The Stacking Benjamins Show

The Stacking Benjamins Show

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


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…
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…
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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,…
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…
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…
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….
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
How I Handed A Hacker Over $50000 (SB RWD 96)
Sep 2, 2019 • 80 min
Welcome to our Stacking Benjamins rewind week! Normally doing this week we would play you some of our favorite episodes from the past that you may have missed… but this week we’re mixing things up. Monday and Friday will go as planned, but stay…
What Are Money Podcast Listeners Worried About? (live from Podcast Movement)
Aug 30, 2019 • 63 min
What do YOU worry about when it comes to money? Is it the same thing others worry about? Today we head to sunny Orlando, the home of Podcast Movement (the nation’s biggest podcasting conference), and catch up with some top financial podcasters at the…
How the *$#! 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 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…
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…
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…
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…
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…
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,…
Hustling Like PT Barnum (with biographer Robert Wilson)
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…
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…
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…
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…
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…
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…
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…
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 • 76 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…
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…
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…
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…
The Downside of an Early Retirement (plus lessons from Roush Fenway Racing)
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 26, 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…
Steps To Avoid To Become The Walking Dead (plus the Evil HR Lady!)
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…
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…
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…