The Stacking Benjamins Show

Let's get back to the basics. Everyone talks about retirement tools, projections, timelines, and tax strategies...what about answering, "How do I begin?" If that's you, we've got you covered on today's show because we're talking to CPA Michele Cagan about Retirement 101. We'll start off with how you fare against other savers (or non-savers), and then discuss how you should frame retirement. Is it...

Is debt crushing your dreams? Are your relationships affected by students loans or credit card problems? You NEED to hear today's guest, Reshawn Lee, talk about her situation. Reshawn and her husband Rob had horrible credit card debt, student loans, and couldn't ever seem to begin saving...until they took some drastic actions and everything turned out (spoiler!) not just great, but with a trip aro...

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 Penzo dot com, and the wonderful OG from our very own podcast! This piece, written by Jessica Garbarino for her Every Single Dollar blog, is titled Why...

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 new to you, don't worry, we've got you covered. We'll begin the show with Joe & OG bringing you up to speed on the details. But if you're wonderi...

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 with Romi Neustadt, the bestselling author of You Can Have It All ...just not at the same damned time! We'll have an amazing conversation focusing o...

What money moves are you planning for 2019? From creating an emergency fund and increasing your 401k contributions, to downsizing and starting a side hustle, there are plenty of smart financial steps you can take to make this year your best one yet. Joining our roundtable discussion about your best money moves today, we welcome Paula Pant from Afford Anything and OG from our very own podcast. Half...

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 a higher purpose. That's why we're thrilled today to talk with our friends, Scott Maderer from Inspired Stewardship , our good friend Paula Pant from...

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 Fully Lived, to talk about building your network to reach your ultimate potential. Plus, during our headlines, we'll cover a piece from Bloomberg abo...

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 day" and you can decide that you want to grab the reins and control not just your debt but your money in general. Today we sit down with Brian Karimz...

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 emerging markets, individual stocks, playing the lottery, and more, we'll cover a wide range of money topics that you (gasp) might learn from. Calling in t...

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 us today to tell us stories about his amazing mother's search for awesome, his own lessons from past failures, and best of all, the history of the e...

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, finances, relationships, or otherwise personal life, you'll find that developing great habits will be the best present you can give yourself moving forward...

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19....

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https:...

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

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 and take your letters, including one asking about "too big to fail" and another asking about multi-level marketing schemes. Should our listener take...

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 Griffin from Experian joins us in the basement to tackle his top five that had to do with your credit and family finances. You'll be surprised how easil...

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 at how our financial focus has changed since 2013, but also how much our show has changed! You can read the original show notes below: Top advisor Sco...

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 Monday show of the year, as we wrap up another year of podcasting. We'd like to thank you for joining us in what we consider our biggest year yet. We've...

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 G from the What's Up Next podcast, Paula Pant from the Afford Anything podcast, plus from Len Penzo from LenPenzo.com ! Plus, at the halfway mark of...

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 learn something...and from LOTS of different types of personalities. We're very proud of the wide range of topics we covered in 2019, and today we'll ta...

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 mergers and acquisitions in finance. Between working as the head of Citi's technology, media, and communications, and co-founding a private equity fir...

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 is Paula Pant from the Afford Anything podcast, plus Len Penzo from LenPenzo.com , and who can forget OG from our very own show! Plus, at the halfwa...

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 were you? How do you endure the party if you're an introvert? We'll cover ALL of those scenarios and more with master communicator Carmine Gallo on to...

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 guests feel special. But what if you could host a better event without emptying your wallet? That's why today we're thrilled to help you create your...