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Stacking Benjamins: Earn, Save, and Spend Money With a Plan

Feb 28, 2014

Erin Lowry from Broke Millennial joins us to talk taxes....should you prep your own return or hire a pro? She compares software products and tells you who should avoid doing their own taxes.

Show notes are at StackingBenjamins.com.


Feb 17, 2014

Ever sit on one coast and think....how about a drive to the other coast....as fast as possible? No? Well, Ed Bolian dreamt of breaking the Cannonball Run record (New York to Los Angeles), so he did what any good planner would do. He plotted his course, wisely invested his money on important car modifications, and the...


Feb 14, 2014

Matt Gidney from Loyal3 shares with us how his company helps investors buy shares in their favorite companies for no fee AND with sums as small as $10. We also talk about their work with IPOs. Think you need to beg a broker to take part in an IPO? No longer.

Show notes are available at StackingBenjamins.com.

Thanks to...


Feb 10, 2014

The enlightening and always-entertaining Michael Kitces (NerdsEyeView.com) joins us to talk about communication from the advisor perspective. Why are some advisors stuck in the mud? How do the top advisors communicate with clients?  Barb Friedberg joins Len and Greg on the roundtable to discuss risky investments. When...


Feb 7, 2014

Career coach Rebecca Frasier-Thill joins is this week to talk mentorship. How do you find a great mentor? Why do you need one? What are you missing if you don't have one? Are there any books that can help you find great mentors? What's the difference between a mentor and a coach? 

Show notes are available at Stacking...