Stacking Benjamins: Your Gateway To Money And Personal Finance

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 Adams, for which he won the Bambridge Award and more. He'll describe the amazing prowess of Adams in a time when many women not only weren't investing, but weren't even allowed to participate in their family's financial plan. He'll describe which investments she preferred, why she decided largely against real estate for her portfolio, and how she created an estate plan for herself in a time when many women didn't have that luxury. If you love to learn from historical figures, Abigail Adams is a great role model and Dr. Holton gives us many revealing stories about her prowess on today's show. In our headlines segment, we'll talk to Jamie Wise from the BUZZ Index (ticker BUZ). He'll describe why his strategy and those of some of his algorithm-based competitor

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 self-made or come from money, what type of car millionaires drive, their level of education, and more. We also answer Joe's three-oh call for help to the Blooom hotline. He's getting married and wants to change his health insurance, but his human resources department says he can't change. What's up? We'll give him our thoughts, share Doug's trivia, and more. Thanks to RXBAR for supporting Stacking Benjamins. Get 25% off your first order at RXbar.com/sb, Promo Code: SB. Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins as well. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings. Learn more about your

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 maybe haven't yet seen. Whether you're a film buff looking for a walk down memory lane or someone hoping to find some entertaining films that also talk about your wallet, we have you covered on today's podcast.   In headlines today we high five the writer of a new piece who says that the bull market might run another 20 years. Do we agree? We'll share our feelings on today's show. Plus, we dive into a piece that lists all of the financial moves you should make if you die young. What should you make sure is covered now and what can wait? We'll go over all of that and more on today's show!   Plus, as always, we throw out the Haven Life line to a listener. Nick asks about variable annuities. Should he keep his annuity, buy another one, or rip the money out of a

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 more “more” in your life, plus the true meanings of common financial ideas such as currency, cash flow, and salary. Plus, in our headlines segment, we'll ask the question, "What are some of the biggest issues you should think about as you approach retirement?" The answers may surprise you. We'll also take a look at volatility. Now that the market has gotten...um....bumpy, we'll discuss how to fortify yourself for the increasing possibility of a down market. We’ll also throw out the Haven Life line to an anonymous caller who lays down the law with Joe, and answer a letter from our friend Win, who asks about starting her own 401k plan since her job doesn’t have one. How does she get her own plan? We’ll help Win (and maybe you) get rolling down the right track.

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 Poor podcast, Joel Larsgaard. Plus, we'll also share a headline about your tax refund. There are LOTS of swirling myths about your return, and today we'll try and set the record straight so you're able to file your taxes in peace. We'll also turn our eye on FinTech...and this week specifically real estate. Charles Clinton is the CEO of Equity Multiple. They're a firm helping smaller investors dive into bigger real estate projects by pooling their money with other investors. We'll get the scoop about how it works today directly from Charles. We also answer Lauren's three-oh call for help to the Blooom hotline. She's feeling the pressure from family to start her own family, but when is the right time to start? How will she know when she's financially ready? We'll

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 homes, she was hired by a facility used by some of the poorest people in Fort Worth, Texas. She'll talk about her personal story, choosing good help for your elders, and ensuring that your children don't take advantage of you when you're least able to protect yourself.   Plus, in headlines we'll tackle the news that Lisa Marie Presley has run out of money. We'll discuss budgets, estate planning, and personal money expectations. Also, if you missed it, the Lipper Fund Awards just occurred. We'll talk winners in many different categories, and have fun discussing just how amazing attending an award show like this one must be.   We'll throw out the Haven Life line to Stacy, who wonders when she should start putting money in a taxable brokerage account instead

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 show. Not taking any opportunity for granted, working hard to find solid financial (and life) footing, and the value of surrounding yourself with good friends and mentors are just three of many themes we'll talk about in this fantastic discussion with Billy (who now also blogs at WealthWellDone.com). In our headlines segment, a new software program means that some of your advisors may be expendable....or maybe not. We'll discuss the hot topic of humans versus AI on today's show. Plus, Warren Buffet just wrote his annual letter to investors. What are some of the takeaways? One publication listed their favorites and we'll review and discuss them. As always, Mr. Buffet doesn't fail to use the English language as a weapon while talking about investing, value, and ev

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 new Financial Grown Up podcast and former Reuters TV anchor Bobbi Rebell joins us. Not only will we talk about penny pinching habits, but we'll also swing around to the other side of the financial spectrum...how do banks and financial institutions get you to part with more money? Partly it's by bestowing titles like "private banker" on the people who help you. We'll also turn our eye on FinTech, and this week discuss with Blueprint Income's Lauren Minches about the work they're doing with private pension programs. What if you could create a stable income stream for your retirement that didn't rely on stock market performance? Lauren and the Blueprint team are working hard at turning the world of annuities on their head, and today she'll walk us through the

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 built big businesses from little ideas. Whether you're looking for activities for your children or inspiration on how to start your own business, Jeannine will have tips for you today! Plus, in headlines a Kansas woman is accused by her bank of stealing LOTS of money, $5 at a time. We'll explain how that spiraled out of hand. Also, do you think that working longer is a better idea for your portfolio and your life? One publication thinks so, and we'll explain their argument on today's podcast.   We'll throw out the Haven Life line to Tan who is about to switch jobs. Should he dollar cost average back into the market when he rolls his money into his new plan or invest it all at once? Of course, we'll also answer some listener mail and if you're lucky, I might

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 you're at all interested in rethinking consumerism, today's show is for you. We'll of course have headlines from the world of financial planning, throw out the Haven Life line to lucky listener Nathan, who wonders about making a house down payment. Should he go for a loan where he can put down less or save up for a full twenty percent? We also answer a letter from Rita, who asks about investing. If her 401k doesn't have a match, where should she invest first? You'll have to listen to find out! Of course, we'll still score with some of Doug's delightful trivia, and more. Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/SB and get a $50 credit toward your first job post. Why compromise with investments when you can use an intuitive, easy-to-u

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 not. Of course, in true 2017 roundtable fashion, there's also a FinTech segment and some fun topics that gang goes over too.  Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 back? This is a rewind episode that originally aired in 2014. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 rewind... and we had special co-host Josh Dorkin, founder of BiggerPockets. You can check out the original show notes from when the show aired here. Of course, it's a full episode of the show....so there's much, much more! Enjoy! Original show notes from 17 June, 2015: How do we ensure that the huge mistakes people made leading up to the 2007 housing and banking crisis don't happen again? Former FDIC Chairman Sheila Bair joins us in the basement to discuss banking, mortgages, the crisis and her new book that brings it home for high school and college age students (and financial geeks like me!).  Josh Dorkin, founder of the awesome real estate community BiggerPockets (and host of the BiggerPockets podcast) sits in the co-pilot seat this week. We discuss lands

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 discussion between OG, Len Penzo, and special guest from the Money Nerds podcast, Whitney Hansen. We'll also turn our eye on FinTech. We talk to FinTech company founders most weeks on this show, but from the near-outside looking in, where's the ball headed? Rory Holland from CSTMR has a front row seat at the FinTech party, and answers the questions...what's the problem, how's it being solved, and what's next for FinTech? You'll see LOTS of possible directions for FinTech (and...psst....your money) after you hear this interview. We also answer Carolyn's three-oh call for help to the Blooom hotline. Her 21 year old son is graduating from college and she's concerned about claiming him. Can she claim him as a dependent still? On top of that, we'll also answer a letter

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. Networking 1.0 no longer works (or even is something you want to be associated with). He'll share tips, tricks, and stories from people at the top of the networking field on today's show.   Plus, in headlines we'll tackle how one celebrity spiraled into a life of debt. What does that have to do with your money? If you're depressed or love retail therapy, maybe more than you think. Also, does access to retirement planning tools actually make people plan more often? Not shockingly, the answer is yes, but the amount by which the answer is "yes" might surprise you.   We'll throw out the Haven Life line to Brenda who has a bunch of 0% debts she wants to pay off. Should she pay them down or just pay the minimum because she isn't paying interest? Of course, we'll also a

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 poker player for 20 years, winning many top tier professional tournaments and taking on the best decision makers alive. Equally as important, she brings her academic career in cognitive psychology to bear on decision making that can help you with everything from your investments to your career and more. In our headlines segment, parents are spending TONS of money on their children's extracurricular activities. Beyond avoiding vacations or planning vacations around some of our people, some parents are stopping contributions to their retirement and not putting money in college funds...just for extracurriculars. We'll talk about what harm this does (and maybe have some surprising points of view) on today's show. Plus, it looks like 5% interest rates on mortgages m

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 answer Marissa's three-oh call for help to the Blooom hotline. She's wondering about buying a house today vs waiting until the current housing bubble pops? What should she do? On top of that, we'll also share Doug's trivia, and more. Thanks to Legal Zoom for supporting Stacking Benjamins. Get your SPECIAL saving by going to LegalZoom.com and entering SB at checkout. LegalZoom, where life meets legal. Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins as well. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 sums for celebrities, and more. In our headlines segment, we'll compare two pieces, one reporting that robo advisors experienced big outages during one of the market's most volatile days. Meanwhile, in our second piece, Fidelity reports that there were no outages and generally, more people were buying than selling. Is OG buying that? We'll see. Of course we'll have more from the world of financial planning, throw out the Haven Life line to lucky listener David, who wonders about the income limits to make Roth IRA contributions. We'll also answer a listener letter from the mailbag and score with some of Doug's delightful trivia, and more. Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/SB and get a $50 credit toward your first job post.

Surprise! How about an introduction to a great new podcast from Wondery? Say hello to Business Wars. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 importance of retelling your past money stories, reviewing your current money story, and developing a future money story. What are those? She'll explain all of that on today's show. In our headlines segment, why the heck has the market been so volatile? Experts have been weighing in and we review the reasons ONE big expert provides. Plus, it appears millennials are saving record amounts of money. What does that mean? How does their savings compare with yours? We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Michael, who wonders about his health savings account. If he doesn't have one with any investing options, can he move that money? Of course, we'll still score with some of Doug's delightful tri