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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: Page 2
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!

 

Jan 25, 2017

Struggle to keep your budget in check at the grocery store? Tracie Fobes, the Penny Pinchin' Mom, joins us to help you create a plan and execute it at the grocery store. You'll save money (and maybe your sanity) by listening to today's show!

Plus, our headlines segment features a discussion about hedge funds and really, really rich people. We throw out the Haven Life line to Dave, who wonders if The Simpsons and our show are somehow related, answer a letter from Luke about estate planning, and more!

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

Looking for show notes? Here's the link.

Jan 23, 2017

Investing can be unnerving, as can asking your boss for a raise, fighting with your insurance company over benefits...even deciding which path to follow with your budget. Justin Stenstrom From EliteManMagazine (and the Elite Man podcast) joins us to talk about his experience fighting fear. Justin's gone to great lengths to fight panic attacks and irrational fear. From visiting doctors to medication to mantras, Justin's experienced it all, and has come out ahead. While the way he fights fear might not be right for your individual needs, his story will help you search for a better way to achieve more and break through roadblocks.

In our headline segments we review the top asset managers for 2016. Which company came out on top? Also, another big brokerage firm has their hand slapped by the Securities and Exchange Commission. Which house? What can you do to make sure your money is protected? We'll tackle that today.

Plus, on the Haven Life Line we answer a question from Derrick about life insurance. Later, we'll take a letter from Michael about deferred compensation, share some trivia about fear and work....and much more.

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

Jan 20, 2017

We start today's podcast by talking with Paula, Greg and Len about a recent Supreme Court case. Should we legislate financial behavior? It turns out that people don't do well with analysis of surcharges and discounts, so should we protect them? Not only do we dissect that topic, but then we turn to the financial markets. Is this market overheated? If so...is there anything we should do about it? Our panel will share their opinions today.

In our Freshbooks FinTech segment we introduce you to Roadie, a company that matches people hoping to ship things with people who are already going that direction. Why pay a moving company or professional service when you can pay less to have a non-pro just take it for you? We ask LOTS of questions and find out the low-down on this company that's now also partnering with Goodwill.

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

Looking for show notes? Check here: Market Drop roundtable show notes.

Jan 18, 2017

New to investing? Seasoned but hoping for better information? We've got you covered today because CBS analyst AND host of the new Better Off podcast, Jill Schlesinger is here to share what you need to know when you invest...and probably more important, what you don't need to know. 

Devin and Matilde also help us learn a new important French phrase, we share a headline about Millennials falling behind their parents, throw out the Haven Life line to a lucky caller, and Doug even delivers an interesting trivia question.

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

Looking for show notes? Check this link: Jill Schlesinger episode notes.

Jan 16, 2017

How's your budget? Whether you have one or not, this is a great show to get your house in order, because Holly and Greg Johnson are here to talk zero sum budgeting. What is zero-sum budgeting and how can it help your family reach your goals? We'll tackle that on today's show! Plus, Jamie Wise joins us from the Buzz Indexes. What does the incoming President's tweets have to do with stock performance? Jamie covers that. 

On the Haven Life line we discuss estate planning with Andrew (and his amazing choir). If his parents leave debts when they pass away, is he liable? Plus, we take your letters AND Doug gives us some verb-free trivia. Amazing!

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

Show notes? Click our link here.

Jan 13, 2017

What's the best way to save or spend $1,000? We ask our listener-driven panel on today's show, as our new friends Kristie and Nathan join Doug Foley from the awesome Happiness of Pursuit podcast this week to tackle three fun topics. We also discuss items you shouldn't leave in your wallet, cybersecurity, the importance of a house cleaner, and more. It's a far-reaching discussion mom knows you'll enjoy.

In our Freshbooks FinTech segment we introduce you to Chime, the bank that's helping its customers save more money automatically (check out the interview for a SPECIAL OFFER only for our little SB family).

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

Jan 11, 2017

If anyone knows debt and how to clean it up, it's Nick Clements from MagnifyMoney.com. Today he comes back to the basement with Executive Editor at MagnifyMoney.com (and Brown Ambition podcast co-host) Mandi Woodruff. They talk about how to clean up all of your debt from December and how to chart a better path in 2017. We also talk to Tiffany "the Budgetnista" Aliche, about her January 2017 push, a movement called the Live Richer Challenge. We heard that over 250,000 people were taking the challenge and had to find out what it was all about.

In headlines, we tackle retirement planning in America. Suzanne Lucas penned an article at Inc. citing that over 30 million Americans don't have access to a plan, and we discuss what options people have to save. Also, our friends Matilde and Devin Carroll join us to help us learn an important French phrase, we throw out the Haven Life line to John, answer a letter from Derrick, and much more. 

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

Looking for show notes? Try here.

Jan 9, 2017

Don't think that charm has anything to do with your money? Think again. How much you make is SQUARELY correlated to your ability to sell yourself to others. Jordan Harbinger spends his days researching the science and technique behind charisma and he's sharing secrets on the show today!

We also explore headlines about two credit agencies caught in a lie to consumers and yet another 401(k) plan lawsuit. We throw out the Haven Life line to Rick, who has a question about capital gains taxes AND answer another listener letter. Doug brings down the trivia, and much more!

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

Jan 6, 2017

To kick off 2017 we ask Len Penzo's magic 8 ball for the darkest secrets on investing, saving and hiding money in a bomb shelter. Can the 8 ball return to its previously spectacular form and predict next year's events? How did the 8 ball perform in 2016? We'll talk Donald Trump, the royal family, Len's portfolio of all things gold, the stock market, the economy, Tesla Motors, Marissa Mayer, and more on today's episode.

AND, as if that weren't enough, are you looking for a new job (or BETTER job) in 2017? In our Freshbooks Workplace segment, The Evil HR Lady Suzanne Lucas, discusses w/ Joe the steps you need to take when looking for a new job.

It's a great way to kick off 2017, and we're excited you're along for the ride with us!

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

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