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The Stacking Benjamins Show
Author: StackingBenjamins.com | Cumulus Podcast Network
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© 2023 SB Podcast LLC | Cumulus Podcast Network
Description
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wednesday and Friday as they read your letters, discuss major headlines, and throw in some trivia and laughs for free.
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Are you ready for a shake-up in the world of financial planning? This week, we’re diving into Robinhood’s bold leap into financial advising and what it could mean for the industry—and for you.
We’ll cover navigating market volatility, how AI is reshaping personal finance, and why index funds remain a top choice for long-term goals. Plus, Doug’s latest escapade leads us to some unexpected places, including a yacht adventure and the art world’s million-dollar banana.
Episode Highlights
Introduction and Doug’s latest antics
Robinhood’s big move into financial planning
Practical tips for navigating today’s volatile market
Why index funds might still reign supreme for long-term investors
The pros and cons of RIAs (Registered Investment Advisors) and custodial platforms
Financial planning strategies for young investors starting out
Emerging trends shaping the financial planning landscape
Smart debt management strategies to keep you ahead
Highlights from past episodes that you’ll want to revisit
Doug’s TikTok Minute: Yacht adventures and high-seas drama
Trivia Time: The Great Smog of London and what it teaches us about resilience
Listener Q&A: How to project portfolio growth without losing your cool
The wildest story of the week: The art world’s million-dollar banana
From the latest in financial trends to practical strategies, this episode is packed with insights to help you take your financial planning to the next level. Tune in and start stacking smarter!
Links to Check Out
Show Notes & Resources: Get the full scoop at StackingBenjamins.com
Retiremeet 2025: Joe is taking the stage on February 8, 2025! Grab your ticket at Retiremeet.com and use code STACKING for a discount!
New York City Meetup: Join us for a fun-filled evening on December 12! Details at StackingBenjamins.com/NYC
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Are you ready to take control of your finances and make this holiday season the year you avoid debt traps? Today, we're diving into the inspiring story of Jackie Cummings Koski, co-host of the Catching Up to FI podcast. Jackie’s journey—from a divorce that sparked her financial awakening to achieving FIRE (Financial Independence, Retire Early)—is packed with lessons you can use to stack your Benjamins and live life on your terms.
What You’ll Learn Today:
How to develop a saving habit that lasts.
The key steps Jackie took to overcome financial fears and invest wisely.
Tips for navigating holiday spending without breaking the bank.
Jackie also shares actionable strategies for building a financial dashboard, exploring side hustles, and embracing flexibility in your work and life. Whether you're just starting or looking to fine-tune your financial game, this episode is packed with advice to help you move forward with confidence.
Episode Highlights:
Struggling to get back to work after a holiday weekend? We’ve all been there!
Jackie’s journey: From financial wake-up call to achieving FIRE success.
Overcoming fears, gaining confidence, and investing smarter.
Building a financial dashboard to track your progress.
Smart holiday spending tips to keep your budget intact.
Trivia Fun:
How much do people typically overspend during the holidays? Join Joe, OG, and Doug as they tackle this question in our trivia segment, with plenty of laughs and surprises along the way.
Don’t Miss This Episode If:
You’re looking for inspiration, actionable advice, and practical tips to master your money, avoid holiday debt, and build the financial independence you’ve always dreamed of.
Resources from This Episode:
Jackie Cummings Koski’s Catching Up to FI Podcast
Stacking Benjamins Workplace Benefits Guide
Join the Basement Facebook Group for Tips and Community Fun
Love What You Hear? Share the Wealth!
If today’s episode inspired you, help us spread the word by leaving a review or sharing it with a friend. Every share helps keep the basement buzz going!
FULL SHOW NOTES: https://stackingbenjamins.com/FIRE-basics-with-jackie-cummings-koski-1610
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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In our most EPIC board game episode EVER, Joe is joined by board game aficionados Katie, Sean, and Daniel. The four of them dive into the world of board games—just in time for holiday gatherings! Whether you're hosting family, looking for a budget-friendly gift idea, or just want to create memorable moments, this panel has you covered.
The create two lists on today's show. The first includes their top 5 games with a money or economic component. From games about running economies, to running businesses, to buying real estate and more, the team comes through with some great recommendations, just in time for the holidays (check out our show notes for links to purchase any of the listed games!).
The second list helps ensure you don't waste money this holiday season on games that stink! If you're playing games this holiday season with friends and family, our panel lists off their top 5 games that you can find reliably in the Target or Walmart game aisle, your friendly local game store, or online. You're sure to find something you love on these lists. (Again, you can help the show AND enjoy your holiday season by purchasing from our show notes page!).
Overall, they share their top picks, including timeless classics and modern favorites, guaranteed to spark fun and foster connections. Along the way, the crew chats about the lessons these games can teach—strategy, teamwork, and maybe even a little patience when Uncle Doug gets competitive. Speaking of Doug, he’s back with a trivia segment on the popular game Carcassonne and its iconic wooden game pieces, the 'Meeples.'
If you’re looking to level up your family game nights or find the perfect holiday game, this episode is a jackpot!
Episode Highlights
Introduction and Black Friday Buzz – How board games fit into your budget-friendly shopping plans.
Meet the Panel – Katie, Sean, and Daniel share their board game obsessions and how they got started.
Top Picks from the Experts – From Katie’s family-friendly favorites to Sean’s fast-paced picks and Daniel’s strategic challenges.
Spotlight on Unique Games – Explore gems like The Zen of Takeo, Mr. President, and Juicy Fruits.
Holiday Recommendations – Perfect games for all ages, from casual party players to strategy enthusiasts.
Deep Dive on Popular Games – Learn about strategies for Catan, the charm of Ticket to Ride, and the quick thrills of Five Minute Marvel.
Trivia Fun with Doug – A game within the episode! Can you guess the answer to Doug’s Carcassonne trivia?
A Few of Our Panelists' Top Picks
Katie’s Favorites: Phase 10, Ticket to Ride, and more.
Sean’s Must-Haves: Azul and Five Minute Marvel.
Daniel’s Top Choices: Fishbowl, The Crew, and Cinco Lingo.
Whether you’re a seasoned gamer or a newbie looking to try something fun, this episode is packed with tips, laughs, and plenty of game ideas to keep your holidays entertaining and affordable.
Got a favorite board game? Share it with us on social or call in—we’d love to hear your recommendations!
FULL SHOW NOTES: https://stackingbenjamins.com/board-game-extravaganza-2024-1609
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
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Ready to brave the Black Friday madness? Don’t hit “add to cart” just yet! In this episode, tech guru Bridget Carey from CNET joins us to share her insider tips on navigating the sea of deals and avoiding those flashy-but-fishy doorbusters. Whether you’re hunting for the latest gadgets or trying to resist that smart fridge you probably don’t need, Bridget’s advice will save your wallet (and maybe your sanity).
But that’s not all! We’re diving into why mortgage rates are still climbing even as the Fed cuts interest rates, what it means for your financial plans, and whether paying off your mortgage early is worth the hype. Along the way, we sprinkle in personalized money moves, tech nostalgia, and even some surprising theme park innovations (hint: the future is now, and it’s a little quirky).
It’s an episode jam-packed with expert advice, a few detours into saxophone mysteries, and practical tips to keep your finances (and holiday shopping) in check.
Run of Show
Black Friday Tech Talk: Introduction and Welcome
Thanksgiving Prep and Family Traditions (a.k.a. Stuffing Debate #4,567)
Tech Gadgets You Want vs. Gadgets You Actually Need
Bridget Carey’s Tech Wishlist and Recommendations
AI in Everyday Tech: The Good, the Bad, and the Overhyped
Apple Products and Innovations: Must-Have or Meh?
Fun and Quirky Tech Toys to Impress Your Inner Child
Theme Park Tech Updates: The Future of Fun
Star-Studded Party Details: Who Brought the Mystery Saxophone Player?
Mortgage Rates and Why the Math Isn’t Mathing
Homeowner Strategies: To Pay Off or Not to Pay Off?
TikTok Tips for Saving More This Holiday Season
Upcoming NYC Meetup and Thanksgiving Wishes from the Basement Crew
Movie Review: Conclave – Worth Your Time or Skip It?
FULL SHOW NOTES: https://stackingbenjamins.com/best-tech-deals-2024-1608
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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Ah, the holidays—a time for twinkling lights, warm cocoa, and the yearly hunt for the perfect Black Friday deal. Feeling the mix of cheer and budget-related stress? Don’t worry, we’ve got you covered! Today, Regina Conway from SlickDeals joins us to share insider tips on scoring the best bargains. From stacking deals for maximum savings to finding hidden gems (like book bargains that’ll thrill even non-readers), Regina has the scoop to help you stretch every dollar this season.
But we’re not stopping at shopping—oh no. We’re tackling the lesser-known world of using your IRA to invest in real estate. Spoiler alert: it’s not as simple as it sounds. We’ll break down the rules, avoidable mistakes, and real estate horror stories that’ll make you think twice before jumping in.
And because it’s the holidays, we’re sprinkling in a little fun. Think debates over Mariah Carey’s playlist dominance, nostalgic Christmas traditions, and some lighthearted banter that’s as comforting as Grandma’s stuffing (though maybe less calorie-dense). Cheers to smarter shopping and investing that doesn’t leave you out in the cold!
Run of Show
Thanksgiving Banter and Warm Holiday Wishes
Saluting the Troops and Sharing Gratitude
Black Friday Buzz: Meet Regina Conway from Slick Deals
Spotlight on Real Estate Investor Horror Stories
Holiday Traditions: From Playlists to Tech Talk
Slick Deals’ Top Black Friday Shopping Tips
Book Deals and the Unexpected Rise of Reading
Travel Deals and Gift Cards That Pack a Punch
Memberships, Subscriptions, and Tickets: Hidden Savings
Utility Items and Home Improvement Must-Haves
The Slick Deals Community: Smart Shoppers Unite
How Slick Deals Makes Money (and Keeps the Lights On)
Celebrating 25 Years of Slick Deals
Historical Trivia: The Origin of Coupons
Essential Holiday Shopping Tips for the Savvy Stacker
Using Your IRA for Real Estate: The Dos and Don’ts
Monthly Update on the Benefits Guide
Holiday Season Reflections and Final Thoughts
FULL SHOW NOTES: https://stackingbenjamins.com/black-friday-deals-2024-1607
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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Ever feel like life is one long, chaotic to-do list? Maybe it’s time to grab the reins and start living with intention. In today’s episode, Joe Saul-Sehy, Paula Pant, and Doc G team up with special guest Candy Valentino to help you cut through the noise, focus on what matters, and make purposeful choices that align with your goals.
We’ll explore the power of saying “no” (because sometimes your calendar deserves a break), the magic of setting three non-negotiables, and how small, thoughtful shifts can lead to massive wins. Whether you’re a business owner plotting your empire or a 9-to-5er trying to reclaim your time, this episode offers practical tips to help you design the life you want.
And just when you thought it was all deep thoughts and purpose, we take a detour to discuss Blackbeard’s treasure (yes, that Blackbeard) and debate its true value. Spoiler alert: The answer might surprise you—or at least make you re-evaluate your treasure-hunting strategy.
Grab a seat, Stackers—it’s time to get intentional.
Run of Show
Opening Scene: Can You Fly This Plane?
Welcome to the Stacking Benjamins Show
Getting Intentional About Your Life
Meet the Guests: Candy Valentino Joins the Crew
Candy on The 9% Edge
Why Intentional Living is Your Secret Weapon
Trivia Time: Digging Into Blackbeard’s Treasure
Debating the Value of Pirate Booty
The Final Answer Revealed: Was It Worth It?
Deep Dive: Intentionality and Finding Purpose
Setting Intentions and Dodging Distractions
How Small Shifts Can Spark Big Changes
Learning to Say No Without Guilt
Podcast Highlights and Wrap-Up
FULL SHOW NOTES: https://stackingbenjamins.com/all-about-intentional-living-1606
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
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Ever wondered how to steer clear of trouble with your investments? Today, we’re diving into an SEC investigation that’s rattling one fund and discussing what you need to know to protect yourself. We’re also unpacking the benefits of passive investing and index funds—because simplifying your approach to the stock market might just be the smartest move you make.
In our TikTok Minute, we’ll take a look at a quick clip that highlights a common financial misunderstanding, and along the way, we’ll sprinkle in a bit of British charm (no spoilers, but it’s classic).
Finally, we’re tackling a listener question from a soon-to-be parent who’s wondering how to plan for their child’s financial future. From custodial accounts to financial aid strategies, we’ll walk through the best options to ensure your kids have a strong start. Add in Doug’s trivia, some thought-provoking discussions, and a peek at upcoming events, and you’ve got a packed episode full of actionable insights.
Run of Show
Introduction and Opening Remarks
Kickoff and Today’s Topics Overview
Discussion on the SEC Investigation and What You Need to Know
Monitoring Your Money Effectively
Sponsor Messages and Lighthearted Banter
Headline: Western Assets Bond Fund in Trouble
Debating Active vs. Passive Management
TikTok Minute: A Quick Look at Financial Missteps
Listener Call and Doug’s Trivia Break
Listener Question: Financial Planning for a Newborn
Custodial Accounts vs. Other Savings Options
Tax Implications and Financial Aid Considerations
Upcoming Events and Community Meetups
Doug’s TV Show Reviews
FULL SHOW NOTES: https://stackingbenjamins.com/when-good-funds-go-bad-1605
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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Ever feel like life keeps throwing curveballs your way? The truth is, it doesn’t actually get easier—you just get better at hitting those pitches. This week, we’re tackling financial challenges head-on with financial behavior psychologist Dr. Brad Klontz and TikTok star Adrian Brambila. Together, they deliver some much-needed “virtual slaps” to help shift your financial mindset from poor to rich.
We’re diving into practical tips like automating your finances, avoiding debt traps, and embracing tough love to overcome obstacles. In our headline segment, we’re revealing the U.S. cities with the highest and lowest non-mortgage debt. More importantly, we’ll discuss how to manage your financial health no matter where you live. It’s all about learning to play the game the right way.
And, of course, stick around for Doug’s trivia, humor, and possibly a questionable bread recommendation.
Run of Show
Monday Morning Toast Ritual
Debate Over the Best Bread Choices
Salute to the Troops
Introduction to the Stacking Benjamins Show
Meet the Monday Mentors: Brad Klontz and Adrian Brambila
Brad and Adrian Share Harsh Truths About Wealth Building
The Psychology of Wealth and Financial Mindset Shifts
Automation: The Secret Hack to Building Wealth
The Poor vs. Rich Mindset: How to Change the Way You Think
Investing Wisely: The 4% Rule
Book Promotions and Special Offers from the Guests
Doug’s Trivia and Humor Break
Coaching and Motivational Strategies to Stay on Track
Headline Segment: Debt in American Cities (Highest and Lowest)
Conclusion and Final Thoughts on Getting Better, Not Easier
FULL SHOW NOTES: https://stackingbenjamins.com/tough-love-money-lessons-brad-klontz-1604
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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How many personal finance rules does it actually take to keep your financial house in order? Book after book, podcast after podcast—everyone seems to have "the" set of rules you need. But one intrepid blogger asked himself, "How much do I really need to know to keep my financial health on track?" Today, we dive into his answer: the four laws of financial health, as explored by our lively roundtable crew.
Joining Joe and OG are Paula Pant, who's made it her mission to Afford Anything, and Jesse Cramer from The Best Interest podcast. OG’s here with a sports injury story (with a twist!), Paula’s got thoughts on ramping up savings, and Jesse dives deep into the need for a solid safety net. Get ready for laughs, valuable insights, and practical tips to help you set, track, and knock out your financial goals with confidence.
Plus, we’re treating you to some of Doug’s legendary trivia, and revisiting Oprah’s unforgettable weight loss reveal moment. Buckle up for a mix of fun and insight straight from Mom's basement!
Run of Show
Introduction and Opening Remarks
Meet the Hosts and Guests
OG's Sports Injury Story (with a twist)
Paula’s Early Voting Adventure
Diving into the Four Laws of Financial Health
Trivia Time with Doug
Oprah’s Weight Loss Reveal: Guessing Game
Different Theories on Oprah’s Weight Loss
Answer Reveal and Lessons Learned
Importance of Cash Reserves
Building and Maintaining an Emergency Fund
Systematic Saving and Investing Strategies
Weekend Plans and Podcast Updates
Closing Remarks and Takeaways
FULL SHOW NOTES: https://stackingbenjamins.com/the-four-laws-of-financial-health-1603
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
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Curious about how AI might sneak its way into your financial plan? Today, we bring you the latest scoop on this hot topic with our guest, Robert Farrington from The College Investor. Together, we’ll break down the research on AI’s potential impact on your financial life (spoiler: it’s not here to pay your credit card bills). Plus, we tackle a listener question from someone who might've spent a bit too much time binging Better Call Saul.
Get ready to have your assumptions challenged as we throw in a TikTok Minute that’ll shake up everything you thought you knew abouthuge companies and their projections of the future. It isn't that we don't believe Goldman Sachs...it's just that the cost of being wrong may outweigh the gains of ignoring the strategy altogether. And, of course, stick around for trivia that’ll make you the star of your next gathering—Mom says you should be prepared to impress!
Join hosts Joe Saul-Sehy, OG, and the always-insightful Robert Farrington for an episode packed with practical financial wisdom, a few chuckles, and as always, a lot of basement charm. You know...because we're charming.
We're coming to NYC on December 12th! Join Joe, OG, Paula Pant AND Doc G for an amazing gathering of personal finance fans. Head to https://stackingbenjamins.com/nyc to sign up before spots are gone.
Run of Show
Introduction and Opening Remarks
Welcoming Robert Farrington
Casual Banter and Health Tips
Deep Dive into AI and Finance
AI in Everyday Life and Financial Planning
Challenges and Limitations of AI
Using AI for Specific Financial Tasks
The Future of AI in Financial Planning
Personalized Advice and Experience
Asking the Right Questions (to AI and yourself!)
Where to Find More Information
AI in Personal Finance
Trivia Time with Doug
Investment Strategies and Market Predictions
Upcoming Events and Announcements - We're coming to NYC!
Halloween Fun and Candy Tax
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Have you ever thought about the intersection of health and wealth? Today we start by sharing personal anecdotes about an unexpectedly painful break, leading into a robust chat with mentor Alua Arthur, a death doula who helps people find purpose through preparing for the end of life. The conversation dives deep into practical tips about setting financial goals while staying grounded, and the importance of balancing spending with saving, all while holding onto life’s deeper purposes.
Al Pacino's financial mishaps also serve as a cautionary tale about the importance of being an active CEO of your personal finances. The episode wraps up with advice on navigating the future as veterans from OG, insights into helping children understand finances, and more. You may go look for community, but there is only one that leaves you feeling satisfied: Stacking Benjamins.
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Today, we'll dive into navigating life's awkward money moments with a fantastic round table discussion. We'll cover topics like how to handle unexpected spills at a friend's house, splitting the bill during social outings, contributing to group expenses, and even first-date etiquette. Plus, we discuss how to wisely use a financial windfall, the benefits of maximizing your retirement contributions, and the potential pitfalls of paying off your mortgage early. Get ready for practical advice, insightful stories, and plenty of laughs as we tackle these everyday financial dilemmas.
Introduction and Joe's Favorite Things
Upcoming Episodes and Special Guests
Guide to Workplace Benefits
Sponsors and Show Kickoff
Round Table Discussion: Awkward Money Situations
Handling the Check: Etiquette and Stories
Birthday Dinners and Social Norms
First Dates and Financial Expectations
Road Trips and Gas Money
Guessing the 1933 Minimum Wage
Trivia Results and Reactions
Listener Question: What to Do with Extra Money?
Panel's Personal Updates and Announcements
Post-Show Banter and Fun
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You asked for details on Joe's son's real estate adventure, and today you get it! This episode takes you to CampFI Midwest, where Joe's 29-year-old son, Nick, shares his journey toward financial independence through real estate investment. Starting in 2020, Nick began buying and renovating properties, primarily in Detroit, while living in Seattle and working at Microsoft. Learn about his strategies, the challenges he faces, and the importance of diversification in building a solid financial plan. The episode includes insights on finding deals, managing properties remotely, and the significance of making and learning from mistakes in the path to financial independence.
Introduction to Greatest Hits Week
Introducing Camp FI and Nick's Journey
Nick's Real Estate Empire
The Stacking Benjamins Podcast Vibe
Nick's Detroit Real Estate Adventures
Nick's Real Estate Strategy and Challenges
The Importance of Diversification
Concluding Thoughts and Advice
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Today, we look at the other side of financial independence: being able to travel the world! Our new Stacking Adventures show is off the ground, and we're giving you a peek at the latest episode. This show highlights YOUR experiences traveling, and when it comes to Japan, you share the best, worst, and in-between. From puking in your bosses' wife's shoes to riding the bullet train, we hear stories from Adventurers and share our own comments. You'll hear tips on packing, organizing luggage storage, theme parks to attend, places to find good food, navigating transportation, and more.
You'll find more episodes wherever you're listening to Stacking Benjamins, OR you'll find blog posts, trip reports, packing lists, and more at StackingAdventures.com.
Do you have travel stories about Peru, Chile, ghost tours, or New Orleans? Share those stories at StackingAdventures.com/MyStory
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Today, we'll discuss the pitfalls of overly conservative retirement planning and how it could delay your financial independence and retirement dreams. In this show which was originally aired on our "brother" show Earn & Invest, Doc G, and guest Jesse Cramer from the Best Interest podcast delve into the importance of finding a balance, exploring the impacts of stacking conservative assumptions related to social security, investment returns, and inflation. Jesse shares practical tips on re-evaluating your retirement assumptions, emphasizing the significance of flexibility and ongoing adjustments to avoid unnecessarily prolonging your work life.
RUN OF SHOW
Introduction and Topic Overview
The Cost of Being Too Conservative
Interview with Jordan Grumet and Jesse Kramer
Workplace Benefits Guide Announcement
Earn and Invest Podcast Begins
Jesse Kramer's Background and Career Shift
Conservative Assumptions in Retirement Planning
Introduction to Conservative Retirement Assumptions
Guest Introduction: Jesse Cramer
The Impact of Conservative Assumptions on Retirement
Strategies to Avoid Overly Conservative Assumptions
Revisiting and Adjusting Retirement Plans
The 4% Rule and Its Implications
Balancing Conservatism and Aggressiveness in Retirement Planning
The Consequences of Overly Conservative Planning
Practical Tips for Retirement Planning
Exploring the 'Die With Zero' Philosophy
Dealing with Loss Aversion Anxiety
Conclusion and Final Thoughts
Post-Interview Discussion
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To kick off a contentious week for the USA, we share one of our FAVORITE stories about the thread that binds us, our goals, our dreams, and yes, even our money. Laura Schroff was a high-powered executive in Manhattan when her life was changed forever by an 11-year old boy. It's a story you won't soon forget. Plus, we're thrilled that Scott Trench, BiggerPockets CEO joins us as guest co-host. We talk about crypto, athletes, and their money. It's our favorite way to discuss how your own money decisions could be better made. We also dive into non-compete contracts. That world has been changing quickly, and we've got you covered.
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Have you ever felt overwhelmed by your finances? Do you find yourself either making purchases as "retail therapy" or avoiding looking at your statements and online accounts? Or maybe, on the other end of the spectrum, you find yourself hoarding cash because you don't know when the next "rainy day" is going to arrive? In all of these cases and more, you might be experiencing financial trauma, a topic that is the focus of today's Stacking Benjamins live round table at FinCon 2024 in Atlanta, Georgia. Hosted by Joe Saul-Sehy and featuring licensed family and marriage therapist Wendy Wright, certified financial planner Lawrence Sprung, and Afford Anything's Paula Pant, the discussion dives into the deep-seated emotional aspects of money. You'll learn about the signs of financial trauma, such as neglecting finances, overspending, and hoarding, and how these behaviors can impact your life. The panel offers insights into addressing and overcoming these issues, emphasizing the importance of compassionate curiosity and seeking professional help when needed. Whether you're living paycheck to paycheck or have a significant net worth, this episode will guide you on the path to better financial health and well-being.
RUN OF SHOW
Opening Banter and Introduction
Live from FinCon 2024
Meet the Panelists
Diving into Financial Trauma
Signs of Financial Trauma
Scarcity Mindset and Personal Stories
Cultural and Individual Financial Trauma
Judgment and Financial Secrecy
Inherited Wealth and Emotional Struggles
Behavioral Finance in Financial Planning
Building Compassionate Financial Relationships
Recognizing Financial Trauma: Hoarding
Societal Views on Hoarding vs. Saving
Personal Stories of Financial Extremes
Balancing Financial Planning and Living in the Present
Diagnosing Money Hoarding and Anxiety
Steps to Address Financial Anxiety
Exploring False Connections with Money
The Importance of Financial Planning and Adjustments
Tracking Spending and Financial Awareness
Principles of Financial Therapy
When to Seek Financial Therapy
Conclusion and Resources
FULL SHOW NOTES: https://stackingbenjamins.com/overcoming-financial-trauma-1595
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
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Today, we're joined by funeral director Scott Mueller, who shares invaluable advice on pre-planning your final expenses. Scott elucidates on the importance of making arrangements ahead of time and the benefits it brings to both you and your loved ones during emotionally charged times. Avoid common pitfalls and choose wisely to avoid turning your financial planning into a horror show. Trick or treat? More like protect your assets or weep!
In our headline segment, we delve into optimizing your homeowner's insurance with critical features like replacement cost coverage, special personal property endorsements, and umbrella policies. Discover how these essential elements can guard your castle and your treasures from life's unexpected frights. Finally, we lighten the mood with Doug's hilarious trivia and some fun Halloween anecdotes, ensuring you end this episode both smarter and happily haunted.
RUN OF SHOW
Introduction to the Witching Hour
Halloween Special: Stacking Benjamin Show
Meet the Funeral Director: Scott Mueller
The Importance of Pre-Planning Funeral Expenses
Personal Stories and the Emotional Impact
Trust Issues with Funeral Directors
Avoiding Funeral Scams and Making Informed Decisions
Pre-Planning: Burial, Cremation, and Other Options
Final Thoughts and Resources
Iconic Horror Movie Lines
Halloween Trivia and Chat GPT
Funeral Planning Stories
Umbrella Liability Insurance
Halloween's BEST Jokes and Wrap-Up
FULL SHOW NOTES: https://stackingbenjamins.com/final-expenses-planning-with-scott-mueller-1594
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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Today, we'll dive into an exciting financial education idea brought to us by award-winning columnist and host of The Money Life Show, Chuck Jaffe. Do you think Halloween's kinda boring for kids and just a sugar rush? Not at Chuck's house! Discover Chuck's innovative 'cash or candy' concept, transforming Halloween into a fun and educational game that teaches kids about probability, risk management, and decision-making. This unique approach blends Halloween fun with critical financial lessons, making it a memorable learning experience for children and parents.
In our headline segment, we explore some chilling retirement regrets shared in a compelling Business Insider article, highlighting common pitfalls and how to avoid them. We also discuss key strategies for better retirement planning, such as potentially delaying social security and being prepared for unforeseen emergencies. If you're worried about not having enough for financial independence, this may be the segment for you.
Lastly, we wrap up the episode with Doug's intriguing Halloween-themed trivia and a lively discussion about the NFL's global expansion efforts, including a look at watching football games in Germany. Join us for a fun and educational journey into the world of Halloween-fueled financial literacy!
RUN OF SHOW
Halloween Costumes and Banter
Salute to the Troops and Halloween Plans
Halloween Week Episode Introduction
Halloween and Money Lessons with Chuck Jaffe
Halloween Games and Economic Lessons
Chuck Jaffe's Halloween Tradition
Money Life Show and Financial Insights
Disturbing Ways to Make Money
Trivia Question: a Murderer's Profession
Pineapple Drinks
Headline: Retirement Regrets
Discussion on Retirement Savings
Client's Early Retirement Story
Janice's Regrets and Future Plans
Automating Savings and Easy Listening
Community Engagement and Reviews
NFL's International Games
Fun with German NFL Commentary
Christmas Movie Horror Parody
FULL SHOW NOTES: https://stackingbenjamins.com/halloween-money-lessons-with-chuck-jaffe-1593
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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Are you on the same page with your significant other? Financially speaking, of course! Given that money is the leading cause of divorce in the US, it's a topic worth working on together. And money talks in relationships don't just apply to romantic relationships - it can extend to include parent/child, etc. relationships. We're talking money and relationships on today's roundtable. Pull up a chair with Paula Pant from Afford Anything, OG, and special guest Doug Cunnington from the Mile High FI Podcast. This is an episode you don't want to miss!
In the second half of the show, we dive into the sensitive topic of what to do when you and your spouse can't agree. You won't want to miss this!
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
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episode 136 not 134, my first 100k
Lapin sounds a little bit weak minded. Complains about bullying and than bullies someone.
this chicks a joke... bully picking on someone who won't pick back because she's irrelevant
Interesting take on salary levels, about which, folks generally stop price comparing for say gas and groceries. I have recently been thinking about gas and how many cents I could save finding "best" price and how much $ I really save hunting around (at most, $2.5 saving a fill-up...)- yes, it's a difference, but is it now worth my time?
nice one!
yodeling in Sweden?
yodeling in Sweden?
100 sows and bucks not 10, didn't even do the joke right unless I'm missing something
The way some of these guests come off are very off putting, I came to this podcast looking for motivation and instead came away discouraged.
Doesn't this guy realize the hat was rigged. He was hazed I believe.
My favorite boss introduced me to your show. I love the light heartedness of a topic that I take seriously and all your various guests. You may want to know that while I was working through some difficult emotional times both at work and during pandemic this year, hearing Joe and OG's voice was almost like a meditation. okay, enough sappy comment. Please don't try to teach us anything ...ever.
Actually the 84% is vegetarian and vegan. Google is your friend. 👍
this time, they recorded with Annette...
Katie didn't have a very good recruiter
I thought the headline was a joke. Did she really know what show she was going on? awesome trivia today
Gentlemen, I will to disagree with the concept of over saving. Being prepared is never a bad idea, being prepared without a plan can be detrimental. Don't you agree?