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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: March, 2017
Mar 31, 2017

Some sad statistics emerged last week...Americans are dying with bundles of debt. What does that mean for relatives? How do we talk to aging parents about money? Our roundtable team of Hilary Hendershott from the Profit Boss podcast, Eric Rosenberg from the Personal Profitability podcast, and anonymous blogger Mr. Groovy from the Freedom Is Groovy blog join us to discuss. They also tackle investing and comfort....if you're comfortable with your investments is that a sign of trouble ahead? Finally, we'll share some crazy stories about making money using your home and bad jobs we've all held.

On the Freshbooks FinTech segment we switch gears to HR, and talk to Suzanne Lucas, AKA the Evil HR Lady.

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

 

Mar 29, 2017

Have you ever felt like the world was working against you and you just couldn't move your life in the right direction? We've all been there...and today's guest, Daniel Gefen, at one point worked out of a hotel lobby on his business because...well...we'll let him tell the story. If you're struggling, we're glad you're here. Our guest today is specifically for you, but also is a reminder to the people who've climbed the mountain that the journey was difficult and there are so many opportunities for us to lend a hand.

That's not all. In our headline segment we talk Uber. Why? It turns out the current Uber ugliness is a great metaphor for the reason we were so disinterested in the Snap IPO a few weeks ago. Listen in and we'll explain. We'll also tackle the best way to look rich. Sick of chasing rich and just want to look like you've got bank? Today's podcast is for you.

Plus, we throw out the Haven Life line to Kevin, who's trying to buy real estate and help his aging father, answer a great letter from our new friend Nick, and also save time for Doug's more-bizarre-than-ever spring cleaning trivia.

Special thanks to  SoFi and Magnify Money for sponsoring our show! We couldn't do any of this without the support of these awesome companies.

Mar 27, 2017

Is active investing dead? Phil Bak and Jamie Wise don't think so....but they do think it's changing. We'll talk to the CEOs from two of the newest crop of exchange traded funds (tickers ACSI & BUZ) about not only their methods of choosing stocks versus those of traditional active managers, but how the landscape overall might be different in the very near future for investors.

That's not all. In our headline segment we talk pensions. Is the end near? Also, we'll discuss some active fund managers performing well today. Should you move some money toward those approaches? We'll have an opinion. Plus, we throw out the Haven Life line, answer a great letter from a listener, and also save time for Doug's trivia.

Special thanks to  SoFi and Magnify Money for sponsoring our show!

Mar 24, 2017

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).

On the Freshbooks 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 SoFi and MagnifyMoney.com for sponsoring our show!

Mar 22, 2017

Today we haul the mailbag down to the basement and answer stacks of your letters, about investing an inheritance, taking Social Security, ripping money out of a retirement plan, converting a traditional IRA to a Roth IRA, and more. Plus, on the Haven Life line, we answer a question about interest rates. Janet Yellen and company just raised rates. What does that mean for your money?

But that's not all....we'll talk about the Roth vs. Traditional IRA debate (now even Ed Slott is involved.....), speak to Morag Barrett, co-author of The Future-Proof Workplace about NCAA office pools, and STILL leave time for Doug's trivia. 

Special thanks to  SoFi and Magnify Money for sponsoring our show!

 

Mar 20, 2017

Don't belong to a credit union? You may be missing out. While banks work hard to please shareholders and customers, credit unions exist solely for the benefit of their members Today we're joined by representatives from three of the biggest credit union related companies in the USA, who'll give us the lowdown on the huge range of services they provide, share some surprising information about technology, and clear up misconceptions about how credit unions operate.

As always, that's not all. We'll throw out the Haven Life line to save another lucky listener from a financial problem. We'll share headlines, take your letters, and still have time for Doug's trivia.

It's a busy day in the basement. Special thanks to SoFi and Magnify Money for sponsoring our show!

 

 

Mar 17, 2017

This has been a LONG bull market. So if you know that the next eight years will most probably NOT be like the previous eight, do you swap out some of your investments? We ask our roundtable panel that on today's show and as always, find Greg, Len and Paula all have different answers than you probably expected.

We also tackle lifestyle paradigms. Are you paying too much attention to your neighbor's success? Finally, we'll discuss fake news....no, we aren't going politics. We'll ask our panel whether there's any "fake news" in the money area that they're sick of hearing. Of course, they come through with some great examples.

In our Freshbooks FinTech segment we talk to SelfLender CEO James Garvey about building credit. How does SelfLender help people find financial footing? They have an interesting idea and an exciting approach. Can't wait for you to hear all about it.

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

Mar 15, 2017

If you're building you budget, why not build for greatness? Sarah Li Cain has a different kind of budget...one that fits that person who isn't a big fan of spreadsheets and managing every penny. How does it work? She'll explain today.Plus, we'll share headlines about new investments with a "performance guarantee," throw out the Haven Life line to Thomas, who has a question about risk, and answer a letter from Donna, who wonders if she should pay off her car.

Special thanks to  SoFi and Magnify Money for sponsoring our show!

Mar 13, 2017

On today's podcast we have a success story. Kevin & Erin Jones paid off over $107,000 in debt in just over two years. How did they do it? What sacrifices did they make? ....AND how did a financial advisor help them in an uncommon way? We'll have the full story today.

In headlines, we're also joined by John Breyault from the National Consumers League, who tells us about tax time rip offs. Want to avoid fraud this tax season? Listen to John's advice today. Plus, we throw out the Haven Life line to Eric, who asks a question about homeowner's claims, take a letter from Ty, and STILL leave time for Doug's beef-flavored trivia. Of course there's much more....so hit play already, would ya'? 

Special thanks to  SoFi and Magnify Money for sponsoring our show!

 

Mar 10, 2017

Can ETFs be harmful to your portfolio? In recent interviews both John Bogle and Warren Buffet said as much....so should you be worried? Linda P. Jones from the Be Wealthy and Smart podcast joins us to talk about that, and about opportunities. How do you become an opportunity slut? 

On today's Freshbooks HR segment we talk to the Evil HR Lady, Suzanne Lucas about pay cuts. Is there EVER a time when you SHOULD take a pay cut? She says (unfortunately) "yes." We'll explain on the show.

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

Mar 8, 2017

Today YOU are the star of the show because we're wheeling out a bucket full of your letters and answering as many as possible. We'll talk about government regulation, buying a house, retiring, where to invest money, whether there'll be a market downturn soon....and more.

Plus, Jamie Wise from the BUZZ Index joins us to talk social media. What's the crowd say about the current market? He'll answer that (and you may not like what he has to say....). AND STILL we still find PLENTY of time to throw out the Haven Life line to Clayton, who's wondering if he should deploy his savings toward his student loans. Of course, that's not all....Doug also brings home the trivia, and more.

Special thanks to  SoFi and Magnify Money for sponsoring our show!

Mar 6, 2017

Today we talk about the "hidden job market" with Mark Gasche from SoFi. What do we need to know about networking, talking to your boss, and leverage to make sure we find the perfect job either inside of our current company or outside?

In headlines, we talk about a two horrifying trends: senior citizens are struggling with student loans AND Merrill Lynch is talking about turning away from the fiduciary rule.  Also, we throw out the Haven Life line to Tom, who asks about creating his own pension. Is that a good idea? Plus we answer your letters, Doug brings home the trivia, and more.

Special thanks to  SoFi and Magnify Money for sponsoring our show!

Mar 3, 2017

What if we were just a little more materialistic? Wouldn't that be better? A blogger says that's the case, and our roundtable gang will debate whether that's really true. Also, the Reformed Broker says that we dig in when we're told that we're wrong...and this might be a problem with our financial freedom as well. What should we do about it? We'll discuss that and more on today's show!

On today's Freshbooks FinTech segment we talk to CEO Justin Howell of Rize. What's Rize all about? Helping you better manage your financial picture! Justin will explain how Rize makes money management easier (and more fun) on today's podcast.

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

Mar 1, 2017

It's crunch time, but help is on the way! Lisel Sutter joins us from TaxTherapy.net to answer many of our burning questions. How do you get organized? What are some of the common mistakes people make? What are some planning opportunities?

Rod Griffin from Experian joins us to talk about results from a recent survey on divorce. On the Haven Life line, Don asks us about buying an index fund. We also take a letter from Luke about estate planning, and we STILL have time to talk trivia and more.

Special thanks to  SoFi and Magnify Money for sponsoring our show!

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