The Stacking Benjamins Show

The Stacking Benjamins Show

stackingbenjamins.com
Your Gateway to the Wonderful World of Personal Finance


What’s the Price of a Sandwich? (with Len Penzo)
Aug 12 • 83 min
What if you could talk about inflation in a way that actually hit home? Today we’ll do just that by diving into the cost of a brown bag lunch sandwich. What does a sandwich cost? How has the price changed over time? Len Penzo has been comparing the prices…
Who’ll Help Me Build a Money Foundation? (with Rebecca Wiggins)
Aug 10 • 71 min
Sure, financial planners work with people, but many only work with you ONCE you have your act together and you’re ready to begin working on big-money problems. What do you do if you’re just learning how to set up a budget, get out of credit card debt, or…
30 Tips For Simple Living (Plus an intro to YNAB)
Aug 7 • 83 min
Ah, the simple life. With all of the chaos in the world, how do we get back to basics? Today our roundtable crew are going to help you reboot, rejuvenate, and revive your live with ideas from a recent blog post about 30 tips for simple living. We’ll talk…
Netflix For Money Nerds: A Million Stories
Aug 5 • 63 min
How do you make the topic of money actually fun? That’s the question the Singleton Foundation asked, and CEO Shelly Miles and Executive Producer Lisa Freberg join us today to explain how they pulled it off. They not only found talented creators to bring…
Being Liked Is Overrated (with Rachael Robertson)
Aug 3 • 71 min
Are we focused too much on being liked? From the workplace to our personal lives, most of us don’t want to be the person who rocks the boat. Go with the flow, right? Antarctic expedition leader Rachael Robertson says that approach to leadership (or even…
Self Care Begins With Benjamins Care (plus an intro to FriendWithA.com)
Jul 31 • 67 min
Treat yo’ self! It’s a wonderful concept with one big downside: the phrase “treat yo’ self” often means burning a big stack of cash on retail therapy. Don’t get me - we’re human, and we’ve all had those days ending with an oh-so-cathartic impulse buy of…
Roll Up Your Sleeves: Blue-Collar Millionaire
Jul 29 • 64 min
Think it’s impossible to make a million dollars working a blue-collar job? Millionaire and former ditch-digger Ken Rusk might have something to say about. For decades, the college experience has been pushed as THE prioritized option for high school…
Try To Die Broke (with Bill Perkins)
Jul 27 • 76 min
Have you ever thought, “Maybe I should be SPENDING more money?” Our guest today thinks that maybe you should re-examine how you’re living. Bill Perkins, poker star and energy trader, says that investors have too much of their mindset set on the future,…
Is Chasing Early Retirement Naive? (plus an intro to the SB Money Club!)
Jul 24 • 91 min
FIRE, FIRE, FIRE! While we’ll never disparage the basic goals of the #FIRE movement: becoming financially secure and having the option to retire early, we still have to ask the question, “Is fully subscribing to FIRE lifestyle naive?” Are we putting too…
A Better Solution For Elder Care (with Anne Basting)
Jul 22 • 61 min
Are we focused on the wrong priorities when it comes to elder care? While physical care is important, should our healthcare focus change to put more consideration on the emotional needs of our elders? Today we welcome Anne Basting to learn about how her…
10 Things To Consider For Retirement
Jul 20 • 74 min
Golfing, RV life, fishing, board games (of course), and a cushy portfolio… what else is there to retirement? It turns out: there’s still a bunch! Not to worry though, today we’re throwing our special guest out into the rain and instead delivering a…
Hiring an Advisor: Insider Secrets (plus an intro to SoLo Funds)
Jul 17 • 87 min
All that we hear about when we read financial pieces about hiring advisors is, “Ask about the fees,” and “Hire a Fee Only Advisor.” Sadly, the former and current advisor who operate this podcast know it isn’t that easy. There are fee only advisors who are…
How To Become a Mindful Millionaire (with Leisa Peterson)
Jul 15 • 71 min
What’s worse than having a bunch of money? Having bunches of money and not knowing why you have it, or what joy it would bring…if any. So if you have no plan, what’s waiting at the end of the rat race? Can there be more to riches than a bulky 401k, a big…
Innovation, Community, Money and Fear (with Matt Ridley)
Jul 13 • 82 min
What are the secrets behind great innovation? Whether in your work life - like creating a system to streamline mornings at the office - or your personal life, innovation has affected everything around you. But where do great ideas come from? Beyond simply…
What Lessons Would You Teach a Younger You? (plus health tips with Angelo Poli)
Jul 10 • 105 min
Save more than you spend, don’t take on a mountain of debt, live below your means… they’re all phrases that the financially-savvy among us might take for granted, but let’s be honest. Most of us didn’t start out that way. Today we ask our contributors:…
Planet Money Co-Creator Adam Davidson: The Passion Economy
Jul 8 • 77 min
Is your job going bye-bye? Today’s guest says, “Probably.” But how do you succeed in an economy that seems structured against you? On today’s show, we’re excited to have a deep conversation with the co-founder of NPR’s Planet Money and the creator of the…
Was George Washington an Entrepreneur? (with John Berlau)
Jul 6 • 62 min
As we round the 4th of July holiday, we’ve all celebrated George Washington as the first President of the United States, the general who lead the Continental Army against the British, and the second or third most popular character in the Broadway play…
Do You Need A Stock Market Exit Plan? (SB RWD 110)
Jul 3 • 50 min
Should you have an exit strategy for the stock market? In this rewind episode Paula Pant and Len Penzo go head-to-head with their own personal strategies. Also, during the Fintech segment we interviewed Kyle Robertson, co-creator of the now discontinued…
Top 5 Retirement Planning Myths with Emily Guy Birken (SB RWD 109)
Jul 1 • 68 min
There have been plenty of retirement headlines shared online lately. While many of these articles share some great grounding advice, we’ve also seen a fair share of “scare” headlines as well. With that in mind we hand-picked today’s rewind episode to…
Better Decision-Making When You Don’t Have All The Facts with Annie Duke (SB RWD 108)
Jun 29 • 62 min
Rewind Week! Throughout the week we’ll replay some of our favorite shows from the past. We’re kicking Monday off with an interview we’ve had plenty of compliments on. Newer listeners will appreciate this one, and older listeners will find Annie Duke’s…
Trick Yourself To Save Money (plus the Evil HR Lady Takes on Coronavirus)
Jun 26 • 75 min
Wonder how your super-saver friends make pocketing Benjamins look so easy? Well, we come bearing good news because your questions are all going to be answered on today’s show. MOST great savers trick themselves into saving more money and we’ll dive into…
How To Steer Clear of the Wrong Insurance
Jun 24 • 74 min
When does buying insurance cross the line from being smart to throwing away your hard earned cash? There are the regular choices of course: car, home, life, medical, and dental insurance. But what about all the other types of coverage out there? Between…
Re-Stacking Your Benjamins: Saving, Spending and Investing in Uncertain Times
Jun 22 • 126 min
In these strange times, with so much uncertainty, how do you manage your money effectively? Today we’ll ask some of our favorite experts about what you should be focused on, how to pay down debt, what to do with your retirement money, and how to manage…
When is Debt REALLY “Bad”? (plus an intro to Nestegg)
Jun 19 • 83 min
You’ve probably heard the age-old arguments. Old dude on the radio says “all debt is bad.” Your savvy neighbor says that there’s “good debt” and “bad debt.” You watch relatives YOLO with credit cards. Where’s the line, REALLY? Today we’ll ask three people…
What’s Your Best Lottery Option? (plus your best pension option, annuity settlement, and more…) with Brent Henningson
Jun 17 • 59 min
After winning the lottery, would you go for a straight-out check OR the lifetime income stream? While people will decide which is their BEST choice pretty quickly, do you have the right information to make that choice? Today we sit down with the CEO of…
How To Donate Better—No Matter How Much (with Kris Putnam-Walkerly)
Jun 15 • 65 min
Want to change the world with your donations, but feel powerless? Are you unsure of the best WAY to donate money or time to an organization? Have you ever been burned by the ineffective use of the money you’ve loaned or gifted? Today we’ll talk to someone…
How to FINALLY Solve Your Overspending Problem (plus MetPro’s Angelo Poli answers your health questions)
Jun 12 • 88 min
Maybe you’ve heard of the term “anchoring” when it comes to sales. Most likely you heard it when a fast-talking salesman threw out a couple of high figures for a fancy car just outside of your budget. (But hey! That’s okay, we have some more affordable…
25 Ways to Fix Your 401k
Jun 10 • 63 min
Do you feel just a little bit lost managing your retirement funds? Don’t feel like your alone. A recent study shows that MOST Americans have no clue how to pick investments in their 401k, and worse yet, even more people feel like they’re investing poorly…
Stop Leaving Thousands on the Real Estate Table (with Tracy McLaughlin)
Jun 8 • 63 min
Your boss offers you a several thousand dollar raise, do you turn it down? Probably not! Yet, one of California’s top real estate agents says that home buyers and sellers both regularly leave thousands of dollars off the table. That’s why today we’re…
Your Friends Suck At Money? Here’s What To Do.
Jun 5 • 96 min
Have you had trouble getting the people around you to understand the importance of saving, investing, and planning? Maybe you’re having trouble connecting with people on their level or it’s difficult to have a meaningful, lasting conversation? Worse yet,…
Our Best Advice For New Savers and Graduates (Your Letters)
Jun 3 • 81 min
Are you just beginning your journey toward investing or know someone graduating from high school or college? On today’s show we’ll field a letter from Jonathan with some help from our friend Christine Benz at Morningstar. What things should graduates and…
How To Make Your Own Luck (with Gay Hendricks)
Jun 1 • 85 min
Can you actually manufacture “luck”? Have you been hoping for your fortune to change? Do you feel like you’ve failed often lately? What if we told you that you COULD change your luck? , Today we tackle the recipe on luck with the man who actually co-wrote…
Is Goal Setting Overrated?
May 29 • 98 min
Has goal setting helped your quality-of-life? Today we review a recent blog post where the author decides that goals have possibly ruined much of his life. Today our round table contributors will dive into this post from blogger Alex West, and talk about…
Are Stocks Headed Back Down? (with Phil Town)
May 27 • 75 min
We all wonder…this big stock market run-up lately…can it continue? Who should you listen to? What should you believe? Today we ring up a man WE believe, Phil Town, author of New York Times bestseller Rule #1, to provide some clarity. We’ll ask him about…
They Paid Off Their Mortgage in FOUR Years (with Andy Hill)
May 25 • 70 min
How would you like to pay off your mortgage in four years? Heck, many of us would love to pay off a mortgage in 29 years! Four years sounds like the stuff of dreams and make-believe, right? We might not have believed it ourselves if we didn’t sit across…
68 Pieces of Unsolicited Advice (plus an intro to BusyKid)
May 22 • 85 min
Don’t talk to strangers. Make your savings automatic. Don’t buy so many lattes. How many pieces of unsolicited advice have helped you become a better version of yourself? Today our contributors are helping us walk through a recent blog post that delivered…
A Geeky Chef’s Guide To Memorial Day (with Cassandra Reeder)
May 20 • 77 min
Who wants to waste money cooking up food on a holiday weekend that doesn’t taste good? Not us. That’s why, if you are like the rest of us, hanging out at home or with only a small gathering of people…it’s the PERFECT year to make a little geeky fun and…
Riding the Money-Saving Roller Coaster: Literally (with Robert Niles)
May 18 • 65 min
It’s time for summer fun and theme parks are all closed! Will they open in time for there to be a season? Will there be any virtual fun coming from these entertainment companies? If we choose to head to a theme park, how are they keeping us safe and will…
Shifting Your Life and Money into “Drive” (plus an intro to Blueprint Income’s AARP Annuity Hub)
May 15 • 74 min
Ever feel stuck? Here’s a question: How do you stop thinking about doing something important in your life/career/money and actually get started with the hard tasks? This week our roundtable regulars share how they motivate themselves to press “go” more…
Your Dream Job Toolkit (with Kevin Kiley)
May 13 • 71 min
If you’re either one of the millions of unemployed Americans (heck, or in the WORLD), or you’re stuck in a job you don’t really want, now is a great time to look for better work. Companies are poised to begin rehiring and you’re in the hunt of your life.…
Live and Thrive Like a Drug Addict (with Michael Brody-Waite)
May 11 • 66 min
While the first person to tell you that nothing good happens while you’re using drugs will be today’s guest Michael Brody-Waite, he WILL insist that the skills he learned in recovery are the same skills we all need for success with life and money. He…
Lessons From a Real Estate Rookie (with Felipe Mejia)
May 8 • 71 min
The host of the new Real Estate Rookie podcast, Felipe Mejia, joins Paula Pant (Afford Anything) and Len Penzo (Len Penzo dot com) to talk about real estate for newbies. A recent blog post at Coach Carson dot com discusses the writer’s relationship with a…
Making Being Underestimated Your Superpower (with Arlan Hamilton)
May 6 • 69 min
Have you ever thought about what it takes to break into life? Maybe, like us back in the day, you’ve thought, “How do I come close to this dream of getting to financial security?” Forget financial security…what about just making ends meet? Today we’ll…
The Soulful Art of Persuasion (with Jason Harris)
May 4 • 67 min
When you think of a discussion, negotiation, or collaboration you don’t usually think “soulful.” That’s where most of us differ from advertising mogul Jason Harris. Today we’ll talk a bout putting more of your own soul into your work and relationships so…
8 Smart Things To Do With $1,000 Right Now (SB RWD 107)
May 1 • 61 min
We’re finishing this week off with a timely rewind episode handpicked by the Fintern: eight smart things to do with $1,000 right now. You can check out our original show notes below: What should you do with a small windfall? Today we ask, if you had…
Freelance Your Way To Freedom with Vincent Pugliese (SB RWD 106)
Apr 29 • 64 min
Welcome to our Wednesday rewind show! With so much job uncertainty going around right now, the Fintern decided now would be a good time to revisit a great interview we had with freelance extraordinaire Vincent Pugliese. Vincent took himself from a…
Stop Fighting About Money with Elle Martinez (SB RWD 105)
Apr 27 • 63 min
Communicating with your partner about money can be difficult in the best of situations, let alone staying inside for weeks on end. That’s why to kick off our rewind week the Fintern picked a topic that will hopefully keep you out of some hot water: how…
3 Big Ideas for Your Financial and Mental Health (plus an intro to BlueChxp)
Apr 24 • 61 min
People (and that includes us!) tend to react emotionally to big change. For us, that’s running out of pizza rolls, but when it comes to money, that often means investors can make a bad situation worse by thinking with their heart instead of their head.…
Start Ugly (with Chris Krimitsos)
Apr 22 • 66 min
If you’re anything like us, you probably have a business idea or two that has been floating around in your head since the quarantine began. After all, what else is there to do between Netflix, snacks, taking a nap, eating dinner, and going to sleep…
Bring Yourself To Succeed At Your Next Negotiation (with Mori Taheripour)
Apr 20 • 66 min
Maybe you’re looking for the perfect new job, or you’re hoping to be able to at least HOLD the remote the next time the family watches Netflix. In either case, do you wish you could be a better negotiator? Whether you want more compensation at the office,…
Doing More With Less and Loving It (plus: under the FinTech hood with Diebold Nixdorf’s Devon Watson))
Apr 17 • 81 min
Being able to stack Benjamins has as much to do with stacking less stuff as it does with accumulating more money. It takes far less money to reach your goals if you’re mindful of your spending. However, there are other advantages. Today we’ll focus on the…
The Money Hackers: An Unlikely FinTech Origin Story (with Daniel Simon)
Apr 15 • 71 min
How has that phone in your pocket changed the course of finance? It turns out, a TON. Today we talk to Dan Simon, who chronicles the birth and growth of FinTech for us on today’s show. We’ll discuss the early iPhone and how it became the center of…
The Most Powerful Person Is You (with Lydia Fenet)
Apr 13 • 71 min
Lydia Fenet has a job where she commands attention for a living. As lead benefit auctioneer at Christie’s auction house, she has to quickly and effectively command a room. Today she’ll show YOU how to sell your abilities to any group. We’ll discuss how…
Financial Experiments! (plus an update on the PPP)
Apr 10 • 79 min
Experiments aren’t just for the laboratory; they can also help with your budget, or your investments. By continually experimenting you’re learning a TON about how to manage money, and which techniques work uniquely for you! Joining us today from Balance…
Beware Charts, Graphs and Financial Companies Wielding Them (with John Johnson)
Apr 8 • 59 min
A mentor of Joe’s once said to “beware charts and graphs,” and with us all huddled at home staring at screens, we’re consuming more data daily than ever. It’s important to be able to process what we read from financial companies. Sometimes the facts on…
How to Juggle Family, Work and Money (with the How To Money guys!)
Apr 6 • 76 min
Juggling all the facets of life became a lot harder for many of us the last few weeks (well, in some ways easier…no more commute!). If you’re lucky enough to be healthy, you’re now just trying to figure out how to handle everything, AND in close quarters.…
Your COVID-19 Grocery Savings List (plus HUGE help for businesses)
Apr 3 • 87 min
Who’s shopping? You shopping? None of us are doing more than shopping for groceries…even if it’s on the internet. Today we’ll talk about getting in and out of the grocery store without catching anything by focusing on the 20 signs you may be spending too…
Our All-Star Cast Answers Your Questions
Apr 1 • 50 min
It’s been awhile since we’ve answered the mailbag, so we thought there’s no better day to tackle some questions! So, our long-time hosts, Farnoosh & OG are kicking off April by answering a TON of your questions! We received many questions about topics…
She Paid Off LOTS of Debt With Little Income (with Chonce Maddox Rhea)
Mar 30 • 56 min
If you have debt you’re going to love today’s episode. We’ll talk to a woman who decided that it was time to take charge and change her course for the better. Choncé Maddox Ray (of the My Debt Epiphany blog) didn’t have a huge savings account or a sizable…
Adulting During The Age of Coronavirus (plus an intro to Ortus Academy)
Mar 27 • 79 min
Sometimes trying to be an adult just plain stinks. But when do you “adult” and when do you “wing it”? A recent post on popular blogging site Budgets Are Sexy asks that question and today we put that in front of our roundtable panel of top bloggers and…
Should I Sell Or Should I Go? (and other Covid-19 money questions)
Mar 25 • 89 min
The market’s down a bazillion percent (mom’s not great at math), your neighbors won’t answer the door (and for the first time ever, that’s a good thing), and the world seems upside down. Time to stop throwing good money after bad and call a retreat? On…
Needs, Wants, or Both? Plus 24/7 Coronavirus Coverage (with Jean Chatzky)
Mar 23 • 62 min
First, we’re joking about the coronavirus coverage. While we’ll discuss the key fundamentals you need to know, we’ll spend more time today talking about the basics. Between focusing on your money mindset with Jean Chatzky from The Today Show and…
Spring Cleaning Your Finances (plus Ally & Dr. Ted Klontz)
Mar 20 • 85 min
Since you’re most probably stuck at home and “social distancing” yourself, now’s a great time for a lighthearted discussion about spring cleaning your financial picture. Everything else in life right now seems pretty heavy, so today we’ll keep it light…
Want More Money? Manage Your Energy (with Angelo Poli)
Mar 18 • 71 min
During this crisis, it’s important to focus on the big picture…but what is it? Our guest today says (and we agree), that managing your energy, and not your time is the key to success. Angelo Poli, the founder of MetPro and advisor to some of the biggest…
Creating Your Cash Machine (with Dave Mason)
Mar 16 • 61 min
How does YOUR financial future look? Probably the first lesson anyone successful with money will tell you is that you can’t look at life the same way anymore. While some expenses others may see as a given, you now see as a money drain. Where others see…
4 Topics Finance Experts Can’t Agree On (plus an intro to Peak Money)
Mar 13 • 72 min
It’s time to get down and dirty! Did you think financial experts agree on everything? OG has his boxing gloves on for this episode because today we’re wrestling with topics financial experts can’t agree upon. Fighting with him today from the amazing…
Forget Hustle, Focus on Alignment (with Heather Chauvin)
Mar 11 • 69 min
Are you a “go-go-go” person? You live on phrases like, “I can sleep when I’m dead,” or “hustle and grind.” Today’s guest Heather Chauvin from the Mom In Control podcast used to live that lifestyle, until a serious health issue finally forced her to face…
The 4 Cornerstones of a Successful Financial Strategy (with CFP Brian Ursu)
Mar 9 • 78 min
What’s your financial plan? Is it built on bedrock or are you “winging it”, aka building on sand? On today’s show, Certified Financial Planner Brian Ursu joins us to dive into four strategies that will help anyone trying to build their financial house.…
The Biggest Lie In Personal Finance (plus and intro to the Retirement Budget Calculator)
Mar 6 • 88 min
If you believe telling a white lie is okay, do you believe that about money topics? What about white lies that are told by big-time bloggers or (gasp) podcasters about the path to riches? We’ll dive into the world of lies and deceit on today’s show with…
Want to Increase Your Earning Power? Learn To Speak Better (with Grant Baldwin)
Mar 4 • 59 min
It’s your big moment. You’re talking to the boss or giving a presentation at work. Maybe you’re finally in front of your dream customer. And you blow it. Today we’ll help you earn more money by focusing (well, as much as we focus…) on speaking well.…
Cracking The Whip On Your Financial Goals (with Lindsay Goldwert)
Mar 2 • 75 min
Do you have trouble staying in charge of your money? Maybe you let your priorities get away from you and want to make a change? Today we’ll talk about communication, being direct, and asking for what you really want with the author of the hit new book Bow…
What To Do When the Bull Market Finally Ends (SB RWD 104)
Feb 28 • 66 min
There’s been a lot of market fears going around this past week, but regardless of its origin people have been asking the same question for years: what should we do when the bull market finally ends? We’re finishing out the rewind week with one of our…
The #1 Key To Get Someone Excited About Saving Money - SB RWD 103
Feb 26 • 66 min
Are you committed to saving, but can’t seem to get other people around you on board? It can be frustrating once investing for the future has clicked in your head, but not for the people you care about. Gene Natali, co-author of The Missing Semester,…
The HIGHS and lows of Real Estate Investing - RWD 102
Feb 24 • 58 min
Have you ever thought about jumping into real estate? It isn’t all roses, rainbows and money. On today’s rewind episode, the FinTern takes us back to 2018 and Dana Bull’s appearance in the basement, talking about all of the good times and bad in the…
Now THAT’S A Waste Of Money (plus an intro to Harvest)
Feb 21 • 71 min
What big money wasters exist in your life? Unless you’re like us, Benjamins seem to slip out of your pockets WAY too easily. Today, we’ll test our guests’ game show skills to see if they can guess 16 fantastic examples of money wasters we found hidden in…
Kicking $215,000 of Debt to the Curb (with Cindy Zuniga)
Feb 19 • 80 min
Are you struggling with debt? How about a little inspiration? Cindy Zuniga paid off a LOT of debt in just four years. Like you, she finally realized she’d had enough and something had to change…so change she did. Today she’ll share the struggle and her…
No Mud, No Lotus (with Tamara Jacobi)
Feb 17 • 70 min
When was the last time you planned to make some of your big dreams a reality? What’s holding you back? Time? Money? Fear of the unknown? Today we’re talking to Tamara Jacobi, who created a retreat in the Mexican jungle right after college. She’s the…
Really, You Find THAT Romantic? (plus an intro to AgeUp)
Feb 14 • 75 min
Buying running shoes for your partner who you know loves to run, you find THAT romantic? Taking a walk in the park holding hands, is that still romantic? Watching TV or a Movie and not saying a word to each other during the entire show, you find THAT…
The Roth 401K: The Cinderella Of Your Financial Plan (and Your Letters)
Feb 12 • 75 min
Why are some of the coolest financial tools rarely used? For example, people by-and-large avoid HSA accounts, when they’re the Swiss-army knife of a healthcare plan. Today we’ll shine a light on another type of plan that’s not often used: the Roth 401K. A…
Your Frugal Valentine’s Day Dining Guide (plus Shannon Dougherty’s latest issue)
Feb 10 • 48 min
Don’t look now but Friday is Valentine’s Day! You’re probably wondering what a “chocolates and roses” holiday has to do with finances… and the answer is…A lot. As we’ll find out today, many people don’t hesitate about turning their wallets over and…
When $250,000 Isn’t Enough (plus an intro to Masterworks)
Feb 7 • 75 min
Would $250,000 a year be enough for you to “get by”? It wasn’t for one early retiree. Today we’re going to dive into income, expenses, priorities and bucket lists. Helping us today is a roundtable team of fantastic personalities. First, our special guest…
What If Your Retirement Math Doesn’t Work?
Feb 5 • 62 min
JT and Tamzon had a great start. After paternity leave from a fantastic job, JT thought he knew that with his burgeoning side-gig, he could quit his job and live happily ever after without going back to full-time work. Then, he found out that the math…
Mastering Your Money (with Norm Champ)
Feb 3 • 70 min
Much of the game around managing money is in doing the little things…not being tripped up by the small mistakes and doing those little things that can turn failure into success in a hurry. Today, Norm Champ (formerly of the Securities and Exchange…
Navigating Awkward Money Moments (plus the Evil HR Lady)
Jan 31 • 86 min
So, how much money do you make? Could a borrow a big sum of cash? Ever had any of THOSE moments? What do you do? Well today we’ll discuss some seriously awkward questions. To help us, we welcome from Afford Anything the amazing Paula Pant, the almost…
The Life of an Accountant Spy (with Tracy Coenen)
Jan 29 • 74 min
She’ll tell you over and over that her job isn’t interesting. But if you’re a money nerd, do we have a treat for you today, because accountant Tracy Coenen spends her time chasing down bad guys using spreadsheets and bank statements (I’ll stop if you need…
Tales Of The Founding Fortunes (with Tom Schachtman)
Jan 27 • 66 min
How did America get its start? Of course, by relying on the financial fortunes of a few of our founding fathers. Today we’re rolling back the clock to look at how some founding fortunes helped launch our country. We’ll dive into the topic with Tom…
Why’s The FIRE Movement Getting More Heat? (plus an intro to Pillar)
Jan 24 • 76 min
If the FIRE movement is so inspirational, why is it constantly under attack? More heat was lobbed at the early retirement movement last week by a couple of industry insiders on Twitter. To help us, we welcome the FIRE-y woman behind the Fiery Millennials…
Retirement 101 (with Michele Cagan)
Jan 22 • 69 min
Let’s get back to the basics. Everyone talks about retirement tools, projections, timelines, and tax strategies…what about answering, “How do I begin?” If that’s you, we’ve got you covered on today’s show because we’re talking to CPA Michele Cagan about…
From BIG Debt to Around the World (with Reshawn Lee)
Jan 20 • 79 min
Is debt crushing your dreams? Are your relationships affected by students loans or credit card problems? You NEED to hear today’s guest, Reshawn Lee, talk about her situation. Reshawn and her husband Rob had horrible credit card debt, student loans, and…
Would You Walk Away From a Six-Figure Job? (plus an intro to our new SB course!)
Jan 17 • 88 min
Happy Birthday to our namesake Benjamin Franklin!! Today we’ll celebrate by talking about one of our favorite topics, leaving your 9-5 job early. To help us, we welcome the woman behind the new EconoMe Conference, Diania Merriam, Len Penzo from Len Penzo…
Navigating the SECURE Act
Jan 15 • 78 min
Your retirement options just became more robust. A new law called The SECURE Act passed late last year and today we’re sharing ALL of the information you need to know to change your plan to take advantage of this new, exciting legislation. If this is new…
You CAN Have It All (with Romi Neustadt)
Jan 13 • 70 min
Are you frustrated that your average day doesn’t start out chasing your goals but instead reacting to everything else going on? Between kids, spouse or friends, and co-workers, how are you supposed to get ahead on YOUR agenda? Good news, today we chat…
Your Smartest 2019 Money Moves (plus an intro to Gradifi)
Jan 11 • 65 min
What money moves are you planning for 2019? From creating an emergency fund and increasing your 401k contributions, to downsizing and starting a side hustle, there are plenty of smart financial steps you can take to make this year your best one yet.…
Giving When You Don’t Think You Can (plus an intro to Round)
Jan 10 • 82 min
For many of us, “charity begins at home” is our constant refrain. But you have to admit, it feels good to give and to be a part of a community. Not only are you helping those around you, but you’re also working together with your family or friends on a…
Finding Your Tribe of Millionaires (with Tim Rhode)
Jan 8 • 67 min
What goals do you want to achieve? It’s easier to reach any destination with the right people around you. To help YOU find your best route toward your goals, today we welcome Tim Rhode, author of Tribe of Millionaires, and founder of nonprofit 1 Life…
Digging Out: How To Kickstart Your 2020 Debt Cleanse (with Brian Karimzad)
Jan 6 • 66 min
Wake up January 1 with a hangover? Even if you didn’t “over-imbibe” on alcohol, there’s another hangover people suffer from: excess spending. Let’s make January a reset month if you overspent last year. As many financial gurus say, “Tomorrow is a new day”…
Our Magic 8 Ball Predicts The Future! (plus the future of FinTech with Ryan Falvey)
Jan 3 • 132 min
Where is the market going to go in 2020? Who will win the election? What did we learn from the Magic 8 Ball predictions of 2019? We’ll start by looking at ALL of our last year’s predictions and discuss LOTS of financial planning themes. Between emerging…
You’ll Be AWESOME in 2020! (with Neil Pasricha)
Jan 1 • 69 min
While everyone else fights over whether this year or next is the beginning of a new decade, we’ll help you focus your attention on the REAL issue: how awesome you’ll plan to be in 2020 and beyond. Bestselling author and TED speaker Neil Pasricha joins us…
Countdown to 2020: Building GREAT Habits For the Next Decade (Holiday Special)
Dec 31, 2019 • 69 min
We’re ending 2019 with a fantastic look back at our interview with James Clear, author of Atomic Habits. One of the best thing you can do for yourself this next decade is building great habits and STICKING to them. Whether it’s in your career, finances,…
Countdown to 2020: What Did 2018 Teach Us About Money? (with Jill Schlesinger)
Dec 30, 2019 • 86 min
Jill Schlesinger gave us her top money lessons at the end of 2018, and we still think they’re pretty great lessons to keep in mind a year later. We’ll start the episode with a special open, and then dive into our show with Jill. Enjoy!
Countdown to 2020: What Should We Have Learned In 2017 (with Jean Chatzky)
Dec 29, 2019 • 80 min
Jean Chatzky gave us some fantastic lessons that we should’ve learned in 2017. Those financial lessons are still applicable two years later. We’ll give the show a special open featuring Joe and OG, and then take a listen to our show with Jean.
Countdown to 2020: What Should We Have Learned in 2016 (with David Bach)
Dec 28, 2019 • 71 min
Back in 2016 we sat down with NYT Bestselling author David Bach to ask, “What should we have learned in 2016?” He had some great answers that still apply here at the end of 2019. Enjoy!
Countdown to 2020: What Should We Have Learned in 2015 (with Jill Schlesinger)
Dec 27, 2019 • 84 min
CBS Business Analyst and host of the wildly popular Jill On Money Show, Jill Schlesinger joins us in the basement to recap 2015. What should we have learned? She’ll have five lessons from events of the past twelve months. Joe & OG share headlines and take…
Countdown to 2020: What Did We Learn In 2014? With Rod Griffin (Special)
Dec 26, 2019 • 78 min
Welcome to day 2 of our look back at the lessons we’ve learned from the past decade. This year we took a special look at credit and family finances, take a look at our original show description below: There are TONS of takeaways from 2014, and Rod Griffin…
Countdown to 2020: What Did We Learn In 2013? With Scott Tiras (Special)
Dec 25, 2019 • 71 min
With the end of the decade quickly approaching, we decided to mix things up a bit. Leading up to our first brand new show of the year on January 1st, we’ll be releasing each of our special “what should we have learned” episodes. It’s not only a look at…
What Should We Have Learned in 2019? (with Liz Weston)
Dec 23, 2019 • 78 min
We’ve got the best linens out and mom’s favorite table settings because Liz Weston is FINALLY headed down to the basement today to help us put a cap on all of the lessons we should have been learning this year. We’ll say a HUGE welcome to our last Monday…
Our Biggest Lessons From The Last Decade (plus an intro to RocketDollar)
Dec 20, 2019 • 77 min
What have you learned from the past 10 years? We’ll do a deeper dive on today’s show with our roundtable gang…who (not surprisingly) have some takeaways from the last ten years that we can all learn from. On today’s show we welcome special guest Doc G…
Takeaways from 2019’s Best Interviews
Dec 18, 2019 • 74 min
What were your favorite moments of 2019? Today we’ll lay our cards on the table and show you ours, plus what we learned from each of these stellar guests. From composers to chefs, and from iconic investors to artists, today we’re going to actually learn…
How Money Became Dangerous (with Chris Varelas)
Dec 16, 2019 • 81 min
Money used to be easy. Go to the bank, make a deposit. Maybe you had a pension. Nearly everyone in America had Social Security. How did money become dangerous? We’ll sit down with Chris Varelas, the man responsible for brokering some of the biggest…
Our Roundtable Team’s TOP Holiday Tips (plus the Evil HR Lady!)
Dec 13, 2019 • 63 min
How do you not only survive the holiday season but thrive during it? Today our roundtable team rolls out their very best holiday survival ideas. We’ll talk shopping to family to mindset and fun…plus maybe sprinkle in a laugh or two. Calling in today is…
Surviving and Thriving During Holiday Party Season (with Carmine Gallo)
Dec 11, 2019 • 77 min
It’s the time of year when you’re talking to more people AND making more impressions than any other time of year. How do you put your best foot forward and make your best impression? How do you tell that story that makes everyone laugh and wish they were…
Planning the Perfect—and frugal—Holiday Party (with David Tutera)
Dec 9, 2019 • 62 min
Whether for holidays, office events, or social get-togethers, December feels like the official month of parties. If you’ve ever thought about hosting your own event, whether this month or any other, you can feel the need to break the bank so that your…
Our Best Investing Advice For Beginners (plus an intro to Titan)
Dec 6, 2019 • 99 min
Is there advice you wish you’d had when you started investing? Wish you could go back in time and tell yourself to do something differently? With the end of the year almost upon us, we thought this would be the perfect time to reflect on lessons learned……
Lessons From the Former NASDAQ Chief (with Robert Greifeld)
Dec 4, 2019 • 54 min
What lessons can you learn from an entrepreneur in technology who was hired just after the turn of the century to lead one of the biggest exchanges on earth? A ton, it turns out. We talk to Former NASDAQ CEO Robert Greifeld about making tough choices,…
How To Lower Your Healthcare Costs (with Scott Heiser)
Dec 2, 2019 • 65 min
Visit any online forum and you’ll find someone complaining about their health insurance costs. While lots of people complain, our guest today says that the answer may have nothing to do with all of the political rhetoric around the topic. Scott Heiser…
Board Games About Money and Economics (plus an intro to Find Your Meeple)
Nov 29, 2019 • 60 min
Wondering if there are any good games you can play about money or economics? Long time Stacking Benjamins fans know we have one non-financial event that gets us just as excited (if not more) than any other event all year: our annual board game episode!…
Our 2019 Tech Deals Guide (with CNET’s Bridget Carey)
Nov 27, 2019 • 57 min
What are the hottest deals in tech this holiday season? What should you avoid? Back for her annual visit to the basement, Bridget Carey from CNET shares the highs and the lows this year. There are LOTS of deals you’ll want to avoid, and she’ll name names.…
Our 2020 Black Friday Deal Guide (with Regina Conway from Slickdeals.net)
Nov 25, 2019 • 66 min
Plus, if you’re an investor, the game just might be changing. In our headline segment, we’ll share news about three big firms who just received the green light to hide holdings inside their ETFs. What does that mean? We’ll share why that may be a big win…
Underpaid? How NOT To Ask For Money (with Angelo Poli from Metpro)
Nov 22, 2019 • 73 min
Think you’re underpaid? You aren’t alone. Are you even sure how much you should be earning in your position? On today’s roundtable we’ll discuss one piece examining all the ways you can mess up the driver of all of your financial activity: your salary.…
House Hacking For Wealth, Fun, and Profit (with Craig Curelop)
Nov 20, 2019 • 51 min
Ever wonder HOW you can finally get ahead? While some people moan that they just can’t seem to make ends meet, Craig Curelop worked from the opposite strategy: he realized that EVERYTHING is for sale. Today we’ll talk to the 24 year-old who’s hacked his…
Zero Debt, Lots of College (with Anthony ONeal)
Nov 18, 2019 • 62 min
While everyone else panics about student loans, what if YOU were able to reach your dream of a great education and ZERO debt? Wouldn’t that be awesome? You’re going to love our featured interview with Anthony ONeal, author of Debt-Free Degree and Dave…
Is “Self-Care” Spending Just Lying To Yourself? (plus an intro to Roger.ai)
Nov 15, 2019 • 75 min
We’ve all had those days. Nothing went right at work and on the way home you KNOW you’d feel better if you just stopped at the (insert favorite store) and bought…that expensive (or inexpensive thing). On Instagram, that’s often called self-care. But is it…
The Reason You Don’t Reach Your Goals (with Tom and Ariana Sylvester)
Nov 13, 2019 • 74 min
Ever wonder why you don’t reach any of your goals? Tom and Ariana Sylvester were there. Over $70k in debt, newly married…they needed a plan. BUT more than that, they needed a way to STICK TO their plan. Today they join us in the basement to share the…
Are Zero-Fee Trades the “New Black”? (plus our Veteran’s Day special featuring Ellie Kay)
Nov 11, 2019 • 65 min
Raising financial literacy rates in the country is not only important for the population at large but especially for military service members. That’s why we’re honoring service members this Veteran’s Day with some HUGE advice from Ellie Kay, founder of…
Should You Marry for Money - And an intro to ParkMobile (SB 101)
Nov 8, 2019 • 62 min
We’re finishing out our rewind week with one very interesting topic: should you marry for money? Tune back in next week for another 8 weeks of brand new shows! We’ll kick the week off with featured guest Ellie Kay. You can read our original show notes…
And Then He Pulled a Gun - How Leisa Petersons Life Changed In An Instant (SB RWD 100)
Nov 6, 2019 • 78 min
We’re taking a look back to an episode originally aired in 2016 about a crazy story that left our guest traumatized. She went on to use that fear to change her life for the better. Here is our original show description: A horrifying event changed Leisa…
From $52,000 in Debt to Early Retirement (RWD 99 w/ Deacon Hayes)
Nov 4, 2019 • 56 min
How about a kick in the pants financially? Deacon Hayes got one…and today, you’re going to get one too, especially if you want to be motivated to pay off debt. Let’s get that debt paid! Today we bring you one of our FAVORITE episodes. If you’re new here,…
Are Super Savers Overlooking a Potentially BIG Problem? (plus an intro to Resolve)
Nov 1, 2019 • 73 min
You have your financial plan, you’ve cut back on the lattes and the subscriptions, you’ve downsized your home, you know how much debt you need to pay off each month, and you’ve socked away LOTS of cash… right? In the race to financial freedom, is that it?…
Adulting Horror Stories (with Amanda Holden and Chuck Jaffe)
Oct 30, 2019 • 71 min
Since October is almost Oct-over it’s time to turn down the lights and look over your shoulder because today someone might be playing a spook-tacular Halloween episode for you! We’ll share some simply horrifying stories about being an adult from Amanda…
Understanding Your Investments (with J. David Stein)
Oct 28, 2019 • 72 min
Do you understand investments? If not, today’s show is for you…and if you DO, today’s show probably still is for you, because our guest is all about focusing on what you DON’T yet know about your money. David Stein will help us learn more about how your…
Dreaming about Starting a Business? Here Are The Questions To Ask Beforehand (plus Justin Pogue on Rental Secrets)
Oct 25, 2019 • 77 min
You’re ready to jump into the waters of entrepreneurship…or maybe you aren’t, but you ARE curious. What questions should you ask yourself BEFORE you lay down your hard earned money to invest in inventory, systems, and people? Happy Friday! Today we ditch…
Igniting Success (with Dr. Melanie Katzman)
Oct 23, 2019 • 66 min
What if the difference between today’s mediocrity and tomorrow’s succes were all steps you’ve heard before? Things you can do TODAY to get where you want to go tomorrow? Today we’ll tackle just that, learning how to ignite success in 52 easy steps with…
Avoiding the Looming Retirement Crisis (with Chad Parks)
Oct 21, 2019 • 67 min
There’s a storm coming toward retirements all over the United States (and elsewhere). Pensions are broken, Social Security is headed toward big cuts, and personal savings? Nobody is doing it. On today’s show, we’ll sit down with the visionary behind the…
Should You Love Your Career? (with Angelo Poli from Metpro)
Oct 18, 2019 • 76 min
When it comes to your career, should you love what you do? A blog post our friend R.L. Graham reads says, “Maybe not.” Is that right? We’ve heard a TON about how you should be PASSIONATE about your work. On today’s show we’ll ring up Jen Hemphill, host of…
When Diversification Is Better, But Works Against You
Oct 16, 2019 • 61 min
This year, diversification may have COST you money, as it has many college endowment funds. We’ll dive into that topic and three more in our first-ever show that’s mostly headlines ripped from the popular financial press! We’ll tackle headlines from NPR,…
Leadership Lessons From Walt Disney (with Pat Williams)
Oct 14, 2019 • 76 min
Wondering how the best and brightest leaders emerge in any organization? Whether you’re running a business or just your household, we all need leadership skills, and today’s guest focuses on those of the great leader, Walt Disney. We’ll sit down with Pat…
What’s The Best Career Advice We’ve Ever Received? (plus an intro to Froogal.us)
Oct 11, 2019 • 86 min
What do you get when you place a bunch of seasoned workers in a room? You immediately start telling stories about the best career advice anyone has ever given you. Today we do just that, with the host of the Beyond The Dollar podcast: Sarah Li-Cain. We’ll…
How Did College Get So $%!& Expensive? (with Caitlin Zaloom)
Oct 9, 2019 • 68 min
Why are college costs increasing so fast? While there are lots of theories, only one researcher has reached out to many middle-class families to directly ask them how much money they’ve spent on college and to get the direct story. Today we talk to her.…
Let’s Learn To Be Rich (with Ramit Sethi)
Oct 7, 2019 • 78 min
What would you say to someone who said they could teach you to be rich? Would you have a hard time believing them? Today we’ll sit down with the person who has already done just that for thousands of people across the country: New York Times best-selling…
The Untold Truth About Success (plus an intro to Nav.it)
Oct 4, 2019 • 82 min
Is it frustrated watching successful people work? They seem to do it so easily….and sometimes they even tell you that it IS easy. But is that the truth? What’s really behind the success of many people who wisely handle money, or make better business…
A First-Timer’s Adventure Into Van Life (with the Mad Money Monsters)
Oct 2, 2019 • 71 min
Ever wonder what it would be like to buy a van and hit the road? Van life is an exciting reality for many people you read about online…but would it be for you? Today we talk to Lisa and Harrison from the Mad Money Monster Podcast, who together decided to…
Blazing Your Own Path to Independence (with Chris Mamula)
Sep 30, 2019 • 65 min
Hoping to retire someday? What about retiring early? On today’s show we’ll sit down with Chris Mamula who retired at…wait for it….41, about how he did it. He’s the co-author of the newly released book, Choose FI: Your Blueprint to Financial Independence,…
The Case For and Against Hiring a Coach (plus the top cities for digital nomads)
Sep 27, 2019 • 88 min
Does it makes sense to hire a coach? Our roundtable discussion today is all around the pros and cons of finding a coach—why do you need one in the first place? How do you find a good one? How do you know it’s a good fit? We’ll cover all of these and more…
Am I Doing Money Right? (with Colleen Bordeaux)
Sep 25, 2019 • 74 min
Have you ever wondered if you’re handling your money right? Sure you have. More important, have you ever worried that you aren’t doing LIFE correctly? Our main guest has been there. She’s the best-selling author of the philosophical guide to life in the…
Crazy, Funny Money (with Paul Ollinger)
Sep 23, 2019 • 75 min
How does a guy with a great job at Facebook end up as a standup comedian? Today we talk to Paul Ollinger, host of the new Crazy Money podcast, about chasing your dream…in his case, the dream of becoming a comedian. It’s a compelling conversation if you’ve…
Can “More” Really Make You Happier? (plus a look at mortgage innovation with Joel Gurman)
Sep 20, 2019 • 80 min
We spend more and buy stuff to make us happy, but does it? Does more really equal better? On today’s show we dive into a recent blog post from the Four Pillar Freedom blog to look at the nature of happiness. Money is always intertwined in our view of…
Running From Burnout (with Nicole Lapin)
Sep 18, 2019 • 71 min
At some point you feel fried. Been there? Today’s guest, Nicole Lapin, has been there. She thought she could outrun her problems and find success…and today we’ll hear how that worked out. Nicole is a New York Times best selling author of both Rich Bitch…
What To Do After The Car Crash (with Elizabeth Calora)
Sep 16, 2019 • 74 min
Would you know what to do in the 24 hours after a car accident? What about that next 7 days? The days following an accident is a stressful time, but following the right steps can make a big difference. On today’s show we’ll talk to Elizabeth Calora,…
Does Faster Equal Better With Financial Decisions? (plus an update from Zeta)
Sep 13, 2019 • 70 min
“Speed kills” is a popular phrase, but in business, you already hear that faster = better. But is it? If you make a mistake with your money, whether it’s making it, spending, tracking or investing…how important is speed (or slowing down) in your…
5 (Good) Reasons To Invest In Real Estate (with Michele Cagan)
Sep 11, 2019 • 72 min
Have you ever thought about investing in the wide world of real estate but weren’t sure whether it was for you? Today’s guest, Michele Cagan, says that it probably IS for you…but maybe not in the way you’d traditionally think. Sure, you can go fix up and…
Want Better Answers in Life? Here’s How to Get Them (with Andy Andrews)
Sep 9, 2019 • 82 min
Do you want better answers in your life? It may seem like a simple solution, but Andy Andrews, New York Times best-selling author, says you just need to be asking better questions. He’ll share secrets from his new book, Bottom of the Pool, on today’s…
The Problem with Saying “I’m Broke” (SB RWD 97)
Sep 6, 2019 • 52 min
The Fintern is finishing out our rewind week with one of our old school roundtable favorites: we’re talking about lies about retirement. You can read the original show notes below: On today’s podcast we’re talking about lying. A recent news piece reports…
Special Money With Friends Introduction!
Sep 4, 2019 • 21 min
Time for something a little different in the basement! While it’s still “rewind week” here, instead of playing an old SB episode, we instead are serving up our little sister show, Money With Friends! This show appears six days a week wherever you listen…
How I Handed A Hacker Over $50000 (SB RWD 96)
Sep 2, 2019 • 80 min
Welcome to our Stacking Benjamins rewind week! Normally doing this week we would play you some of our favorite episodes from the past that you may have missed… but this week we’re mixing things up. Monday and Friday will go as planned, but stay tuned on…
What Are Money Podcast Listeners Worried About? (live from Podcast Movement)
Aug 30, 2019 • 63 min
What do YOU worry about when it comes to money? Is it the same thing others worry about? Today we head to sunny Orlando, the home of Podcast Movement (the nation’s biggest podcasting conference), and catch up with some top financial podcasters at the…
How the *$#! Do You Pick Wine? (with Dave Falchek)
Aug 28, 2019 • 62 min
Ever walk into a wine store and wonder what all the labels mean? Looking for a way to upgrade your Labor Day celebration without spending a ton of money? Today, wine expert Dave Falchek from the American Wine Society joins us to talk all things vino. How…
How To Eat Smart and Waste Less (with Frankie Celenza)
Aug 26, 2019 • 67 min
We’re celebrating Labor Day in style (and a week early) with Frankie Celenza, the chef at Struggle Meals on the Tastemade network. We’ll talk not only how to make your holiday weekend grilling perfect, but also how to make smart and frugal food choices in…
Is It Harder To Retire Early With Children? (Plus an intro to Mercari)
Aug 23, 2019 • 68 min
We see people without children retiring early all the time. Is that because children are the speed bumps on the road to the financial heaven? We’ll ask our panel for their thoughts, including a woman who has six kids and is chasing financial freedom,…
What’s a Sandwich Cost? An Inflation Study, the Fun Way (Len Penzo’s annual sandwich survey)
Aug 21, 2019 • 61 min
Len Penzo is the king of the sandwich study…and of independent thinking ABOUT sandwiches (and many, many other topics). On today’s show we dive into the latest iteration of our favorite way of talking about inflation: comparing the rise and fall of prices…
The Five Money Lies (with Rob Berger)
Aug 19, 2019 • 71 min
Today we sit down with Rob Berger, host of the Dough Roller podcast and author of Retire Before Mom & Dad about the five lies we all are told about money. Because we fall into these traps, we’re duped to live a life on the hamster wheel, working harder…
Is Buying a House a Waste of Money? (plus a discussion with Jean Statler from Alliance for Lifetime Income)
Aug 16, 2019 • 68 min
Today our roundtable discussion focuses on one set of homeowners who successfully sold their house, but realized that they could’ve saved $60,000 if they had instead rented and never purchased the home in the first place. Is buying a home a waste of…
Becoming One Of The Grateful Dead (with Carol Weisman)
Aug 14, 2019 • 82 min
Who wouldn’t want to be one of the Grateful Dead (love the play on the rock band name, don’t you?)? Today we’ll ask the question, “When’s the last time you’ve thought about your estate plan… (if you’ve made one)?” Making a will or even a full trust may…
Solving The Biggest Threat To Your Retirement (with Shawn Britt)
Aug 11, 2019 • 57 min
While we all love talking financial independence, side hustles, and paying off huge amounts of debt, another topic doesn’t get enough attention, mostly because it’s difficult. We don’t pay nearly enough attention to the biggest threat facing any…
Here’s How To Ditch Your Full-Time Job (plus an intro to Chipper)
Aug 9, 2019 • 74 min
Sick of working for “the man”? Today we’ll talk to a woman who’s never held down a single full time job but who’s created a career out of what most people call “side hustles.” We’ll explore pitfalls, opportunities, and more with Shanah Bell, author of The…
Would The Godfather, Don Draper, or Pam Beasley Qualify For Life Insurance?
Aug 7, 2019 • 92 min
Ever wonder how an insurance company would look at some of your favorite movie and television series characters? We might be nerds (who are we kidding…we’re huge nerds), but that’s exactly the question we wanted to ask Haven Life’s Brittney Burgett, who…
Hustling Like PT Barnum (with biographer Robert Wilson) DETAILS
Aug 5, 2019 • 67 min
PT Barnum was the king of over-the-top sales pitches…or was he? He certainly was the king of hustling to earn a living. If you’re looking for a role model to help you work harder, sell better, or be more…entertaining, there are few people you should look…
The 10th Annual Plutus Awards Reveal Show (and discussion)
Aug 2, 2019 • 101 min
We’re absolutely thrilled to bring you the best in 2019’s personal finance indie podcasts, blogs, and video. Today we welcome Miranda Marquit from the Plutus Awards to walk through the 2019 Finalists for the Plutus Awards. The goal of these awards is to…
Finding Greatness in Your Career (the life of Robert Mann)
Jul 31, 2019 • 74 min
The cast in the Broadway play “Rent” asks, “How do you measure the life of a man?” Today we ask that question as we speak with Nicholas Mann (a great musician in his own right) about his father, the founding member of the Julliard String Quartet (among…
Stop Delegating Your Money Decisions (with Bola Sokunbi)
Jul 29, 2019 • 75 min
Bola Sokunbi tells us the amazing story growing up with a mother who was initially left out, like many women, of the family’s financial decisions. Whether you’re a man or woman, today you’ll hear the reality of your financial life: you can’t delegate it…
Lessons From Some of The Biggest Investing Mistakes of All Time (with an intro to OneClass)
Jul 26, 2019 • 69 min
Everyone has made mistakes during their life. Lord knows, we’ve made our share. While we thankfully forget about a lot of the smaller mistakes we make, the larger mistakes tend to stay with us as lessons we can use to help us in the future. Learning from…
Top CIA Secrets to Achieving Better Communication (with Jason Hanson)
Jul 24, 2019 • 71 min
Being a good communicator is a crucial skill we don’t pay enough attention to. It’s easy for us money nerds financially-minded individuals to learn the intricacies between different financial plans, study market fluctuations, and keep up-to-date on the…
Happy Birthday, Mr. Roth! (Your Letters)
Jul 22, 2019 • 68 min
We have two exciting announcements that mom wanted us to share with you about today’s show: One - We’re answering your letters, including a BUNCH of them about the Roth IRA, named after a Congressman whose birthday happens to be this very date. In…
One Redditor’s Guide to Cleaning Up $16,000 of Debt (plus an intro to Bumped)
Jul 19, 2019 • 75 min
With debt piling up, savings gone, and your credit cards maxed out, how do you pull yourself out of the hole and get on the right financial path? The first step, of course, is to stop digging, which is what one Reddit user did after racking up over…
Stumbling Your Way Toward Your Financial Goals (with Carl Richards)
Jul 17, 2019 • 63 min
What if life weren’t so complicated? What if you could stop worrying about lower expense ratios, cheaper insurances, bigger spreadsheets, or trying to perfectly plan out your retirement account so things are perfect decades down the road? On today’s show,…
Decluttering Your Life - Financial and Otherwise (with Tracy McCubbin
Jul 15, 2019 • 64 min
Clutter is everywhere. We buy more stuff to make us happy and all it does is makes us miserable and broke. How do we get out of the cycle? On today’s show we’ll talk to Tracy McCubbin, founder of cleaning and organizing company dClutterfly. On today’s…
Navigating Life’s Awkward Money Situations (plus an intro to Token)
Jul 12, 2019 • 65 min
Picture this: You and your friends are taking a road trip. You get off the highway and pull up to the third gas station of the day. You cut the ignition, take a look around the car and everyone avoids your gaze. You’ve paid for gas during the last two…
The 4 Secrets to Communicating About Money
Jul 10, 2019 • 75 min
Worried about fighting with the people in your life about money? Here’s the way to end it. Even if you’re just struggling to talk to other people in your life about money…maybe it’s not you. People don’t talk in one financial language. According to Tarra…
Working Harder AND Smarter (with Shaan Patel)
Jul 8, 2019 • 85 min
Shaan Patel is one of the best examples you’ll find of a person who started with some big disadvantages but who never made excuses about his situation. Growing up in a budget motel in Las Vegas, Shaan still found a way to ace the SAT, be valedictorian of…
9 Retirement Savings Lies (plus an intro to Fee Belly) SB RWD 95
Jul 5, 2019 • 59 min
What are some of the biggest lies of retirement planning? Today we’ll finish off our rewind week with one of our old school roundtable episodes. Back in 2017, we discussed 9 lies we’re told about retirement planning. Going through the list with us was…
Sell a Home Fast (with Mindy Jensen) SB RWD 94
Jul 3, 2019 • 63 min
If anyone knows how to sell a house, it’s Mindy Jensen. Not only is she a house flipper extraordinaire, but she also works at BiggerPockets, the home of one of the largest forums (if not the largest) for real estate investors. She knows LOTS of the best…
Mastering The New Rules of Work (with Kathryn Minshew and Alex Cavoulacos) SB RWD 93
Jul 1, 2019 • 70 min
The rules of work have changed over the last several years. You need to stay up to date on what’s relevant so you aren’t left behind and miss the next career opportunity. We were surprise when we went back and listened to this episode from 2017, when Joe…
The Downside of an Early Retirement (plus lessons from Roush Fenway Racing) DETAILS
Jun 28, 2019 • 77 min
Less stress, easy overhead, and being debt-free… those are three fantastic reasons to chase financial independence. For a growing number of investors the top reason to save and live frugally has become a chance at early retirement. But, what type of…
What Can We Learn From Day Traders? (Your Letters)
Jun 25, 2019 • 66 min
We’re barring the doors, closing the shades, and not answering any house calls because today we’re answering YOUR letters. From paying down a mortgage principle or investing, to allocations, backdoor conversions, and even the best strategies on giving…
Volcanos, Annuities and an Unconventional Retirement (with Dr. Rosaly Lopes)
Jun 24, 2019 • 51 min
What does a volcano have to do with your retirement? We won’t use any crazy analogies here, like “things might erupt,” or “danger could be bubbling below the surface,” mostly because we wouldn’t do something like that. But we don’t need metaphors mostly…
Steps To Avoid To Become The Walking Dead (plus the Evil HR Lady!) DETAILS
Jun 21, 2019 • 69 min
How do avoid becoming a zombie? No, not the Walking Dead zombie, but the type who works their whole life, just pounding away, realizing too late that it was all for nothing? On today’s episode, Deb Meyer helps the team talk about redefining retirement.…
Mom and Dad, We Need To Talk (with Cameron Huddleston)
Jun 19, 2019 • 67 min
Cameron Huddleston joins us to tell the story of her aging mother, and the time she nearly missed the chance to have an incredibly important conversation: how her financial assets were managed and what arrangements she’d made for the future. She’ll share…
How To Rock An 800+ Credit Score (Your Letters)
Jun 17, 2019 • 63 min
You pay your bills on time. You’re not in debt, and you have a great credit history. Yet, no matter what you do, you still find yourself stopping just below the mythical 800+ credit score threshold. What are you supposed to do? How do you push your credit…
Retirement: You Made It. Now What? (plus an intro to PayActiv)
Jun 14, 2019 • 73 min
We LOVE talking about investing, savings, and of course, stacking Benjamins, but what about when you actually make it to retirement? Do you have a plan for your first day after your last day of work? How about that next month? That next year? We’ve…
9 Lies About Work (with Ashley Goodall)
Jun 12, 2019 • 73 min
You’ve always known it: most of what people tell you about great work is a lie. Ideas such as company culture, work-life balance, and other truisms are all challenged today by bestselling business thinker, researcher and author Ashley Goodall. Today he…
Winning In The Long Run (with Sanjay Rawal)
Jun 10, 2019 • 64 min
Establishing your BEST financial habits means realizing that it isn’t about being great today or tomorrow; it’s about doing the right things over and over again for the long run. Today we talk to the creator of a documentary specifically about a long run.…
Your Guide to the WORST Wedding Gifts (plus an intro to SteadiPay)
Jun 7, 2019 • 79 min
What are the absolutely worst wedding gifts you could give this wedding season? One recent article from Kiplinger had us nodding our heads, so Mom said we should challenge our Friday roundtable, including special guest Beau Henderson from the Retirement…
Manifesting “Happy Money” (with Ken Honda)
Jun 5, 2019 • 71 min
How do you make all of your financial transactions happy ones? How do you introduce the idea of abundance into your life? Ken Honda believes that while money can’t make you happy, we DO attach lots of emotions to those bills in our wallet. Why shouldn’t…
An Economist Walks Into a Brothel (with Allison Schrager) DETAILS
Jun 3, 2019 • 72 min
Allison Schrager is an economist who’s studied negotiation, diversification, and also, the topic we’ll discuss in today’s episode, risk. She’ll explain risk using a lens that we haven’t seen someone use before…the eyes and actions of legal sex workers. To…
When’s The Right Time To Quit Your Job? (plus an intro to a pet-centric ETF)
May 31, 2019 • 71 min
Is there ever a right time to quit your job? At what point do you give up on the current job and take a pay cut to climb a better ladder? On today’s show we’ll talk career prospects, life planning, income, and more during our headline segment. Helping us…
The Importance of a (Real) Bucket List (with Karen Cordaway)
May 29, 2019 • 75 min
What’s on your bucket list? Do you talk about your list or have you actually sat down and drawn one up. If not, why not? Today’s guest, Karen Cordaway, discusses bucket lists in detail with us. Why you should have one, how to begin, what to avoid, and how…
One of the World’s Greatest Investors: T. Rowe Price (with Cornelius Bond) DETAILS
May 27, 2019 • 76 min
On today’s holiday episode we’ll remember a great member of the investment community, T. Rowe Price. Cornelius Bond recently wrote a biography on the investing giant, and we’ll dive in on the man, the investment philosophy, and how he built one of the…
7 Quotes That Will Make You Rethink Personal Finance (plus Bethany Bayless’ Top Disney Tips)
May 24, 2019 • 106 min
What keeps you motivated when you don’t feel like thinking about saving more, spending less, or investing better? Do you have words you live by to help guide you through life? On today’s show we’re calling our friends Brandon Opre from TrustTree…
Your Guide To Summer Fun (with Robert Niles)
May 22, 2019 • 63 min
Each year here in the basement, it isn’t officially summer until we present this episode, which is why we’re so happy to bring you Robert Niles, Mr. Theme Park Insider. He’s coming down for his annual trip to the basement to help you find your best summer…
A Better Way to Buy Investment Real Estate (with David Greene)
May 20, 2019 • 63 min
Bigger Pockets’ David Greene joins us to tackle a more efficient way to buy real estate, especially if you’re interested in building a large portfolio of passive income-generating properties. It’s called the BRRRR method, and we’ll walk through each of…
What’s the True Cost of Subscriptions? (plus details on Trim’s purchase of Debitize)
May 17, 2019 • 75 min
We all know that subscription costs add up: Amazon, Hulu, Netflix, maybe a lawn service or wine-of-the-month club. But how do you make the decisions which to keep and which to heave-ho? Today our roundtable team, including author Frankie Calkins (author…
Secrets of Wealthy Women (with Veronica Dagher)
May 15, 2019 • 81 min
We can learn a ton from the wealthiest among us, and Veronica Dagher from the Wall Street Journal, and host of the Secrets of Wealthy Women podcast, has a front row seat with some of the smartest and wealthiest people in the country. She’ll share with us…
Playing With Financial Independence (with Scott Rieckens and Travis Shakespeare)
May 13, 2019 • 81 min
Scott Rieckens felt something wasn’t right in his life. While he lived in a beautiful corner of the world, and despite he and his wife having fantastic jobs, life just wasn’t what he’d expected. So, he did something that few people do…he actually decided…
Let’s Talk About Credit and Debt (with Gerri Detweiler)
May 10, 2019 • 76 min
Have you checked your credit lately? How does credit even work? Why do I have a low credit score? Today, Len Penzo, OG, and our special guest Gerri Detweiler tackle credit, credit cards, and hwo to best make your credit score your friend. Halfway through…
Making the Leap to Successful Investing (with Erin Lowry)
May 8, 2019 • 74 min
Erin Lowry from Broke Millennial learned early on about investing. As someone who’s VERY conservative and not excited about losses, she didn’t want much to do with investing. But, she’ll tell us the story today about how she got started and about how you…
Is a Latte Ruining Your Financial Independence? (with David Bach)
May 6, 2019 • 74 min
On today’s show, we’ll sit down with David Bach, the nine-time bestselling author. What’s keeping you from achieving your financial goals? Is it a latte a day? While it doesn’t necessarily have to be a latte, our discussion with David will shed some light…
Our Best Money Advice For Beginning Savers No Matter Your Age SB RWD 92
May 3, 2019 • 56 min
To end our rewind week we present one of our favorite roundtable topics. How do you start saving, when you feel like you can’t? I think most people are in this boat, based on statistics about how much money the average person squirrels away. So, here with…
Want to Change? Start Here (with Cortney McDermott) SB RWD 91
May 1, 2019 • 61 min
I’m personally excited for you to hear this episode. When this first aired I personally was going through some really dark stuff…and as always happens, I found a book that spoke to me and helped me through it. I needed to change. I needed a wake up call.…
Money Not Handed To You? Here’s The Memo - with John Hope Bryant (SB RWD 90)
Apr 29, 2019 • 48 min
The “system” isn’t fair. Names from Ray Dalio to Bill Gates talk about income inequality. Poverty is often swept under the rug by people who want to easily dismiss it as “not pulling yourself up,” yet most know it isn’t that easy. One man who knows very…
Here’s Why You Aren’t Rich
Apr 26, 2019 • 78 min
Why aren’t you rolling in the dough? Maybe it’s because you aren’t focusing on the right parts of your budget. Studies have consistently shown that ONE area of savings beats all others. What is it? Tori Dunlap from HerFirst100k joins Len Penzo and OG to…
Transitions, Sudden Money, and Negotiating Contracts (with Andrew “Hawk” Hawkins)
Apr 24, 2019 • 64 min
Andrew Hawkins was an NFL football player with the Cincinnati Bengals and Cleveland Browns. He also won two Grey Cups in the Canadian Football League, worked in the Detroit Lions front office, starred in a reality television show with Michael Irvin, and…
From Monk to Money Manager
Apr 22, 2019 • 80 min
Doug Lynam grew up in a wealthy family but rejected looking wealthy at an early age and began hanging out with counter-culture kids while trying hard to find himself. From that lifestyle to the Marines and finally to becoming a monk, we’ll talk about…
Financial Lessons from a Wedding Gone Wrong
Apr 19, 2019 • 66 min
What happens when a bride and her mom spend $70,000 on a wedding and everything goes wrong? Here’s a bigger question: What happens when you spend more to get a bigger, better experience and it completely goes awry? Is it better to “super size” your…
Quitting Your Job at 31 to Achieve a Life Goal (Your Letters)
Apr 17, 2019 • 77 min
Today we’re all about your letters. We’ll start with a question about moving funds around to avoid some taxes, jump into helping a 25-year-old decide whether to max out his retirement accounts, answer a question about robo advisors, and then launch into…
Tax Day 2019 (Plus Parenting Beyond the Rules with Connie Albers)
Apr 15, 2019 • 69 min
Connie Albers joins us today to talk about communication. Specifically, we’ll talk about communicating with teenagers, but if you’ve ever struggled to communicate with anyone, Connie will share great tips on how to build bridges. We’ll talk about how to…
We Make $500k a Year and Struggle With Our Budget (plus the Retirement Budget Calculator)
Apr 12, 2019 • 74 min
Why is a couple making $500,000 a year feel like they’re just getting by? Shouldn’t they feel better off than most people? On today’s roundtable we’ll examine the budget of the couple who feel just “average” and discuss why lifestyle inflation can eat up…
The Genius of Living Like It’s Groundhog Day (with Austin Kleon)
Apr 10, 2019 • 74 min
How do you keep going when every day seems like a repeat of the last? What do you do to stay focused when either you’re always asked to jump higher or may even just perform the same tasks again and again? Why do we turn every great hobby into a marketing…
How To Fire Your Financial Advisor
Apr 8, 2019 • 83 min
Ever wonder about firing your advisor? One woman wrote to Joe about firing her advisor, and we realized that’s a question that many people have. How does the process work? Do you tell them? How do you move your money somewhere else? In their haste to get…
What Retirement Terms Should You Know? (plus an intro to the Penge app)
Apr 5, 2019 • 72 min
Do you think you could pass a quiz covering basic questions about retirement? While you MIGHT be confident that you know the basics, a recent TD Ameritrade survey suggests that most Americans would actually fail a simple retirement quiz. To help us make…
One Woman’s Shark Tank Journey (with Tanya VanCourt)
Apr 3, 2019 • 85 min
Ever wonder what it’d be like to square off against the sharks? Tanya VanCourt from Goalsetter.co just did that and we’ll share the exciting story from start to finish on today’s show. Whether you’re a fan of Shark Tank, Goalsetter, FinTech, or just…
Whose Priorities Are You Working On? (with Laura Vanderkam)
Apr 1, 2019 • 77 min
We aren’t foolin’ around on April Fools Day, because bestselling author, TED speaker, and top researcher of successful people Laura Vanderkam joins us. Laura and Joe tackle time management and priorities. When you have more tasks to do than time to do…
Outdated Money Advice You Should Probably Ditch (plus an intro to MetPro)
Mar 29, 2019 • 81 min
On today’s show, we’ll cover all the (once) great financial strategies that have floated around the financial community. What outdated rules-of-thumb are you holding? We’ll talk about which financial rules you should probably chuck out the window, and…
Making the Millionaire Choice (with Tony Bradshaw)
Mar 27, 2019 • 83 min
Tony Bradshaw believes that we all can become millionaires. Growing up in a low income household, Tony learned the hard way how difficult it was to make and keep a dollar. But, using some of the strategies he talks about on today’s show, he set a goal,…
How To Find and Profit From Your Money Story (with Jean Chatzky)
Mar 25, 2019 • 70 min
What’s your money story? What the heck IS a money story? Jean Chatzky from Her Money (and the Today Show money editor) joins us to talk about her money story, why it’s important, and how to use it to avoid making mistakes in the future and capitalize on…
Lessons from the Tooth Fairy (plus an intro to alternative investment IRAs with Alto) DETAILS
Mar 22, 2019 • 80 min
In true Stacking Benjamins fashion today we’re all about the Tooth Fairy. A new Delta Dental study shows that the Tooth Fairy is leaving less money for children’s teeth. Does this mean the economy is weakening? Does it mean that the value of teeth are…
The Case Against Rolling Your Workplace Plan to an IRA
Mar 19, 2019 • 65 min
We’re answering your letters today, but first, we’ll tackle a headline about the case against rolling over your 401(k) plan to an IRA. Most of us have heard why you should roll it over. Let’s now hear the flip side. With points such as the lack of a…
How to Hire The Perfect Advisor (for you), with Nicholas Stuller
Mar 18, 2019 • 77 min
Finding the right person to help you make your best financial moves is a giant exercise in trust. How do you know an advisor is perfect for you? On that note, how do you know the advisor is right for anyone? What questions can you ask to avoid the wrong…
How Do the Wealthy Manage THEIR Money? (plus FinTech to come with Ryan Falvey)
Mar 15, 2019 • 81 min
What do rich people do with all their Benjamins? Yachts? Helicopters? Trips to the Alps? Helping us through one MarketWatch piece that seems to have the answer to our burning questions about wealth, is the founder of Reisup, Tara Falcone. Plus, we welcome…
How Do I Pay Off My College Debt? Plus, FIRST No-Fee ETF (with David Carlson)
Mar 13, 2019 • 69 min
Does it feel like it’ll be an eternity until you’ve finally finished off your student loans? Maybe you’re one of the nearly two-thirds of Americans who wonder how they’ll ever pay off their loans. Student loans can be a burden for years after you’ve…
Earning More By Doing Less (with David Hause)
Mar 11, 2019 • 69 min
Are you aggressively striving for your financial goals? Putting in the time to make your dreams come true? Are you sure you’re NOT going to let anything stand in your way when it comes to securing a nice retirement and a fantastic nest egg? Here’s a…
What Financial Terms Should You Know? (with an intro to the Destiny app)
Mar 8, 2019 • 80 min
401k? Roth? Dollar cost averaging? Market timing? Target-date funds? Choosing to take responsibility for your financial well-being is often a difficult choice, and it’s not made any easier by the long list of jargon that comes attached to being money…
Saving For a House, Real Stock Returns, Social Security, and more (Your Letters)
Mar 6, 2019 • 58 min
Should you take on debt to buy real estate? Does the stock market really return as much as we’re told it after a life of saving and investing? And on the topic of stocks… how should a portfolio be split up between small, large and foreign stocks? That’s…
Mortgages 101 (plus: your subscriptions are killing you)
Mar 4, 2019 • 80 min
Whether you’ve never purchased a home before or just don’t know much about the process, we’ve got a treat for you today. We’re going to dive into everything mortgages 101 today, like PMI, the negotiability of fees, and the lie that everyone quoting rates…
Money Moves For the MINUTE You Decide to Retire with Harlan Landes AND Buzz Indexes (SB RWD 89)
Mar 1, 2019 • 65 min
What should be the number one priority on your retirement planning list? That answer is going to be different for everyone, and on this roundtable episode our contributors gave their take on one list’s “most’ urgent items. You can find the original show…
Check Your Financial Diagnostic with Jean Chatzky (RWD 88)
Feb 27, 2019 • 61 min
When’s the last time you gave you financial life a good inspection? It’s been a bit since we talked about having a good look at our financial processes and routines, so the Fintern decided to spin up Joe’s interview with Today Show Money Editor Jean…
What Do We Think About Market Timing? (RWD 087)
Feb 25, 2019 • 65 min
We haven’t talked about market timing at all on the show lately, so the Fintern thought it was about time to reach back in the archives and find an old episode on the topic. This eshow is from a Wednesday back before we changed our format. OG sounds like…
Lies Money Gurus Tell (plus an intro to NuMoola)
Feb 22, 2019 • 66 min
It’s easy to find financial advice on the internet. But finding GOOD financial advice? You’ll find that’s a bit more difficult. With so many money “gurus” pushing their sage wisdom, how do you sort through all the noise and find the truth? We’ll discuss…
When Should I Fire My Financial Advisor? (Your Letters)
Feb 20, 2019 • 74 min
Today we’ll throw out our regular playbook to focus on what’s really important: your burning financial questions! From Ginny, who wants to become interested in finance (plus a husband who has a BIG man-crush on OG), to Craig and his wife who just…
Starting a Business, Cardi B, and the Problem with Afterpay
Feb 18, 2019 • 59 min
Nearly everyone has had a “great” business idea. However, as mom says, “the devil is in the details,” and great businesses aren’t built on ideas, they’re built on successful implementation and follow through. To help you set up either your next side gig…
How to NOT Blow Your Tax Refund (Plus an intro to CareerPurpose from TIAA)
Feb 15, 2019 • 67 min
Whether it’s big check time from the IRS or not, it’s always important to know ahead of time what to do with a large sum of money. Do you have a plan for your tax refund cash? Today, whether you have the beginnings of a plan or no clue, this show is for…
We Heart Better Money Communication (with Walter Wisniewski and Allison Vanaski)
Feb 13, 2019 • 76 min
We’re celebrating Valentine’s Day in true money podcast fashion, talking all things romantic, like wine, spreadsheets, money dates, and open communication about money. We know…total romance. Joining us to discuss all of these things and more are a…
The Art and Science of Making Work Optional (with Tanja Hester) DETAILS
Feb 11, 2019 • 77 min
Tanja Hester realized at a young age that even though she loved her career, she was still helping an organization chase THEIR goals instead of her own, and that’s when her plan to make work optional was hatched. On today’s show she’ll talk about not only…
5 Reasons People Never Have Enough Money (with an intro to U-Nest)
Feb 8, 2019 • 72 min
Ever ask yourself why you never seem to have enough money? Maybe the answer is that you need to make more at work, or maybe you just eat out a little bit too much during the week? On today’s roundtable, we’re joined by Marcus Garrett of the Paychecks and…
Slashing Expenses To Save More Money (with Grant Sabatier)
Feb 6, 2019 • 84 min
If you’re hoping for financial freedom, Grant Sabatier is maybe the perfect man to hear speak. At one point he was down to less than ten dollars in his accounts, and within a short time went from broke to a millionaire. How did he do it? He’ll share his…
Dumb Things Smart People Do With Money (with Jill Schlesinger) DETAILS
Feb 4, 2019 • 76 min
THE Jill Schlesinger returns to the basement to talk about three horrible investments people buy: gold, reverse mortgages, and hedge funds. We’ll also discuss annuities, permanent life insurance, and other frequent offenders. If you’re using any of these…
Developing Your Big Game Plan For Your Money (plus an intro to Vimvest)
Feb 1, 2019 • 77 min
This is the weekend we’ll nearly all see (whether we’re a fan of sports or not) people at the “top of their game” showing off their ability to excel at their craft. Here’s our question: how do you excel with your money? That’s why today we’re discussing…
Why Are We Bad With Money? (with Gaby Dunn)
Jan 30, 2019 • 69 min
Are you horrible with money? Turns out you’re not alone (big surprise)! While most of us have been bad with money at some point in our lives, we don’t usually write a book about it. Today we’re joined by Gaby Dunn, who today will dive into her early…
What’s Our Favorite (and least favorite) Tax Software Packages?
Jan 28, 2019 • 69 min
On today’s show we’re taking your letters, but first, we’re talking to Hannah Rounds, our favorite tax software reviewer, who gives us the lowdown on the good, bad and ugly of tax software. She’ll tell us which brands to avoid, which are her favorites,…
Why Some People Will Always Be Poor (with tax prep tips from The Bookkeeping Artist)
Jan 25, 2019 • 64 min
What does it really mean to be poor? We’re not talking about poverty…that’s a whole different issue, when compared to one article we’re discussing today, which covers the difference between people who are “poor” but own lots of stuff and people who are…
Join the Seven Figure Club With Tools You Already Possess (with Chris Hogan)
Jan 23, 2019 • 59 min
With all of the news dominated lately by the government shutdown and Washington politics, it’s easy to focus on things outside of your control. But if you’re going to become a millionaire, it’s time today to refocus your energy on YOU and what you need to…
Is Too Much Debt Hampering Your Saving Discussions? (Your Letters)
Jan 21, 2019 • 58 min
We’re dedicating this episode to a very special guest: YOU. Our mailbag is overflowing, so today we realized it was time to devote a whole episode to answering your burning questions. Scott has cash left over after he pays bills and maxes out his…
Our Favorite Ways To Distract Ourselves From Spending (plus an intro to AHP Financing)
Jan 18, 2019 • 70 min
How do you put the brakes on spending so much money? ……. Our special guest today is Ashley Feinstein Gerstley, author of The Thirty Day Money Cleanse, and she’s an expert in cleaning up your budget. We’ll talk with her and our team about a recent Budgets…
Challenging Yourself To Spend NO Money (with Jen Smith)
Jan 16, 2019 • 72 min
Could you go a few days without spending any money? A few weeks? How about a few months? Starving your wallet might be simpler than you’ve previously thought. Jen Smith, co-host of the Frugal Friends podcast, joins us today to talk about gifting yourself…
How One Family Paid Off a $330k Mortgage in 5 Years
Jan 14, 2019 • 86 min
Ever wonder how someone decides to aggressively attack a goal, like paying down your mortgage? Talaat McNeely and his spouse Tai decided to think HUGE thoughts when they set out to pay off their house in five years. They didn’t know how they’d do it, but…
Wash Away Your Debts (with Nick Clements)
Jan 9, 2019 • 62 min
Did you spend too during the holiday season? Studies showed that many of us WAY overspent this year, to the tune of over $1,200 more spending than we could truly afford. Add that to the huge amount of debt people are already carrying, and this year’s…
How To Nail Your Retirement Investment Strategy (with Larry Swedroe)
Jan 7, 2019 • 80 min
In this tumultuous market, how certain are you about your investment strategy? Larry Swedroe joins us today to talk retirement planning, but especially to talk about weathering the storm of risk and uncertainty in this market. We’ll talk about what’s…
What Does Our Magic 8 Ball Predict For 2019? (plus an intro to Kin) DETAILS
Jan 4, 2019 • 85 min
What’s on tap for 2019? We don’t know what you have planned personally, but we CAN tell you what our Magic 8 Ball says is going to happen. We’ll ask it all the important questions, like, “What will the stock market do in 2019?” and “Will the price of oil…
You Can Be a Badass in 2019 (with Jen Sincero)
Jan 2, 2019 • 67 min
What do you want from 2019? How about becoming a badass? Our guest today says you’re already a badass and just might not know it. Jen Sincero has written TWO New York Times bestsellers, but today she’s here with us teaching you how to kick off a new year…
What Did 2018 Teach Us About Money? (with Jill Schlesinger
Dec 31, 2018 • 76 min
2018 was quite a year….maybe the opposite of March (in like a Lion/out like a lamb)….and began fairly gently and definitely is finishing with a roar. What should we have learned, if we turn the events of this year into timeless lessons? What could we have…
Last Year’s Look Into The Magic 8 Ball (SB RWD 86)
Dec 28, 2018 • 66 min
In anticipation of our annual magic 8 ball episode next Friday, we’re taking a look back at last year’s magic 8 ball episode. For those of you new to the show, each year roundtable regular Len Penzo brings down his magic 8 ball and we ask it wide-ranging…
Abigail Adams was a financial badass (SB RWD 85)
Dec 26, 2018 • 61 min
Today’s rewind episode features one of our favorite interviews with a fantastic guest: Dr. Woody Holton, author of the book “Abigail Adams”, for which he won the Bambridge Award and more. In a time when women weren’t expected, or even necessarily allowed,…
Ric Edelman Helps Us Rescue Your Money (SB RWD 84)
Dec 24, 2018 • 60 min
With all the news going around about the markets, we thought it would be fitting to kick off our rewind week by sharing our time with Ric Edelman. Ric, Chairman and Founder of Edelman Financial Services, bestselling author, and host of the hit “Ric…
The OTHER Way To Solve Your Money Problems (plus an update on Debitize)
Dec 21, 2018 • 56 min
There’s nothing wrong with selling some of your clutter to help pay down your debt, but, as today’s piece from Val Breit from TheCommonCentsClub (in a piece appearing on Rockstar Finance), there are plenty of other things you could be doing to help solve…
Real Estate Investing Basics (with BiggerPockets)
Dec 19, 2018 • 68 min
Thinking about getting into real estate? We’re bringing down two fantastic guests who are excited to deliver what you need to know about investing in real estate: from the BiggerPockets real estate community and podcast, we’re talking to Josh Dorkin and…
Creating Your Debt Free Blueprint (with Laura Adams, aka Money Girl) DETAILS
Dec 17, 2018 • 76 min
Are you having trouble climbing out of debt? Or maybe you’re tired of daily calls from debt collectors? Whether you have serious debt or just need to refresh your plan, today we’re kickstarting your 2019 journey to financial independence with the host of…
12 Items You’re Wasting Money On (plus an intro to Honeybee)
Dec 16, 2018 • 79 min
What items are YOU buying that are a complete waste of money? Today we’re throwing out the playbook and all the rules for this very special episode of the Stacking Benjamins show. Joseph Hogue from the Let’s Talk Money! YouTube channel joins Paula Pant…
Should I Become a Holiday Minimalist? (plus an intro to Royalty Exchange)
Dec 14, 2018 • 69 min
Tired of all the running around shopping and working and cooking and planning…all to try and make the perfect holiday? What if you ditched all that and instead just focused on the people around you? Would that make it better? We’ll talk about not just…
Advice We Wish We’d Been Handed At Age 22 (Your Letters)
Dec 12, 2018 • 59 min
What do you wish someone had told you when you were 22 years old? How much would it have changed your trajectory? Would you have even listened to the advice? Today we’re not just doling out idea to help your financial future….the guys are answering your…
Budgeting 101 (and maybe some 201) with Michele Cagan
Dec 10, 2018 • 66 min
If you’re like most people during the big holiday season, it’s not really a question of IF you go over your budget, but WHEN—and how badly. With another “can’t miss” deal around every corner who can keep themselves from doing a little splurging when…
Surviving The Fog of Life and Money (with an intro to Digs)
Dec 7, 2018 • 66 min
How can you really follow a financial plan when absolutely nobody knows what’s going to happen to the economy or in their life in a couple of years? What happens to your financial plan if you lose your job or have a medical emergency that wipes out your…
Becoming the NEXT Millionaire Next Door (with Dr. Sarah Stanley Fallaw)
Dec 5, 2018 • 58 min
How will YOU become the next millionaire next door? Believe it or not, it’s been 23 years since The Millionaire Next Door shook the foundation of what people thought about wealth. You mean LOTS of people built their wealth in other ways than inheriting a…
People Who Don’t Like The FIRE Movement Don’t Understand It (with David Bach) DETAILS
Dec 3, 2018 • 68 min
Recently there have been LOTS of headlines about FIRE. Good? Bad? Ugly? We invited David Bach down to the basement to ostensibly ask him about the 20th anniversary edition of his Smart Women Finish Rich book. While we cover that in detail, we also asked…
How To Crush Holiday Networking Events (plus an intro to Blendtique)
Nov 30, 2018 • 73 min
If you’re like me, holiday parties are a mix of sheer terror, the threat of being stuck in a corner in the world’s second most boring conversation, and hoping that you don’t accidentally stick your foot in your mouth. So, to help us all not only navigate…
Stop Being Your Own Investing Worst Enemy (with Dr. Daniel Crosby)
Nov 28, 2018 • 59 min
Ever think that you need to take decisive action to bring your investments under control? Ever wonder exactly what moves you should make the next time the market moves up or down? We’ve got you covered, because Dr. Daniel Crosby joins us to talk about how…
Conquering Fear To Reach Bigger Goals (with Akshay Nanavati)
Nov 26, 2018 • 71 min
If anyone knows about fighting fear, it’s Akshay Nanavati. While fighting overseas with the Marines, Akshay lost people close to him and subsequently suffered PTSD. He’ll share his story of overcoming his own paralyzing fear, fighting demons, and…
Learning about Money, Economics and Business with Board Games
Nov 23, 2018 • 66 min
While everyone else is standing in Black Friday lines hoping for the best deals, we’re kicking back in the basement enjoying some board games. Eric Summerer from The Dice Tower joins us to talk about his favorite games about money, economics, and…
This Year’s Biggest Black Friday Deals
Nov 19, 2018 • 63 min
Ready, set, SHOP! If you have to shop (and we’re fairly certain you’re like us and aren’t in love with the idea at all), why not make it more fun by saving tons of money? Whether you’re looking for clothing, tools, kitchen aids, furniture, or just…
What’s Hot In Tech and Light On Your Wallet This Black Friday?
Nov 19, 2018 • 68 min
Every year early adopters worry about one thing….technology. What’s the hottest new thing? What’s the flop that we should avoid? How expensive is the latest do-dad going to cost? Should I buy last year’s do-dad to save some cash? We’re super excited…
What Should Keith Do With a $50,000 Inheritance? (Your Letters)
Nov 14, 2018 • 75 min
We’re dedicating today’s show to all of your burning financial questions. Will the fact that Anna’s parents are opening up a 529 plan for her daughter create unintended financial consequences down the road? What should Keith do with a $50,000 inheritance…
From 2 Incomes To 1: How She Quit Her Job & Couldn’t Be Happier
Nov 12, 2018 • 82 min
On today’s show we’re talking to Chris Peach and Andrea Robinson about big life changes. Think it’s too late for you to change your direction? Or maybe you’re too apprehensive about jumping into the unknown? Chris and Andrea will break it down on just how…
Juggling Money, Family and Work (featuring Shannon Cason, Cat Alford, Andy Hill, Tasha Daniel and more!)
Nov 9, 2018 • 83 min
How do you find time to make all of the right money moves, have relationships with family or friends, AND keep a career that brings in the Benjamins? We’ll talk about that and a TON more on today’s podcast, recorded live in Detroit, Michigan, to round out…
Chasing Your Dream Career (with Joel Goldberg, Carrie Olsen, Tracie Fobes and MORE!)
Nov 7, 2018 • 95 min
We’re kicking off our live Kansas City show with a fantastic hometown story on how one guy went from small time jobs to BIG time pre- and post-game shows for Kansas City Royals television broadcasts. You heard his podcast recently on our feed (as he…
From $40,000 in Student Loan Debt to $100k+ Income Per Month
Nov 5, 2018 • 98 min
We kick off live show week with a great story. How about a blogger who owed thousands in student loan debt and turned things around so much that only a few years later she’s earning six figures every month and lives on a sailboat? Michelle…
How Not To Lose It When You Lose Money
Nov 2, 2018 • 72 min
Investors. Right when they turn left they turn right. You’ve heard lots of stories about people who’ve lost fortunes…all because they lost their head. Yet one recent publication shows the mindset shift of investors over time and through different market…
Meet the Mad Money Monsters
Oct 31, 2018 • 77 min
We’re bringing two specially picked Halloween inspired guests down to the basement today, (and as a bonus, for once we can call all of our cobwebs and flickering lights seasonal decoration. Bonus!) Today we welcome the two brains behind the Mad Money…
How Much Cash Buys Financial Independence? (Your Letters)
Oct 29, 2018 • 69 min
We’re kicking off the week talking about new jobs, annuities, paying down your mortgage, and spreadsheets….that’s right, it’s our favorite episode: we’re answering YOUR letters. Joseph’s got his first “big boy” job as an engineer after college. He’s…
Financial Terms You Need To Know (plus an intro to Cozy)
Oct 25, 2018 • 68 min
Just like how you need to know where the pedals are when you ride a bike, learning the key financial terms is an important part of your success as a saver. What are the most important terms to know? We’re joined by Tom Drake from the Maple Money podcast,…
Money Mistakes and Wins, plus Leadership Lessons from the Negro Leagues Museum (live podcasts with Chris Browning and Joel Goldberg!)
Oct 24, 2018 • 48 min
Today we bring you two fantastic podcast episodes in a single package! As part of our three city tour we headed to Orlando, where Chris Browning and the Popcorn Finance podcast took the stage. Chris tackles some of his (and the audience’s) biggest money…
How One Family Paid Off $74,000 of Debt
Oct 22, 2018 • 70 min
Need inspiration to pay off your debt? We have it today. Alaya Linton from the blog HopeandCents.com and her husband paid off over $74,000 of debt in….wait for it….25 months. She’ll walk us through all of the bad decisions she made wracking up the debt,…
The ONE Thing You Need To Figure Out (plus Jake Hare from Launchpeer)
Oct 19, 2018 • 78 min
What’s the ONE thing you need to figure out to get what you really want? A popular blogger wrote a piece on the topic and today we have a special all-guest panel to help us work through it. On today’s show we welcome, from the Hippocratic Hustle podcast,…
From Runaway To Entrepreneur (with Brynne Conroy)
Oct 17, 2018 • 63 min
Here’s a success story: Brynne was couch surfing because she had nowhere to go and now is releasing one of the biggest financial books of the year. Think that isn’t inspirational? Oh, we’ve got inspriation in spades on today’s show. Whether you’re…
Building Habits That Stick (with James Clear)
Oct 15, 2018 • 64 min
Spend $10 on fast-food at lunch, or carry in a bag lunch to eat in at the office? Order some delivery for dinner because you’re too busy, or meal prep at the beginning of the week? Small choices we choose each day turn into habits that make up the…
Ever Try THESE Extremely Frugal (and maybe gross) Money Savers?
Oct 12, 2018 • 74 min
Being financially prudent is one thing, but when does saving money cross the line into being extremely, and possibly even grossly, frugal? Helping us answer these questions are today’s special guests: from the Mr. Fi Guy blog, it’s Mr. Fi (or as his…
From Disorganized to Money Management Ninja (with Belinda Rosenblum)
Oct 10, 2018 • 69 min
How do you become a money pro? Like most people…you start off as a financial nightmare and you learn the hard lessons that teach you how to be much better with your Benjamins. Belinda Rosenblum lived that life….she was horrible with budgets and used…
Kicking the 9-5 To The Curb (with Lee Huffman)
Oct 8, 2018 • 72 min
Our featured guest coming down to the basement has two kids… and he still kicked his job to the curb and made the jump to the self-employed route. Why did he do it? And HOW did he do it? Lee Huffman will tell us the story today. Plus, in today’s…
What Innovation Is Coming To YOUR Wallet?
Oct 5, 2018 • 77 min
Long-time basement listeners know what the Friday after FinCon means… it’s our episode you know and love: when we take you on a tour of some of the biggest innovations and coolest concepts we see at the show. So, just what are we covering this year? While…
Turning Inner Strength Into Outer Money Success (with Beth Burns)
Oct 3, 2018 • 64 min
Today in the basement we’re turning inner strength into outer money success with financial coach Beth Burns. Plus, in our headlines segment, do you live in one of the least financially savvy states? We’ll go over that list… plus tell you which side of…
Health and Your Money: The Groovy-est Episode Ever
Oct 1, 2018 • 70 min
You first heard him on our Friday roundtable episode… and now he’s coming back for his victory lap (and the mic all to himself). Today we welcome Mr.Groovy, of Freedom is Groovy to talk all things financial independence. How did he become financially…
Lying About Your Money (plus an intro to RateGravity)
Sep 28, 2018 • 80 min
Have you ever lied about how much money you make? Most likely, along with the rest of us, you’ve probably puffed up the number at least once in your life. So exactly why do people lie? Helping us discuss fibbing to spouses and to statisticians is our…
Suze Orman
Sep 26, 2018 • 73 min
We’re pulling out all the stops today because we’re talking to a special guest that you may (or may not) have heard of… Suze Orman. We’ll talk all things women and money, mentorship, understanding your investments and financial tools, and more. Plus,…
Finding Quantum Success With Work And Money (with Christy Whitman)
Sep 24, 2018 • 66 min
We’re kicking off Monday by talking by asking, how do you achieve quantum success with your career and your MONEY? Helping us improve our financial lives is today’s special guest, Christy Whitman. Plus, in our headlines segment, would you enjoy being…
11 Reasons Why You’re Not Making MORE Money
Sep 21, 2018 • 65 min
Ever wonder what outside factors are keeping you from making more money? If so, it turns out you’re not the only one asking that nagging question… big surprise there! Helping us cover a recently released blog post covering many reasons why you aren’t…
What To Do With Big (Sudden) Money with Doug Goldstein
Sep 19, 2018 • 70 min
What would you do if you found yourself with a big inheritance? You might have some ideas on that, but do you really know what you SHOULD do if you found yourself in that situation? Helping us with just that question is our special guest, Doug Goldstein.…
From Zero To Million Dollar Listings (with Ryan Serhant)
Sep 17, 2018 • 74 min
Need a kick in the pants when it comes to your career? Time to look inward and make some improvements? Check. We’ve got you covered. Thinking about selling….anything, but maybe even real estate? Check. We’ve also got YOU covered. Need a healthy spoonful…
10 Money Leaks to Plug NOW!
Sep 14, 2018 • 65 min
Spend $8 at the coffee shop, $5 dollars for a little snack later on… maybe $20 eating dinner at a restaurant with your co-workers later tonight. Rinse, wash, and repeat a few days a week and you’ll start to wonder where all that extra cash you’re supposed…
BONUS Episode: 2018 Plutus Award Finalists AND Panel Discussion
Sep 14, 2018 • 119 min
A special BONUS treat! We’ve asked Mr. Plutus Awards Harlan Landes and our friend (and Plutus Award team member) Miranda Marquit down to the basement to share this years finalists, and they agreed! They’ll spend a little time sharing ALL of the finalists…
Lessons From Strangers’ Money Diaries (with Lindsey Stanberry)
Sep 12, 2018 • 70 min
Ever want to see how someone else lives and spends money? The Money Diaries, a wildly popular feature at Refinery29, digs into the personal lives of people who volunteer to share the details of their lives and expenses. What you find, are lots of lessons…
You Can Be a Wealthy Heiress (or Heir) with Linda P. Jones
Sep 10, 2018 • 68 min
Do you have what it takes to be a wealthy heiress (or heir)? Our friend Linda P. Jones says that you already have the ingredients…now you just need to dive in and show your prowess. She’ll take you through the steps to claim your wealth, and we’ll talk…
Things We Wish We Knew About Money When We Were 20 w/ an intro to Respect (SB RWD 83)
Sep 7, 2018 • 62 min
We’re finishing this week strong with today’s rewind episode. Featuring Joe, Len Penzo, and Paula Pant, this roundtable has our group looking back at their 20’s. What sort of money education would have made their lives easier? Later on the show, the group…
Stop Making Bad Money Moves w/ Emily Guy Birken (SB RWD 82)
Sep 5, 2018 • 55 min
Pay down your debts, or invest in the market? Upgrade to a new car, or start stashing away money for a house? Opportunity costs face us everyday, and today, we’re rolling back the clock to when we sat down with Emily Guy Birken, who explains just how it…
Crushing Student Loans and Buying Houses: Your Letters (SB RWD 81)
Sep 3, 2018 • 59 min
We’re rolling back the clock to one of our extra-stuffed letters episodes. The guys will cover questions about buying homes, paying down student debt, investing, bitcoin and more. Then in the headlines segment the guys looked at mistakes that investors…
The Happiest Way To Pay Your Loans AND Grab Scholarships (Plus an intro to Emperor Investments) DETAILS
Aug 31, 2018 • 70 min
We’re ending this eight week series of shows on a very special note, with some awesome guests and fun surprises! First, have you ever groaned while paying the same debt payment over and over every single month? Sure you have! Today we’ll talk to our…
Finding the ZERO Percent Tax Bracket In Retirement (with David McKnight)
Aug 29, 2018 • 60 min
You’ve diligently saved and invested. You’ve taken careful care of your money, and you’re now ready to enjoy your golden years…but your tax situation isn’t what you’d expected and now you have a whole lot less money than you’d hoped. That’s the situation…
Retire Early with Real Estate (with Chad “Coach” Carson)
Aug 27, 2018 • 74 min
Looking to get into real estate? Or maybe you’re hoping to clock out of work early… permanently? Today we’re bringing down to the basement the guy who used real estate to make sure his family was in great financial shape at an early age, Chad “Coach”…
8 Money Mistakes Middle Class People Make (plus an intro to Blast)
Aug 24, 2018 • 65 min
As much as we don’t like to admit it (and let’s face it, Doug never will), we’re not perfect here in the basement. We can mess up and make mistakes, just like anyone. But not all mistakes are created equal. Forgetting to start the dishwasher? Yeah, that’s…
Len Penzo’s Annual School Lunch Survey (the entertaining way to learn inflation)
Aug 22, 2018 • 57 min
PB&J or BLT? Before you answer that question you’ll want to listen in on today’s show. You guessed it! Today’s the return of Len Penzo’s annual Sandwich Survey. We’re mixing the costs of going back to school, nutrition, and a little inflation talk all…
Managing Money During Emotional Times (with Dorie Fain)
Aug 20, 2018 • 65 min
Life transitions are always stressful, and can be more than a little scary. Oftentimes, it’s not until we’re settled back into a routine that we notice we haven’t been on our money management game. Maybe we made some big decisions while emotional. Worse…
Making Money Through Better Time Management (plus BIG news from Haven Life)
Aug 17, 2018 • 65 min
What’s more important, money or time? While that answer is up for debate, one thing isn’t: better time management will lead to making more money. So, how do you maximize your money AND your time? Helping us answer that question is money coach…
How to Be Boss and Take Control of Your Income
Aug 15, 2018 • 55 min
Think you’re doing all you can to earn more money? Hoping to find ways to maybe squeeze a little more productivity out of your day? In today’s inspirational episode, we’re talking to Kathleen Shannon and Emily Thompson from the Being Boss podcast about…
How Is a New Cryptocurrency Born?
Aug 13, 2018 • 61 min
While we’re usually not crazy about jumping in the cryptocurrency Kool-aid, a new type of crypto just being birthed called Kinesis caught our eye. This emerging crypto is based on gold and silver…so already it sounds a little different, right? To learn…
How Hardcore Are Your Money Habits? (plus an intro to CNote!)
Aug 10, 2018 • 70 min
Are you known as the “frugal” friend in your circle? Think you’re 100% on board when it comes to managing your finances? You’ll have a chance to put that to the test today, because our roundtable is discussing (and sharing their own stories on) hardcore…
She Paid Off $18,410 Of Debt In 7 Months
Aug 8, 2018 • 54 min
We LOVE success stories, and today we’re talking to one woman with a great one. She set out to pay off over $18,000 of debt in a single year. But what happened? She actually did it in just over half that time: seven months. Sounds good? We thought so too,…
Fidelity Drops TWO Zero Fees Funds Into the Market
Aug 6, 2018 • 60 min
We’ve said for awhile that the fee game is a “race to the bottom,” and last week….we reached the bottom. Fidelity dropped some big news in the financial world last week: not only did they slash a bunch of fees, they also introduced two no-fee mutual…
How Not To $#&* Yourself When Taking Out A Loan (plus an intro to Current)
Aug 3, 2018 • 64 min
Most people borrow money at some point, but how do we pick out good loans from bad loans? To help us figure out which loans are best, we’re bringing down our usual suspects: from AffordAnything.com, Paula Pant; from our very own basement, OG; and from…
Your Favorite Money Podcasters LIVE From Podcast Movement
Aug 1, 2018 • 81 min
We’re coming to you (mostly) live from Podcast Movement! Joe caught up with some of our favorite podcasters and friends and interviewed them live right from the event floor. We have an action-packed episode featuring Gwen Mertz in our headlines, and then…
How Do I Build a Stream of Retirement Money?
Jul 30, 2018 • 51 min
Have you been waiting for us to answer your letter? It’s your lucky day because we’re dedicating today’s show to answering your questions. We’re covering diversification, retirement, investing, Fintech, dividends and everything in between on our special…
Do I Have an Unhealthy Relationship With Money? (plus an intro to Zeta)
Jul 27, 2018 • 75 min
There are many ways to have a not-so-great relationship with the fuel that helps you reach your goals. You can spend too much, never spend anything…and much more. What IS a healthy relationship, and what does it look like? There are a lot of warning…
Investing In Your Vices (with Jordan Waldrep)
Jul 25, 2018 • 73 min
You’ve probably heard of impact investing, but… have you heard of vice funds? The concept is similar to impact investing, but instead of good causes, vice fund invests in those other sectors of the market….like cigarettes, gambling, and alcohol.…
Doing Well By Doing Good…with Real Estate (with Eddie Lorin)
Jul 23, 2018 • 59 min
At least one real estate investor is doing his best work by bringing affordable real estate to the masses. From ImpactHousing.com, we welcome Eddie Lorin, who’ll share how you can purchase and create real estate opportunities that in his words, “do well…
What Do Money Bloggers Owe Their Audience? (plus a BIG update from Tiller)
Jul 20, 2018 • 86 min
Should financial bloggers and financial podcasters who tout that they’re “retired” share the WHOLE story with their audience? Plus, if they’re managing a successful blog or podcast, how “retired” are they actually? Additionally….does it matter to a reader…
Welcome to Stacking Hamiltons! (w/ Rosemarie Groner)
Jul 18, 2018 • 77 min
And you thought you knew us! WELCOME TO THE STACKING HAMILTONS SHOW!!!! According to Doug’s crazy holiday calendar we’re celebrating National Hamilton’s Day. It’s your lucky today because today we’re bringing you a show stock full of tips on how to save…
How I Retired Early: A Case Study w/ Fritz Gilbert
Jul 15, 2018 • 79 min
Do you ever find yourself sitting around wondering how someone retires early? Good news… we’ve been wondering the same thing. To answer answer all of our (and your!) questions about early retirement, we invited the man who has not only done it himself,…
Answer These 3 Questions About Money To Enrich Your Life (plus an intro to eBlocker)
Jul 13, 2018 • 65 min
It always pays to start with the end in mind, which may seem difficult, but one recent piece suggests that answering a few questions will help you crystalize your goals. For example, do you know what you’d do with your life if money wasn’t an issue? What…
How To Slash Your Investing Risk (with Chris Cook)
Jul 11, 2018 • 70 min
Investing can be scary, especially if you’re just starting out. What if your money evaporates overnight? What if some unforeseen event happens and my investments are wiped out? And with most of us relying on our investments to get us through retirement…
Fun & Games and Wiping Out Your Student Loan Debt (with Michael Torpey and Natalia Abrams)
Jul 9, 2018 • 60 min
A game show made to wipe out student debt? That’s right…coming to Tru TV is a new game show that’s made specifically for that reason. If you’re anything like millions of other people, you’ve probably had (or still have) the pleasure of dealing with…
Starting Your Rental Real Estate Empire with Brandon Turner (SB RWD 79)
Jul 4, 2018 • 66 min
Looking to jump into real estate? We’re rolling back the clock to the time we talked to Brandon Turner from the award-winning real estate site, Bigger Pockets. He’ll talk about purchasing, managing tenants and building wealth. We’ll also cover a couple of…
Rocking Your Debt Cleanse with Nick Clements, Mandi Woofruff and Tiffany the Budgetnista (SB RWD 78)
Jul 2, 2018 • 80 min
Griffin the Intern (the “FinTern”) takes us back to our debt-curing discussion with MagnifyMoney CEO Nick Clements and MagnifyMoney Executive Editor Mandi Woodruff. Still in the wake of the holiday buying season, Nick and Mandi shared some good strategies…
Make Mistakes and Still Find Financial Independence (plus an intro to Mason)
Jun 29, 2018 • 66 min
When you’ve made some mistakes in your past, how do you get back on track for financial independence? Is there ever a “too” late? Is financial independence out of reach for those of us who started late? Helping us answer those questions and more is…
Kiné Corder on the Relationship Between Money, Happiness, and Your Personality
Jun 27, 2018 • 69 min
Kiné Corder joins us to tackle some of the biggest money issues…our own money personality. Mom says all the time to “know yourself,” and Kine will help you dive into your money traits so that you can rely more on your strengths and cover your weaknesses.…
You CAN Stick To The Plan (with Nicole Lapin)
Jun 25, 2018 • 75 min
New York Times bestselling author Nicole Lapin is someone (maybe like you, and definitely like me) who wasn’t taught money lessons growing up. However, different than many people, she’s been able to create and stick to a money plan. She’s been recognized…
5 Fun Ways To Teach Kids About Money (Plus Advice From TIAA for Grandparents, Aunts, and Uncles)
Jun 22, 2018 • 79 min
Do you know any kids already bored with summer? Know someone who needs some help breaking down basic finance for the kiddos? You’re in luck because today we’re talking kids and money. Joining us today, from the National Bank of Mom, is our new friend…
What’s Not To Like About a 401k Loan? (Your Letters)
Jun 20, 2018 • 64 min
Mail call! Today we’re ripping open your letters and answering tons of your questions. We’ll share our thoughts on 401k loans, improving your credit, saving money… and much, much more. And during out headlines segment we’re looking at Vanguard’s 401k…
When Retirement Seems Impossible (with Dr. Steve Wendel from Morningstar)
Jun 18, 2018 • 63 min
Invest there, save here, charge this, spend that… what’s behind our financial decision making? We might not personally have all of those answer, but we know someone who does. Coming down to the basement is the head of behavioral science at Morningstar,…
Why The Joneses Will Bankrupt You (plus an intro to the WELA app)
Jun 15, 2018 • 72 min
On Wednesday we talked about what goes into picking the right financial advisor. You’d want to be sure of the person your entrusting with your financials, after all. But would you trust a financial advisor who’s a couple of decades younger than you? We’re…
How To Avoid the Wrong Financial Planner (with Stephanie McCullough)
Jun 13, 2018 • 61 min
The hardest part of hiring a financial planner? Making sure you pick the right one! That’s why today we’re welcoming the CEO of Sofia Financial, Stephanie McCullough. She’s not only sharing her insider tips on what to look for with the right financial…
Getting InvestED (with Phil Town)
Jun 11, 2018 • 64 min
How do you take control of your money and start investing? Danielle Town had a famous dad in the investing world, Phil Town, and didn’t want anything to do with her father….to the point that she didn’t want to invest money the way he did. Instead, she…
What Was Your Money Epiphany? (plus an intro to Status Money)
Jun 8, 2018 • 68 min
What was your big money epiphany? Was it realizing you were paying for a car that was way too expensive? Or that even though you’re cashing in with a nice job you’re still living paycheck to paycheck? Maybe, if you’re like Doug, you’re still waiting on…
Taking Drastic Action to Pay Down $120k of Debt (with Aja McClanahan)
Jun 6, 2018 • 67 min
Would you move your family to the rough part of Chicago to pay down debt and improve the neighborhood? Coming down to the basement is one woman who did just that…Aja McClanahan. After making the difficult decision to take drastic action, Aja and her…
The Highs and Lows of Real Estate Investing (with Dana Bull)
Jun 4, 2018 • 62 min
Ever thought about getting into real estate, but didn’t know what to expect? Our featured guest, Dana Bull, has seen just about everything when it comes to acquiring, rehabbing, and renting properties as a real estate investor. She’s acquired dozens of…
Did We Miss the Debt Panic Memo? (plus an intro to Swell)
Jun 1, 2018 • 66 min
Are you frazzled because you still have debt to pay off? Is it because your debt is spiraling out of control, or maybe because it’s at a high interest rate? We’ll talk about approaching debt on today’s podcast. Plus, during our second headline we’re…
From Shopaholic to Money Ninja (with Michelle Bobrow)
May 30, 2018 • 59 min
She struggled with credit card debt, student loans, and more, but now Michelle Bobrow’s not only a money ninja…she’ll help teach you how to manage your money better on today’s episode. We’ll talk about Michelle’s early days of spending mistakes (that may…
Business For Bohemians (with Tom Hodgkinson)
May 28, 2018 • 65 min
Ever think about bringing some exciting new concept to the world, but you’re turned off by the seemingly all-consuming WIN WIN WIN attitude some full time business people exude? Today’s guest is perfect for you, because Tom Hodgkinson (owner and operator…
Can Retirement Ruin Your Relationships? (Plus an intro to Payitoff.io)
May 25, 2018 • 66 min
Looking forward to retirement? We make plans so we CAN retire, but have you ever thought about what you’ll be doing once you actually get there? We’ll discuss how your relationships, and marriage, can be impacted in your post-work life. In a rare second…
Your Summer Theme Park Savings Guide (with Robert Niles)
May 23, 2018 • 58 min
It’s officially summer for us when Robert Niles (from Theme Park Insider) drops by for our annual look at theme parks around the country. Going on vacation this summer? We’ll have all the answers about fantastic deals, making the most of your money, the…
You NEED More Money (with Matt Manero)
May 21, 2018 • 63 min
Think you have enough money? If you ask our featured guest Matt Manero, lots of people are walking around assuming they have enough (or enough for now) and they couldn’t be more wrong. He says there’s a good chance that you NEED more money. On today’s…
Find More Time and Money (plus an intro to Tomorrow)
May 18, 2018 • 65 min
Ever think about moving? What if someone PAID you to move? Would you do it? …and how about having more time in the day? Today we’ll discuss cities and towns that’ll pay you to relocate AND the secret behind having enough time in your day. We’re joined by…
Bozos, Monsters… and Other Financial Planners (with Lorraine Ell)
May 16, 2018 • 63 min
We’re welcoming to the basement the author of “Bozos, monsters and whiz-bangs,” Lorraine Ell. Do you have a bad financial advisor story? On today’s show Lorraine shares some absolute horror stories with us. Advisors churning accounts? Counselors telling…
How One Frugal Secretary Saved Millions (and your letters)
May 14, 2018 • 54 min
Mail Call! Today we’re answering your questions about IRAs, tackle how to calculate a rate of return, dive in to Vanguard’s new factor based funds…. and much, much more. In our headlines segment we turn out heads to secret millionaires. Why do people keep…
What Bad Jobs Can Teach You About Money (plus an intro to OfferUp)
May 11, 2018 • 58 min
Have you ever had a bad job? We’ll discuss bad jobs and lessons that you learn while working in a field that might not be ideal or meet your end goals. We’ll talk farming, golf caddie, working at McDonalds, and other bad jobs with our special guest Andy…
What Do We Think About Niche Real Estate? (plus FICO and more of your questions!)
May 9, 2018 • 77 min
We back up the truck and plow through the mailbag today! We’ll start off with a question about employee stock purchase plans, work our way into niche real estate, fly through small company stock investing, and dive headfirst into mutual funds vs.…
Making & Saving More Money in the Sharing Economy (with Harry Campbell)
May 7, 2018 • 66 min
Even though he’s an engineer by trade, Harry Campbell was excited about the opportunity to earn extra money driving people (and stuff) around town so he tried out Lyft. What happened? Now he runs arguably the biggest website dedicated to ride sharing…
Our Best Advice For Graduates - And YOU (SB RWD77)
May 4, 2018 • 54 min
Just starting out with money? Do you know someone just beginning in life, or graduating this month? Dorethia Kelly from The Money Chat joins Greg McFarlane and Len Penzo to tackle exactly that topic and more. We also discuss Uber’s plans to bring auto…
Preparing For When Things Go Wrong (SB RWD76)
May 2, 2018 • 80 min
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…
The Dirty Side of Money with Kabir Sehgal (SB RWD75)
Apr 30, 2018 • 60 min
Money, it turns out, does bad things to your brain AND to your skin. Author Kabir Sehgal from the NY Times and Wall Street Journal bestseller Coined, The Rich Life of Money and How Its History Has Shaped Us joins us in the basement. We also take your…
How Do I Save Money On My Insurance? (plus an intro to N26)
Apr 27, 2018 • 57 min
Looking for a better deal on our insurances? We’ll tackle a piece today about tracking devices that trade privacy for your data, which will hopefully save you money on your insurance. Would you trade your data for lower costs? We’ll discuss this and the…
Should I Invest In a Roth IRA (and more of your questions)
Apr 25, 2018 • 71 min
One of our most frequently asked questions revolves around the Roth IRA. Should I invest in it? How much should I invest? Why should I invest in a Roth vs. a traditional IRA? That’s just ONE of the many questions we answer on today’s show, including…
Creating Your Own Better Outcome (with Lillian Karabaic)
Apr 23, 2018 • 61 min
Lillain Karabaic has done everything. From bicycle valet to bookkeeping to radio, she’s had just about every job you could imagine (she held over 40 jobs during her 20’s!). Today she’s sharing advice and stories about grabbing the reins. Think you aren’t…
Should You Trade in Your Friends for Richer Ones? (plus we help kick off Money Smart Week!)
Apr 20, 2018 • 56 min
How much do your friends control your fate when it comes to your money? One recent piece contends that your community (including friends) is a HUGE piece in the puzzle toward financial success. Does our panel agree? Here to answer that question we welcome…
Your Money or Your Life? (with Vicki Robin)
Apr 18, 2018 • 69 min
Why are you saving money? How much joy are you receiving from that “stuff” you own? You may rethink your financial plan after today’s show, because our guest is the co-author of the HUGE bestselling book, Your Money or Your Life. Vicki Robin helped shape…
Building Your Money-Savvy Network Before You Need It (with Jordan Harbinger)
Apr 16, 2018 • 63 min
What happens when you’re booted from your company? Jordan Harbinger found out firsthand. The former host of popular and award winning Art of Charm podcast tells us his story and then we talk about building YOUR network so it’s available when you need it.…
Popular Advice That’s Actually Baloney
Apr 13, 2018 • 61 min
It’s nearly tax time and we’re hearing lots of rumors about tax strategies that just don’t work. So we were relieved to read a headline that walked us through several rumors that weren’t true. We’ll go over them in detail on today’s podcast! Plus we get…
Beth Kobliner and SNL’s Kate McKinnon Team Up To Teach Financial Literacy
Apr 11, 2018 • 65 min
What happens when a bestselling money author teams up with an SNL star to talk about financial literacy? You end up with some awesome videos featuring Kate McKinnon and Beth Kobliner! Beth joins us in the basement today to talk about the making of the…
A Beginner’s Guide to Individual Stock Investing (with Chuck Jaffe)
Apr 9, 2018 • 74 min
Ever wonder whether individual stock investing is for you? Chuck Jaffe, host of Money Life with Chuck Jaffe, joins us to talk about the differences between investing in individual companies and in indexes or actively traded funds. We’ll discuss…
s Frugality For Rich People? (plus an intro to Voleo)
Apr 6, 2018 • 75 min
We’ve snared a HOT topic! Bloggers online are talking about a recent piece written by Miles Howard, entitled “Is Frugality For The Rich?” It asks many questions about bloggers online and the transparency of how they earn their money. We talk to our…
Spring Clean Your Wallet (plus Ditch the Resume/Land the Job with Gary Burnison)
Apr 4, 2018 • 69 min
Why haven’t you scored a raise recently or grabbed that next bar on the better job rung? Well, your wait is over, because Gary Burnison, author of Lose the Resume, Land the Job, joins us to help you increase your income potential, enjoy your career more,…
Breaking Free From Money’s “Oh @$#%” Cycle (with/ Kristin Wong)
Apr 2, 2018 • 66 min
Ever had that time in your life when you just couldn’t get ahead? You’d come home after payday, think that you could maybe relax and spend a dollar or two, and then realize, “Oh, $%#!” Kristin Wong has been through that cycle before herself, and she also…
How to Break Up With Advisors (plus an intro to Grove)
Mar 30, 2018 • 68 min
How do you say goodbye to a long term advisor? Whether it’s a financial advisor, CPA, financial coach, or someone in another field, we’ll talk about the common practice of “ghosting” advisors. Is it okay to just leave your advisors and not tell them that…
A Chinese Stock Shell Game (with Jed Rothstein from The China Hustle)
Mar 28, 2018 • 57 min
Thinking about placing some of your hard earned Benjamins into investments in China? So have many American investors, yet lots of them don’t know how much trouble they might be inadvertently be walking into. Jed Rothstein, Academy Award-nominated and Emmy…
Abigail Adams: Financial Badass
Mar 26, 2018 • 60 min
As Women’s History Month draws to a close we suddenly realized….we’ve done nothing to celebrate! Today on the show we make up for that (‘in spades,” as mom says) by inviting professor Woody Holton down to the basement. He’s the author of the book Abigail…
Do You Have What It Takes To Be a Millionaire?
Mar 23, 2018 • 56 min
Do YOU have what it takes to be a millionaire? We pair three of our listeners with our panelists on today’s show for a game show style discussion on the habits of millionaires. We’ll talk about whether people are more likely to be a millionaire if they’re…
10 Money Lessons From Oscar Nominated Flicks
Mar 21, 2018 • 81 min
We’re talking money and movies on today’s show, as Kiplinger financial writer Tom Blanton joins us in the basement to discuss lessons from ten Oscar nominated films. We’ll not only tackle a few films from this year, but many from the back catalog that you…
How to Have More Money and Life (with Derek Rydall)
Mar 19, 2018 • 70 min
Looking for the keys to wealth and happiness? While many of us search books, social media, or outside groups, today’s guest, Derek Rydall, has a different solution which he shares on today’s podcast. We’ll talk about the laws of abundance and how to have…
THIS is the Secret To Saving Money (and an intro to Equity Multiple)
Mar 16, 2018 • 71 min
How do you save more money? Today we present one simple trick shared by a popular financial blogger. But does our team of experts think this is REALLY the secret? We’ll ask them all, this week featuring from the awesome and brand spankin’ new Pour Not…
Lisa Marie Presley Is Out Of Money (and we’re treating our elders horribly)
Mar 14, 2018 • 73 min
Yes, another star is down to only a few Benjamins, but we have bigger news: ever since we met Susan Hodges we’ve been telling her cautionary tales to everyone we know…and today, that’s YOU! After graduating from college where she learned to manage nursing…
Pulling Your Life (and Money) Together When Everything Goes Wrong
Mar 12, 2018 • 68 min
Ever wish you had a second chance with your money? Billy B. hoped he’d get one. After being convicted and sent to prison after the death of his friend, Billy went through some serious soul searching, and the end result of that is on display on today’s…
Are You Frugal Or Just Plain Cheap? (with an intro to Blueprint)
Mar 9, 2018 • 70 min
Sure, you think of yourself as frugal, but do your friends think of you that way? If you’re a little tight with money, or know someone who’s maybe…just a tad too tight with money, today’s discussion is for you! We’re excited that today the creator of the…
From $100 to $1 Million (with BizKids’ Jeannine Glista)
Mar 7, 2018 • 60 min
Wondering how to turn a small idea into a big stack of Benjamins? Better yet, how about teaching your kids to do it for you? Never fear, because Jeannine Glista from BizKids joins the fun on today’s show, sharing case studies of young entrepreneurs who’ve…
Rethinking Consumerism (with Elizabeth Thames, AKA Mrs. Frugalwoods)
Mar 5, 2018 • 70 min
Ever wonder what it would be like to ditch the rat race and move to a farm in the country? That’s exactly what Elizabeth Thames (aka Mrs. Frugalwoods) and her husband did, after a series of events, some of which you’ll hear about on today’s show! If…
Is it Taxable? And an intro to Clarity Money (SB RWD 74)
Mar 2, 2018 • 73 min
Griffin the Intern (the “FinTern”) is bringing the party on today’s rewind episode. This roundtable show originally aired February 2017, and featured Paula Pant, Len Penzo, and Greg McFarlane trying to guess if different forms of income are taxable or…
Stealing Back 40 to 60 Percent More time with Edward G. Brown (SB RWD 73)
Feb 28, 2018 • 59 min
Griffin the Intern (the “FinTern”) rewinds the tape to when we invited featured guest Edward G. Brown down to the basement. Family, friends, coworkers, and even our bosses can steal about half of our day away. The question is, how do we get that time…
Avoiding the Mistakes of 2007’s Housing Crisis with Sheila Bair (SB RWD 72)
Feb 26, 2018 • 77 min
Griffin the Intern (the “FinTern”) rewinds the tape to when we had former FDIC Chairmain Sheila Bair. What happened behind closed doors in the 2007 housing and banking crisis? How do we ensure that doesn’t happen again? We covered that and more on today’s…
8 Smart Things To Do With $1,000 Right Now (Plus the future of FinTech w/ Rory Holland)
Feb 23, 2018 • 60 min
What should you do with a small windfall? Today we ask, if you had $1,000, how should you best use it? We have an article that gives us eight great options, but we ask our panel which of those is best…and why? THAT alone gets rolling a fanstastic…
Why Most Networkers Stink (with Scott Gerber)
Feb 21, 2018 • 65 min
Think you know networking? Scott Gerber is a superconnector who’s spent his entire life learning the ins and outs of successful business relationships. Today he’s in the basement sharing with us the tools you need to become a superconnector yourself.…
Better Decision-Making When You Don’t Have All The Facts (with Annie Duke)
Feb 19, 2018 • 67 min
Do you think you make the best decisions under most circumstances? Today’s guest will tell you that if you don’t have all of the information, the more adamant you are about your point of view, the easier you are to “beat.” Annie Duke was a professional…
Stop Wasting Money on These 18 Products
Feb 16, 2018 • 57 min
On today’s show we’re pulling out all the stops for Joe’s 50th birthday! We spend most of the podcast discussing 18 products people shouldn’t buy if they want to stop wasting money. Think you can save a few bucks? Then today’s show is for your! We also…
Career Tips Learned Managing Frank Sinatra (with Eliot Weisman)
Feb 14, 2018 • 48 min
Eliot Weisman was the manager for stars like Frank Sinatra and Liza Minnelli. He also oversaw Frank Sinatra’s estate after the crooner died, which was reportedly worth over $100 million. We’ll talk to Eliot about managing celebrities and handling large…
Special Episode: An Intro To Business Wars
Feb 13, 2018 • 10 min
Surprise! How about an introduction to a great new podcast from Wondery? Say hello to Business Wars.
What’s Your Money Story? (with Jen Hemphill)
Feb 12, 2018 • 69 min
We don’t think much about our past when investing, but our money story until this point is a HUGE driver on how we make decisions with our spending, our cash, our budget, and our saving. Jen Hemphill (Her Money Matters podcast) joins us to talk about the…
Should You Brag About Your Benjamins on the Internet (with an intro to Aspiration)
Feb 9, 2018 • 63 min
You’ve done well with your money. Should you tell people online how well you’ve done? Maybe even show your 401k balance or your savings account? One piece in today’s headlines segment has an opinion, our roundtable team will share theirs on today’s…
Winning the Podium With Your Money (Silver Medalist Bobsledder Lauryn Williams)
Feb 7, 2018 • 65 min
What does it take to make it to the podium with your pocketbook? Olympic silver medalist Lauryn Williams knows. She’s not only the host of the Worth Listening podcast, but also a financial planner…and more important for today’s specific pre-Olympics show,…
Is the FIRE Movement Dying? (plus an intro to Better)
Feb 2, 2018 • 71 min
Is the FIRE movement dying? One blogger says that it might be, so we bring in our crack team of Paula Pant, Len Penzo and The Other Guy…and well, you’ll have to listen to hear whether they agree, won’t you? Plus, some bad news out of Bank of America. A…
Boost Your Income, Grow Your Stash, and Practice Better Spending (with Michele Cagan)
Jan 31, 2018 • 59 min
The basics of finance ain’t easy…at first, but once you jump on and learn them, it’s just like riding a bicycle (as mom says). Today we welcome CPA Michele Cagan, whose written a clever Infographic Guide to Personal Finance. She’ll take us through a few…
How To Stop A Money Scam (with Sandra Bernardo)
Jan 29, 2018 • 53 min
The latest statistics on romance money scams are out, and oh boy, is mom upset. A whopping 20 percent more people were ripped off last year than the year before, so how do you protect your loved ones? If someone seems like the perfect match but they need…
New Podcast Sample: MITM Airline Bins and Tax Returns DETAILS
Jan 27, 2018 • 19 min
Looking for a new financial show that’s fifteen minutes or less? Back from the basement…the same team that brings you Stacking Benjamins debuts a new show…Money in the Morning. Joe Saul-Sehy records two financial headlines daily in front of a Facebook…
Should Chris Pay Off All His Debt? (with Dana Anspach)
Jan 26, 2018 • 61 min
Should you pay down your debt or invest? Chris has a very specific question on this topic, and our roundtable team comes charging to the rescue! Also, in our headline segment, we tackle a similar topic…should people focus on early retirement? Not only…
Can Our Magic 8 Ball Predict The Stock Market? (SB RWD 71)
Dec 29, 2017 • 77 min
Every year we ask Len Penzo’s magic 8 ball how the market’s going to perform…and more. Today we rewind to our episode a year ago to review the events of 2016 and then make predictions for 2017. If you’ve never heard our annual “magic 8 ball” episodes,…
What Should We Have Learned About Money 5 Years Ago? (SB RWD 70)
Dec 27, 2017 • 81 min
We head back in time to 2012, when we asked friends of ours AND top HR writer Laurie Reuttiman what lessons we should have learned from that year. What’s funny about this list? It could have been 2017…. Hope you’re all having a happy holiday week!
What IS Your Rich Life? with Michael F. Kay (SB RWD 69)
Dec 25, 2017 • 71 min
How do YOU define a “rich” life? Certified Financial Planner Michael F. Kay joined us to talk about his definition, and it’s probably MUCH different than yours. This rewind show is from 2016. Hope you enjoy!
Your 401k Could Be Better (plus an intro to CollegeBacker)
Dec 22, 2017 • 58 min
Think your 401k rocks? In our headlines segment today we’ll share a story from an author who thinks your retirement plan isn’t all that it can be. Should you stop investing? Reduce the amount you save into it? We’ll tackle both of those questions with…
What Should We Have Learned In 2017? (with Jean Chatzky)
Dec 20, 2017 • 78 min
n our MONSTER recap of 2017, Today show money editor Jean Chatzky joins in the fun to share five lessons we should have learned from some of the biggest events of the year. She’ll talk about the stock market, data hacks, and…well…we don’t want to give…
Money, Mentoring and Stacking Benjamins (with Dee-1)
Dec 18, 2017 • 64 min
Many people call finding more cash the name of the game, but today’s guest, rapper Dee-1, goes further, discussing how passion, courage, and confidence can give you the strength to find your purpose…and then find more money. He’ll also talk about…
Why is Madonna Flying Coach? Plus, Other Important Questions (with an intro to Point)
Dec 15, 2017 • 55 min
Wait, who? Why is Madonna flying coach? Why would YOU fly coach if you had the money to afford better? We’ll talk about that on today’s show! Plus, we’ll also discuss We also talk to Eddie Lim from Point. What happens if you need money, but all you have…
How We Nearly Lost $90k Buying Our House (with Taylor Schulte)
Dec 13, 2017 • 63 min
Taylor Schulte, CFP and his spouse saved over six figures for their dream home, only to find that all of their hard work nearly meant nothing. What went wrong with their real estate transaction? What could you learn from their situation? Taylor shares not…
How To Save Using Bonds, Pay Bitcoin Taxes, and Set Great Goals: Your Letters
Dec 10, 2017 • 59 min
Today the star of the show is YOU! We’re answering your questions about the right way to invest in bonds (that’ll go well), goal setting, retirement plan over-contributions, and more! Plus, we’ll answer a call from Leo, who tried to play OG and Joe…
Is Shopping Online Really Cheaper? (plus an intro to Goalsetter.co)
Dec 8, 2017 • 54 min
A new study about online shopping yields surprising results: the allure of cheaper online products might not be as compelling as shopping at traditional retailers. Should you change your shopping habits? We’ll dig in to this topic with Paula Pant and…
Rock Retirement (with Roger Whitney)
Dec 6, 2017 • 55 min
Haven’t thought much about your retirement? Wondering how to more creatively plan for either FIRE or a normal retirement? We’re excited to share the insights of Roger Whitney, CFP, AKA the Retirement Answer Man. He’ll talk about being more aggressive in…
Build Wealth Faster (with David Osborn and Paul Morris)
Dec 4, 2017 • 70 min
Not sure how to manage your life so that you make money faster? David Osborn and Paul Morris are two men who know how to make PILES of money right now. They’ll talk about how to avoid money traps and how to accelerate your earning potential on today’s…
Is Buying Insurance For Phones or Trips Worth The Cost? (plus an intro to Pluto)
Dec 1, 2017 • 64 min
We wonder out loud….is buying that insurance that comes with your new phone worth it? Is the insurance for your next vacation worth it? How about insurance on a concert or your rental car? We’ll ask that question and answer it on today’s show! But that’s…
Holiday Parties That Won’t Break The Bank (with Jenni Bost)
Nov 29, 2017 • 51 min
Hosting a holiday party? Invited to one? Either way, we’ve got you covered (as we do every year here on the show!). On our annual holiday party episode, we’re joined by party planner extraordinaire Jenni Bost from AWellCraftedParty.com, who’ll share…
Chase Purpose, Not Money (with Patrice Washington)
Nov 27, 2017 • 66 min
If you don’t know where you want to go, how do you know what to do with your money? Patrice Washington has spent LOTS of time coaching individuals on handling money better, but realized that something was missing….and that was purpose. She’ll talk about…
Top 5 Games To Learn About Money and Economics (with Mark Johnson and Paul Vasey)
Nov 24, 2017 • 62 min
Want great ways to help learn about money and finance? We’ll share five ideas on today’s show, from the floor of BoardGameGeek.con convention in Dallas, Texas. Joe sits down with Mark Johnson from the Board Games To Go podcast, and they also answer…
Hot Black Friday Tech Deals (with CNET’s Bridget Carey)
Nov 22, 2017 • 58 min
Wondering where you’ll score the hottest deals in tech this holiday season? Bridget Caret, Senior Editor at CNET joins us in the basement to share news on drones, televisions, game systems, home speakers, lights, wearables, and more. She’ll not only share…
How To Make $8 Million Shopping At Walmart (PLUS our Hot Black Friday Deals Episode!)
Nov 19, 2017 • 48 min
How about making $8 MILLION dollars reselling products already found in stores? That’s how one man’s making money in our headlines segment today. It sounds fantastic until you hear the details. In our second headline we wonder out loud, “Why don’t we ever…
Should I Take a Longer Mortgage to Pay For College? (plus an intro to declutter)
Nov 17, 2017 • 57 min
Our listener call today is about mortgages. Is it better to take out a mortgage for law school or find another way? Our panel weighs in on this and of course, they don’t agree. Devin Carroll from the Big Picture Retirement podcast joins in the fun this…
Jamie Wise Buzz November
Nov 15, 2017 • 6 min
Buying Low Cost Real Estate (with Lisa Phillips)
Nov 15, 2017 • 58 min
Lisa Phillips made some BIG mistakes when she first invested in real estate. Yet, different from many people, who give up after only one or two attempts, Lisa kept the mind of a scientist and tried different ways of investing until she finally found one…
From $52,000 In Debt To Early Retirement (with Deacon Hayes)
Nov 13, 2017 • 53 min
Thinking about retiring early but you’re stuck in neutral with your debt? Maybe it’s time to change your money habits. Deacon Hayes (recent winner of the Plutus’ Blog Of The Year award), joins us to tell his personal “getting his money act together”…
Skipping College, Frugality, Early Retirement and Side Hustles: The People of FinCon 2017
Nov 10, 2017 • 54 min
What’s your money story? Today we hear fantastic stories from the phenomenal people who attend FinCon…and man, did they not disappoint. The only rule was that we couldn’t know who they were ahead of time. So today we met Felicity, who tells us some great…
David Bach Joins Us Live From FinCon ‘17
Nov 8, 2017 • 40 min
Ever wonder what financial mistakes your favorite financial gurus have made? Seven time New York Times bestselling author David Bach joins us (Automatic Millionaire, Smart Women Finish Rich) and shares his financial horror stories about credit cards and…
Rocking Work, Family AND Your Money (with Emma Johnson)
Nov 6, 2017 • 56 min
Emma Johnson was dependent on her husband’s income when her marriage fell apart. Left with two young children and little income, she had to learn how to put her financial house in order in a hurry. We’ll talk about how she did it on today’s show, plus…
Investing 101 With Ellie Kay (SB RWD 68)
Nov 3, 2017 • 74 min
America’s family financial expert Ellie Kay joins us in the basement with investing tips for beginners. Forget all of the jargon….where do you start? PK from DQYDJ.net drops by to review yet another dumb article found on the internet (who knew there’d be…
Special Episode: Suze Orman
Nov 1, 2017 • 41 min
Investing Horror Stories with Chad Smith (SB RWD 67)
Nov 1, 2017 • 76 min
Even though yesterday was Halloween, we continue our trek through a graveyard-worth of scary financial stories. On Monday the Fintern brought us the “Top 5 Scariest Investing Tales with Rick Ferri.” It was only fitting to keep the Halloween trend going…
Top 5 Investing Horror Stories with Rick Ferri (SB RWD 66)
Oct 30, 2017 • 60 min
What’s more spooky than an investing story gone wrong? Nothing, if we’re talking about your net worth. Today Griffin the Intern (AKA the “Fintern”) rewinds to the episode when Rick Ferri dropped by the basement and scared us silly with some absolutely…
Invest or Pay Down Your Mortgage? (and an intro to HoneyFi)
Oct 27, 2017 • 45 min
It’s an age old question…pay off debt or invest? While we could wax philosophical about which is the right approach, on today’s show we answer a question from a listener about a specific question around this topic. He and his family have a mortgage, but…
Investing, Data, and Better Decisions (with Stuart Kruse and Sean Brown)
Oct 25, 2017 • 63 min
Ever make a financial move because someone else told you it was a good idea and it turned out poorly? Maybe you already apply data to your decisions, but what if it could be better? Today our guests, Stuart Kruse and Sean Brown are both advocates of…
Robots, Your Job, and Investing (with Bill Studebaker)
Oct 23, 2017 • 58 min
We’ve heard the stories: robots and artificial intelligence are coming to steal our jobs and make us obsolete. Bill Studebaker from ROBO Global has a different outlook. What if automation is going to help us all move faster? We’ll talk to Bill about…
Finding Benjamins RAW Warning.output
Oct 20, 2017 • 3 min
What Can We Change To Invest Better? (with an intro to Hoot)
Oct 20, 2017 • 64 min
Did your family automatically save when you were growing up? Joe’s family didn’t. How were you raised? If your family didn’t talk about money, don’t worry, because we’ll give you TONS of great ideas to start your family on the savings path. Today we’ll…
From Rat Race To Retired At Age 37 (with Chris Reining)
Oct 18, 2017 • 56 min
Ever think that you’re trapped in the rat race and can’t save? Chris Reining had a car payment of over $500 a month and a condo that sucked much of his monthly income away…and yet he found a way to retire at age 37. How did he do it? We’ll talk to him…
Should I Move My 401k to a Roth IRA? (Your Letters)
Oct 16, 2017 • 61 min
You have money in an old 401k and would prefer to have that money in your Roth IRA. Should you make that move? How do you accomplish that goal? That’s one of the many letters we tackle on today’s podcast! We’ll also talk about investing in other…
How My Side Hustle Cost Me $2,000 (with last minute tax tips from Craig Cody)
Oct 13, 2017 • 53 min
What do you do when you find out that your side hustle is actually COSTING you money? One Lyft driver found out that he was down $2,000 because of one EASY oversight. What oversights are costing you money? We’ll ask that question and much more on today’s…
Buzz Indexes October 2017
Oct 11, 2017 • 2 min
Which of Your Friends Will Live Longest? (with Matt Wolf)
Oct 11, 2017 • 59 min
Want to know which of your friends is healthiest? Ask an actuary how much they’re going to charge them for life insurance. Matt Wolf, an actuary for Haven Life Insurance Agency, joins us on today’s show to talk about how insurances are priced. Think an…
How She Earned Over $120,000 in Scholarships (with Jocelyn Paonita)
Oct 9, 2017 • 59 min
When college looked unaffordable for Jocelyn Paonita, she sprang into action and raised over $120,000 in scholarships. How did she score so much money? What was her system? We’ll discuss all of that on today’s show. Whether you have a child headed to…
The Pros and (Mostly) Cons of Early Retirement (plus Kathryn Minshew from TheMuse.com)
Oct 6, 2017 • 55 min
Are there more pros or cons to retiring early? A new Investopedia piece says there are definitely more cons than pros. Does our roundtable team agree? We kick off today’s show by asking them, and man, are Paula, Greg and Colton opinionated! We don’t stop…
SPECIAL: The 8th Annual Plutus Awards Finalists Reveal
Oct 5, 2017 • 80 min
Today we’ve donned the tuxedos (well, actually the tee-shirts that make it look like we’re wearing a tuxedo), because we have the honor of announcing the finalists for the Plutus Awards! At the top of the show we’re joined by Mr. Plutus Awards himself,…
A Rebel and a People Pleaser Walk Into a Bar (with Gretchen Rubin)
Oct 4, 2017 • 60 min
If you want to make money, reading and understanding other people can be a huge key to success. Better yet? Talking to them on their terms instead of your own can ensure that your conversation doesn’t get lost in unnecessary noise. New York Times…
Matt Wolf - Raw
Oct 3, 2017 • 17 min
Top 5 Ways To Be Awesome At Your Job (with Pete Mockaitis)
Oct 2, 2017 • 60 min
How can you earn more? What if you were more awesome at your job? Host of the hit podcast How To Be Awesome At Your Job, Pete Mockaitis, joins us in the basement to talk workplace best practices. We haven’t done a top five episode in some time, so we’re…
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Sep 30, 2017 • 1 min
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Sep 30, 2017 • 1 min
Stretching Your Money To Buy BIG Dreams (plus an intro to Hippo)
Sep 29, 2017 • 64 min
When is it okay to leverage your financial life to afford that dream item? We’ll talk about how the new Houston Rockets owner paid a HUGE premium to afford an NBA team and what that might have to do with YOUR financial picture. Plus, we’ll also tackle…
How To Invest a Windfall (Your Letters)
Sep 27, 2017 • 74 min
You inherit some money. Now how do you invest it conservatively so it doesn’t disappear? You want to be responsible and you don’t want to make a mistake. Plus, there are so many options available when you’re investing…how do you determine what’s right?…
Live, Save, Spend, Repeat (with Kim Anderson)
Sep 25, 2017 • 57 min
What do you do when things seem to be going well in your life, but none of it is what you want? You pivot, and then you adjust your financial life. That’s what happened in Kim Anderson’s life, not once, but…we’ll let her tell the story on today’s show? We…
Buzz Indexes August 2017
Sep 22, 2017 • 9 min
LOTS of Ways To Take Control Of Your Money (with an intro to Ask.Vet)
Sep 22, 2017 • 54 min
We all want to have better control with our money. Whether you’re handling some stuff well and need a couple hints OR you feel like you’re bleeding Benjamins, today we have the right topic for you. Mrs. Adventure Rich from the AdventureRich.com blog joins…
Get The Memo On Saving Money (with John Hope Bryant)
Sep 20, 2017 • 51 min
How come other people are wealthy and you aren’t? John Hope Bryant believes that for many people, it’s because they didn’t come from the right neighborhoods, have the right friends, or were born into the right family. They didn’t get “the memo” on how to…
Give Yourself The Gift of “Finished” (with Jon Acuff)
Sep 18, 2017 • 64 min
Why is it that we start projects (like our big plans for financial independence) but never finish? New York Times bestselling author Jon Acuff has experienced the setbacks that come with failing to complete tasks in his own life, starting project after…
Do I Really Need To Save That Much? (plus career advice from TheMuse.com CEO Kathryn Minshew)
Sep 15, 2017 • 49 min
Our all-star cast today wonders out loud whether you need to actually save as much as the popular press says you need to save. Plus, they also ask whether you should pay down your debt the mathematically correct way or maybe use a method that fits with…
Change Your Life, Change Your Money (with Cortney McDermott)
Sep 13, 2017 • 60 min
Where do you start when planning your money? Cortney McDermott, author of one of this year’s hottest self help and business books, joins us in the basement talk about starting out. If you don’t know what you want, how do you know where to go? Yet, most of…
What Do We Think Of No-Fee Brokerage Accounts? (Your Letters)
Sep 11, 2017 • 61 min
As fees lower on brokerage accounts so do services. So, is a no-fee brokerage account right for you? We’ll talk about brokerage services and a ton more on today’s letters episode…along with a ton of your letters on many, many topics. Of course, we also…
Lessons From Top Money Podcasters (and an intro to RentReporters)
Sep 8, 2017 • 57 min
We line up three top financial podcasters on today’s show and ask them one simple question: what is your audience worried about? We’re live from the FinCon booth in the expo hall at Podcast Movement 2017 for this wide ranging, fun discussion. We’ll talk…
If You’re Broke, Fix It (with Douglas and Heather Boneparth)
Sep 6, 2017 • 59 min
Doug and Heather Boneparth have made their share of money mistakes. From spending too much money on a great ride to forking over WAY too much money on college, they have some great stories about how NOT to work your money. BUT they also couple those with…
Squeezing More From Your College Savings Plans
Sep 4, 2017 • 52 min
According to MyCollegeGuide.org, the average cost of tuition in the USA ranges from just over $8,000 for an in-state public experience to a whopping $28,500 for a private school. How do you afford those numbers, and also all of the other costs like room…
Grasping The Basics of Investing and an Intro to Final (SB RWD 65)
Sep 1, 2017 • 54 min
Do you struggle to understand the difference between investing basics? You aren’t alone. Often financial pros and veterans use jargon that sounds like they’re speaking a different language. Today our roundtable discussion with focus on helping you dive…
Stacking Benjamins In The Sky with Betty Thesky (SB RWD 64)
Aug 30, 2017 • 62 min
Some careers seem glamorous, and working for an airline while jet setting around the world might sound near the top. Today Betty Thesky from Betty in the Sky With a Suitcase tells us tales of what REALLY happens when you board a plane. We’ll talk…
The 5 Dumbest Rules of Thumb (SB RWD 63)
Aug 27, 2017 • 53 min
We generally detest rules of thumb. Why not just do the actual math…which is generally easier than many people think? We’ll take you through our top 5 list today of the times when we think rules of thumb can be the most dangerous. Of course, it’s the…
The Problem With Saying “I’m Broke” (and a Rize update)
Aug 25, 2017 • 50 min
To what degree is not having money a mindset? We ask our panel, including guest Whitney Hanson from the Money Nerds podcast Of course, we don’t stop there. We also tackle a recent piece about tricking yourself into getting money saved. How do you save…
Battle of the Sexes: Who’s the Better Investor?
Aug 23, 2017 • 60 min
Are men or women better investors? We’ll find out today…but who cares? Regardless, don’t you want to emulate the traits of the BEST investors? Alexandra Taussig from Fidelity Investments joins us to share some finding from a new study on the sexes. We’ll…
Rocking and Rolling with Your Money (with Gooding)
Aug 21, 2017 • 70 min
What’s a rock star and your money have in common? Rocker Gooding is criss-crossing the USA teaching kids financial literacy and today he’s talking with us about money lessons and great music. He’ll share some great money ideas from non-profit Funding the…
How Not To Mess Up Saving For (or Financing) Your Next Car
Aug 18, 2017 • 50 min
How do you buy a car? Very carefully! Saving for a car can be a HUGE undertaking….and financing one can be even harder to pull off. Luckily, we have you covered on today’s episode! We have car geek Jason Vitug, author of You Only Live Once paired with…
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Aug 16, 2017 • 8 min
Where Financial Planning Goes Wrong (with Jason Mirabella)
Aug 16, 2017 • 69 min
Financial planning is often tactical instead of strategic. CFP Jason Mirabella realized just a few years ago that there was a better way to accomplish financial planning, and already he’s seen amazing results with clients. How does his process work? Where…
Save More Money By Mastering Your Cash Flow with Al Zdenek
Aug 14, 2017 • 59 min
When you ask stock market pros what the key is to a great stock pick, they’ll disagree…but MANY will say that “free cash flow” is a huge key toward winning. If it’s great for companies, isn’t it also great for people? Al Zdenek believes that cash flow is…
5 Strategies To Save $1 Million (with an intro to Go)
Aug 11, 2017 • 52 min
How do you save a million dollars (we said in our coolest Austin Powers voice….). We’ll discuss a recent online piece that goes over that on our Friday roundtable! Special guest, and Hip Hop’s Financial Advisor Rob Wilson joins Paula Pant and Len Penzo in…
How Much Have Sandwich Costs Risen? (with Len Penzo)
Aug 9, 2017 • 69 min
Hello, sandwich lovers! What better way to talk about the ugliness of inflation than comparing the cost of a sandwich from year to year? Len Penzo every year does exactly that. By comparing the cost of a sandwich, we tackle back to school costs,…
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Aug 8, 2017 • 1 min
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Aug 8, 2017 • 1 min
How Do I Invest My 401k? (Your Letters)
Aug 7, 2017 • 58 min
401k plans, Roth IRAs, Coverdell IRAs, separately managed accounts, and more. What do they have in common? YOU asked about all of these and more on today’s show! Our letters episodes are some of our most downloaded podcasts and today we’ll fill empty the…
The 4 Best Ways To Invest (and an intro to Gumdrop)
Aug 4, 2017 • 43 min
What are the best ways to invest? In a recent piece, Ramit Sethi (I Will Teach You To Be Rich) detailed what he thinks are the four best starting points for people in their 20’s. Are they the best? We’re excited that Investment News’ 40 Under 40 honoree…
How She Saved $15,000 a Year Just By Getting Organized
Aug 2, 2017 • 58 min
Why aren’t you saving more? How about $15,000 a year more? Our guest today just organized her financial picture and saved a TON of money. Anna Davies saved by doing the little things that people talk about all the time. Today’s topic isn’t about “have you…
How Bernie Madoff Became the Wizard of Lies (with Diana Henriques)
Jul 31, 2017 • 55 min
Bernie Madoff perpetrated the largest scam of investor money in history. How? Today we’re thrilled to talk to the author of the book which HBO has now made into a four time Emmy-nominated film, The Wizard Of Lies,” Diana Henriques. We’ll discuss the…
Confession: Our Biggest Money Mistakes (plus an intro to Yesterday’s Tomorrow)
Jul 27, 2017 • 58 min
A big problem that we have at the Stacking Benjamins show is that nobody ever talks about their mistakes. So today….as our final topic, we discuss a BIG financial mistake we’ve all made. One of us shares a DOOZY. We’ll let you listen to hear which one. We…
SB500 5 HUGE Money Lessons from 500 Shows
Jul 26, 2017 • 73 min
Sometimes money lessons resonate. After 500 episodes, we’ve heard LOTS of lessons. Get a 15 year mortgage, get a 30 year mortgage. Pay off your debt faster, THEN save. Pay off debt slowly AND save at the same time. What advice is right? What sticks? On…
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Jul 25, 2017 • 1 min
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Jul 24, 2017 • 11 min
2 Banks, 1 Hacker, and $50,000
Jul 24, 2017 • 78 min
What would happen if you lost more than $50,000 that was meant for your first home? Shannyn Allen lived that harrowing nightmare and she’s going to share the story today. She unknowingly handed a hacker $50,000 , and will share the mistakes that were made…
Stop Making These Critical Money Mistakes (plus an intro to Jobbatical)
Jul 21, 2017 • 55 min
Investment tips abound on today’s podcast. We cover the keys to successful investing, so you can STOP making critical investment mistakes. Then we pivot to some money mistakes people on their 40’s make (don’t worry…even if you aren’t in your 40’s these…
How Should I Invest $277,000 Dollars?
Jul 19, 2017 • 58 min
Looking for the reason to invest a quarter of a million dollars wisely? On today’s show, Joe and OG answer your questions, including how to save a bunch of money away at one time. BUT that’s not all. We throw out the Haven Life line, bring on Doug’s…
When Should You Pull The Trigger On Your Business Idea? (with Meg Gill)
Jul 17, 2017 • 59 min
Have a great idea for a business? Meg Gill, listed in the Forbes 30 under 30 entrepreur list, and co-founder of Golden Road Brewing joins us today to talk about how her education and athletic experience helped propel her to entrepreneurship at an early…
Does Money Buy You Privilege?
Jul 14, 2017 • 36 min
On today’s show we discuss a Morningstar article that asks the question, “How do you get really rich?” Sadly, as with all things, the answer isn’t as simple or as straightforward as you’d hope. Plus, we discuss a Russian billionaire who parks his yacht in…
The Crazy and Sordid History of Credit Companies (with Dr. Josh Lauer)
Jul 12, 2017 • 59 min
Ever wonder about the credit companies that seem to know everything about you? Now, although fair credit reporting laws exist, people STILL complain about unfair and outdated credit, but according to Dr. Josh Lauer, it used to be much worse. We’ll talk to…
How To Save Your First $25,000 (with Scott Trench)
Jul 10, 2017 • 64 min
How do you get started on the road to saving? While you can’t frugal your way to wealth, you CAN learn to be more efficient, and author Scott Trench joins us to share the first steps in his roadmap toward wealth. We’ll talk about building the foundation…
Ways to Fortify Against the Next Crash (and an intro to Roofstock)
Jul 7, 2017 • 56 min
What should you do if you expect the market to crash? We ask our roundtable panel that very question today, including the woman behind the blog Mama Fish Saves, Chelsea. We also talk about side hustles. What mistakes do people make when deciding to work a…
Betting “The House” On Your Goals (with The House director Andrew Jay Cohen)
Jul 5, 2017 • 58 min
Ever wonder what happens if you don’t save enough money for college? Well, Will Ferrell and Amy Poehler didn’t, and the result is the new hit movie The House. Director Andrew J. Cohen stops by to talk about the film, the hilarious…
Financial Independence? Early Retirement? Game on!
Jul 3, 2017 • 69 min
Excited about an aggressive retirement? Even if you’re only mildly interested in the topic of financial independence, today’s guest is going to light a FIRE under your plans. The Mad Fientist joins us today to talk first about his personal journey to an…
Can Donald Trump Pick Stocks? (SB RWD 62)
Jun 30, 2017 • 59 min
We spin back the dial to a roundtable discussion two years ago which includes a discussion about then-nominee Donald Trump! A magazine wrote about President Trump’s ability to pick stocks. We talk about whether ANYONE can pick stocks well…. If you’re…
Becoming an Excellent Leader (SB RWD 61)
Jun 28, 2017 • 76 min
How effective are you at leading people? On today’s show, our guests Dr. John Kotter and Holger Rathgeber discuss how to become a more effective leader and lesson’s they’ve learned from coaching many of the top business leaders today to build better…
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Jun 26, 2017 • 7 min
Juggling Money, Family and Work (SB RWD 60)
Jun 26, 2017 • 70 min
Griffin takes us back to a classic from a year ago… We’re all professional jugglers. We juggle a career or school, family duties, friendships, and somehow also manage money. How do we effectively manage money AND take care of everything else? Kimberly…
Investing Rules for a Sky-High Stock Market
Jun 23, 2017 • 61 min
How should you invest when the market’s been in a bull market tear for the last several years? We ask our Friday roundtable panel that question and MAN, they don’t disappoint. You’ll hear about selling losers, setting expectations ahead of time for your…
How To Build Your Financial Dream House (with Greg Powell)
Jun 21, 2017 • 61 min
What does your financial dream house look like? Financial planner Greg Powell says that he always has trouble convincing people to complete a financial plan because it sounds like a ton of work. But a financial dream house? That’s a much easier sell…and…
The #1 Key To Get Someone Excited About Saving Money (with Gene Natali)
Jun 19, 2017 • 65 min
You’re excited about saving, but how do you get someone else to take the plunge? Today’s guest, Gene Natali, says that the answer might not be what you expect, and he should know. He co-authored the book The Missing Semester about personal financial…
Is Building Good Credit Job #1? (with an intro to Transferwise)
Jun 16, 2017 • 52 min
In our first roundtable piece today, we discuss whether the first thing kids out of high school need is good credit. Should people first focus on credit to secure more debt or should they build assets? We’ll start there on today’s episode, featuring our…
She Wiped Out $100k of Credit Card Debt (with Lynnette Khalfani-Cox)
Jun 14, 2017 • 58 min
How much debt have you wiped out? I’ll bet today’s guest wiped out more, and she’s going to share how she got into so much debt, and then the strategies and tactics she used to wipe it out and become a fantastic money coach. Of course, this is the…
Stop Fighting About Money (with Elle Martinez)
Jun 12, 2017 • 62 min
Looking for the perfect budget? Maybe the key isn’t counting every penny or finding the perfect spreadsheet. Elle Martinez, author of the new book Couple Money, believes that whether you’re single or married the answer might lie in communication, and…
Is the Used Car Savings REALLY Worthwhile? (with an intro to Amino)
Jun 9, 2017 • 56 min
The new vs. used car debate rages on today’s podcast. Which is better, buying new with the warranties and assurances that a dealer brings to the table, or purchasing used for (possibly) a lot less money? No platitudes or “rules of thumb” in this…
Juggling Up and Down Paychecks and Bills
Jun 7, 2017 • 63 min
What would you find out about yourself after writing down all of your income and expenses for a year? Jonathan Morduch and Rachel Schneider, authors of The Financial Diaries, did just that, and they found some disturbing trends about work, emergency…
Why Many Target Date Funds Stink
Jun 5, 2017 • 52 min
We kick off today’s show talking Tiger Woods and the cost of his recent…er…problem. And then Karen Schenone from Blackrock tells us about how bonds work! What a great kickoff to today’s episode. After that, it’s ALL of your letters, including ones about…
The 3 Financial Rules To Get Rich (with an intro to Rentalutions)
Jun 2, 2017 • 59 min
Are there really only three rules to getting rich? A recent online piece at a major publication says so, so we ask our crack panel to weigh in. If there WERE three rules, would these even be the correct three? Of course that’s not all. We’ll also talk…
Are You (Money) Smarter Than a Doctor? (with Dr. Amir Baluch)
May 31, 2017 • 61 min
What should you know about your money that doctors often mess up? Dr. Amir Baluch comes down to the basement today to share some of the basics that he teaches doctors…and that you should know, too. Plus, in headlines we talk about a mechanic who says,…
What’s The Role of Money In Year Million? (with Dave O’Connor)
May 29, 2017 • 55 min
With automation a bigger part of our life, what’s going to drive the economy in the future? We talk economics, work, and the role of money with executive producer Dave O’Connor of the new National Geographic show Year Million. In our headlines segment,…
Hacks Behind a $39 Utility Bill (plus the Evil HR Lady)
May 26, 2017 • 57 min
What are some tricks to lower your utility bills? Jamila from JourneyToLaunch and Fritz Gilbert from The Retirement Manifesto join Len Penzo (Len Penzo dot com) in a fun, fast-paced roundtable discussion about lowering your home expenses and saving more…
Your Theme Park Value Guide (with ThemeParkInsider’s Robert Niles)
May 24, 2017 • 59 min
With Memorial Day right around the corner in the USA, we ask Mr. Theme Park Insider, Robert Niles, “Where we can find the best values?” As always, he delivers with suggestions for parks around the country, and with ideas for people and families of all…
The Tech Wizardry That Will Solve Your Money Problems (from CO-OP THINK!17)
May 22, 2017 • 87 min
Today we’re live from Times Square and the 2017 CO-OP THINK! Conference, where credit union executives gathered to talk innovation in money management. What do the next five years look like for your money? What innovative solutions are credit unions…
The Keys To Financial Security (with an intro to Money Lion)
May 19, 2017 • 55 min
How do you get ahead financially? Our friends at Kiplinger wrote a fantastic, conservative piece about the keys to financial success and today our crack roundtable team of award winning writers will discuss THAT piece and two others. In our Friday Fintech…
Stop Making Bad Money Moves (with Emily Guy Birken)
May 17, 2017 • 60 min
Invest or pay down credit cards? Buy a car or invest toward a house? These are opportunity cost questions, and today, Emily Guy Birken, author of End Financial Stress NOW, joins us to explain how it works. We’ll also talk about the problem with “free,”…
They Paid Off $240,000 in Debt
May 15, 2017 • 67 min
Claudia and Garrett Pennington paid off nearly a quarter million dollars in debt. Better yet? They became MUCH more focused on what was important to them with money and their life. Claudia comes down to the basement on today’s show to share their…
Buy Happiness? Here’s How (with an intro to Arthena)
May 12, 2017 • 50 min
We have a fun, wide-ranging discussion today about buying happiness, buying art, firing company boards, and figuring out your retirement number. Liz from ChiefMomOfficer.org joins Len (LenPenzo.com) and Paula (AffordAnything.com) to cover these…
We Answer The Most Important Letter Ever
May 9, 2017 • 61 min
On today’s show, we’re covering all the tough topics because YOU are the headliner on this show! We’re answering your letters about 401k plans, college savings, and more! Plus, we throw out the Haven Life Line, we feature headlines about online security…
Impact Investing (with iShares’ Jessica Huang)
May 8, 2017 • 57 min
What is “impact investing”? Jessica Huang from iShares stops by the basement to fill us in, and you won’t be disappointed. Maybe your portfolio CAN reflect your ethics and keep the high returns you’re looking to achieve. We’re also excited to talk to Jack…
Things We Wish We Knew About Money When We Were 20 (with an intro to Respect)
May 5, 2017 • 66 min
What could make your 20’s easier? Or, if your older, what SHOULD you have known in your 20’s? On today’s roundtable episode, Paula Pant from Afford Anything, Len Penzo from LenPenzo.com, and Joe discuss all the things they should have known back then. But…
Monopoly’s Secret Past (with Mary Pilon)
May 3, 2017 • 67 min
Think you know everything about the board game Monopoly? Think again! Mary Pilon, author of the New York Times bestseller The Monopolists joins us to talk about the unbelievably interesting and slightly sordid history of one of the world’s favorite games.…
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May 2, 2017 • 23 min
Stop Being Broke (with Erin Lowry)
May 1, 2017 • 66 min
Tired of being broke? Erin Lowry is coming to save you today. Erin’s the author of the new hit book Broke Millennial, and shares stories about examining your past, focusing on your tendencies, and then going on the offensive with your financial life. In…
SB RWD 59 What Exchange Traded Fund Should I Buy? (with Pete the Planner)
Apr 28, 2017 • 54 min
Griffin the Intern (AKA the Fintern) is rewinding to our time with Pete the Planner helping out on the roundtable. Here is the original show description: Today we handle a listener question asking, “What exchange traded fund should I buy?” Of course, OG…
SB RWD 58 - Can I Retire Yet? (with Darrow Kirkpatrick)
Apr 26, 2017 • 27 min
The Fintern brings another great episode today featuring Darrow Kirkpatrick giving plenty of advice on retirement. Here’s the original description: Can you retire yet? Our friend Darrow Kirkpatrick not only can help you answer that question, but he’s…
SB RWD 57 - Should I Start A Business With My Friends? With Farnoosh Torabi
Apr 24, 2017 • 61 min
Today, the FinTern rewinds to one of our favorites episode when Farnoosh Torabi visited the basement to answer your letters. She answered far better than we could have without her. Here’s the original show description: We try to stump the amazing Farnoosh…
Stop Worrying, Start Saving (plus an intro to PeerStreet)
Apr 21, 2017 • 62 min
Why are people struggling to make ends meet? Our roundtable gang today (joined by author of the new book Broke Millennial) kicks off the fun by examining why (according to a recent Washington Post piece), some families just can’t seem to save. We’ll then…
Mastering the New Rules of Work (with Kathryn Minshew and Alex Cavoulacos)
Apr 19, 2017 • 70 min
Struggling at work? We’ll review some of the “new rules” of business with the founders of TheMuse.com, Kathryn Minshew and Alex Cavoulacos. We’ll talk about new rules in networking, finding the career you love, networking, and working more effectively at…
Becoming a Money-Making Badass (with Jen Sincero)
Apr 17, 2017 • 57 min
Struggling to earn enough to stay afloat? Some of our past guests have shared pointed tips to put more cash in your pocket. Today’s different because Jen Sincero talks with us about changing the discussion between your ears. We’ll tackle how to get out of…
The Most Powerful Money Statistic To Track (and a roundtable about the Digit situation)
Apr 14, 2017 • 72 min
Which stats are the most important to track? Our roundtable this week focuses in on just one stat….and an article that says it’s the most powerful statistic of all for your pocketbook. On the Freshbooks FinTech segment we talk about the recent issues at…
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Apr 13, 2017 • 6 min
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Apr 13, 2017 • 7 min