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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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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!

Feb 27, 2017

What if you could just press the "do over" button? Amanda Steinberg from DailyWorth.com and author of the new book Worth It asks, "Why not?" She'll explain how the reset button helped her relaunch her life in a way that was more fiscally and personally fitting. We also take on the Snapchat IPO. Should you jump on it?

Of course, that's not all. We throw out the Haven Life line to Erin, who asks for help buying a car, and answer a letter from Johnny, who wonders about starting a business. Of course there's tons more!

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

Feb 24, 2017

Consumer finance expert Andrea Woroch joins us to talk about cutting your utility bills. Are there moves you can make that will lower the price tag dramatically on your electric, water, or other home expenses? Of course, there's MUCH more in this episode, including our usual headlines, trivia, and more.

Enjoy! We're back with a new episode on Monday!

Feb 22, 2017

What's holding you back? Maybe it's a great coach? Griffin the Intern rewinds to September 2015, when we talked to Tony Stubblebine from Coach.me about what makes the perfect coach. His answer will surprise you (it surprised us). As always, there's much more fun. In fact, this was the FIRST episode ever of our current format. Enjoy!

Feb 20, 2017

Griffin the Intern (the "FinTern") rewinds to the day Preston Silverman from Raise.me joined us to talk about micro scholarships and JD Roth sits in for OG! You can check out the original episode from when the show aired here. Of course, it's a full episode of the show....so there's much, much more! Enjoy!

Feb 17, 2017

If you have money, why not spend it? Paula and Joe are joined in a roundtable discussion by Mary Beth Storjohann, host of the new Work Your Wealth podcast, and by Katie Brewer from Your Richest Life Planning. We'll not only discuss "stealth wealth," but also cheap friends and the financial markets. Is it really 10 times harder to retire this year than ten years ago?

On our Friday Freshbooks FinTech segment we talk to Mitch Lee, founder of the Penny app, a tool that acts like a financially savvy friend for your money. We'll share how it works today!

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

Feb 15, 2017

Tired of paying retail for everything? David Pogue (of NOVA and CBS Sunday Morning fame) joins us to talk money saving hacks. How much can you save just by buying at the right time, using the modern version of coupons, and shopping at the right stores? We'll talk Best Buy, Amazon, Retail Me Not, and more on today's show.

That's not all. Rob Berger from Dough Roller joins us to discuss the new Betterment offerings. Is this a company on the attack or one that's been forced to be defensive? We also throw out the Haven Life line to Matt, who asks about the right time to rebalance, and take a letter from Rick, who has comments about RFID and also debt cleansing. Of course, Doug still brings home the trivia, and much more.

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

Looking for show notes? Try here.

Feb 13, 2017

Love is in the air this week, so we enlist the help of none other than Rachel Cruze to help you talk the languages of love, communication and money. Whether you're married, in a relationship, or think that you'll EVER have a partner you're working on with your money, today's show is just for you. Plus, nothing says romance like the words "Capitol Hill," so we talk about the fiduciary rule during our headline segment. Is it dead? Are companies that changed to support the rule going to revert back to their old practices? We have answers on both of those fronts.

Plus, we throw out the Haven Life line to Tyler, who wonders if his investment mix looks like it matches his goals. We answer a letter from Rob, who's switching brokers and his S&P 500 fund isn't allowed at the new brokerage firm. He's accumulated a fair amount of capital gains and doesn't want to pay the tax. Does he have any recourse? 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!

Want show notes with ALL the links to today's podcast? Try here.

Feb 10, 2017

Today we have some fun with taxes! We'll ask Paula Pant from Afford Anything, Len Penzo from Len Penzo dot com, and Greg McFarlane, the author of Control Your Cash, for their opinions on some obscure tax questions. Play along with us!

The fun doesn't stop there. We ask our roundtable about investing during the Trump era. If regulations change, does it make sense to change your investment strategy? Finally, we'll ask our team what they're reading, and what some of their favorite reads of the last twelve months have been. Maybe you'll pick up a few titles for your next trip to the library!

But of course, that isn't all. We talk to Adam Dell on our Freshbooks FinTech segment about his newly released app Clarity Money. Tired of just using Mint to look in the rear view mirror? What if you had an app that could point out spending problems or savings opportunities? That's what Clarity does, and Adam tells us all about it on today's show!

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

Feb 8, 2017

With over a MILLION views of his YouTube video for his hit song "I Paid Sallie Mae Back," Dee-1 may be the voice of the student loan crisis. He's on today's show talking about student loans, car loans, and his fast-moving career!

In headlines, we talk about a Bitcoin transaction that went very, very, very well....maybe too well. 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!

Looking for show notes? Dee-1 Episode Show Notes

Feb 6, 2017

After listener Alex does an AMAZING job of kicking off the show, Beth Kobliner drops by the basement to talk about financial education for children. What should you teach kids? When should you start? What basics are more important than others? What about allowances, family meetings, and using apps? We'll talk about this and more with Beth on today's podcast!

Also, in our headlines segment, we'll compare the money habits of Europeans and Americans (and share an important point no matter which side of the pond you're on), then we'll share information for our American listeners about the fast-approaching tax day. What's different this year? A few things, and we'll share them on the show.

Today we throw out the Haven Life line to Orvis, who distracts himself from machining puppets long enough to ask us whether he should use USA-based tax shelters if he doesn't plan on retiring here. We also answer a listener letter, share some trivia, and more!

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

Looking for show notes? Here's the link: Episode 436

Feb 3, 2017

Money experts....among other things, they love emergency funds, advocate for robo-advisors, and recommend the 4% rule when disbursing retirement funds. Can you believe the experts in these areas and others? We ask our super panel that very question and you might be surprised by their answers. The Retirement Answer Man himself, Roger Whitney joins Greg and Paula on today's roundtable to talk about that topic and more!

In our Freshbooks FinTech segment we introduce you to CardCash.com. Have gift cards you don't plan on spending? Wish there were a way to cash those in? Also, what about scoring a discount for gifts you were going to buy anyway? That's what CardCash.com is about and Eric Berger will explain on today's show exactly how it works.

Looking for tips on refinancing your student loans? Our sponsor SoFi can help. How about debt consolidation, auto loans, savings, or checking accounts? Our sponsor MagnifyMoney.com compares ALL of them and more.

Feb 1, 2017

It's a huge weekend for gamblers. People bet on everything in "the big game" from the final score to the commercials. But there can be a dark side, and Joe Gagliano, author of No Grey Areas, is here to share a few tales from his tell-all book. While many people have bet a few times, Joe engineered the biggest gambling scandal in NCAA history, the Arizona State point shaving. How did Joe start down the slippery slope to big-time sports fixing? What's going on with games like Draft Kings? We'll talk about the dirty underbelly of gambling on today's podcast!

Plus, in our headlines segment we'll not only teach you a REALLY important French phrase, but we'll also save some time to talk about something a little less controversial going on in the US government...retirement plan reform. We throw out the Haven Life line to Ryan, who wants to know about how many stocks and bonds he should have in his portfolio, and we answer a letter from Joey, who we're fairly certain is trying to invite us to his wedding...but disguises it has a question about transferring property. Throw in Doug's trivia and some other surprises, and you've got a great "big game" episode.

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

Jan 30, 2017

How do ETFs work? Martin Small from iShares joins us on today's episode to help us better understand how exchange traded funds work. How do they operate? How should you use them? What are the places where ETFs should NOT be used? We'll talk about all of those on today's podcast.

Also, we share headlines, throw out the Haven Life line, answer your letters, and more! 

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

Jan 27, 2017

Afraid of insurance? Our roundtable today can help ease your fears. Why? Today we feature three top bloggers on this topic: one an average dad, another a human resource expert and the third...a guy in the industry.  You'll have all three points of view when it comes to whether you should buy insurance, and if so, how to figure out how much and the right time to own it, on this special episode. 

On our Freshbooks FinTech segment we talk to Carla Dearing, CEO of SUM180, where you can build a financial plan now and interact with experienced financial advisors later, if you want to proceed.

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

 

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