your bank account isn’t rising? Lifestyle inflation can become a serious issue for high earners, and without a proper plan in place investors run the risk of becoming a HENRY – High Earner, Not Rich Yet. Plus, during our second headline, we’ll touch on why actor Rick Moranis is making a return to the big screen and what lessons you can glean for your financial plan. Plus, we’ll open up the mailbag during our Haven Life Line and answer an estate-related question from Diana. Diana is the executrix of an estate plan for the funds of two pre-teens but wants to appoint someone else to take over most of the responsibilities. What can she do? What is she supposed to do? We’ll cover some estate planning basics on today’s show. Of course, we’ll also make some time for Doug’s trivia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 27, 20201h 19m

Cracking The Whip On Your Financial Goals with Lindsay Goldwert (SB RWD 118)

Dec 27, 20201h 18m

How to Live Longer and Prosper - Wait, Where Have I Heard That Before? (SB RWD 117)

Dec 26, 202027 min

How to Live Longer and Prosper - Wait, Where Have I Heard That Before? (SB RWD 117)

Welcome to day two of our countdown to New Years! Did you know that one group of people tend to live longer than the rest of the population? This episode was one of our old-school "short stacks," and you'll find just the interview in this one. You can read our original show notes below: Dr. Anna Corwin, a (then) anthropology PhD candidate at UCLA specializing in aging, well being and social interaction, wrote such a great piece for Yes! The Magazine that we had to have her on the show to discuss it. One group of people have picked the lock on living longer and more happily than the average person. What group is it? You’ll have to listen to find out! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 26, 202028 min

The Life of an Accountant Spy with Tracy Coenen (SB RWD 116)

Welcome to our countdown to New Years! Leading up to our New Year's Magic 8-ball episode with Len Penzo we're bringing you our top "quirkiest" interviews. These shows were released from this last year all the way to 2013, so you're in for a real treat. We're kicking things off with our interview with Tracy Coenen, a forensic spy who uses her knowledge of spreadsheets and bank knowledge to chase down criminals. You can read our original show notes below: She’ll tell you over and over that her job isn’t interesting. But if you’re a money nerd, do we have a treat for you today, because accountant Tracy Coenen spends her time chasing down bad guys using spreadsheets and bank statements (I’ll stop if you need a moment). Today she’ll tell us stories of two stories where she helped catch perpetrators by using financial records (and some amazing ingenuity) to help bring “bad guys” to bear. Plus, are you interviewing soon? Even if you aren’t we’ll talk about some useful tips if you’re interested in moving up the ladder at work or with another pursuit (and who isn’t?). Plus, we’ll discuss the new milestone one fund company just passed and pause for a moment…man, that’s a lot of money. Of course, we’re also going to toss out the Haven Life Line to Dillon and get Joe and OG’s take on how Dillon should approach his investments. All and and we’ll still make room for Doug’s trivia. Step aside, people! There’s a new episode coming…..this plate is HOT! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 25, 20201h 17m

The Life of an Accountant Spy with Tracy Coenen (SB RWD 116)

Dec 25, 20201h 16m

Our Top 5 Lessons from 2020 (plus year-end tax tips from Ed Slott)

What was YOUR biggest lesson from 2020, besides avoid pandemics? Today we'll share our top 5 (plus an "honorable mention") events from maybe the weirdest year in recent memory. There were MANY great takeaways this year, so it was difficult to decide. Today we'll talk about the importance of emergency funds, relationships, giving, sticking to your investment strategy, and more! Plus in our headline segment, we're joined by IRA and tax guru Ed Slott, who shares a few last-minute tax tips. He'll talk about your Roth IRA, giving, and (gasp!) spending money. That's not all. Doug shares trivia about today's Festivus holiday AND Joe and OG answer a Haven Life line call from a guy named Nick in Alaska. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 23, 20201h 21m

Our Top 5 Lessons from 2020 (plus year-end tax tips from Ed Slott)

Dec 23, 20201h 20m

The Unlikely Birth of Comedy Central (with Art Bell)

Dec 21, 20201h 20m

The Unlikely Birth of Comedy Central (with Art Bell)

Comedy Central is such a part of American culture that its existence seems obvious, but that wasn't always the case. The process of creating Comedy Central is a story of perseverance, luck, believing in yourself and your idea, and more. We'll talk to Art Bell about his original idea for Comedy Central, his background, and how he wound up pitching it to the head of HBO (without an appointment!). If you've ever had an idea that you wanted to bring to life, you MUST listen to today's show. Plus, the student loan crisis is back in the news lately, with many speculating how the new administration is going to possibly change the game for borrowers. While we won't speculate on any of that, we WILL speak with Asha Srikantiah from Fidelity Investments about not only their 2020 Student Debt Snapshot (which shines a light on some of the most looming problems people are having with debt), but also a new free tool they've developed to help people work on better loan repayment strategies and options. Later, we'll throw out the Haven Life line to J.J., who is changing brokers and wants to know the best way to diversify his portfolio now that he's moved. How can he diversify without paying a bunch of unnecessary fees? Of course, we'll still share Doug's trivia, take a call about Joe's warranty expiring, and more. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 21, 20201h 21m

Our Contributors' Top 3 Lessons From 2020 (plus explosive FinTech news from Tiller)

Dec 18, 20201h 27m

Our Contributors' Top 3 Lessons From 2020 (plus explosive FinTech news from Tiller)

With the end of 2020 FINALLY in sight, (and what a long 38 months it's been), we're excited to bring you all of our best lessons from the last year. Between Paula Pant and Len Penzo, with OG and Joe weighing in on all of their top picks, you'll have plenty to chew on. We'd write more here...but who wants to give up what our top picks are? Just listen! PLUS, there's new innovation coming to your computer and phone. Like clockwork, it seems we hear about regular data breaches and how the companies we trust with our information have been mismanaged. Today we'll welcome to our Friday Fintech segment our friend Peter Polson from Tiller Money, to learn all about new advancements coming to your computer and phone app security. This will revolutionize how you look at financial technology in the future. While there's no listener voicemail today, that doesn't mean we're not answering a question. We found a problem we wanted to help someone solve over at the personal finance subreddit. At the very least we'll make sure that (hopefully) none of you Stackers make this same mistake. This poster bought a new car with a 72-month loan attached at 5.9%. The kicker? They have a 710 credit score! With only a few days to return it, they ask what's the good play here? Of course, we'll have ideas. BUT that's not all...we'll also reach the finish line on our year-long trivia contest! Can OG force Len into an overtime week? We'll have the exciting (maybe) conclusion (also...maybe) on today's show. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 18, 20201h 28m

5 Million-Dollar Investing Ideas

Dec 16, 20201h 15m

5 Million-Dollar Investing Ideas

Few people have seen as many great ideas (and horrible ideas) as Paul Merriman. We were listening to Paul Merriman's advice long before we had a podcast and today we FINALLY were able to sit down with him...and he doesn't disappoint. Today Paul dishes out five ideas that will all make you over a million dollars more during your lifetime if you're a young investor. Before you listen you should ask yourself NOT if you've heard these ideas before, because there's a good possibility that you have. The key question to ask is, "What are you DOING about these five ideas." Based on statistics of the average investor we can all use help IMPLEMENTING a better strategy, and Paul shares some great ones today. Plus, should you invest in non-traded real estate? A recent headline complains that real estate that isn't traded is hard to value. Joe and OG will go over exactly what the controversy is AND whether you should consider these for your portfolio. Also, we'll cover new information the Securities and Exchange Commission is making available to US investors. Will it change how you invest? We'll answer THAT question as well. We'll end the show with a question from Matt on rebalancing. Matt asks if the natural ebbs and flows of the stock market (and regular investments) negate the purpose of rebalancing. Wouldn't the market take care of that on its own? What's the point? We'll talk rebalancing 101 today! It's a nerd's dream! Plus, Doug gets a little classy with today's trivia. Well, he would consider anything to do with the subject of tea to be classy. If you feel confident in your tea trivia, make sure to test your mettle halfway through the show. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 16, 20201h 16m

Trailer - The Stacking Benjamins Show

Dec 15, 20200 min

Trailer - The Stacking Benjamins Show

trailer

Join Joe & OG every Monday, Wednesday and Friday from Joe's mom's basement in Texarkana, Texas. They'll cover all the current money headlines, talk to experts and avoid washing windows, three days a week! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 15, 20201 min

Create YOUR Financial Starter Kit (with Symoné B. Beez)

Dec 14, 20201h 12m

Create YOUR Financial Starter Kit (with Symoné B. Beez)

Know anyone just beginning their financial journey? Well, gather them round your listening device because on today's show Symoné B. "Beez," author of Financial Starter Kit and co-host of the new podcast 4 Goats and a Mic, joins us. We'll walk you through the FIRST things you need to do to build a solid financial foundation. Plus, Symoné will share her story from start to finish: from finding herself sinking in credit card debt - a situation she promised herself she'd never be in - to cutting up her credit cards to retake control of her situation. But she didn't stop there, now Symoné is on a mission to help others gain financial independence and avoid the same pitfalls she encountered. We'll talk 101 financial strategies, what to do when your in over your head, and more. Hello DoorDash and AirBnB lovers! Are you getting FOMO (fear of missing out) from all of the flashy initial public offering (IPO) headlines? With seemingly every IPO followed up by the "look at how much money it made on Day 1" headlines, who wouldn't want to get the early bird special on the next one? There's only one problem about jumping on IPOs to make a killing in the stock market, and early DoorDash investors found that lesson out the hard way. After Joe and OG explain how these IPOs actually work, we'll jump on the line with Affinity Solutions CEO, Johnathan Silver to get some firsthand data on how consumer spending has changed this past year. Have you driven to work less and fixed up your home office? Maybe shopped for the holidays a little early? Jonathan just might describe YOU on today's show. And finally, we finish today's show with a note of good cheer. Tyler calls into the Haven Life line looking for advice on the best way he can help set up his future niece/nephew for college and beyond. Of course, we'll always save some time for Doug. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 14, 20201h 13m

A Prince Needs Your Help AND The IRS Is Coming (plus Vanguard’s new Digital Advisor)

Dec 11, 20201h 25m

A Prince Needs Your Help AND The IRS Is Coming (plus Vanguard’s new Digital Advisor)

A certain prince is having some issues and only YOU can help! Do you help him? Whether it's that scam, the IRS is knocking on your door, or another reach into your pocketbook, scams are everywhere (especially this time of year). What are the best practices for avoiding losing your money? We'll tackle a recent list written by our friend Stacy Johnson on today's show. Helping you hold on to your dollars, we'll welcome Doc G from the Earn and Invest podcast, Paula Pant from Afford Anything, and Len Penzo from the award-winning LenPenzo.com blog. Vanguard has released a new study about millennials and their view on retirement. We'll chat about that with Brian Concannon, head of Vanguard Digital Advisor. While we have his attention, we'll have him take on a tour of their new platform. He'll talk about how it works, the problems it solves, what it costs, and more. We'll finish out the show with a voicemail from Katherine. She knows she'll donate a large sum to her favorite non-profit, but is there a good time to donate it? Katherine says that she is still young, and knows any money she invests will compound and go a lot further in the future. Thoughts? As always, Doug will keep the party going with his game-show trivia. Today is a bittersweet day in history: the biggest Ponzi scheme in history, orchestrated by Bernie Madoff, ended on this day. Think you can guess how much Madoff stole from his clients? You'll find the answer at the halfway mark of today's episode. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 11, 20201h 26m

The Stories Money Tells Us (with Frederick Kaufman)

The history of money is possibly (even probably) the most tangled web of assumptions, grief, symbolism, happiness, and longing in the history of the world. Today Frederick Kaufman joins us to share a few of those stories. From the earliest days of exchanging objects to represent currency, to the heads of state on coins, to Bitcoin and beyond, we'll discover many of the stories that encompass names from Adam Smith to Anna Nicole Smith. Plus, during our headlines segment of the show we'll talk to Sean Hanft from FSAStore.com. It's nearing the end of the year and if you have flexible spending account dollars left, it's time to use them before you lose them. Plus, one blog post making its way around, which makes the case against opening a 401k to start saving for retirement. Naturally, Joe and OG have a thought or two about that. Plus, we all know the famous 4% rule (of thumb), but have we been using it wrong this whole time? Matt calls in the Haven Life Line to ask for some clarification. While you shouldn't be using rules of thumb to guide your portfolio in the first place, Matt's question could potentially have big implications on your retirement draw-down. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 9, 20201h 19m

The Stories Money Tells Us (with Frederick Kaufman)

Dec 9, 20201h 18m

How We All Succeed (with John Hope Bryant)

With all of the talk about a divided nation, finger pointing about the election, and a year when so, so many things have become "political," today we're thrilled to bring you John Hope Bryant, who throws water on all of these arguments. His no-nonsense approach to how we ALL win together is refreshing and provocative. We'll talk about lessons from his new book, Up From Nothing on today's show. Plus, big congrats to stock-based ETFs in November. Record inflows poured into these positions, which leaves Joe and OG scratching their heads. Why do investors wait until the market climbs to record highs to stuff money into funds AGAIN? We'll counter that with yet another piece we found that proclaims the sky is about to fall. Again. Of course, that's not all. We'll get some help from a listener on explaining Value Averaging (vs. Dollar-Cost Averaging), and Doug will skewer a horrible, horrible national recognition day for a group he says is undeserving. Wait until you hear his rant... Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 7, 20201h 20m

How We All Succeed (with John Hope Bryant)

Dec 7, 20201h 19m

How To Surround Yourself With Good People (plus huge money-saving college scholarship tricks w/ Pam Andrews)

Dec 4, 20201h 28m

How To Surround Yourself With Good People (plus huge money-saving college scholarship tricks w/ Pam Andrews)

Maybe you've heard the Jim Rohn phrase, "You are the average of the five people around you." Is that true for you? Probably. If you're looking to improve either your net worth, your career, or just your friendships, giving careful thought to your "tribe" will pay dividends. Today we'll work from a recent Tony Robbins piece on this topic with three people who work hard to surround themselves with good, uplifting people. Aaron Velky, the head of the Stacking Benjamins Money Club (but probably more important, the head of financial education company Ortus Academy), will give us some great advice. Also, we'll hear great ideas from Paula Pant from Afford Anything and OG as well. It's a great episode that you'll want to listen to before setting your 2021 goals. Plus, our Stacking Benjamins Scholarship Mastery course is about to go into session! If you are either heading to school yourself, have a family member or friend in school, or a high school junior or senior, we're going to tell you all of the important dates coming up this year for scholarships AND we'll detail how our course works so you can get in before the deadline, which is Friday, December 11th. Our anonymous caller to the Magnify Money line today is receiving a $500,000 inheritance. His parents want him to connect with their financial advisor, but he's been doing good so far by investing in low-cost funds on his own. Our caller and his wife has have no debt other than their mortgage. He asks: is it time to bring an advisor on board, or should he stick with what's been working so far? With everyone posting their year-end music reviews, Doug decided to share some of his own. Fancy yourself top-notch when it comes to your music trivia? Today is for you. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 4, 20201h 29m

Money Hacks That'll Make Your Wallet Smile (with Lisa Rowan)

Looking for quick ways to save a few more bucks? Or, are you too busy to even slow down and think about stashing some extra cash every month? While we don't promise taking the light bulb out of your oven will bring you riches, we ARE fans of quick, time-conscious hacks that save you some Benjamins. Lisa Rowan, the author of the hit new book Money Hacks, joins the basement airwaves today to share some of the 275+ money hacks she's collected. Plus, could your salary size be completely out of your control? Maybe so, if you believe a new survey that suggests there's a BIG correlation between the size of a man's package and how much bacon he brings home. (Don't shoot the messenger). In more traditional finance news, Joe and OG also cover what the new (possible) Treasury secretary-elect, Janet Yellen, might mean for the economy. Nick has been having trouble getting disability insurance for his wife, so we'll throw him the Haven Life line. She suffers from depression and anxiety. Nick asks: how can he cover their insurance gap? As always, OG and Joe come to the rescue. As always, we'll save time for Doug's trivia. You'll hear it for yourself... but let's say you might find Doug a bit peculiar today. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dec 2, 20201h 15m

Money Hacks That'll Make Your Wallet Smile (with Lisa Rowan)

Dec 2, 20201h 14m

Investing For Beginners (with Bola Sokunbi)

Nov 30, 20201h 8m

Investing For Beginners (with Bola Sokunbi)

Think you don't know the first thing about investing? Bola Sokunbi makes it clear that not only is investing EASIER than you might think, it also can be a lot of fun. We'll define some of the popular terms you'll hear, talk through some of the basics, and dive into what you really need to invest so that you feel confident about getting where you want to go with your financial goals. Also today, we dive into a popular sports figure who spends north of a million dollars a year on coaching. A million dollars? Doesn't that sound like a waste of money? We'll maybe change your mind on how you view expenses to "sharpen the saw" (as popular author Stephen Covey has written). We'll also talk about the difference between how professionals invest versus the amount of money that Glen calls in during our Haven Life Line with some questions about the government Thrift Savings Plan. Glen has left his contributions alone and now that they've grown he's looking to consolidate his various workplace funds into a Vanguard account. He asks: can his TSP contributions be rolled over? Does the face Glen made contributions in Iraq change how his money is treated? Of course we'll also give Doug some time to share his trivia. Today's theme? Think you're in tune with digital purchasing trends? (That's a weird sentence). You can test your mettle with Doug's Cyber-Monday themed trivia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nov 30, 20201h 9m

Our Top 5 Games About Money, Economics, and Finance (plus an intro to Hunt A Killer)

If you aren't interested in shopping on Black Friday weekend, we've got you covered with one of our FAVORITE episodes. Every year we dive into our favorite board games about money and economics AND we invite some board game insider friends to help us learn about some new fun games. I'm super excited that the guys from the No Cube Zone (Coniff, Jordan, and Rippee) join us today to dive in to not only our top-5 games about money or economics, but also their top 5 games to share with family this holiday season. Plus, we'll continue the theme by dumping our normal Friday Fintech Segment for a Friday Board Game exclusive. The subscription game company making Hunt A Killer just was named the #6 fastest growing company in the USA by Inc. We'll dive into the game, how it's made, what the firm's focused on, and how exactly a subscription game works with co-founders Ryan Hogan and Derrick Smith. It's nearly two hours of board game goodness, friends, and Thanksgiving weekend discussions. We're thankful you're spending it with us! Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nov 27, 20201h 51m

Our Top 5 Games About Money, Economics, and Finance (plus an intro to Hunt A Killer)

Nov 27, 20201h 50m

What Should Be On YOUR 2020 Tech Wishlist? (with CNET's Bridget Carey)

Nov 25, 20201h 10m

What Should Be On YOUR 2020 Tech Wishlist? (with CNET's Bridget Carey)

If you're looking for new tech toys for the holidays this year, we bring you today good news and bad news. The good news is that we're going to cover LOTS of ground and some of the hottest and coolest tech we've seen in years. On the bad news side? It's going to be harder than ever to get your hands on any of it. Today we're geeking out on the hottest of the hot and the newest of the new tech with our friend Bridget Carey from CNET. Bridget, as she has every year with us (and as she does daily in her CNET videos and reviews), breaks down everything you need to know to have a geeky, techie holiday season. And if the hot new tech you're looking for has four wheels we also have you covered. Slow down before you run off and buy the flashiest car, because you may be surprised how much the value drops when you drive off the lot. We'll talk to Karl Brauer from iSeeCars.com about a new study showing which models and brands hold their value best AND which cars you may want to avoid. During the Haven Life line call-in segment of the show, August calls in with a question not too many people consider: do office workers sitting behind a computer everyday need occupation disability insurance? After all, what could go wrong? We'll share suggestions about disability coverage and what you need to cover. Plus, what in the world is going on with this "OLED" business? Seems like everything from smart TVs to new iPhones are promising the latest and greatest OLED devices. During Doug's trivia, he'll test your 2020 electronic knowledge... if he can find the answer himself, that is. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nov 25, 20201h 11m

Our BIG Black Friday Deals Episode (with Slickdeals' Regina Conway)

Today kicks off our big U.S. Thanksgiving holiday week of shows, and today we start it off right by sharing all of the good, bad, and ugly deals YOU can score this Black Friday. Regina Conway from Slickdeals.net joins us to help save your wallet and point out some of the issues not-careful shoppers may face. Where should you spend your hard-earned cash to get the most bang for your buck this holiday shopping season? Which retailers are offering the best deals on hot items? What deals aren't worth the wait? What's different this year because of COVD? Whatever your question is - Regina has you covered. Plus, did Pfizer's CEO break laws while insider trading his company's stock when it exploded recently? Financial disclosures show that the CEO, Albert Bourla, sold almost $6 million in stock the same day the company's vaccine news broke. After our discussion on what REALLY happened - we'll turn our heads to yet another report of a criminal advisor fleecing his clients to the tune of $320,000. The short and sweet? Be beyond suspicious of any advisor who might promise you quick riches. During the Haven Life Line, we take a question on peer-to-peer lending. We recommended LendingTree the last time we discussed P2P, but caller Greg says the company has since become a bank. He asks: what's our take now? Are there any companies we recommend? As always, Doug will give his own share of the airtime for his trivia. Today? He's bringing it back with some old-school Black Friday trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nov 23, 202059 min