Jason Hull, financial planner extraordinaire, joins Joe in the basement to answer the question: Why don't people like to meet with financial advisors? How do you know when you're meeting with a good advisor? How can you smell out a bad one?
Jason tells us about his new course, Winning With Money, which allows you to finish your entire financial plan, know it's a quality plan, and never meet with a planner. AND I found out after we recorded the interview that he would give our listeners $50 off the price of the course.
Head to StackingBenjamins.com/23E for details.
Jane Blaufus, author of With the Stroke of a Pen, Claim Your Life joins us in the basement to share her very personal tragedy, and how making non-emotional insurance decisions helped her cope in a difficult time. She'll share a refreshing view of insurances that might change your mind about your personal coverage. Matt Becker from MomandDadMoney.com joins Paula Pant from Afford Anything on this week's roundtable to discuss the Zen of Investing. You'll learn some important investing lessons that may change your overall philosophy.
Of course we work to give something away, Joe & OG talk about current financial topics, and tackle reviews of Prisoners and The Spectacular Now....and much much more.
Show notes are available at StackingBenjamins.com/23
Welcome to the Short Stack, a short interview with someone who had an idea so good that mom demanded that we give it it's own little show.
Andrea Travillian of TakeASmartStep.com joins Joe in the basement to help you kick the debt habit. How do you start? How do you cut through the debt snowball/debt avalanche discussions? What are the keys to success? Andrea shares some fantastic tips to get you moving in the right direction.
Show notes are available at StackingBenjamins.com.
Phil Reed, Senior Consumer Editor at Edmunds.com joins us in the basement to help you score your best deal on a car. How much should you spend on a car? New or used? Need to lease? Phil reviews all the options and lays out some great (and surprising) strategies. Carrie Smith rejoins the roundtable this week to lead us in a discussion on productivity and avoiding distractions at work. PK defends target date funds, Joe & OG open the mailbag, and much, much more.....
Show notes are available at StackingBenjamins.com/22
Luke Landes, AKA Flexo, joins us in the basement to discuss the upcoming Plutus Awards! How were these financial blogger awards created? Why should you care about them? Who are past winners? How do you vote for your favorite blogger or (ahem) podcaster? The roundtable talks about lessons Dom has learned about business, life and finances from Sean Diddy Combs. The Makin' Sense Babe tackles Tucker Max....well, not literally....and how he's learned to be so successful. You'll find show notes at StackingBenjamins.com/21.
OG & Joe are back with another scintillating top 5 this week: the top 5 moves to make right now with your money. PK tackles the question: "Who do you trust when asking for investment advice?" The shortwave roundtable gang is back together again for the first time in several shows, and asks, "Which is easier, an early or delayed retirement?" Of course we disagree on the answer! Doug brings us the trivia (and Mom's mail), we hold the coin flip of death, discuss movies, and much, much more.
Show notes are available at StackingBenjamins.com/20
What's the cost of forgetting to pack your lunch? Len Penzo joins us in the basement this week to talk about his annual study of sandwich costs and school lunches. You might be surprised how much NOT bringing your own lunch from home is costing you. Deacon Hayes from The Well Kept Wallet blog and podcast joins the roundtable this week with Barbara Friedberg and Dominique Brown to discuss some new thoughts on investing for retirement. PK tackles exotic investments….should you invest in collectibles, rare earth metals or beanie babies? Of course, as always, there's much much more….and show notes at StackingBenjamins.com/19.
This week it's battle buddies, Blue Falcons, and situation reports in the basement as Jeff Rose leads a huge episode this week. He shares stories from his time in the military and how they helped shape him into the financial advisor he is today. Dom and Barb Friedberg tackle Dom's real estate philosophy and answer many questions about how he's able to purchase so much property so quickly. Miranda Marquit details her strategy to raise money to build a new book project--using crowd funding.
Of course we have more! This is a giant episode. Hope you enjoy it. Show notes are at StackingBenjamins.com/18.
Natalie Sisson, the Suitcase Entrepreneur, joins us in the basement to teach us how to become digital nomads. Do you aspire to work from anywhere? She gives you tips to start you on your way. Even if you aren't into working from your suitcase, Natalie also shares some great travel tips that'll help you plan your next international adventure.
Robert Farrington from The College Investor joins the roundtable this week with Dom and Len to talk about college...what are some of the main tips college students should remember this fall?
PK discusses overseas investing. Joe & OG talk about Google Glass and more.
Show notes, per usual, are at StackingBenjamins.com.
It's a double threat this week as Simon Roy from Jemstep and the Makin' Sense Babe invade the show. Simon helps us decide whether active or passive investments are right for our portfolio while the Makin' Sense Babe details how to score a sugar mamma. Joe & OG answer some reader mail and complete the July coin flip of death.
Show notes are available at StackingBenjamins.com
Chris Quimby from SpokesandJokes.com joins the show this week to discuss how he challenged himself to bike from Maine to Texas....with his family along....and without much money OR connections on places to stay. It's a great story. My favorite quote from Chris: "I realized I was eating off the lunch menu" of life before the trip.
Thank you to my mom's neighbor Doug for co-hosting this week. He also discusses some interview questions you should know how to answer. PK is back with an exciting talk about tax efficient investments. We tell you how to win Jeff Rose's new book....and tackle a couple of movie recommendations.
Show notes are available at StackingBenjamins.com!
Here on episode 13...whoops! Did I say 13? I meant lucky number 14, promise....we share our top 5 ways to slash your budget. After hundreds of client meetings honing budgets, this was a fun and profitable topic to discuss. PK answers the question, "When is the right time to invest?" We give you a chance to win a 12 month subscription to your favorite personal finance magazine....AND we talk about two films, one that's available on video now and another one that'll be available shortly.
Show notes are available at StackingBenjamins.com/fourteen
Gretchen Rubin, author of Happier at Home and the Happiness Project, joins us in the basement to talk about improving your home life. Rather than buying more possessions, how about improving your relationship with your stuff, your family and yourself? The roundtable gang reveals a simple trick to curb your overspending problems. Joe & OG discuss jumping from bonds to stocks. PK teaches us about asset classes.
Show notes are available at StackingBenjamins.com/twelve