Throw out the three article rule book. Today we focus on ONE single article with special guests Deacon Hayes from the WellKeptWallet.com podcast and professor Timothy Hoff. It's a roundtable about success and financial harmony that you won't want to miss. Are these really eight secrets that are shared at a well-known financial blog?
In our FinTech segment, Thomas Smyth of AskTrim.com joins us to tackle recent developments at the company. New financial support and extended tools make this an app you might want to look at again.
Lauren Greutman tried to spend her way to success...and failed BUT her pain is your gain because she's sharing her story today. Not only did she climb out of debt, but now she helps TONS of people learn to be savvy shoppers, save, and avoid money missteps.
Also, in our headlines, we share some scary statistics about your pay check and about the future of index funds. We also take a great letter from Jason about using his Roth IRA as a college fund and one from Lenny showing off some snazzy show art work. Of course there's still Doug's trivia and much, much more.
To help you celebrate Labor Day in the USA, mom said we should do something constructive...so we're bringing you FIVE money moves from both Joe and OG that you should take action on RIGHT NOW. it's an epic list that we're sure you'll enjoy.
Also, in our headline segment, we tackle an article about mastering the IRA rollover process--or better yet, when to avoid it. In the letters segment we take a question from Jason who wants to know about using the Roth option in his workplace plan.
That's just a little taste...of course there's much, much more.
With the Olympics just finished we decided to ask our panel (including special guest Linda P. Jones) how to manage money like an Olympian. Of course, their answers are surprising, fun, and full of insights nobody expected. We also tackle an investment strategy that just might be a little bit of a stretch AND a letter to the Moneyologist at Marketwatch. How should a man talk to his new spouse whom he suspects is taking advantage of him and his financial situation?
Ever dream about flipping houses? How about loaning money to people flipping houses? Matt Rodak, CEO of FundThatFlip.com joins us to cut through the jargon and pitfalls of either type of investing. We also tackle the new idea of crowdfunding investments, which has made Matt's company successful. What does he see coming in the future?
In our headline segment, one big firm has decided NOT to allow some really popular investment choices in IRAs. Which company? We've got that for you PLUS good back to school reminders from ConsumerResearch.org. On the Quotacy hotline we take a call from Sam, who wants to know when it's the right time to hire a generational wealth transfer advisor. Lost on what that even means? We'll explain.
Plus, Doug brings the trivia (and maybe some news about his big ice cream empire), and more!
How does debt form? When does someone's financial situation go bad? Dr. Roshawnna Novellus, the Wealthy Yogi, today shares the key to success in managing your money. We'll discuss budgets, small businesses, the IRS, and tackling debt. It's an action packed interview.
AND of course, Doug brings "the heat" (literally, in fact), we have headlines about crazy retirement myths you need to forget....a Quotacy Hotline question about real estate, and much more!
What are the most important moves to make in retirement? Harlan Landes (Adulting.tv, Plutus Foundation) joins Paula (AffordAnything) and Len (LenPenzodotcom)to tackle a recent Wisebread piece that claims to give us the MOST urgent items on your retirement planning list. Does our panel agree? You'll find out on today's show. Also, we mull over real estate home improvements (where do you get the most bang for your hard-earned dollar?) AND dream about what we'd do if we could get unlimited points/miles. Heck, even ChiChi's gets a mention on today's show. You know it's going to be a wild one when we're talking ChiChi's.
In our FinTech segment we talk to Jamie Wise from Buzz Indexes (BUZ) about their index and ETF. Hedge fund managers have been following the wisdom of social media crowds...now Jamie and his firm are bringing the same technology to the average investor.
After pensions left, we've begun building an entire system around saving into funds, ETFs and retirement plans like the 401k and IRA. Is it working? Professor William Birdthistle, author of Empire of the Fund, brings evidence that says no. What's lurking in your savings that you need to know about? We'll have that on today's show!
Also, we have a Quotacy hotline call from Anthony about a stolen debit card, and a letter from Rachel about quarterly tax filing.
AND of course, Doug's getting himself into trouble, we have headlines about a big advisory firm closing up shop and another maybe jumping the shark....and more!
Struggling with debt? You'll love today's story. Not only did WIM from the Paychecks & Balances podcast fight against debt and finally win, but he and Rich both share stories about getting back on the horse and fighting again to solve your money problems.
Of course, that's not all. We read many of the hilarious submissions in our funny numbers game. OG will pick the final four. On our Quotacy hotline call we answer a question about Roth contributions and withdrawals. Of course we have headlines, Doug's trivia, and more!
It's WAR in the basement today, as Len Penzo (LenPenzo.com) and Paula Pant (AffordAnything) square off about exit strategies. Should you think about selling if the market tanks but you haven't yet reached your goal? We'll talk about that for a LONG part of today's super-sized show....but that's not all. We also have other topics and the usual hilarity.
At the halfway point, in the FinTech spotlight we talk to Kyle Robertson, the co-creator of the Lemon app (Lemon.co), about how his expense and money tracking app works. Not only does it show you how you're spending money, but it'll provide helpful data and tips so you can manage your money better in the future.
Over 200,000 people have taken Tiffany Aliche's Live Richer Challenge, and today she's on the show talking budgets, effective money management, plugging money holes, and some amazing success stories. Daryl asks us about hiring a financial advisor, Evan calls the Quotacy hotline about withdrawing money from his tax sheltered plans in retirement, and Joe's mom's neighbor Doug finds some family secrets....
College planning expert Jodi Okun stops by the basement to help college-bound students save a TON of money. She has advice for students, parents, and for people thinking about possibly going back to college. How will you pay for it? She has many great suggestions.
In our headlines....beware when an expert shares their opinion, and it just happens to correlate with EXACTLY the items they sell. Plus, ever wonder why nobody makes money in the stock market? We'll share the real reason.
Then we take a Quotacy hotline call from Amy about moving to Canada and a letter from Megan with an awesome article attached.
All that and a guy named Snoop! in the basement today....
We return one last time to Chicago and the floor of the Podcast Movement conference, where yet another group of personal finance podcasters join us to talk money. What do their listeners worry about? We ask our panel for three new topics and not only do they deliver that....but they also give us some cool new FinTech toys that they like.
At the halfway point, the Evil HR Lady herself, Suzanne Lucas, stops by the basement to talk about an experiment she ran...handing her job over to a robot. Did it go well? Are robots coming to get us all? We'll find out on today's show.
What was the role of money in early America? Historian and host of the Ben Franklin's World podcast, Liz Covart joins us to talk trade, taxes, and a little tea party. Bitcoin is in the headlines again, as are restaurants. Does a recession in the restaurant sector spell doom for stocks?
Our Quotacy Hotline call comes from Ryan, who asks whether he should invest outside of his rotten 401k plan. We also answer a letter from Jay about paying down debt with an old IRA. Of course, Doug still brings down the trivia AND might have found a spokesman for his budding new business.
Planning for school lunch or for work lunches? Why overspend? Len Penzo from (LenPenzo.com) joins us again for his offbeat 8th annual brown bag sandwich survey. Which sandwich is least expensive? Which is most? Which cost has risen the most over time? There are lots of surprises and laughs with Len on today's show.
Plus, in the headlines, Joe describes his experience with a homeowner's insurance claim. We answer a letter from Amy in the Quotacy hotline about pensions. Are they safe? As always, Doug shares amazing trivia, and more!
Lea McLeod created a resume coloring book. Sound crazy? It has an AMAZING track record of helping people find jobs. How does it work? We ask her today.
Plus, Tucker the Intern is off to college. He says goodbye and then we return the goodbyes at the end of today's episode. Good luck, Tucker!
Tucker the intern rewinds to the time the producer and director of Broken Eggs, a film about the broken retirement system in the United States, visited with Joe. They discuss not only what's broken, but also possible solutions to many common retirement system problems.
Our roundtable serves up some mistakes investors make, while Joe's Mom's neighbor Doug sits in for OG and discusses hitting your boss up for a raise....on this classic rewind episode.
We bring in a NEW group of financial podcasters to talk money live from the Podcast Movement Conference in Chicago, Illinois. What are the biggest questions this group of podcasters get from their listeners? We ask Elle Martinez from Couple Money, Shannon McLay from Martinis and Your Money, and Steve Stewart from No Debt, No Credit, No Problem about their audience's biggest questions.
Also we talk to James Gibson from Quottly about some hot new fintech!
Today's show is FULL of surprises. First, Tess Vigeland (Marketplace) joins us to talk about her life one year after she wrote a book about moving on from her lucrative and popular career....THEN Jason Vitug stops by the basement to shares stories from his US Road to Financial Wellness tour (and his NY Times reviewed book....). Plus, we share a story about fun stuff that happened to Joe in Chicago with a big money lesson, handle a Quotacy hotline call about keeping investing simple, and more!
Can you tweak your investments to perform better? Matt Hall, author of Odds On, the Making of an Evidence Based Investor says that you can...and without betting on individual stocks or risky asset allocation mixes.
But the fun begins today with special co-host Farnoosh Torabi and headlines about highly paid celebrities and individual stocks. Plus, Joe & Farnoosh tackle a Quotacy hotline question from Spencer about refinancing his house and a mailbag offering from Bill about whether to use a traditional or Roth 401k. All that AND Doug's betting on the horses to pay off his student loans...
We grabbed some of your favorite money podcasters at Podcast Movement conference 2016 and asked them what issues they're hearing about from listeners....and MAN did we get an ear full from Miranda Marquit, Scott Alan Turner, and Philip Taylor.
At the midway point of today's show we meet Derik Lolli from Benefit-Mobile. The Benefit app allows users to support causes that are important to them while shopping.
Ever wonder what a financial advisor really thinks about you and your money? Ever wonder exactly how the process works when you visit an advisor? We've listened to your MANY letters on the topic and today we deliver Dan Pozdol, CRPC, from Ameriprise Financial about what really happens when people walk into his office .
In our headline segment we discuss a wrinkle people never thought about with Brexit....emerging markets. How will your more aggressive investments be affected by the British referendum? On the Quotacy hotline, we tackle a question from Kayla about life insurance quotes. Should you always buy the cheapest life insurance available?
We have all of that AND still more on today’s HOT podcast!
Wondering how to make your money multiply? Behavioral economics expert Dr. Daniel Crosby drops by the basement to talk about lessons from his new book The Laws of Wealth. We'll talk about common problems, the myth of the outlier investor, and more.
We tackle a Quotacy hotline call, take a letter from the mailbag, and even save time for some of Doug's delicious Pokemon Go trivia. Just another day on Stacking Benjamins!
We may be the last podcast to cover Brexit, but today we jump on it with both feet. Certified Financial Planner Peter Creedon joins Paula and Greg in a great discussion about strategy and tactics around the recent British referendum. Also, Volkswagon made big news a couple weeks ago when they announced money for autos. If you own a Volkswagon car, what's your best move?
At the midway point of today's show, Suzanne Lucas (aka the Evil HR Lady) joins the fun to discuss great team dynamics. What are the characteristics of a great team? Whether you're involved in a workplace team or just the team at home, there's something for everyone.