How's your budget? Whether you have one or not, this is a great show to get your house in order, because Holly and Greg Johnson are here to talk zero sum budgeting. What is zero-sum budgeting and how can it help your family reach your goals? We'll tackle that on today's show! Plus, Jamie Wise joins us from the Buzz Indexes. What does the incoming President's tweets have to do with stock performance? Jamie covers that.
On the Haven Life line we discuss estate planning with Andrew (and his amazing choir). If his parents leave debts when they pass away, is he liable? Plus, we take your letters AND Doug gives us some verb-free trivia. Amazing!
Show notes? Click our link here.
What's the best way to save or spend $1,000? We ask our listener-driven panel on today's show, as our new friends Kristie and Nathan join Doug Foley from the awesome Happiness of Pursuit podcast this week to tackle three fun topics. We also discuss items you shouldn't leave in your wallet, cybersecurity, the importance of a house cleaner, and more. It's a far-reaching discussion mom knows you'll enjoy.
In our Freshbooks FinTech segment we introduce you to Chime, the bank that's helping its customers save more money automatically (check out the interview for a SPECIAL OFFER only for our little SB family).
If anyone knows debt and how to clean it up, it's Nick Clements from MagnifyMoney.com. Today he comes back to the basement with Executive Editor at MagnifyMoney.com (and Brown Ambition podcast co-host) Mandi Woodruff. They talk about how to clean up all of your debt from December and how to chart a better path in 2017. We also talk to Tiffany "the Budgetnista" Aliche, about her January 2017 push, a movement called the Live Richer Challenge. We heard that over 250,000 people were taking the challenge and had to find out what it was all about.
In headlines, we tackle retirement planning in America. Suzanne Lucas penned an article at Inc. citing that over 30 million Americans don't have access to a plan, and we discuss what options people have to save. Also, our friends Matilde and Devin Carroll join us to help us learn an important French phrase, we throw out the Haven Life line to John, answer a letter from Derrick, and much more.
Looking for show notes? Try here.
Don't think that charm has anything to do with your money? Think again. How much you make is SQUARELY correlated to your ability to sell yourself to others. Jordan Harbinger spends his days researching the science and technique behind charisma and he's sharing secrets on the show today!
We also explore headlines about two credit agencies caught in a lie to consumers and yet another 401(k) plan lawsuit. We throw out the Haven Life line to Rick, who has a question about capital gains taxes AND answer another listener letter. Doug brings down the trivia, and much more!
To kick off 2017 we ask Len Penzo's magic 8 ball for the darkest secrets on investing, saving and hiding money in a bomb shelter. Can the 8 ball return to its previously spectacular form and predict next year's events? How did the 8 ball perform in 2016? We'll talk Donald Trump, the royal family, Len's portfolio of all things gold, the stock market, the economy, Tesla Motors, Marissa Mayer, and more on today's episode.
AND, as if that weren't enough, are you looking for a new job (or BETTER job) in 2017? In our Freshbooks Workplace segment, The Evil HR Lady Suzanne Lucas, discusses w/ Joe the steps you need to take when looking for a new job.
It's a great way to kick off 2017, and we're excited you're along for the ride with us!
To kick off our first new show of 2017, Brian Nelson Ford and Wendy Lawrence from Sun Trust join us to talk financial communication! Wendy AND her husband both lost their long-time jobs and were scrambling, and by getting all three of their children on the same page they were able to accomplish their goals. Also, in headlines, LPL Financial (a big financial firm) is in the news, we MIGHT help teach you a foreign language, Doug brings out some new 2017-style trivia, and much more.
But that's not all! We also throw out the Haven Life line, answer your letters, and generally kick off 2017 on the right note!
Back in 2015 Ethan Bloch, founder of Digit, wrote a fantastic (and controversial) piece about money myths. Griffin the Intern (the "FinTern") rewinds to when we asked him to talk about some of the more popular money myths people hold. Of course, it's a full episode of the show....so there's much, much more! Enjoy!
We'll see you back here with a NEW episode Wednesday!
Hopefully we learned a TON in 2014 and we're WAY better off now than we were then. But just to make sure, today the FinTern spins us back to our last show of 2014, when Rod Griffin from Experian joins us to talk about big credit takeaways from a year when hackers ran rampant. Of course, because it's a full episode of the show, there's much, much more!
Here's the start of a joke (or a podcast)...."Two Planet Money guys walk into a bar." In this case, it isn't a joke. For a Planet Money episode, they walked into a comedy club and told economist jokes. How did it go? Joe sits down with them and asks for all the behind-the-scenes details.
There's much more in this 2015 episode from PK, Joe & OG, and Doug. Enjoy!
Eric Narcisco had a BIG problem when he rented...so much so that he formed a company to make it easier for others to avoid a $10,000 mistake. The Fintern takes us back to the summer of 2015 for this great (and horrible) tale.
On today's show we ask our roundtable their biggest takeaways from 2016. While we spend a few minutes on the events of the year, we dwell more on personal lessons. Also, we round out 2017 by looking at another Moneyologist Q&A from MarketWatch. What do you think about regifting?
AND then, to cap off our FinTech segments for 2016, Patrick Kelly from USAA joins us to talk about the future of apps on your phone. Where's it all headed? We'll also spend a little time on the connected house and how you can save money by making all of your devices talk to each other in the future.
New York Times bestselling author David Bach joins us! Not only is his first book Automatic Millionaire back with a new edition....but he's also helping us remember some of the top money lessons of the last twelve months. What should we have learned from the events of 2016? David will help us look at everything from stocks to real estate to estate planning.
In our headlines segment, we'll tackle some ugly money habits that leave millionaires broke. We throw out the Haven Life line today to Chris, who asks for help rebalancing his portfolio. Also on on today's show we tackle your letters, deliver some hilarious trivia, and more.
Show notes? They're here: Episode 420
Ever had a bad job? Gwen from FieryMillennials.com tells us a hilariously horrible tale of seasonal work gone wrong. These jobs taught her a few important lessons, but the biggest was this: working for the man is something she wants to do for as short a period as possible. It's time to pursue financial independence!
We also explore headlines about new robo-advisor offerings trying to differentiate themselves from the pack and financial management companies split about the recent Department of Labor ruling. We throw out the Haven Life line to Tom AND answer more listener letters. Doug brings down the trivia, and much more!
Find our show notes here: Episode 419
What makes the perfect investment? Long time columnist Johnathan Clements has some remarkable ideas on the topic, and we ask Len, Greg and Paula about them. We twist our roundtable discussion today around mostly this single article (for the most part) about investments, with some nice dessert at the end about a couple who paid off a nearly-$70k mortgage in 18 months.
This week we flip our normal FinTech segment over to HR and welcome Suzanne Lucas, the Evil HR Lady, back to the show, for a discussion about what employees want from their boss. Whether you manage people, lead a family, or are a member of a social group....these lessons will come in handy.
Maybe mom was wrong and money DOES grow on trees. Cara MacMillen thinks so, and she stops by the basement to explain why on today's show! Also, we have a disturbing headline about hackers. Keith Bernhardt from Fidelity Investments stops by to share statistics about the wrong types of presents to purchase this year, and more!
We throw out the Haven Life Line to Ethan, who's wondering about whether he should pursue his CFP designation, and take a letter from Nancy, who wonders about the right time to swap out a traditional IRA for a Roth conversion. Doug delivers some interesting trivia, and much more!
Link to show notes: StackingBenjamins.com/maybe-money-does-grow-on-trees
On today's show personal finance expert Adam Carroll joins us to talk about becoming savvy with your money! Plus, We take a Haven Life Line from Sam about 529 plans, ask the question, "Why should I buy more life insurance?" and more!
Here is the link to our show notes: Adam Carroll Episode
In the business of buying a car? Podcaster Steve Stewart (and engineer of this show!) bought a car and found expert help in the capable hands of James Kinson, from Cash Car Convert. The two of them tell a great story about finding value and avoiding lemons when purchasing your next ride.
Former NFL star Phillip Buchanon was over $1M dollars in debt on draft day...and it only got worse. He'll tell his story on this episode from 2015!
Griffin the intern rewinds to our episode featuring time management journalist Laura Vanderkam. She studied successful women to find out how they accomplish more. What can we learn? We'll share today!
CONGRATULATIONS! We're sending this ONLY to you (not to the other listener) but we have a special prize for you today.
Robert Farrington from TheCollegeInvestor.com joins us to talk about parents. What do you do if your parents are struggling financially? Worse yet, what if you're also struggling? We ask Robert, Len Penzo and Greg McFarlane to pitch in, and as always, you won't expect many of our answers. We also discuss a new survey from TD Ameritrade AND daily routines that keep you motivated. What do you do to begin and end your day?
In our FinTech segment, just in time for the holidays, we talk to FinCon/SoFi FinTech "People's Choice" winner, Tanya Van Court from iSow.com. Tired of giving gifts that you know won't be appreciated? Worse yet, tired of receiving things you don't need? iSow aims to help kids set up goals and get savings...and then allows loved ones to help out!
If your browser allows links, here's the show notes!
Ray Kroc built McDonalds into a juggernaut and built his own fortune into the billions. When he died, his wife Joan made the decision to give it all away upon her death. How did they build this money-making machine? How and why did she give it away? We talk empire-building and estate planning on today's show! Lisa Napoli, author of the new biography Ray & Joan joins us in the basement with stories and lessons.
In our headline segment we reveal some disturbing information about car trade-ins and the results of a retirement plan survey. We throw out the Haven Life line to Dave, who asks about refinancing his student loans, and take a letter from Stacey, who wants to know how to invest an inheritance. Should he pay down low interest debt or invest? Or course we also throw in a helping of Doug's trivia and much, much more!
Hosting a holiday party? Worried about parties you'll be attending? Creator of online site CatchMyParty.com Jillian Tohber Leslie joins us with some creative and original ideas to either make your party stand out or to ensure YOU stand out at the next party you're invited to attend.
In our headline segment Phillip Moeller, author of Get What's Yours For Medicare joins us to talk about open enrollment, which ends in the next eight days. What are common mistakes people make? He'll share. We also tackle a survey about what sinks most shopper's budgets around the holiday season.
On the Haven Life Line, we'll answer a question from Mark about itemized deductions and charitable giving, then in our letters segment, we'll try and answer Matt's question about why some financial advisors get a bad rap.
Find show notes here.
While everyone fights the crowds we're all about Friday with the family...and some board games! Tom Vasel from board game podcast The Dice Tower joins us with his top three games about finance, business and economics. As an extra treat, he'll also throw in his favorite three games to liven up holiday parties.
In our FinTech segment we have MORE games! Paul Vasey from Cash Crunch Games gives us a tour of his computer game (and brand new board game!) Cash Crunch. Paul was looking for a way to help kids learn about money and he's created Cash Crunch to help them learn about difficult decisions while having fun with friends and family.
Here's the links to ALL the games we talked about today: Show Notes
What do you need to know before buying the hottest new tech this Black Friday and holiday season? Bridget Carey from CNET joins us with what's hot in televisions, the connected home, game consoles, and more. In our headlines, we can't get away from Trump-related headlines, so we tackle two: the first about the stock market and the second about interest rates.
In our Haven Life Line segment, we take a call from Bill who wants to know about taking out a mortgage. How should he attack his debt to get his debt to equity ratio in order? Plus we take your letters, reveal some Thanksgiving-related trivia from Doug, and much more.
We kick off one of the biggest shopping weeks of the year by helping you identify some of the best deals in shopping. Brent Shelton from FatWallet joins us to share some of the most exciting sales and quirkiest deals. Hoverboards? Old school cameras? Star Wars? Drones? We'll talk about all of those and more on today's show.
We also share some disturbing news about financial advisors and election results, plus another 401k problem. Should you still save into your 401k? We'll discuss that PLUS share trivia, throw out the Haven Life line, and more.
Show notes? They're here.