The Stacking Benjamins Show

Thinking about a better future? Maybe look at what happened to you during your childhood and learn lessons that can help you grow. That's what today's guest, Charles McCarrick did. He took important lessons from some hilarious, educational, and sometimes disturbing moments from his childhood growing up the next-to-youngest of five brothers (and one sister!). Charles shares stories that made him th...

In today's roundtable, we dream the same dream that millions of lottery ticket buyers dream week in and week out: what would you do if you pick the right six numbers in the correct sequence? Beyond the lottery, how do you effectively manage any lump sum of Benjamins that may appear in your account? Our elite 3 roundtable panelists dive into the deep end when it comes to taxes, inheritance, and exp...

Advisors aren't all created equal. Besides charging different fees and performing vastly different services, some just aren't very good at their job. So today we give you our top five clues that your advisor might not be right for you. By the end of the episode, you'll have a much better idea whether the team you've hired or are looking to hire is up to the task of helping you make better decision...

No more pushbacks. No more reprieve. If you have student loans, interest begins again in September and payments resume in October. That means you need a plan TODAY. That's why we invited debt expert Leslie Tayne to the basement to help you create a plan to change your budget, crush your student loans, and get on with your life. We'll chat about other legislation working through Congress, how to th...

How does using your retirement plan as a path to a cool million sound to you? Are the existing tools that are currently available to most of us enough to get us there, or do changes need to be made to update the rules around what investments are accessible to the masses? Joining us to tackle this important issue, we welcome Stephanie McCullough from the Take Back Retirement podcast. Also, we're ha...

What a rare look we bring you today "behind the curtain." Credit unions are owned by members and serve (in most cases) a community of people. In theory, they should be your go-to resource for financial matters. So why are they often your second resource (if you think of them at all) behind banks? Banks, owned by shareholders and not at all beholden to customers (Bank of America said out loud durin...

You may not know Jeff Smulyan's name, but you know what he's done. The creator of New York's famous The Fan radio station and the former owner of the Seattle Mariners baseball franchise joins us today to talk about lessons learned during his tumultuous career. Experience teaches you to learn from your mistakes and Jeff isn't afraid to share his (along with, of course, the huge wins he's had that s...

What are some of the most valuable lessons in money that you've acquired over your lifetime? Money education is a lifelong process. Today, our weekly roundtable reviews one popular author's list of money lessons, and we'll add a few of our own. We also welcome co-host of the Talking Real Money podcast and the owner of one of the smoothest voices in the industry, Don McDonald. Joining us from NYC,...

Today we hear from our amazing community...and you will never be more motivated than after hearing their stories. First, we were excited to begin with TJ because so many of us live in an area a coach of ours calls "the gap." That's the state of mind where you're always thinking about how much more you have to do, how far behind you are, and how nothing in life is the way you want it to be. Yet, fo...

Ready to kick your credit game into high gear, even if you come from a less-than-ideal credit background? We go straight to Christina Roman, who lives and breathes credit as part of her job as Consumer Education and Advocacy Manager at credit bureau Experian. She shares a ton of wisdom about the importance of maintaining a stellar credit report - and what steps to take to improve your credit score...

Are you ready to supercharge your productivity and unlock your full potential? Today, we're diving deep into the world of productivity and sharing some of the best practices to help you find your stride. Get ready for a spirited roundtable debate featuring our esteemed roundtable contributors: Doc G from Earn & Invest, Paula Pant from Afford Anything, and our very own OG. In the first part of...

Is it really human nature to believe what we're told at first pass, but then start to doubt after the conversation ends? Should we be more doubtful from the get-go? Today we welcome to the basement two men who want to share how to avoid getting sucked into false promises, hoodwinked by snake oil salesmen, and bamboozled by smooth-talking neighbors who have a sweet El Camino: Doctors Daniel Simons...

Trish Hunt had no idea that one phone call in her late twenties would change her life. This call, for most of us, might stop us in our tracks forever, unable to function or move past events she had no control over. Yet, in that moment, she decided that she had to move. She had to take control. She had to become, in her words, "Unstoppable." Today we'll share her story and her advice for those time...

Fun with taxes! Riveting, isn't it? On this 2017 roundtable powwow, Paula, Len, and Greg McFarlane flexed their obscure tax knowledge. The show originally aired in 2017 so ignore any mention of current events. Check out the original show notes  here . FULL SHOW NOTES: https://www.stackingbenjamins.com/len-paula-greg-taxes-roundtable-rewind-1379 Deeper dives with curated links, topics, and discussi...

Don’t miss our podcast rewind episode where we interview the head of behavioral science at Morningstar, Dr. Steve Wendel, on the topic of some potentially big problems in retirement - and he dishes out eight possible ways to improve your retirement readiness. The show originally aired in 2018 so ignore any mention of current events. Check out the original show notes  here . FULL SHOW NOTES: https:...

Tired of paying retail for everything? David Pogue (of NOVA and CBS Sunday Morning fame) joins us to talk money-saving hacks. How much can you save just by buying at the right time, using the modern version of coupons, and shopping at the right stores? We'll talk about Best Buy, Amazon, Retail Me Not, and more on today's show. That's not all. Rob Berger from Dough Roller joins us to discuss the ne...

Is real estate the best investment for first-time investors? Today's roundtable discussion is a special one - our panel shares their thoughts, experiences, and opinions about real estate as a viable investment for beginners. We are thrilled to welcome the co-host of our sister show, the Stacking Deeds podcast, Crystal Hammond. Of course, we couldn't have a real estate roundtable and not invite the...

How do you improve your credit, your real estate savvy, your knowledge of taxes, your ability to budget and save, and more? You listen to shows like SB, watch YouTube, read books, and surround yourself with great people! A new series from Million Stories gives you ALL of those topics AND combines them in a humorous, fun, introductory way, and today we go behind the scenes to see how they made it!...

Many think that the people who write about money on the internet were either born with a special "saving and investing" gene, or they had to grind their way to the top. The good news? Our guest today, The Humble Dollar's Jonathan Clements (and former Wall Street Journal Personal Finance columnist) shares tales from some of the top writers on his site and how they stumbled their way to victory. We...

Do you have assets in a previous employer's retirement plan? Would it be easier to consolidate all your retirement assets into one place? Today we're all about rollovers: what they are, how they work, and why you should care. We welcome Dana Anspach, CFP, the force behind Sensible Money, a financial planning service focused on clients who are nearing/in retirement, to help make sense of what rollo...

Rosalia Gitau is a force of nature. Don't take our word for it...Monday's guest Michael Gilmore, creator of the prestigious Money Awareness and Inclusion awards, said that to US when we interviewed him. That's when we knew we needed to talk to Rosalia. We're super glad we did and you'll be happy you sat in to listen, because in this interview performed LIVE on the Fireside app, we dive into: Her u...

Does picking the right investments, avoiding debt, or saving for goals stress you out? To most of us -- even the best savers -- stress is a reality, and just part of the "game" of money. Michael Gilmore, the Seven Dollar Millionaire, says that it doesn't have to be that way. Today he's on the show to teach us how Zen philosophy can help us relax, unwind, and still reach our financial goals (and ma...

Happy Father's Day weekend, and thanks for joining us! In honor of Father's Day, our all-dad roundtable tackles the topic of what are some important life lessons that they learned from their dads about money, work, and life. We're happy to have Brad Barrett from the ChooseFI podcast join the other two dads who frequently our Friday roundtables - Len Penzo of the award-winning blog, lenpenzo.com, a...

Mindset. The one thing you can change instantly is to find more opportunities, attract more dollars, and win new income streams. OG and Joe both share their top 5 best mindset quotes and dive into why they believe this outlook is key to winning with your money. Our goal? You'll hear a few old favorites and several that you've never heard before, to set you up for more success tomorrow. Plus, in ou...

Crypto? Quick stock trades? A timeshare in a swamp? Huge profits? Taking advantage of people? Has that ever happened before? It turns out, that it has, in the wild, wild west, which roped in celebrities like Wild Bill Hickok and many others. Today, we'll tell their stories and rope the lessons around to today with master storyteller and host of the Legends of the Wild West podcast, Chris Wimmer. I...