The Stacking Benjamins Show

Matt Schulz is the PERFECT mentor to teach us how to negotiate because, in his own words, he's not a natural negotiator. Today he proves that you don't have to be a natural to find better deals on your credit card interest rates, prescription, rental cars, hotel rooms, and more. He'll walk us through the common misconceptions around negotiating and help us learn to ask politely for more for oursel...

Personal finance education in schools is finally getting some attention, but the best financial education starts at home. On today's special prelude-to-summer-vacation roundtable discussion, we're joined by three experts in the field of kids and money. Joining us today are John Lanza from The Art of Allowance podcast, the founder of the Wealthy Kids Investment Club Maya Cobic, and money educator R...

A new CBS report shows that the average person's perception of how much they'll need for retirement has changed dramatically versus four short years ago. Do you think the number is higher or lower? We'll not only share that, but we'll also dive into this idea of calculating the correct amount to save. When is it truly important to begin working on your retirement vision? When should you be more sc...

Janesse Torres is a force of nature. She purposefully quit her high-paying job as an engineer because it didn't fit her personality AFTER posting about it on social media. Today she joins us to talk about living your life intentionally, building financial reserves, demanding more from your boss, and if you get "no" as your answer, moving on. As the host of Yo Quiero Dinero and a woman who's a soci...

Join us as we wrap up Greatest Hits Week with a favorite roundtable discussion: What lessons would you share with your younger self? This episode originally aired on November 5, 2021, so please disregard any mention of current events. If you could go back and give your younger self one piece of advice, what would it be? Maybe it’s to take more chances or say adios to the boss that treats you horri...

Let's keep Greatest Hits Week rolling with a must-hear episode from our sister show, Stacking Deeds. This show originally aired on November 21, 2023, so please disregard and mention of current events. Do you struggle to ask for more from your contractors, your real estate professional, your stagers, or other help? Do you think you stink at negotiation? Before learning to negotiate, it’s a great id...

t's Hump Day on Greatest Hits Week! Today we're throwing it back to a fan favorite: Joe's 2018 interview with the one-and-only Suze Orman! Please disregard any mention of current events. 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...

In this current events/community we invite Earn & Invest community member John Neidecker to discuss how to hack retirement by skipping 3 of the 5 stages. We review Richard Himmer's article from Kiplinger. Joe Saul-Sehy joins us as our expert for the episode. This show originally aired February 29, 2024. Please disregard any mention of current events. For the original show notes, visit How to H...

Welcome, Stacker, to a very special week! We start off our special Greatest Hits Week with a bang! Know those horrible situations where everyone’s fighting at work — or worse, at home? Talk about a horrible investment: being invested in a rotten environment can overshadow even the best portfolio returns. Good news, though. It turns out, there are two types of conflict: the kind that allows us to g...

How can you take control of your life instead of life taking control of you? On today's special roundtable episode, we're talking about making the most of your productivity habits. How has your phone robbed you of your productivity? We're joined by Rob Berger of The Dough Roller Money Podcast, founder and CEO of the financial services firm Sensible Money Dana Anspach, and founder of Afford Anythin...

Join us today as we dive into the core principles of building a sustainable financial future with marketing professor, author and investor, Scott Galloway. We explore the essential formulas behind his book Algebra of Wealth , discussing purposeful living, effective retirement planning, and the emotional aspects of investing. Our headline today is all about AllianceBernstein 401k lawsuit that was d...

Today we're all about the factors to help you build a better investment portfolio. Joe and OG break down their thoughts as they dole out their top five building blocks to constructing a better portfolio. Be sure to bookmark this evergreen episode, as it contains universal truths that will help you in the years to come! In our headlines, we talk about what's the best way to prepare for unexpected f...

Let's talk about what it takes to become a millionaire in today's day and age. We are thrilled to bring you a special roundtable episode with three outstanding contributors: we welcome CEO of BFG Financial Advisors, CFP® Eric Brotman; the force behind the website Yes, I am Cheap, Sandy Smith, and our resident doctor and host of the Earn & Invest podcast, Doc G. In the first half of the discuss...

Today's episode is all about a very important, topic that's sure to arouse interest at personal finance get togethers: risk management. Specifically, Joe and OG jump into their Top 5 risks that people don't think about enough - and what you should do ahead of time. In our headline segment, we dive into a popular personal finance website's piece about what to keep in mind when aging. Our TikTok Min...

If you've ever wondered if there's more in life and your career waiting for you than your current job, then today's mentor is someone you want to listen to! On today's show, we welcome Michael Balter to the basement to discuss his career path and how he pivoted in a big way! In our headline segment, we see some shocking (eye-roll) news about one store's credit card and how they are going to make u...

How do you know when the time is right to walk away from a career? Do you even want to? Can you afford to? Our roundtable discussion centers around thinking about retirement and how to prepare yourself financially so you can stay retired. We welcome Founder/President of Capital City Wealth Management, CFP® Benjamin Brandt, to join Paula Pant and Len Penzo. How do you factor paying for health insur...

Did you recently come into some money? Are you expecting to in the near future? How have you treated "found money" in the past? With millions of Americans receiving their income tax refund, today we discuss what smart Stackers do with "found" money. Not only that, but we also dive deeper into tips for how to decide ahead of time what you will do with any windfalls that come your way throughout the...

How can simply being kind (and using math) bring more Benjamins into your life? Today we explore the topic of how changing your outlook towards others can attract more abundance and wealth in life when Joe sits down with our mentor, the brilliant James Rhee, MIT professor and author of the hit book red helicopter: a parable for our times: lead change with kindness (plus a little math) . In our hea...

Today's episode is our 1499th episode! On today's celebratory show, we dive into some of your success stories! Plus, ever wonder how you achieve anything big in life? Just get started! On today's episode you'll get a behind the scenes look at the evolution of Stacking Benjamins. We go into what lessons we've learned along the way and how we strive to keep improving. Stacker Christine from Seattle...

The word is out on using low-cost investments over complex Wall Street strategies (and if you don't believe us, we'll quote SIGNIFICANT studies on today's show). Yet, new expensive products are built every day promising better/faster/more wealth. What do you need to know to simplify your strategy and stay the course? In today's headline segment we'll dive into diversification and keeping your port...

Busy does not equal productive. In fact, how often have you watched as someone who was too busy to reach the important items on their mile-long list? Sadly, we're addicted to the to-do list but not addicted enough to processes that actually increase our happiness, creativity, or effectiveness. True productivity begins with CALM, according to today's mentor, Laura Martin. She created the productivi...

One of the most frustrating moments in any investor or saver's life is when you figure out that you fell prey to a "gotcha" you didn't expect and either lose money, opportunity, or both. Even if your favorite financial tool, strategy or advisor doesn't mean to inflict a "gotcha" on you, because we often don't know what we don't know, we use tools or people inefficiently, causing damage to ourselve...

If you plan on living a long life (and who doesn't want that?), you'll need to create over thirty years' worth of cash flow. Studies show that the average person wants to retire at the "normal" age of mid-60s but also plans to live to reach the century mark. If that's you, you're in luck because today we're joined by the CFO of one of the country's greatest comedy clubs and a guy who's a professio...

Our mentor today is one of the foremost thinkers and practitioners in the financial planning space. Peter Mallouk joins us to dispel the myth that the stock market is like the stock market, that the bond market is still dangerous (a year later), that AI is coming for our jobs, that you'll find safety in a savings account, and that gold is a great investment. It's a dynamic discussion with the man...

Is the battle between index funds and actively managed funds finally over? Total assets invested in index funds and ETFs recently passed assets invested in active funds for the first time ever. But is going all index funds the right move for you? Joining us is CFP and President of Bona Fide Wealth, Douglas Boneparthe. Also joining us is Crystal Hammond, host of our sister show, Stacking Deeds. And...