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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: October, 2016
Oct 31, 2016

What money bumps keep you awake at night? Certified Financial Planner Chad Smith knows. On our very special Halloween episode, he reveals FIVE movie-themed horrors and the strategies it'll take to face your fear.  

In our headline segment the guys contemplate NOT paying off your mortgage early. When is that a good idea? Also, we answer a hotline call from Richie about HSAs and a letter from Russell about investing in the FOREX exchange. Is it a good idea to trade the FOREX?

Special thanks to MagnifyMoney.com and SoFi for sponsoring our show. Support the companies that support us AND help yourself along the way.

Click here for today's show notes page.

Oct 28, 2016

Today we take a quick time out to celebrate a HUGE accomplishment....the Stacking Benjamins Show reached 400 episodes! Who knew we'd make it this far? Sorry if you bet the "under" on us....but we're still going strong.

LOTS of our favorite podcasters stop by with fun 400th episode wishes, and we play clips from some of our favorite episodes.

As an additional treat, in our FinTech segment we talk to the CEO of Haven Life, Yarom Ben-Zvi, about how his company is innovating in a space that (in our opinion) badly needs it. What's changed in life insurance? He'll explain.

Thanks to MagnifyMoney.com and SoFi for sponsoring the show!

Check out our show notes at StackingBenjamins.com/400th-episode-featuring-portions-favorite-episodes

Oct 26, 2016

A horrifying event changed Leisa Peterson's life...for the better. What happened? That's what we'll discuss with her on this show, along with a great discussion on fear. Plus, we'll talk about crazy things people buy with student loan money AND answer questions from Amy about when to hire a financial advisor and from Michael about when to diversify his investments. There's ALL of that and more on today's show!

Special thanks to  SoFi and Magnify Money for sponsoring our show. Support the companies that support us AND help yourself along the way.

Oct 24, 2016

You're the best judge of your own success, and if you want a great career, study people who've already climbed the mountain. While she's still climbing, Lisa Sugar, the founder of the PopSugar family of fun and informative media sites and author of the new book Power Your Happy, joins us to talk about how she went from a camp counselor to running an online powerhouse. Whether you work a 9-5 job and want to do better or if you're interested in entrepreneurship, this interview is for you.

Because we're talking entrepreneurship with Lisa, we shift our attention to investments and taxes in the headline segment. Looking to avoid a time bomb in your portfolio? Chasing better dividends? Today we'll talk about the "tax triangle" and about a measurement of dividends you hadn't considered.

PLUS we have a Hotline call, your letters, Doug's trivia, and more!

Special thanks to  SoFi and Magnify Money for sponsoring our show. Support the companies that support us AND help yourself along the way.

Oct 21, 2016

What was the best advice someone could have given you when you first started investing? If you're a new investor OR a seasoned pro, you're in luck because our roundtable team are all sharing their best tips today to help get the ball rolling. We're joined by two great guests today (along with the amazing Len Penzo)...host of Profit Boss Radio, CFP Hilary Hendershott AND one of our favorite writers, Hannah Rounds from Unplanned Finances. Not only will we talk about getting started early with your financial plan, but then we'll also tackle problems with brokers and sales incentives. How do you know you won't get burned? Finally, we'll answer a question originally asked of The Moneyologist at MarketWatch.com...what would you do if you found out your mother had taken out lots of credit using your name illegally? Would you turn her in? You'll be surprised by all of our answers.

THEN in the FinTech segment, we're actually going to go anti-FinTech this week and talk to our friend Shannon McLay about her new concept coming to a city near you, the Financial Gym. What happens when you give your money a workout? How does it work? Maybe, even though we talk about great ways to use your phone for planning purposes, maybe face-to-face coaching has a place in your planning, too.

Thanks to  SoFi  and Magnify Money for sponsoring our podcast! Support the companies that support us and help yourself along the way.

Oct 19, 2016

Charles Schwab's chief global investment strategist Jeff Kleintop joins us to talk diversification. Are your investments really doing less to help your portfolio avoid risk (and gain rewards) that you hope? We'll find out some surprising news from Jeff on today's show.

Also, in our headline segment, we'll tackle some surprising news from Merrill Lynch about IRAs AND discuss the best way to keep your retirement portfolio on track.

On our hotline segment, Patrick asks about his Roth IRA; if you put too much in, how do you take it back out? Doug also shares some internationally-flavored trivia and brings down the mail, which includes a question from Alex about Health Savings Accounts (HSAs).

Special thanks  SoFi and Magnify Money for sponsoring our show. Support the companies that support us AND help yourself along the way.

Find detailed show notes here.

Oct 17, 2016

We cover LOTS of ground today....everything from too much debt to the student loan crisis to planning for entrepreneurs and ex-pats. Thinking about moving outside the USA for retirement? We've got you covered. Hoping to retire early? We'll talk about that. Starting a business and worried about cash reserves? Yup....that's on the show. How about mortgages? Absolutely! We're going to talk about that.

How? It's our annual FinCon episode! We co-hosted a party for many of the financial writing and podcasting movement's top people, and while they were there we invited them to spend a few minutes on the mic with us. We give you the flavor and some great interviews on today's show!

Special thanks to SoFi and Magnify Money for sponsoring our show. Support the companies that support us AND help yourself along the way.

Oct 14, 2016

New data shows that people in the housing market might get some relief. Should you go out and get one today based on this news. We kick off the show with a story from Greg that sounds like we're about to talk healthcare coverage and driving lessons....but quickly move into three pieces of media fresh off the press!

What's important when you're buying property? Where do people cut corners but shouldn't? We tackle that on today's roundtable show along with discussions about why Monday morning stinks and we share some lessons learned along the way while investing for over 30 years. It's a wide-ranging blend of fun and information.

At the halfway point we talk to Candice Caruso, President of Pango Financial. They have a plan that allows people to take money from their retirement plan to fund a business. Sound like a bad idea? Candice explains the concept and why it might not be as bad an idea as you think....

Thanks to SoFi and Magnify Money for sponsoring our podcast!

Oct 12, 2016

Reuters television and print journalist Bobbi Rebell instructs us on what it takes to become a financial grown up. We'll talk investing, saving, hurdling debt and more. It's a wide-ranging discussioin which even involves Bobbi admitting that she, too, once lived at home as an adult with her parents. The Peter Pan in us feels much better after that. In our headline segment, we tackle a couple grown up activities: rollovers and education. We share statistics about why people decide to roll over assets from their workplace retirement plan AND stats on what class people wish they'd had more of in school (HINT: it's not racquetball). We take letters from Stephanie and Sarah about FinTech apps and diversifying retirement funds...and answer a hotline call from Nick about saving for retirement starting at an early age. How do you save when you don't know the goal because it's so far away?

Special thanks to SoFi and Magnify Money for sponsoring our show. Support the companies that support us AND help yourself along the way.

Oct 10, 2016

Clark Howard visits the basement to talk about respect for cash, using indexes in your portfolios, finding deals, and getting educated about your money. It's a wide-ranging, fun conversation with one of the biggest names in personal finance that we're sure you're going to enjoy!

But that's not all. Jamie Wise from the Buzz Indexes (ticker BUZ) joins us with this month's social media update. We'll talk about Apple, UnderArmour, Nike, energy stocks, and more. Also, we'll answer a question from Megan about raising the interest rate on her savings account and a letter from Andrew about the potential underbelly of indexing.

As usual, we're all over the place and you're coming along for the ride!

Special thanks to MagnifyMoney.com and SoFi for sponsoring our show. Support the companies that support us AND help yourself along the way.

Oct 7, 2016

Market drops are never fun, and when the market sunk two years ago when Philip Taylor (PTMoney.com) came down to the basement, he and Joe discussed that, real estate, and other fun money topics. 

This is a rewind episode of Stacking Benjamins during our break week. We'll see you next week with all new guests and money topics!

Oct 5, 2016

You have open enrollment questions and we have answers....kinda. The awesome Money Guys (Brian Preston and Bo Hanson) joined us last year for an epic episode of Stacking Benjamins, and the FinTern rewinds to that episode this week. It was a ton of fun and we're glad he did....and so will you.

Oct 3, 2016

New intern Griffin joins us just in time to present....Pat Flynn! The man behind Smart Passive Income joined us in the basement to discuss Let Go, his project around his inspiring journey from unemployed architect to web guru. Joe, OG and PK talk about the latest Dave Ramsey vs. the internet debacle....and more!

This is a rewind episode of Stacking Benjamins, meaning that the contest and ANY thoughts about "current" market conditions are from the time this episode first aired. 

 

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