If you've been wondering HOW to get where you want to go. If you've been wondering WHY you aren't getting the results you want. If you wonder WHERE you should look for better ideas, Peter Atwater has you covered on today's show. We recorded this podcast two weeks ago and we have already referenced it in SO MANY other situations…Peter Atwater joins us to talk confidence when investing, when managing, when leading…and generally when living. At first, we didn't understand why this was the breakthrough idea, but the longer we sat with it, the more we referenced his idea.But that's not all. In our headline segment, 401k balances are rising, but 401 hardship loans are through the roof. What's going on? We'll share ideas (and solutions if you're borrowing from your 401k). Plus, we also have our TikTok minute, throw out the Haven Life line to a lucky listener, and more.FULL SHOW NOTES: https://www.stackingbenjamins.com/creating-stories-to-find-confidence-peter-atwater-1395Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

If you've been wondering HOW to get where you want to go. If you've been wondering WHY you aren't getting the results you want. If you wonder WHERE you should look for better ideas, Peter Atwater has you covered on today's show. We recorded this podcast two weeks ago and we have already referenced it in SO MANY other situations…Peter Atwater joins us to talk confidence when investing, when managing, when leading…and generally when living. At first, we didn't understand why this was the breakthrough idea, but the longer we sat with it, the more we referenced his idea.But that's not all. In our headline segment, 401k balances are rising, but 401 hardship loans are through the roof. What's going on? We'll share ideas (and solutions if you're borrowing from your 401k). Plus, we also have our TikTok minute, throw out the Haven Life line to a lucky listener, and more.FULL SHOW NOTES: <a href="https://www.stackingbenjamins.com/creating-stories-to-find-confidence-peter-atwater-1395" rel="nofollow" target="_blank">https://www.stackingbenjamins.com/creating-stories-to-find-confidence-peter-atwater-1395</a>Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at <a href="https://www.stackingbenjamins.com/201" rel="nofollow" target="_blank">https://www.stackingbenjamins.com/201</a>Enjoy! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

The Power of Confidence When Investing (SB1395)

Believe it or not, where you hold your investments can have a big effect on how much money you actually keep - even if you don't touch them! On today's special Friday roundtable, we're talking tax efficiency, and what account types are best suited to maximize your after-tax returns, as well as the tax implications of different types of investments. And how to position your investments to maximize their after-tax returns? We are overjoyed and honored to have Christine Benz, the Director of Personal Finance at Morningstar (yes, that Morningstar) join us. Also joining us is a lady who knows a thing or two about getting the most bang for her investment buck: from Afford Anything, we welcome Paula Pant. And finally, none other than the man who has been helping his clients dodge taxes in his years as a practicing CFP, our very own OG brings his wisdom.In the second part of the conversation, our roundtable tackles execution - when it makes sense to change your investments, and how to strategically reposition your investments for best tax efficiency - and where to take distributions from first, when selling your investments.Stay tuned for Doug's Airbnb-themed trivia. Will Paula shock the SB World and pull into a tie for first place with Len? Will Christine flex her knowledge base and assist Len in keeping ahold of first place? Will OG take the first step to ascend from the cellar? Tune in to find out!FULL SHOW NOTES: https://www.stackingbenjamins.com/fri-roundtable-christine-benz-1394Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201Enjoy! (..and by the way, we HAD TO create a title with a colon in it). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Believe it or not, where you hold your investments can have a big effect on how much money you actually keep - even if you don't touch them! On today's special Friday roundtable, we're talking tax efficiency, and what account types are best suited to maximize your after-tax returns, as well as the tax implications of different types of investments. And how to position your investments to maximize their after-tax returns? We are overjoyed and honored to have Christine Benz, the Director of Personal Finance at Morningstar (yes, that Morningstar) join us. Also joining us is a lady who knows a thing or two about getting the most bang for her investment buck: from Afford Anything, we welcome Paula Pant. And finally, none other than the man who has been helping his clients dodge taxes in his years as a practicing CFP, our very own OG brings his wisdom.In the second part of the conversation, our roundtable tackles execution - when it makes sense to change your investments, and how to strategically reposition your investments for best tax efficiency - and where to take distributions from first, when selling your investments.Stay tuned for Doug's Airbnb-themed trivia. Will Paula shock the SB World and pull into a tie for first place with Len? Will Christine flex her knowledge base and assist Len in keeping ahold of first place? Will OG take the first step to ascend from the cellar? Tune in to find out!FULL SHOW NOTES: <a href="https://www.stackingbenjamins.com/fri-roundtable-christine-benz-1394" rel="nofollow" target="_blank">https://www.stackingbenjamins.com/fri-roundtable-christine-benz-1394</a>Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at <a href="https://www.StackingBenjamins.com/201" rel="nofollow" target="_blank">https://www.StackingBenjamins.com/201</a>Enjoy! (..and by the way, we HAD TO create a title with a colon in it). Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Invest Better: How To Slash Taxes in Your Portfolio (SB1394)

Len Penzo

Our annual look at inflation is back...by looking at the price of a sandwich! Award winning blogger Len Penzo joins us to reveal his look at ten different sandwiches and how their prices have changed since a year ago. What's REALLY happened to the price of eggs? (hint: it's not what you think) Is a baloney sandwich still the least expensive? What sandwich ingredient went up the most? How does a sandwich compare to McDonalds or buying from work? We'll dive into ALL of the details on today's show.But of course, that's not all. In our headline segment, US debt was downgraded last week. What does that mean for your money? We'll explain. Plus, we'll answer a question from a Stacker about what to do if you have money you need now but it's in a volatile spot? Should she move it now? Wait because it's going up? Which is best?All of that, Doug's amazing trivia, and more on today's podcast! Enjoy!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

Our annual look at inflation is back...by looking at the price of a sandwich! Award winning blogger Len Penzo joins us to reveal his look at ten different sandwiches and how their prices have changed since a year ago. What's REALLY happened to the price of eggs? (hint: it's not what you think) Is a baloney sandwich still the least expensive? What sandwich ingredient went up the most? How does a sandwich compare to McDonalds or buying from work? We'll dive into ALL of the details on today's show.But of course, that's not all. In our headline segment, US debt was downgraded last week. What does that mean for your money? We'll explain. Plus, we'll answer a question from a Stacker about what to do if you have money you need now but it's in a volatile spot? Should she move it now? Wait because it's going up? Which is best?All of that, Doug's amazing trivia, and more on today's podcast! Enjoy!Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at <a href="https://www.stackingbenjamins.com/201" rel="nofollow" target="_blank">https://www.stackingbenjamins.com/201</a> Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Inflation and the Price of a Sandwich - Len Penzo's Annual Study (SB1393)

Thinking about a better future? Maybe look at what happened to you during your childhood and learn lessons that can help you grow. That's what today's guest, Charles McCarrick did. He took important lessons from some hilarious, educational, and sometimes disturbing moments from his childhood growing up the next-to-youngest of five brothers (and one sister!). Charles shares stories that made him the scientist, entrepreneur, and thinker that he is today, and that can also help you either build your own business or grow inside of the business where you work.We have a guest co-host today! Stephen Baughier from CampFI joins us for our headline, TikTok minute, Haven Life line, and more. He'll share stories from the popular FIRE movement camps, and help us build good lessons from today's show. He also shares what's happening at the upcoming Texas Camp FI, where Joe will be a speaker!In our headline segment, one popular crowdfunding real estate platform has had some trouble. We'll share the details AND what it has to do with your money. Of course, we'll also save time for Doug's trivia!FULL SHOW NOTES: https:www.stackingbenjamins.com/creating-entrepreneurs-and-camp-fi-1392Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Thinking about a better future? Maybe look at what happened to you during your childhood and learn lessons that can help you grow. That's what today's guest, Charles McCarrick did. He took important lessons from some hilarious, educational, and sometimes disturbing moments from his childhood growing up the next-to-youngest of five brothers (and one sister!). Charles shares stories that made him the scientist, entrepreneur, and thinker that he is today, and that can also help you either build your own business or grow inside of the business where you work.We have a guest co-host today! Stephen Baughier from CampFI joins us for our headline, TikTok minute, Haven Life line, and more. He'll share stories from the popular FIRE movement camps, and help us build good lessons from today's show. He also shares what's happening at the upcoming Texas Camp FI, where Joe will be a speaker!In our headline segment, one popular crowdfunding real estate platform has had some trouble. We'll share the details AND what it has to do with your money. Of course, we'll also save time for Doug's trivia!FULL SHOW NOTES: <a href="https:www.stackingbenjamins.com/creating-entrepreneurs-and-camp-fi-1392" rel="nofollow" target="_blank">h</a><a href="https://www.stackingbenjamins.com/creating-entrepreneurs-and-camp-fi-1392" rel="nofollow" target="_blank">ttps:www.stackingbenjamins.com/creating-entrepreneurs-and-camp-fi-1392</a>Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at <a href="https://www.stackingbenjamins.com/201" rel="nofollow" target="_blank">https://www.stackingbenjamins.com/201</a>Enjoy! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Building a Better Life with Lessons from The Past (SB1392)

In today's roundtable, we dream the same dream that millions of lottery ticket buyers dream week in and week out: what would you do if you pick the right six numbers in the correct sequence? Beyond the lottery, how do you effectively manage any lump sum of Benjamins that may appear in your account? Our elite 3 roundtable panelists dive into the deep end when it comes to taxes, inheritance, and expected/unexpected windfalls. Joining us today is a lady who knows a little something about managing money efficiently. Paula Pant; the man who probably has the winner's phone number on speed dial, Len Penzo; and the CFP extraordinaire who may or may not have worked with lottery winners in the past (but he won't tell us), OG! Then we hear a heartwarming story of another winner who fulfilled his promise that he had jokingly made with his stepdaughter by letting her know that; unfortunately, she would have to start paying her phone bill - as a result of her reaping the $200,000 prize. The disappointing part of this story is that she plans to spend it all on a combination of home improvements and splurge on a big family vacation, with no mention of anything being saved or invested. Have you made a plan of what you would do if/when you come into a big sum of Benjamins? Let us know in our Facebook group, The Basement!In the second part of the show, sponsored by DepositAccounts.com, we put our money nerd hats on and talk about how we'd invest a huge sum of money.Plus, stick around for Doug who tries to lift our spirits by bringing some bubbly trivia.FULL SHOW NOTES: https://www.StackingBenjamins.com/lotteryDeeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

In today's roundtable, we dream the same dream that millions of lottery ticket buyers dream week in and week out: what would you do if you pick the right six numbers in the correct sequence? Beyond the lottery, how do you effectively manage any lump sum of Benjamins that may appear in your account? Our elite 3 roundtable panelists dive into the deep end when it comes to taxes, inheritance, and expected/unexpected windfalls. Joining us today is a lady who knows a little something about managing money efficiently. Paula Pant; the man who probably has the winner's phone number on speed dial, Len Penzo; and the CFP extraordinaire who may or may not have worked with lottery winners in the past (but he won't tell us), OG! Then we hear a heartwarming story of another winner who fulfilled his promise that he had jokingly made with his stepdaughter by letting her know that; unfortunately, she would have to start paying her phone bill - as a result of her reaping the $200,000 prize. The disappointing part of this story is that she plans to spend it all on a combination of home improvements and splurge on a big family vacation, with no mention of anything being saved or invested. Have you made a plan of what you would do if/when you come into a big sum of Benjamins? Let us know in our Facebook group, <a href="https://www.facebook.com/groups/joesmomsbasement" rel="nofollow" target="_blank">The Basement</a>!In the second part of the show, sponsored by <a href="https://www.depositaccounts.com/" rel="nofollow" target="_blank">DepositAccounts.com</a>, we put our money nerd hats on and talk about how we'd invest a huge sum of money.Plus, stick around for Doug who tries to lift our spirits by bringing some bubbly trivia.FULL SHOW NOTES: <a href="https://www.StackingBenjamins.com/lottery" rel="nofollow" target="_blank">https://www.StackingBenjamins.com/lottery</a>Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at <a href="https://www.StackingBenjamins.com/201" rel="nofollow" target="_blank">https://www.StackingBenjamins.com/201</a>Enjoy! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Fortune Favors the Prepared - Managing a Windfall (SB1391)

Advisors aren't all created equal. Besides charging different fees and performing vastly different services, some just aren't very good at their job. So today we give you our top five clues that your advisor might not be right for you. By the end of the episode, you'll have a much better idea whether the team you've hired or are looking to hire is up to the task of helping you make better decisions.Before that, we dive into a headline about investors who are too bullish. How do good advisors help you rein it in? We'll share some of the best practices one piece has to share and add in our own. Plus, we'll throw out the Have Life line to a lucky caller AND we'll also dish out some of Doug's delectable trivia.FULL SHOW NOTES: https://www.stackingbenjamins.com/top-5-financial-advisor-red-flags-1390Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Advisors aren't all created equal. Besides charging different fees and performing vastly different services, some just aren't very good at their job. So today we give you our top five clues that your advisor might not be right for you. By the end of the episode, you'll have a much better idea whether the team you've hired or are looking to hire is up to the task of helping you make better decisions.Before that, we dive into a headline about investors who are too bullish. How do good advisors help you rein it in? We'll share some of the best practices one piece has to share and add in our own. Plus, we'll throw out the Have Life line to a lucky caller AND we'll also dish out some of Doug's delectable trivia.FULL SHOW NOTES: <a href="https://www.stackingbenjamins.com/top-5-financial-advisor-red-flags-1390" rel="nofollow" target="_blank">h</a><a href="https://www.stackingbenjamins.com/" rel="nofollow" target="_blank">ttps://www.stackingbenjamins.com/top-5-financial-advisor-red-flags-1390</a>Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at <a href="https://www.stackingbenjamins.com/201" rel="nofollow" target="_blank">https://www.stackingbenjamins.com/201</a>Enjoy! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Spotting a Subpar Advisor: Our Top 5 Clues (SB1390)

No more pushbacks. No more reprieve. If you have student loans, interest begins again in September and payments resume in October. That means you need a plan TODAY. That's why we invited debt expert Leslie Tayne to the basement to help you create a plan to change your budget, crush your student loans, and get on with your life. We'll chat about other legislation working through Congress, how to think about repayment options, and what to do if you can't repay your debt.In our TikTok minute we present an experience that many in relationships can relate to...it seems like possibly a great use of money! You'll hear exactly what magic this TikTok'er is suggesting just before we dive into our headline about index funds. It seems that a couple of your favorite indexes are in the process of rebalancing. What does that mean to you and your investments? We'll share.But that's not all. We'll share more diversification tips with today's Haven Life line caller, who wants to know how exactly the efficient frontier works. We'll dive into that AND into Doug's delicious trivia question...and maybe even more (of course)!FULL SHOW NOTES: https://www.stackingbenjamins.com/debt-resolutions-with-leslie-tayne-1389Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

No more pushbacks. No more reprieve. If you have student loans, interest begins again in September and payments resume in October. That means you need a plan TODAY. That's why we invited debt expert Leslie Tayne to the basement to help you create a plan to change your budget, crush your student loans, and get on with your life. We'll chat about other legislation working through Congress, how to think about repayment options, and what to do if you can't repay your debt.In our TikTok minute we present an experience that many in relationships can relate to...it seems like possibly a great use of money! You'll hear exactly what magic this TikTok'er is suggesting just before we dive into our headline about index funds. It seems that a couple of your favorite indexes are in the process of rebalancing. What does that mean to you and your investments? We'll share.But that's not all. We'll share more diversification tips with today's Haven Life line caller, who wants to know how exactly the efficient frontier works. We'll dive into that AND into Doug's delicious trivia question...and maybe even more (of course)!FULL SHOW NOTES: <a href="https://www.stackingbenjamins.com/debt-resolutions-with-leslie-tayne-1389" rel="nofollow" target="_blank">https://www.stackingbenjamins.com/debt-resolutions-with-leslie-tayne-1389</a>Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at <a href="https://www.stackingbenjamins.com/201" rel="nofollow" target="_blank">https://www.stackingbenjamins.com/201</a>Enjoy! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

How to Re-Start Your Student Loan Repayment Plan (SB1389)

How does using your retirement plan as a path to a cool million sound to you? Are the existing tools that are currently available to most of us enough to get us there, or do changes need to be made to update the rules around what investments are accessible to the masses? Joining us to tackle this important issue, we welcome Stephanie McCullough from the Take Back Retirement podcast. Also, we're happy to welcome back our friends who are ready to talk retirement at the drop of a hat, Paula Pant and Len Penzo.We also dive deeper into actionable best practices for Stackers who are just starting out by addressing the question of how to be aggressive without overdoing it on the risk.Plus, stick around for Doug's constructive trivia question! Will Len extend his stranglehold on the lead? Will Paula demonstrate that she deserves to remain squarely not-in-last-place? Will Stephanie do OG a solid and lift him out of the sole cellar-dweller spot?For full show notes go to https://www.stackingbenjamins.com/all-about-401ks-roundtable-1388Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

How does using your retirement plan as a path to a cool million sound to you? Are the existing tools that are currently available to most of us enough to get us there, or do changes need to be made to update the rules around what investments are accessible to the masses? Joining us to tackle this important issue, we welcome Stephanie McCullough from the Take Back Retirement podcast. Also, we're happy to welcome back our friends who are ready to talk retirement at the drop of a hat, Paula Pant and Len Penzo.We also dive deeper into actionable best practices for Stackers who are just starting out by addressing the question of how to be aggressive without overdoing it on the risk.Plus, stick around for Doug's constructive trivia question! Will Len extend his stranglehold on the lead? Will Paula demonstrate that she deserves to remain squarely not-in-last-place? Will Stephanie do OG a solid and lift him out of the sole cellar-dweller spot?For full show notes go to <a href="https://www.stackingbenjamins.com/all-about-401ks-roundtable-1388" rel="nofollow" target="_blank">https://www.stackingbenjamins.com/all-about-401ks-roundtable-1388</a>Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at <a href="https://www.stackingbenjamins.com/201" rel="nofollow" target="_blank">https://www.StackingBenjamins.com/201</a>Enjoy! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

401(k) Hacks for Optimal Retirement Savings

What a rare look we bring you today "behind the curtain." Credit unions are owned by members and serve (in most cases) a community of people. In theory, they should be your go-to resource for financial matters. So why are they often your second resource (if you think of them at all) behind banks? Banks, owned by shareholders and not at all beholden to customers (Bank of America said out loud during an earnings call last year that they don't pay more on savings because customers aren't demanding it!).There's good news on the way, though...Joe was emcee of the relEVENT Conference at the Cosmopolitan Hotel in Las Vegas a few weeks ago, and while there, he found out SO MANY innovative ideas from leaders in the credit union space. Not only are they already leading the way in individual communities...they're also working hard to get even better. Today we'll share short interviews with a number of experts at the conference about the future of credit unions, what leaders are thinking about, and what's available now that you may have not known.It's a mega-episode at over 75 minutes...but certainly a rare look at the other side of the table at what "they're thinking" while they're trying to help you with a car loan, mortgage, savings account, or other services.Thanks to Jeff Klein and Choice Creative Solutions for asking Joe to emcee. Need maybe the world's greatest emcee for your event? Head to joesaulsehy.com.FULL SHOW NOTES: https://www.stackingbenjamins.com/credit-union-relevent-conference-live-1387Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What a rare look we bring you today "behind the curtain." Credit unions are owned by members and serve (in most cases) a community of people. In theory, they should be your go-to resource for financial matters. So why are they often your second resource (if you think of them at all) behind banks? Banks, owned by shareholders and not at all beholden to customers (Bank of America said out loud during an earnings call last year that they don't pay more on savings because customers aren't demanding it!).There's good news on the way, though...Joe was emcee of the relEVENT Conference at the Cosmopolitan Hotel in Las Vegas a few weeks ago, and while there, he found out SO MANY innovative ideas from leaders in the credit union space. Not only are they already leading the way in individual communities...they're also working hard to get even better. Today we'll share short interviews with a number of experts at the conference about the future of credit unions, what leaders are thinking about, and what's available now that you may have not known.It's a mega-episode at over 75 minutes...but certainly a rare look at the other side of the table at what "they're thinking" while they're trying to help you with a car loan, mortgage, savings account, or other services.Thanks to Jeff Klein and Choice Creative Solutions for asking Joe to emcee. Need maybe the world's greatest emcee for your event? Head to<a href="https://joesaulsehy.com/" rel="nofollow" target="_blank"> joesaulsehy.com</a>.FULL SHOW NOTES: <a href="https://www.stackingbenjamins.com/credit-union-relevent-conference-live-1387" rel="nofollow" target="_blank">https://www.stackingbenjamins.com/credit-union-relevent-conference-live-1387</a>Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at <a href="https://www.stackingbenjamins.com/201" rel="nofollow" target="_blank">https://www.stackingbenjamins.com/201</a>Enjoy! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Innovations in Credit Union Land

Jeff Smulyan

You may not know Jeff Smulyan's name, but you know what he's done. The creator of New York's famous The Fan radio station and the former owner of the Seattle Mariners baseball franchise joins us today to talk about lessons learned during his tumultuous career. Experience teaches you to learn from your mistakes and Jeff isn't afraid to share his (along with, of course, the huge wins he's had that shape an incredibly successful career). We'll talk about managing talent like Don Imus and trying to manage people double your age when you're leading in your twenties. It's a wide-ranging, thought	provoking interview.In a rare treat, you'll also get TWO headlines today. First, an antiquated payment system is finally (maybe) being taken out to the trash. What is it? We'll share news from the Federal Reserve today...along with a second headline about your estate plan. The government has quietly changed the game around sheltering money in your estate. How does it work? We'll share that as well, plus steps you should take right now to make sure your estate is handled as you wish.Of course, we still will throw out the Haven Life line to a lucky Stacker, dive into a TikTok minute, and let you ponder Doug's trivia question about a huge hit song that was released (and that earned lots of Benjamins) on today's date back in 1984.FULL SHOW NOTES: https://www.stackingbenjamins.com/entrepreneurship-rollercoaster-lessons-jeff-smulyan-1386Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

You may not know Jeff Smulyan's name, but you know what he's done. The creator of New York's famous The Fan radio station and the former owner of the Seattle Mariners baseball franchise joins us today to talk about lessons learned during his tumultuous career. Experience teaches you to learn from your mistakes and Jeff isn't afraid to share his (along with, of course, the huge wins he's had that shape an incredibly successful career). We'll talk about managing talent like Don Imus and trying to manage people double your age when you're leading in your twenties. It's a wide-ranging, thought	provoking interview.In a rare treat, you'll also get TWO headlines today. First, an antiquated payment system is finally (maybe) being taken out to the trash. What is it? We'll share news from the Federal Reserve today...along with a second headline about your estate plan. The government has quietly changed the game around sheltering money in your estate. How does it work? We'll share that as well, plus steps you should take right now to make sure your estate is handled as you wish.Of course, we still will throw out the Haven Life line to a lucky Stacker, dive into a TikTok minute, and let you ponder Doug's trivia question about a huge hit song that was released (and that earned lots of Benjamins) on today's date back in 1984.FULL SHOW NOTES: <a href="https://www.stackingbenjamins.com/entrepreneurship-rollercoaster-lessons-jeff-smulyan-1386" rel="nofollow" target="_blank">https://www.stackingbenjamins.com/entrepreneurship-rollercoaster-lessons-jeff-smulyan-1386</a>Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at <a href="https://www.stackingbenjamins.com/201" rel="nofollow" target="_blank">https://www.stackingbenjamins.com/201</a>Enjoy! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

From Letterman's Early Boss to Radio Rebel (lessons from FM Radio Mastermind Jeff Smulyan)

Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wednesday and Friday as they read your letters, discuss major headlines, and throw in some trivia and laughs for free.

Come for the personal finance-aviation analogies, stay for the day-old cole slaw. This podcast features some of the best trivia on the Internet. Both listeners have yet to learn anything though...

Land the Plane

Money with Denay

Named 2023 Best Personal Finance podcast by <a href="http://Bankrate.com" rel="nofollow" target="_blank">Bankrate.com</a>, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wednesday and Friday as they read your letters, discuss major headlines, and throw in some trivia and laughs for free.

The Stacking Benjamins Show

Felipe Mejia

The host of the new Real Estate Rookie podcast, Felipe Mejia, joins Paula Pant (Afford Anything) and Len Penzo (Len Penzo dot com) to talk about real estate for newbies. A recent blog post at Coach Carson dot com discusses the writer's relationship with a mentor, and the most valuable real estate lessons he learned. Whether you're interested in real estate or just good lessons about life (and boy, are there many packed into this episode), we've got you covered.Plus, we'll also talk to the Evil HR Lady, Suzanne Lucas, about Zoom call etiquette. Many of us have to do calls from home now, but haven't figured out exactly what's acceptable and what isn't. Suzanne will dive into the details of cleaning up your conference call manners. Of course, Doug will share some trivia for our regular Friday contest AND we'll answer a question from a listener about life post-coronavirus. Should you keep more money in cash?   Learn more about your ad choices. Visit podcastchoices.com/adchoices

The host of the new Real Estate Rookie podcast, Felipe Mejia, joins Paula Pant (Afford Anything) and Len Penzo (Len Penzo dot com) to talk about real estate for newbies. A recent blog post at Coach Carson dot com discusses the writer's relationship with a mentor, and the most valuable real estate lessons he learned. Whether you're interested in real estate or just good lessons about life (and boy, are there many packed into this episode), we've got you covered.Plus, we'll also talk to the Evil HR Lady, Suzanne Lucas, about Zoom call etiquette. Many of us have to do calls from home now, but haven't figured out exactly what's acceptable and what isn't. Suzanne will dive into the details of cleaning up your conference call manners. Of course, Doug will share some trivia for our regular Friday contest AND we'll answer a question from a listener about life post-coronavirus. Should you keep more money in cash? Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Lessons From a Real Estate Rookie (with Felipe Mejia)

We're finishing this week strong with today's rewind episode. Featuring Joe, Len Penzo, and Paula Pant, this roundtable has our group looking back at their 20's. What sort of money education would have made their lives easier? Later on the show, the group asks themselves: what's the deal with tipping? And should you tip the takeout host? When is it appropriate to leave a tip? The gang answered all that, and more, on today's episode.PLUS, in our FinTech segment, we talked to Ross Kimbarovsky from Respect. Worried about elder care for your relatives? Ross and his team rolled out some new systems to address the issues in elder care. We'll be back on Monday with a whole new batch of fresh episodes. See you then!  Learn more about your ad choices. Visit podcastchoices.com/adchoices

We're finishing this week strong with today's rewind episode. Featuring Joe, Len Penzo, and Paula Pant, this roundtable has our group looking back at their 20's. What sort of money education would have made their lives easier? Later on the show, the group asks themselves: what's the deal with tipping? And should you tip the takeout host? When is it appropriate to leave a tip? The gang answered all that, and more, on today's episode.PLUS, in our FinTech segment, we talked to Ross Kimbarovsky from Respect. Worried about elder care for your relatives? Ross and his team rolled out some new systems to address the issues in elder care. We'll be back on Monday with a whole new batch of fresh episodes. See you then! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Things We Wish We Knew About Money When We Were 20 w/ an intro to Respect (SB RWD 83)

Fritz Gilbert

Do you ever find yourself sitting around wondering how someone retires early? Good news... we've been wondering the same thing. To answer answer all of our (and your!) questions about early retirement, we invited the man who has not only done it himself, but has been teaching other people to do it too, from TheRetirementManifesto.com, Fritz Gilbert.Speaking of wonder....have you wondered how you can win that "free" luxury car in the mall? Ever think about writing down your information for a chance to win? As you've probably expected, there's a catch... and we'll share what it is on today's podcast. Plus, during the second headline, we'll cover why you shouldn't be so afraid of A.I. managing your money. We'll dive into what more AI means to the pros, and we think you'll like their point of view.Then we'll throw out the Haven Life Line to Stevan, who calls in with a question about target-date funds. What should someone be looking at when they're trying to determine if a target-date fund is a good investment? Of course, we'll still have time to answer a letter from college student Tyler, who recently downloaded Acorns. Still being young, how should he be investing his money? And don't your worry, we'll still have time for Doug's trivia.Thanks to Slack for supporting Stacking Benjamins. Slack: Where work happens. Go to slack.com to learn more.Thanks to Away for supporting Stacking Benjamins. Go to Awaytravel.com/sb and use the promo code sb to score $20 off your next suitcase!  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Do you ever find yourself sitting around wondering how someone retires early? Good news... we've been wondering the same thing. To answer answer all of our (and your!) questions about early retirement, we invited the man who has not only done it himself, but has been teaching other people to do it too, from <a href="http://www.theretirementmanifesto.com" rel="nofollow" target="_blank">TheRetirementManifesto.com</a>, Fritz Gilbert.Speaking of wonder....have you wondered how you can win that "free" luxury car in the mall? Ever think about writing down your information for a chance to win? As you've probably expected, there's a catch... and we'll share what it is on today's podcast. Plus, during the second headline, we'll cover why you shouldn't be so afraid of A.I. managing your money. We'll dive into what more AI means to the pros, and we think you'll like their point of view.Then we'll throw out the <a href="http://stackingbenjamins.com/havenlife" rel="nofollow" target="_blank">Haven Life Line</a> to Stevan, who calls in with a question about target-date funds. What should someone be looking at when they're trying to determine if a target-date fund is a good investment? Of course, we'll still have time to answer a letter from college student Tyler, who recently downloaded Acorns. Still being young, how should he be investing his money? And don't your worry, we'll still have time for Doug's trivia.Thanks to Slack for supporting Stacking Benjamins. Slack: Where work happens. Go to <a href="http://slack.com/" rel="nofollow" target="_blank">slack.com</a> to learn more.Thanks to Away for supporting Stacking Benjamins. Go to <a href="http://awaytravel.com/sb" rel="nofollow" target="_blank">Awaytravel.com/sb</a> and use the promo code sb to score $20 off your next suitcase! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

How I Retired Early: A Case Study w/ Fritz Gilbert

Just like how you need to know where the pedals are when you ride a bike, learning the key financial terms is an important part of your success as a saver. What are the most important terms to know? We're joined by Tom Drake from the Maple Money podcast, CFP Katie Brewer from Your Richest Life Planning, and Paula Pant, to tackle most of the basics. Which of these terms do you know?We'll also talk to Lucas Hall, who we give us a walk through this week's Friday FinTech featured company, Cozy. If you're a landlord or you're a renter, Cozy might be a company you'll want to know more about. They help landlords make life easy for themselves and for their renters. We'll talk about common problems landlords have and how this particular company has attacked those issues.Finally, we'll answer a listener call for help AND save some room for Doug's amazing trivia.Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Just like how you need to know where the pedals are when you ride a bike, learning the key financial terms is an important part of your success as a saver. What are the most important terms to know? We're joined by Tom Drake from the Maple Money podcast, CFP Katie Brewer from Your Richest Life Planning, and Paula Pant, to tackle most of the basics. Which of these terms do you know?We'll also talk to Lucas Hall, who we give us a walk through this week's Friday FinTech featured company, Cozy. If you're a landlord or you're a renter, Cozy might be a company you'll want to know more about. They help landlords make life easy for themselves and for their renters. We'll talk about common problems landlords have and how this particular company has attacked those issues.Finally, we'll answer a listener call for help AND save some room for Doug's amazing trivia.Thanks to <a href="http://stackingbenjamins.com/magnifymoney" rel="nofollow" target="_blank">MagnifyMoney.com</a> for sponsoring Stacking Benjamins. <a href="http://MagnifyMoney.com" rel="nofollow" target="_blank">MagnifyMoney.com</a> saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out <a href="http://MagnifyMoney.com" rel="nofollow" target="_blank">MagnifyMoney.com</a> for your savings. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Financial Terms You Need To Know (plus an intro to Cozy)

We LOVE success stories, and today we're talking to one woman with a great one. She set out to pay off over $18,000 of debt in a single year. But what happened? She actually did it in just over half that time: seven months. Sounds good? We thought so too, so we called up Jenni Zepol to see just how she did it. The great news? Many of you may be able to follow her tactics and do it also.Plus, in our headlines segment one whistleblower claims she was fired for raising red flags about her employer's alternative investment sales. While we're not going to set out to prove or disprove her claims, we will draw a point on why it's important to make sure your advisor is always acting as a fiduciary while helping you handle your finances. And in our second headline, one Florida teacher quit his job to become a 6-figure earning personal shopper. Any lessons we can learn there? Absolutely.We'll also have time to answer a listener letter, and don't you worry, we'll also dish out a dose of Doug's trivia.Thanks also to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.Thanks to RXBAR for supporting Stacking Benjamins. Get 25% off your first order at RXbar.com/sb, Promo Code: SB. Learn more about your ad choices. Visit podcastchoices.com/adchoices

We LOVE success stories, and today we're talking to one woman with a great one. She set out to pay off over $18,000 of debt in a single year. But what happened? She actually did it in just over half that time: seven months. Sounds good? We thought so too, so we called up Jenni Zepol to see just how she did it. The great news? Many of you may be able to follow her tactics and do it also.Plus, in our headlines segment one whistleblower claims she was fired for raising red flags about her employer's alternative investment sales. While we're not going to set out to prove or disprove her claims, we will draw a point on why it's important to make sure your advisor is always acting as a fiduciary while helping you handle your finances. And in our second headline, one Florida teacher quit his job to become a 6-figure earning personal shopper. Any lessons we can learn there? Absolutely.We'll also have time to answer a listener letter, and don't you worry, we'll also dish out a dose of Doug's trivia.Thanks also to <a href="http://stackingbenjamins.com/magnifymoney" rel="nofollow" target="_blank">MagnifyMoney.com</a> for sponsoring Stacking Benjamins. <a href="http://MagnifyMoney.com" rel="nofollow" target="_blank">MagnifyMoney.com</a> saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out <a href="http://MagnifyMoney.com" rel="nofollow" target="_blank">MagnifyMoney.com</a> for your savings.Thanks to RXBAR for supporting Stacking Benjamins. Get 25% off your first order at <a href="http://RXBAR.com/sb" rel="nofollow" target="_blank">RXbar.com/sb</a>, Promo Code: SB. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

She Paid Off $18,410 Of Debt In 7 Months

Ever wonder how someone decides to aggressively attack a goal, like paying down your mortgage? Talaat McNeely and his spouse Tai decided to think HUGE thoughts when they set out to pay off their house in five years. They didn't know how they'd do it, but they set out anyway and took action, and ultimately accomplished their goal. Today Talaat will tell their family's fantastic story from start to finish. He'll share what they did well and also how they could have maybe paid the house off even faster. He'll share their feelings and emotions along the way that sometimes came near sabotaging their goal...and at other times that helped spur them on to victory.Plus, in our headlines segment, we'll detail a great list of questions you should ask a financial advisor. Do you have questions ready when you go in to see an advisor? We'll share some of our favorites before jumping over to our second headline: one California man learns ten million reasons why you shouldn't tell your roommates about hitting the jackpot... see where this is going? Yeah, it's a cautionary tale. Later on we'll throw out the Haven Life Line to Colin, who wants to know our thoughts on target date funds. He's been dollar-cost averaging into a Vanguard target date retirement fund for the past 10 years. Should Colin change his investment strategy? What are out thoughts? We'll also get through TWO letters today. First, Shaun is a financial advisor and wants to know what type of data he should be presenting his clients. Next, will take on a letter from Christy, who writes in to address our answer to a letter asking about individual life insurance.And don't worry... we'll still take some time for Doug's trivia.Thanks to Masterworks for supporting Stacking Benjamins. Visit Masterworks.io and reserve your shares now. See disclaimer at Masterworks.io/disclaimer.Thanks to Omax Health for supporting Stacking Benjamins. Visit Tryomax.com/sb for you free box of Omax3 Ultra-Pure. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ever wonder how someone decides to aggressively attack a goal, like paying down your mortgage? Talaat McNeely and his spouse Tai decided to think HUGE thoughts when they set out to pay off their house in five years. They didn't know how they'd do it, but they set out anyway and took action, and ultimately accomplished their goal. Today Talaat will tell their family's fantastic story from start to finish. He'll share what they did well and also how they could have maybe paid the house off even faster. He'll share their feelings and emotions along the way that sometimes came near sabotaging their goal...and at other times that helped spur them on to victory.Plus, in our headlines segment, we'll detail a great list of questions you should ask a financial advisor. Do you have questions ready when you go in to see an advisor? We'll share some of our favorites before jumping over to our second headline: one California man learns ten million reasons why you shouldn't tell your roommates about hitting the jackpot... see where this is going? Yeah, it's a cautionary tale. Later on we'll throw out the Haven Life Line to Colin, who wants to know our thoughts on target date funds. He's been dollar-cost averaging into a Vanguard target date retirement fund for the past 10 years. Should Colin change his investment strategy? What are out thoughts? We'll also get through TWO letters today. First, Shaun is a financial advisor and wants to know what type of data he should be presenting his clients. Next, will take on a letter from Christy, who writes in to address our answer to a letter asking about <a href="https://www.stackingbenjamins.com/youll-be-a-badass-in-2019-jen-sincero/" rel="nofollow" target="_blank">individual life insurance</a>.And don't worry... we'll still take some time for Doug's trivia.Thanks to Masterworks for supporting Stacking Benjamins. Visit <a href="http://Masterworks.io" rel="nofollow" target="_blank">Masterworks.io</a> and reserve your shares now. See disclaimer at <a href="http://www.masterworks.io/disclaimer" rel="nofollow" target="_blank">Masterworks.io/disclaimer</a>.Thanks to Omax Health for supporting Stacking Benjamins. Visit <a href="http://tryomax.com/sb" rel="nofollow" target="_blank">Tryomax.com/sb</a> for you free box of Omax3 Ultra-Pure. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

How One Family Paid Off a $330k Mortgage in 5 Years

Ric Edelman

With all the news going around about the markets, we thought it would be fitting to kick off our rewind week by sharing our time with Ric Edelman. Ric, Chairman and Founder of Edelman Financial Services, bestselling author, and host of the hit “Ric Edelman Radio Show” joined our show to give us some advice on some "best practices" to follow in a choppy market. This episode originally released on November 2016. You can find the original show notes HERE. Enjoy!  Learn more about your ad choices. Visit podcastchoices.com/adchoices

With all the news going around about the markets, we thought it would be fitting to kick off our rewind week by sharing our time with Ric Edelman. Ric, Chairman and Founder of Edelman Financial Services, bestselling author, and host of the hit “Ric Edelman Radio Show” joined our show to give us some advice on some "best practices" to follow in a choppy market. This episode originally released on November 2016. You can find the original show notes <a href="https://www.stackingbenjamins.com/ric-edelman-rescues-your-money/" rel="nofollow" target="_blank">HERE</a>. Enjoy! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Ric Edelman Helps Us Rescue Your Money (SB RWD 84)

Less stress, easy overhead, and being debt-free... those are three fantastic reasons to chase financial independence. For a growing number of investors the top reason to save and live frugally has become a chance at early retirement. But, what type of freedom does early retirement bring? Is the freedom gained from early retirement worth it? We'll ask our contributors their thoughts on early retirement, and explore the concept of not retiring FROM something, but TO something on today's show. Assisting us in today's discussion is Rocky Lalvani from the Richer Soul podcast, Len Penzo from LenPenzo.com, and OG, from our very own Stacking Benjamins podcast.Halfway through the show, we'll hit the pause button on our discussion while Joe talks to Kevin Kidd, Roush Fenway competition director. You might be thinking, "WAIT, that's not FinTech! what does that have to do with finances?" As it turns out, there are a few financial lessons to be had from a professional racing team.Plus, after we finish a few laps around the track, we'll answer a voicemail from Rosie during our Magnify Money segment. Rosie's parents are retired, and she's recently learned her parents have been charged some crazy fees from their financial advisor. She wants to move them over to some low-cost index funds, but doesn't want to lose all their money in the process. What should their asset allocation look like?Thanks to Experian for supporting Stacking Benjamins. Boost your FICO score instantly for free. Boost is only available at Experian.com/sbThanks to MetPro for supporting Stacking Benjamins. Get a complimentary Metabolic Profiling assessment and a 30-minute consultation with a MetPro expert at metpro.co/sb. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Less stress, easy overhead, and being debt-free... those are three fantastic reasons to chase financial independence. For a growing number of investors the top reason to save and live frugally has become a chance at early retirement. But, what type of freedom does early retirement bring? Is the freedom gained from early retirement worth it? We'll ask our contributors their thoughts on early retirement, and explore the concept of not retiring FROM something, but TO something on today's show. Assisting us in today's discussion is Rocky Lalvani from the Richer Soul podcast, Len Penzo from <a href="http://LenPenzo.com" rel="nofollow" target="_blank">LenPenzo.com</a>, and OG, from our very own Stacking Benjamins podcast.Halfway through the show, we'll hit the pause button on our discussion while Joe talks to Kevin Kidd, Roush Fenway competition director. You might be thinking, "WAIT, that's not FinTech! what does that have to do with finances?" As it turns out, there are a few financial lessons to be had from a professional racing team.Plus, after we finish a few laps around the track, we'll answer a voicemail from Rosie during our Magnify Money segment. Rosie's parents are retired, and she's recently learned her parents have been charged some crazy fees from their financial advisor. She wants to move them over to some low-cost index funds, but doesn't want to lose all their money in the process. What should their asset allocation look like?Thanks to Experian for supporting Stacking Benjamins. Boost your FICO score instantly for free. Boost is only available at <a href="http://experian.com/sb" rel="nofollow" target="_blank">Experian.com/sb</a>Thanks to MetPro for supporting Stacking Benjamins. Get a complimentary Metabolic Profiling assessment and a 30-minute consultation with a MetPro expert at <a href="http://metpro.co/sb" rel="nofollow" target="_blank">metpro.co/sb</a>. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

The Downside of an Early Retirement (plus lessons from Roush Fenway Racing) DETAILS

In true Stacking Benjamins fashion today we're all about the Tooth Fairy. A new Delta Dental study shows that the Tooth Fairy is leaving less money for children's teeth. Does this mean the economy is weakening? Does it mean that the value of teeth are lower? Helping us out today we welcome special guest Susan Beacham from MoneySavvy.com. Also on today's motley crew, is Paula Pant from AffordAnything.com, and rounding out our gang is Len Penzo from the LenPenzo.com blog.Halfway through the show, we'll take a break from our discussion with Susan and the rest of the gang to cover a long running IRA problem. Have you been looking for a place to make investing in alternative investments easier inside of your IRA? During our Fintech segment Joe will talk to Eric Satz, CEO of IRA company Alto, about what his company is doing to help streamline the process.Then we'll answer a Magnify Money call for help from Lauren, who wants to save money for her kid's college fund, but is weary about the restrictions that come with using a traditional 529 plan. What other college savings vehicles are available for her?As always, of course, we'll still save some time for Doug's trivia.Thanks to Airbnb for supporting Stacking Benjamins. Go to Airbnb.com/SB to start hosting. You’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by May 30. Terms and conditions apply. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In true Stacking Benjamins fashion today we're all about the Tooth Fairy. A new Delta Dental study shows that the Tooth Fairy is leaving less money for children's teeth. Does this mean the economy is weakening? Does it mean that the value of teeth are lower? Helping us out today we welcome special guest Susan Beacham from <a href="http://MoneySavvy.com" rel="nofollow" target="_blank">MoneySavvy.com</a>. Also on today's motley crew, is Paula Pant from <a href="http://AffordAnything.com" rel="nofollow" target="_blank">AffordAnything.com</a>, and rounding out our gang is Len Penzo from the <a href="http://LenPenzo.com" rel="nofollow" target="_blank">LenPenzo.com</a> blog.Halfway through the show, we'll take a break from our discussion with Susan and the rest of the gang to cover a long running IRA problem. Have you been looking for a place to make investing in alternative investments easier inside of your IRA? During our Fintech segment Joe will talk to Eric Satz, CEO of IRA company Alto, about what his company is doing to help streamline the process.Then we'll answer a Magnify Money call for help from Lauren, who wants to save money for her kid's college fund, but is weary about the restrictions that come with using a traditional 529 plan. What other college savings vehicles are available for her?As always, of course, we'll still save some time for Doug's trivia.Thanks to Airbnb for supporting Stacking Benjamins. Go to <a href="http://airbnb.com/SB" rel="nofollow" target="_blank">Airbnb.com/SB</a> to start hosting. You’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by May 30. Terms and conditions apply. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Lessons from the Tooth Fairy (plus an intro to alternative investment IRAs with Alto) DETAILS

Laura Vanderkam

We aren't foolin' around on April Fools Day, because bestselling author, TED speaker, and top researcher of successful people Laura Vanderkam joins us. Laura and Joe tackle time management and priorities. When you have more tasks to do than time to do them in, how do you decide what to do first? What do you ignore? She'll share some simple to implement ideas that will help you conquer your inbox and more importantly, help you increase your attention to what matters. If you need more money, more time, or more life, this is the episode for you.In our headlines segment we'll also talk to Mike Foy from JD Power and Associates about their annual survey on full service advisory firms. This year it appears clients may be ready to ditch their advisor unless they're able to add to the bottom line (especially in a couple crucial areas). What is your advisor doing/not doing? We'll address that on today's show.Also in our headlines segment, Securities America has been hit by an $18 million lawsuit. With the company's now fired broker facing up to 25 years in prison after pleading guilty to running a Ponzi scheme, what lessons should we be taking from a family who's taken an $18 million hit loss since 2001?Of course, that's not all. We'll also throw out the Haven Life line to to Royale. With her financial plans on track and savings going well, is there anything Royale and her family are missing from their plan? Of course, we'll still take time to answer a listener letter. Today we'll field one from Michael, who wants to know if there's a good strategy for investments when the market starts to cool off. , and talk about a certain project Mom's Neighbor Doug may or may not be working on.All of that and more in another action-packed episode of the Stacking Benjamins Show!Thanks to Away for supporting Stacking Benjamins. Go to awaytravel.com/sb20 and use the promo code sb20 to get $20 off a suitcase!Thanks to MetPro for supporting Stacking Benjamins. Get a complimentary Metabolic Profiling assessment and a 30-minute consultation with a MetPro expert at metpro.co/sb. Learn more about your ad choices. Visit podcastchoices.com/adchoices

We aren't foolin' around on April Fools Day, because bestselling author, TED speaker, and top researcher of successful people Laura Vanderkam joins us. Laura and Joe tackle time management and priorities. When you have more tasks to do than time to do them in, how do you decide what to do first? What do you ignore? She'll share some simple to implement ideas that will help you conquer your inbox and more importantly, help you increase your attention to what matters. If you need more money, more time, or more life, this is the episode for you.In our headlines segment we'll also talk to Mike Foy from JD Power and Associates about their annual survey on full service advisory firms. This year it appears clients may be ready to ditch their advisor unless they're able to add to the bottom line (especially in a couple crucial areas). What is your advisor doing/not doing? We'll address that on today's show.Also in our headlines segment, Securities America has been hit by an $18 million lawsuit. With the company's now fired broker facing up to 25 years in prison after pleading guilty to running a Ponzi scheme, what lessons should we be taking from a family who's taken an $18 million hit loss since 2001?Of course, that's not all. We'll also throw out the Haven Life line to to Royale. With her financial plans on track and savings going well, is there anything Royale and her family are missing from their plan? Of course, we'll still take time to answer a listener letter. Today we'll field one from Michael, who wants to know if there's a good strategy for investments when the market starts to cool off. , and talk about a certain project Mom's Neighbor Doug may or may not be working on.All of that and more in another action-packed episode of the Stacking Benjamins Show!Thanks to Away for supporting Stacking Benjamins. Go to <a href="http://awaytravel.com/sb20" rel="nofollow" target="_blank">awaytravel.com/sb20</a> and use the promo code sb20 to get $20 off a suitcase!Thanks to MetPro for supporting Stacking Benjamins. Get a complimentary Metabolic Profiling assessment and a 30-minute consultation with a MetPro expert at <a href="http://metpro.co/sb" rel="nofollow" target="_blank">metpro.co/sb</a>. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Whose Priorities Are You Working On? (with Laura Vanderkam)

Cameron Huddleston

Cameron Huddleston joins us to tell the story of her aging mother, and the time she nearly missed the chance to have an incredibly important conversation: how her financial assets were managed and what arrangements she'd made for the future. She'll share that story and strategies on talking with parents about money (especially what NOT to say), on today's show.Plus, in our headlines segment, more retirement plan lawsuits hit the court system. The Supreme Court is looking at an interesting case, which largely revolves around when the participant was told about allegedly sub-par investment options in his employer plan. If you get a prospectus, does that mean you're on the hook from that day for everything that's inside?Dave and his wife are debt free, and their children's college and retirement accounts are fully funded. Dave calls the Haven Life Line because they've been thinking about opening a taxable brokerage account to have funds outside of their retirement. Are there any tax implications they should know about? Is there anything else they should be considering?Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/sb and get a $50 credit toward your first job post.Thanks to Experian for supporting Stacking Benjamins. Boost your FICO score instantly for free. Boost is only available at Experian.com/sb Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cameron Huddleston joins us to tell the story of her aging mother, and the time she nearly missed the chance to have an incredibly important conversation: how her financial assets were managed and what arrangements she'd made for the future. She'll share that story and strategies on talking with parents about money (especially what NOT to say), on today's show.Plus, in our headlines segment, more retirement plan lawsuits hit the court system. The Supreme Court is looking at an interesting case, which largely revolves around when the participant was told about allegedly sub-par investment options in his employer plan. If you get a prospectus, does that mean you're on the hook from that day for everything that's inside?Dave and his wife are debt free, and their children's college and retirement accounts are fully funded. Dave calls the Haven Life Line because they've been thinking about opening a taxable brokerage account to have funds outside of their retirement. Are there any tax implications they should know about? Is there anything else they should be considering?Thanks to LinkedIn for supporting Stacking Benjamins. Go to <a href="http://linkedin.com/sb" rel="nofollow" target="_blank">LinkedIn.com/sb</a> and get a $50 credit toward your first job post.Thanks to Experian for supporting Stacking Benjamins. Boost your FICO score instantly for free. Boost is only available at <a href="http://experian.com/sb" rel="nofollow" target="_blank">Experian.com/sb</a> Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Mom and Dad, We Need To Talk (with Cameron Huddleston)

It's easy to find financial advice on the internet. But finding GOOD financial advice? You'll find that's a bit more difficult. With so many money "gurus" pushing their sage wisdom, how do you sort through all the noise and find the truth? We'll discuss where the "truth" lies today, with some help from our contributors: Chelsea Brannon from Smart Money Mamas, Len Penzo from LenPenzo.com, and OG from this podcast. Today we're tackling money, (bad) advice, and lies!Halfway through the show we'll take a break to talk to Eric Redline, creator of kid-focused money management app, NuMoola. Next we'll answer a Magnify Money call from Scott, who wants to buy a home sooner rather than later. The catch? He doesn't have 20% to put down as a downpayment. Should he charge forward anyway?And don't you worry, we'll save some time for Doug's trivia.Thanks to Grammarly for supporting Stacking Benjamins. For 20% off a Grammarly premium account, go to Grammarly.com/sb.Thanks Audible! Get Power Moves by Adam Grant for free when you sign up for a free Audible trial at Audible.com/sbpower or text sbpower to 500 500. Learn more about your ad choices. Visit podcastchoices.com/adchoices

It's easy to find financial advice on the internet. But finding GOOD financial advice? You'll find that's a bit more difficult. With so many money "gurus" pushing their sage wisdom, how do you sort through all the noise and find the truth? We'll discuss where the "truth" lies today, with some help from our contributors: Chelsea Brannon from Smart Money Mamas, Len Penzo from <a href="http://LenPenzo.com" rel="nofollow" target="_blank">LenPenzo.com</a>, and OG from this podcast. Today we're tackling money, (bad) advice, and lies!Halfway through the show we'll take a break to talk to Eric Redline, creator of kid-focused money management app, NuMoola. Next we'll answer a Magnify Money call from Scott, who wants to buy a home sooner rather than later. The catch? He doesn't have 20% to put down as a downpayment. Should he charge forward anyway?And don't you worry, we'll save some time for Doug's trivia.Thanks to Grammarly for supporting Stacking Benjamins. For 20% off a Grammarly premium account, go to <a href="http://grammarly.com/sb" rel="nofollow" target="_blank">Grammarly.com/sb</a>.Thanks Audible! Get Power Moves by Adam Grant for free when you sign up for a free Audible trial at <a href="http://audible.com/sbpower" rel="nofollow" target="_blank">Audible.com/sbpower</a> or text sbpower to 500 500. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Lies Money Gurus Tell (plus an intro to NuMoola)

A special BONUS treat! We've asked Mr. Plutus Awards Harlan Landes and our friend (and Plutus Award team member) Miranda Marquit down to the basement to share this years finalists, and they agreed! They'll spend a little time sharing ALL of the finalists in every category. Is your favorite nominated? Are there fresh new names of blogs, podcasts, You Tube videos, or social media sharers that you need to add? We'll share the complete list on today's podcast.Then in our EPIC panel discussion, we'll spend about 90 minutes hashing out ten of the categories. Who are the dark horses to win? Who could surprise? What names should win, and who do our panelists want to win? We'll dig in deeper on today's podcast!We still have a great episode in the morning (Ryan Serhant from Million Dollar Listing joins us!). It's a busy week here in basement-land.... Learn more about your ad choices. Visit podcastchoices.com/adchoices

A special BONUS treat! We've asked Mr. Plutus Awards Harlan Landes and our friend (and Plutus Award team member) Miranda Marquit down to the basement to share this years finalists, and they agreed! They'll spend a little time sharing ALL of the finalists in every category. Is your favorite nominated? Are there fresh new names of blogs, podcasts, You Tube videos, or social media sharers that you need to add? We'll share the complete list on today's podcast.Then in our EPIC panel discussion, we'll spend about 90 minutes hashing out ten of the categories. Who are the dark horses to win? Who could surprise? What names should win, and who do our panelists want to win? We'll dig in deeper on today's podcast!We still have a great episode in the morning (Ryan Serhant from Million Dollar Listing joins us!). It's a busy week here in basement-land.... Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

BONUS Episode: 2018 Plutus Award Finalists AND Panel Discussion

Rod Griffin

Welcome to day 2 of our look back at the lessons we've learned from the past decade. This year we took a special look at credit and family finances, take a look at our original show description below: There are TONS of takeaways from 2014, and Rod Griffin from Experian joins us in the basement to tackle his top five that had to do with your credit and family finances. You'll be surprised how easily Rod takes current events and shows you what impact they have on your financial picture. Fidelity may be creating their own robo-advisory arm? Joe &amp; OG share that headline plus others. PK gives some of the BEST advice you've heard during 2014 during his segment. Doug gives the gift of trivia, and much, much more. Thank you to MagnifyMoney.com for sponsoring our podcast. Have a careful and safe New Year everyone! Thanks for being part of the SB family in 2014!   Learn more about your ad choices. Visit podcastchoices.com/adchoices

Welcome to day 2 of our look back at the lessons we've learned from the past decade. This year we took a special look at credit and family finances, take a look at our original show description below: There are TONS of takeaways from 2014, and Rod Griffin from Experian joins us in the basement to tackle his top five that had to do with your credit and family finances. You'll be surprised how easily Rod takes current events and shows you what impact they have on your financial picture. Fidelity may be creating their own robo-advisory arm? Joe &amp; OG share that headline plus others. PK gives some of the BEST advice you've heard during 2014 during his segment. Doug gives the gift of trivia, and much, much more. Thank you to <a href="http://www.stackingbenjamins.com/magnifymoney" rel="nofollow" target="_blank">MagnifyMoney.com</a> for sponsoring our podcast. Have a careful and safe New Year everyone! Thanks for being part of the SB family in 2014! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Countdown to 2020: What Did We Learn In 2014? With Rod Griffin (Special)

Jill Schlesinger

CBS Business Analyst and host of the wildly popular Jill On Money Show, Jill Schlesinger joins us in the basement to recap 2015. What should we have learned? She'll have five lessons from events of the past twelve months. Joe &amp; OG share headlines and take your letters, including one asking about "too big to fail" and another asking about multi-level marketing schemes. Should our listener take a "free" plan from an MLM company rep?   Learn more about your ad choices. Visit podcastchoices.com/adchoices

CBS Business Analyst and host of the wildly popular Jill On Money Show, Jill Schlesinger joins us in the basement to recap 2015. What should we have learned? She'll have five lessons from events of the past twelve months. Joe &amp; OG share headlines and take your letters, including one asking about "too big to fail" and another asking about multi-level marketing schemes. Should our listener take a "free" plan from an MLM company rep? Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Countdown to 2020: What Should We Have Learned in 2015 (with Jill Schlesinger)

Bethany Bayless

What keeps you motivated when you don't feel like thinking about saving more, spending less, or investing better? Do you have words you live by to help guide you through life? On today's show we're calling our friends Brandon Opre from TrustTree Financial, Paula Pant from Afford Anything, and the Len Penzo from LenPenzo.com, to discuss financial quotes that'll keep you motivated. Take this (interesting) freebee from Charles A. Jaffee: "It's not your salary that makes you rich; it's your spending habits." Like that? We have many more in today's episode.Halfway through the show, we'll take a break from the discussion with our roundtable crew to finish our summer holiday travel coverage. To compliment our show from Wednesday with Theme Park Insider's Robert Niles, today Joe will talk with Bethany Bayless, co-host of the Money Millhouse podcast, about Disney tips and tricks she's so graciously decided to share with us. If you'll want to hear more of that conversation make sure to stick around for a few seconds after Doug closes out the show... you won't regret it if you have a trip planned to see a mouse in your future.After we close out of our Disney themed travel guide, we'll hand the mic over to Doug who has some holiday weekend-appropriate trivia. We'll ask our roundtable a very important question: how many billions of dollars did Americans spend on wine last year? Think you have the answer? Remember your answer and see if you could beat our guests on the show.We'll end today's roundtable with a call from Amy, who's going back to school to be a nurse practitioner. While her hospital is paying for some of her expenses and fees, Amy will still have to cough up about $15,000. Should she reduce her 403b contributions to the company match, or take out a loan and pay it back after she gets her degree?Thanks to Proper Cloth for supporting Stacking Benjamins. Get $20 off your first custom shirt at Propercloth.com/sb.Thanks to Ting for supporting Stacking Benjamins! Get $25 off your phone at sb.ting.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

What keeps you motivated when you don't feel like thinking about saving more, spending less, or investing better? Do you have words you live by to help guide you through life? On today's show we're calling our friends Brandon Opre from TrustTree Financial, Paula Pant from Afford Anything, and the Len Penzo from <a href="http://LenPenzo.com" rel="nofollow" target="_blank">LenPenzo.com</a>, to discuss financial quotes that'll keep you motivated. Take this (interesting) freebee from Charles A. Jaffee: "It's not your salary that makes you rich; it's your spending habits." Like that? We have many more in today's episode.Halfway through the show, we'll take a break from the discussion with our roundtable crew to finish our summer holiday travel coverage. To compliment our show from Wednesday with Theme Park Insider's Robert Niles, today Joe will talk with Bethany Bayless, co-host of the Money Millhouse podcast, about Disney tips and tricks she's so graciously decided to share with us. If you'll want to hear more of that conversation make sure to stick around for a few seconds after Doug closes out the show... you won't regret it if you have a trip planned to see a mouse in your future.After we close out of our Disney themed travel guide, we'll hand the mic over to Doug who has some holiday weekend-appropriate trivia. We'll ask our roundtable a very important question: how many billions of dollars did Americans spend on wine last year? Think you have the answer? Remember your answer and see if you could beat our guests on the show.We'll end today's roundtable with a call from Amy, who's going back to school to be a nurse practitioner. While her hospital is paying for some of her expenses and fees, Amy will still have to cough up about $15,000. Should she reduce her 403b contributions to the company match, or take out a loan and pay it back after she gets her degree?Thanks to Proper Cloth for supporting Stacking Benjamins. Get $20 off your first custom shirt at <a href="http://propercloth.com/sb" rel="nofollow" target="_blank">Propercloth.com/sb</a>.Thanks to Ting for supporting Stacking Benjamins! Get $25 off your phone at <a href="http://sb.ting.com/" rel="nofollow" target="_blank">sb.ting.com</a>. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

7 Quotes That Will Make You Rethink Personal Finance (plus Bethany Bayless' Top Disney Tips)

Erin Lowry

Erin Lowry from Broke Millennial learned early on about investing. As someone who's VERY conservative and not excited about losses, she didn't want much to do with investing. But, she'll tell us the story today about how she got started and about how you can make it easy. We'll talk about the types of funds to simplify your investment choices, how to add money, and what to do if the market isn't your friend (things start to fall apart).Plus, in our headlines segment, one man who called the last two market downturns says there's another on the way. Should we be preparing for choppy waters?Later on, we'll throw out the Haven Life Line to Larry, whose emergency fund has been drained after a few back-to-back expenses. Should Larry get his emergency fund back to capacity over time, or look towards his Roth IRA contributions to speed up the process? And in our letters segment, Brian has took a side gig delivering food for Uber Eats. After talking to some of his fellow drivers Brain is suspicious that they're defrauding the IRS by not paying any taxes on their earnings. Should Brian steer clear of their advice, or is he just missing out on easy money?As always, we'll still save some time for Doug's trivia...which today is exceptionally epic.Thanks to Ting for supporting Stacking Benjamins! Get $25 off your phone at sb.ting.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Erin Lowry from Broke Millennial learned early on about investing. As someone who's VERY conservative and not excited about losses, she didn't want much to do with investing. But, she'll tell us the story today about how she got started and about how you can make it easy. We'll talk about the types of funds to simplify your investment choices, how to add money, and what to do if the market isn't your friend (things start to fall apart).Plus, in our headlines segment, one man who called the last two market downturns says there's another on the way. Should we be preparing for choppy waters?Later on, we'll throw out the Haven Life Line to Larry, whose emergency fund has been drained after a few back-to-back expenses. Should Larry get his emergency fund back to capacity over time, or look towards his Roth IRA contributions to speed up the process? And in our letters segment, Brian has took a side gig delivering food for Uber Eats. After talking to some of his fellow drivers Brain is suspicious that they're defrauding the IRS by not paying any taxes on their earnings. Should Brian steer clear of their advice, or is he just missing out on easy money?As always, we'll still save some time for Doug's trivia...which today is exceptionally epic.Thanks to Ting for supporting Stacking Benjamins! Get $25 off your phone at <a href="http://sb.ting.com/" rel="nofollow" target="_blank">sb.ting.com</a>. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Making the Leap to Successful Investing (with Erin Lowry)

Rob Berger

Today we sit down with Rob Berger, host of the Dough Roller podcast and author of Retire Before Mom &amp; Dad about the five lies we all are told about money. Because we fall into these traps, we're duped to live a life on the hamster wheel, working harder and harder, but getting nowhere. Today we'll talk about debt, investing, insurances, advisors and more, so that you can take charge of your finances.Plus, during our headlines segment, we'll cover one piece from Financial Planning about an ex-advisor who is off to prison for duping his clients with a Ponzi scheme. What did he do wrong? We'll share. We'll also jump into some big news from the IRS. One product's tax treatment with regard to advisor's fees is changing. That may change the way advisors...and YOU view that particular tool.And after we take some time for some of Doug's french fry themed trivia we'll take a voicemail from Jason during our Haven LifeLine. Jason wants to know our thoughts about funds and strategies that will deliver the highest risk-adjusted return. Should he be 100% equities with his money or something safer?Thanks to Grammarly for supporting Stacking Benjamins. Get 20% off a Grammarly premium account, go to Grammarly.com/sb. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today we sit down with Rob Berger, host of the Dough Roller podcast and author of Retire Before Mom &amp; Dad about the five lies we all are told about money. Because we fall into these traps, we're duped to live a life on the hamster wheel, working harder and harder, but getting nowhere. Today we'll talk about debt, investing, insurances, advisors and more, so that you can take charge of your finances.Plus, during our headlines segment, we'll cover one piece from Financial Planning about an ex-advisor who is off to prison for duping his clients with a Ponzi scheme. What did he do wrong? We'll share. We'll also jump into some big news from the IRS. One product's tax treatment with regard to advisor's fees is changing. That may change the way advisors...and YOU view that particular tool.And after we take some time for some of Doug's french fry themed trivia we'll take a voicemail from Jason during our Haven LifeLine. Jason wants to know our thoughts about funds and strategies that will deliver the highest risk-adjusted return. Should he be 100% equities with his money or something safer?Thanks to Grammarly for supporting Stacking Benjamins. Get 20% off a Grammarly premium account, go to <a href="http://grammarly.com/sb" rel="nofollow" target="_blank">Grammarly.com/sb</a>. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

The Five Money Lies (with Rob Berger)

We're finishing out our rewind week with one very interesting topic: should you marry for money? Tune back in next week for another 8 weeks of brand new shows! We'll kick the week off with featured guest Ellie Kay. You can read our original show notes below:  While people say that marrying for money is a horrible reason to wed...are there positives? We ask Len Penzo and special guest Jessica Moorhouse from the Mo' Money podcast, that question...and as usual, the answer isn't what you'd expect. Plus, we talk about guaranteed income streams. It seems everyone wants one...but is the cost of a guarantee worth it? Finally, we'll tackle the video everyone's been talking about...the professor on the BBC who's interrupted by family. What are some workplace gaffes that WE'VE had happen? You'll laugh with us (and probably at us). During our FinTech segment we talk to Jon Ziglar from Parkmobile about some much-needed technology. How about an app that helps you find and pay for parking without all of the hassle? We'll ask him how it works on today's podcast. Thanks to MagnifyMoney.com for sponsoring our show! Learn more about your ad choices. Visit podcastchoices.com/adchoices

We're finishing out our rewind week with one very interesting topic: should you marry for money? Tune back in next week for another 8 weeks of brand new shows! We'll kick the week off with featured guest Ellie Kay. You can read our original show notes below:  While people say that marrying for money is a horrible reason to wed...are there positives? We ask Len Penzo and special guest Jessica Moorhouse from the Mo' Money podcast, that question...and as usual, the answer isn't what you'd expect. Plus, we talk about guaranteed income streams. It seems everyone wants one...but is the cost of a guarantee worth it? Finally, we'll tackle the video everyone's been talking about...the professor on the BBC who's interrupted by family. What are some workplace gaffes that WE'VE had happen? You'll laugh with us (and probably at us). During our FinTech segment we talk to Jon Ziglar from Parkmobile about some much-needed technology. How about an app that helps you find and pay for parking without all of the hassle? We'll ask him how it works on today's podcast. Thanks to <a href="http://www.stackingbenjamins.com/magnifymoney" rel="nofollow" target="_blank">MagnifyMoney.com</a> for sponsoring our show! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Should You Marry for Money - And an intro to ParkMobile (SB 101)

Doug Goldstein

What would you do if you found yourself with a big inheritance? You might have some ideas on that, but do you really know what you SHOULD do if you found yourself in that situation? Helping us with just that question is our special guest, Doug Goldstein. Doug will explain what you need to know if you found yourself in an inheritance situation in easy to understand steps. Plus, in our headlines segment, we're discussing one piece that looks at the 401k funds that took a beating in 2008. Could it be impacting you? Plus, we'll have a surprise headline in the form of a Stacking Benjamins language course... but don't count on it being in French.Of course, we'll still have time to answer Doug's trivia question, throw out the Haven Life line to Dany who wants to know more about stocks that pay out dividends, and answer a listener letter about investing side-gig money. It's a content-packed episode today... enjoy!Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins!Thanks to Slack for supporting Stacking Benjamins. Slack: Where work happens. Go to slack.com to learn more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

What would you do if you found yourself with a big inheritance? You might have some ideas on that, but do you really know what you SHOULD do if you found yourself in that situation? Helping us with just that question is our special guest, Doug Goldstein. Doug will explain what you need to know if you found yourself in an inheritance situation in easy to understand steps. Plus, in our headlines segment, we're discussing one piece that looks at the 401k funds that took a beating in 2008. Could it be impacting you? Plus, we'll have a surprise headline in the form of a Stacking Benjamins language course... but don't count on it being in French.Of course, we'll still have time to answer Doug's trivia question, throw out the <a href="http://stackingbenjamins.com/havenlife" rel="nofollow" target="_blank">Haven Life line</a> to Dany who wants to know more about stocks that pay out dividends, and answer a listener letter about investing side-gig money. It's a content-packed episode today... enjoy!Thanks to <a href="http://MagnifyMoney.com" rel="nofollow" target="_blank">MagnifyMoney.com</a> for sponsoring Stacking Benjamins!Thanks to Slack for supporting Stacking Benjamins. Slack: Where work happens. Go to <a href="http://slack.com/" rel="nofollow" target="_blank">slack.com</a> to learn more. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

What To Do With Big (Sudden) Money with Doug Goldstein

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