The Stacking Benjamins Show

On today's show, we bring you a cornucopia of November financial topics! Is your rule of thumb going to leave you broke in retirement? We'll start off by talking about the nerd's updated version of the 4% rule and maybe throw in some advice explaining why generalized guidelines aren't the best investing strategy. Plus, in homage to our older roundtables, we'll give our contributors a few more head...

What can we learn from market wizards, the name Jack Schwager gives to traders who routinely beat the index? Even if you aren't trying to trade the market, but instead want to just be competent, you can learn a ton. Jack Schwager has studied the best and brightest in the industry for years and today we talk to him about patience, discipline, love of the game, and more. You can use ALL of these ide...

While everyone struggles to get along through COVID-19, if you're lucky enough to be healthy and safe, NOW may be a great time to find ways to earn more money. By using skills you already have, you can begin to build wealth and put your financial house in order. Today we'll talk to Mr. I Will Teach You To Be Rich, Ramit Sethi, about the power of networking, college, working online, transferring sk...

On today's show we're mixing the ghoulish past with the horrific NOW. Chuck Jaffe from Money Life with Chuck Jaffe joins us to share how he's scaring his neighborhood kids this year into better money habits AND then we rewind (this is our rewind week!) to Sandy Smith sharing how she spent just under $5000 on her wedding and had the ultimate experience for herself, her husband, and their friends. I...

What's more spooky than an investing story gone wrong? Nothing... if we're discussing your net worth. Today the Fintern brings us back to our time with CFA Rick Ferri, who dropped by the basement and scared us silly with some absolutely HORRIBLE investing stories. Plus, Nick Clements from MagnifyMoney.com also joined the show to talk about our (then) recent discussions around technology and pricin...

Happy Rewind Week Stackers! We're kicking off Monday strong with a special show that used to be a fan-favorite: a Joe and OG Top 5. Today's topic? How to react to market volatility. It was relevant then, and it's relevant now. There's no featured guest on today's show - but there's also a whole bunch more of Joe and OG banter than you'd normally have. (Some people say that's a good enough trade-of...

Worried it's next to impossible to get your finances in order by this point? What if I told you it could happen by Thanksgiving? (For those of you caught in the infamous 2020 haze, that's a little more than a month away). Today our roundtable crew share their personal tricks of the trade they employ to manage their budget, lower their expenses, and keep charge of their finances. Joining us on our...

When you make a decision about your money, do you weigh how that plays against your long term goals? Doing so is called considering your "opportunity cost." Today's guest talks about both the process of thinking about opportunities AND discusses how to weigh down markets. Should you move your money? He's been through a ton of down markets and has a world of experience with them. Today we're airing...

Heather Jacks has done it all. She's created a new job to work for Howard Shultz, facilitated wine and bourbon tastings, ferried pigs for a guy, lived in the outback, and slept full-time in a bus named Bubba. Also? She writes travel stories for Fodor's and other outlets, while also keeping a blog. ....and she's modeled. ..and she's been a teacher. ...and....the list goes on, but we're excited toda...

How's your network of mentors, friends and coaches? Who can you reach out to for help when you really need something? On today's show our roundtable contributors will tackle networking, and how to build a more effective surround sound for your life. We won't talk "networking," which can come across as dirty and slimy. We'll tackle how to effectively and sincerely grow a network so that you're more...

How's your savings plan been? Have you had to abandon ship on your retirement goals during this car wreck of a year? What are the keys to doing well with your money when the world turns on it's head? Today we'll discuss all of those things and T. Rowe Price's newest 401k data with the company's head of thought leadership, Josh Dietch. Is the stock market a house of cards? In a stunning accusation,...

Do you focus on managing time or money? If you worry about every dollar, do you value your time similarly, spending moments carefully? While many of us know much we expect to save, spend, and invest each month, not as many of us know exactly where our time is going. In her new book, Time Smart , Harvard Global Health fellow Ashley Whillans explains where all your extra time is going, the two diffe...

Most of us are frustrated by our paycheck. Are you a Henry? That's "high earner, not rich yet." Maybe you know a Henry and are confused how someone who makes so much money is constantly broke all the time? While our topic today covers money mistakes made by high-earners, workers of all income-levels will find today's advice relevant to their wallets. Plus, ever dream about owning rare baseball car...

How are geniuses different than the rest of us? Can we study them to emulate some of their strengths? How do we define genius? Can we become a genius by applying ourselves? Today we'll tackle all of those questions and more with Dr. Craig Wright, who joins us to talk all things genius on today's show. If you've ever wondered what to do to improve your abilities in any area, we'll cover some of the...

Are you getting all of the mileage you can from your workplace benefits? LOTS of people are likely leaving money on the table by not layering benefits correctly, and TODAY we'll make sure you aren't one of them. Today Amanda Lannert, CEO of benefit-expert company Jellyvision, joins Joe to share best practices when it comes to increasing the mileage from your benefits. During Joe and Amanda's conve...

How many times have you negotiated a better deal? Car payments? Rent? Mortgage fees? How much in life is up for negotiation, and how do you get better at it? We asked our roundtable contributors the same thing, and they had a lot to offer. Making up today's show: Stacy Johnson, founder and CEO of MoneyTalkNews ; Paula Pant from the Afford Anything podcast; and Len Penzo (from the LenPenzo.com blog...

The biggest mistake you can make is to wait until the last minute to learn about how to make the most out of your benefits packages. It's one thing to mess up a form at the DMV, but when it comes to your Medicare, making a mistake can lead to big issues with your health. Danielle Kunkle Roberts, author of new book, 10 Costly Medicare Mistakes You Can't Afford To Make , comes on today's show to sha...

So you've learned that it's important to save. You've picked a mutual fund or an exchange traded fund, and now you're pouring some money in. What should you know next? Today we'll chat with CBS Business Analyst and host of the Jill on Money show, Jill Schlesinger. We'll talk about investment fees, better diversification, what's MOST important when you're investing, and more. Get ready for some inv...

What does diversification really mean? Contrary to popular opinion, there's more to good diversification than just spreading your money around. But how does it work? Today we'll tackle a recent piece from the Wall Street Journal that dives into popular myths about diversification. Believe it or not there's more to it than just "spreading your money around." Before I forget - a big thanks to today'...

Mike Rosenfeld is what some people call boxer Jeison Rosario's "secret weapon." Boxing fan are fired up this week because Saturday features a title bout on Showtime between Jeison Rosario and Jermell Charlo, and today, Coach Mike joins us to share how he's worked with not just Jeison but with top professionals to bring energy, focus, and drive to whatever they do. We'll even share an exercise that...

What are you doing to be best in class? What's your curriculum toward success? Why wouldn't you create your own personal MBA to achieve your goals? If you did, what would you study? Today we're going to help you sharpen the saw by welcoming Josh Kaufman, author of the Personal MBA, a book that came out 10 years ago (and now has a new 10th anniversary edition), but is even more meaningful today tha...

Would you cut birthday parties, holiday get-togethers, attending work events, or giving gifts? How much would you cut to live a financially lean "simple life"? One Reddit user has taken these steps (and more!) in an attempt to stay on course. After our special surprise celebrity reader delivers today's piece, we'll ask our roundtable for their thoughts. Has lean living gone too far? Is financial i...

How I Built This. It's the case-study story that Guy Raz, creator and host of NPR's How I Built This podcast, has been told many times. Today we'll flip the script on Guy and ask him: what led him to build his hit podcast? We don't stop there, we'll also get inside Guy's head and ask about some of the common themes among the stories he's heard. We'll ask about business as war, fear, building loyal...

How many times have you lost and thought, "I'm going to learn to do better the next time, so I win." What did you learn specifically from losing? Author Mary Pilon asked the same question and put together an anthology on stories about epic losses that shines a spotlight on the struggle involved trying to reach the top of anything. If you're inspired--like we are--by stories of other's struggle so...

Welcome to the happiest podcast on earth? Do you know where we stole that catchphrase from? If you do, you just might be a product of marketing. Companies spend millions of dollars each year trying to get you to remember their brand. Today we'll prove just how much we remember marketing with a game show episode where we slightly change the brand slogans and see if our roundtable participants (OG,...