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

Joe Saul-Sehy & OG discuss current finance trends, interview personalities and share the microphone with finance and non-finance people from across the nation...all from the comfort of Joe's parent's basement.
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Now displaying: August, 2016
Aug 31, 2016

Ever dream about flipping houses? How about loaning money to people flipping houses? Matt Rodak, CEO of FundThatFlip.com joins us to cut through the jargon and pitfalls of either type of investing. We also tackle the new idea of crowdfunding investments, which has made Matt's company successful. What does he see coming in the future?

In our headline segment, one big firm has decided NOT to allow some really popular investment choices in IRAs. Which company? We've got that for you PLUS good back to school reminders from ConsumerResearch.org. On the Quotacy hotline we take a call from Sam, who wants to know when it's the right time to hire a generational wealth transfer advisor. Lost on what that even means? We'll explain.

Plus, Doug brings the trivia (and maybe some news about his big ice cream empire), and more!

Special thanks to MagnifyMoney.com and SoFi for sponsoring our podcast. You'd do yourself a favor to shop financial products and restructure debt using these two companies.

Aug 29, 2016

How does debt form? When does someone's financial situation go bad? Dr. Roshawnna Novellus, the Wealthy Yogi, today shares the key to success in managing your money. We'll discuss budgets, small businesses, the IRS, and tackling debt. It's an action packed interview. 

AND of course, Doug brings "the heat" (literally, in fact), we have headlines about crazy retirement myths you need to forget....a Quotacy Hotline question about real estate, and much more!

Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast.

Aug 26, 2016

What are the most important moves to make in retirement? Harlan Landes (Adulting.tv, Plutus Foundation) joins Paula (AffordAnything) and Len (LenPenzodotcom)to tackle a recent Wisebread piece that claims to give us the MOST urgent items on your retirement planning list. Does our panel agree? You'll find out on today's show. Also, we mull over real estate home improvements (where do you get the most bang for your hard-earned dollar?) AND dream about what we'd do if we could get unlimited points/miles. Heck, even ChiChi's gets a mention on today's show. You know it's going to be a wild one when we're talking ChiChi's.

In our FinTech segment we talk to Jamie Wise from Buzz Indexes (BUZ) about their index and ETF. Hedge fund managers have been following the wisdom of social media crowds...now Jamie and his firm are bringing the same technology to the average investor.

Thanks to MagnifyMoney and SoFi for sponsoring our podcast!

Aug 24, 2016

After pensions left, we've begun building an entire system around saving into funds, ETFs and retirement plans like the 401k and IRA. Is it working? Professor William Birdthistle, author of Empire of the Fund, brings evidence that says no. What's lurking in your savings that you need to know about? We'll have that on today's show!

Also, we have a Quotacy hotline call from Anthony about a stolen debit card, and a letter from Rachel about quarterly tax filing. 

AND of course, Doug's getting himself into trouble, we have headlines about a big advisory firm closing up shop and another maybe jumping the shark....and more!

Thanks to SoFi and MagnifyMoney.com for sponsoring our show.

Aug 22, 2016

Struggling with debt? You'll love today's story. Not only did WIM from the Paychecks & Balances podcast fight against debt and finally win, but he and Rich both share stories about getting back on the horse and fighting again to solve your money problems.

Of course, that's not all. We read many of the hilarious submissions in our funny numbers game. OG will pick the final four. On our Quotacy hotline call we answer a question about Roth contributions and withdrawals. Of course we have headlines, Doug's trivia, and more!

Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast.

Aug 19, 2016

It's WAR in the basement today, as Len Penzo (LenPenzo.com) and Paula Pant (AffordAnything) square off about exit strategies. Should you think about selling if the market tanks but you haven't yet reached your goal? We'll talk about that for a LONG part of today's super-sized show....but that's not all. We also have other topics and the usual hilarity.

At the halfway point, in the FinTech spotlight we talk to Kyle Robertson, the co-creator of the Lemon app (Lemon.co), about how his expense and money tracking app works. Not only does it show you how you're spending money, but it'll provide helpful data and tips so you can manage your money better in the future.

Thanks to MagnifyMoney and SoFi for sponsoring our podcast!

Aug 17, 2016

Over 200,000 people have taken Tiffany Aliche's Live Richer Challenge, and today she's on the show talking budgets, effective money management, plugging money holes, and some amazing success stories. Daryl asks us about hiring a financial advisor, Evan calls the Quotacy hotline about withdrawing money from his tax sheltered plans in retirement, and Joe's mom's neighbor Doug finds some family secrets....

Of course there's all that and much, much more! Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast.

Aug 15, 2016

College planning expert Jodi Okun stops by the basement to help college-bound students save a TON of money. She has advice for students, parents, and for people thinking about possibly going back to college. How will you pay for it? She has many great suggestions.

In our headlines....beware when an expert shares their opinion, and it just happens to correlate with EXACTLY the items they sell. Plus, ever wonder why nobody makes money in the stock market? We'll share the real reason.

Then we take a Quotacy hotline call from Amy about moving to Canada and a letter from Megan with an awesome article attached. 

All that and a guy named Snoop! in the basement today....

Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast.

Aug 12, 2016

We return one last time to Chicago and the floor of the Podcast Movement conference, where yet another group of personal finance podcasters join us to talk money. What do their listeners worry about? We ask our panel for three new topics and not only do they deliver that....but they also give us some cool new FinTech toys that they like.

At the halfway point, the Evil HR Lady herself, Suzanne Lucas, stops by the basement to talk about an experiment she ran...handing her job over to a robot. Did it go well? Are robots coming to get us all? We'll find out on today's show.

Thanks to MagnifyMoney and SoFi for sponsoring our podcast!

Aug 10, 2016

What was the role of money in early America? Historian and host of the Ben Franklin's World podcast, Liz Covart joins us to talk trade, taxes, and a little tea party. Bitcoin is in the headlines again, as are restaurants. Does a recession in the restaurant sector spell doom for stocks?

Our Quotacy Hotline call comes from Ryan, who asks whether he should invest outside of his rotten 401k plan. We also answer a letter from Jay about paying down debt with an old IRA. Of course, Doug still brings down the trivia AND might have found a spokesman for his budding new business.

Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast.

Aug 8, 2016

Planning for school lunch or for work lunches? Why overspend? Len Penzo from (LenPenzo.com) joins us again for his offbeat 8th annual brown bag sandwich survey. Which sandwich is least expensive? Which is most? Which cost has risen the most over time? There are lots of surprises and laughs with Len on today's show.

Plus, in the headlines, Joe describes his experience with a homeowner's insurance claim. We answer a letter from Amy in the Quotacy hotline about pensions. Are they safe? As always, Doug shares amazing trivia, and more!

A big thank you to MagnifyMoney.com and SoFi for sponsoring our podcast. We're excited to be back for another fun eight weeks! 

Aug 5, 2016

Lea McLeod created a resume coloring book. Sound crazy? It has an AMAZING track record of helping people find jobs. How does it work? We ask her today.

Plus, Tucker the Intern is off to college. He says goodbye and then we return the goodbyes at the end of today's episode. Good luck, Tucker!

Aug 3, 2016

Tucker the intern rewinds to the time the producer and director of Broken Eggs, a film about the broken retirement system in the United States, visited with Joe. They discuss not only what's broken, but also possible solutions to many common retirement system problems.

Aug 1, 2016

Our roundtable serves up some mistakes investors make, while Joe's Mom's neighbor Doug sits in for OG and discusses hitting your boss up for a raise....on this classic rewind episode.

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