1,126 episodes

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.

The Stacking Benjamins Show Cumulus Podcast Network

    • Investing

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.

    We List the Biggest "Gotchas" in Popular Financial Products (SB 1496)

    We List the Biggest "Gotchas" in Popular Financial Products (SB 1496)

    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 ourselves we didn't expect. Today we talk about intended and unintended "gotchas" in financial products with three people who know and who've seen many problems firsthand. All of them are Certified Financial Planners, and all three are hosts of great podcasts. Shannah Game (Everyone's Talkin' Money), Roger Whitney (Retirement Answer Man), and our very own OG debate and discuss many of the nuanced (and sometimes not-so-nuanced) "gotchas" in investments, insurances, financial planning, and more.
    That's not all though. Of course we take a break halfway through for our weekly trivia contest between our contributors. Today? Doug's building bridges! You'll have to hear it yourself and maybe guess your answer. Can you beat our contestants?
    FULL SHOW NOTES: https://www.stackingbenjamins.com/person-finance-gotchas-1496
    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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    • 1 hr 1 min
    Are You Ready for a 30-Year Retirement? Plus, Velocity Banking and Shoelace Patents (SB1495)

    Are You Ready for a 30-Year Retirement? Plus, Velocity Banking and Shoelace Patents (SB1495)

    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 professional comedian himself, Bob Wheeler. Bob joins the guys for the entire show to talk about longevity and planning and maybe share a few laughs.
    We also spend some time talking about two controversial approaches to paying down debt and banking: Velocity banking and Infinite banking. We describe both concepts and share the good, bad, and unfortunately, the ugly.
    That's not all. Doug is partying hard because it's the anniversary of the date the shoelace was patented! There's nothing like a basement-based party with a top comedian, your money jokes, and discussions of annuities, longevity, and getting started.
    FULL SHOW NOTES: https://www.stackingbenjamins.com/make-your-money-last-30-years-bob-wheeler-1495
    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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    • 1 hr
    Simplifying Complex Money Ideas, Offsetting "Home Bias" Investing, and Better Retirement Strategies (SB1494)

    Simplifying Complex Money Ideas, Offsetting "Home Bias" Investing, and Better Retirement Strategies (SB1494)

    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 who wrote a financial book with Tony Robbins a few years ago, who owns the Kansas City Royals baseball team, and who is one of the top financial planners in the country.
    In our headline segment, we do something we often don't engage in: philosophy. But today, philosophical discussion meets behavioral finance (much more our strong suit), in a Wall Street Journal piece about passive investing and capitalism. Is passive investing killing the stock market, and then by extension, capitalism? While we probably won't solve the world's problems or "fix" the stock market, we will discuss the basics of passive investing (positives and negatives), the problem of (and also the advantages in) not knowing what's going on with the companies in which you've invested, and the importance of diversification, balanced portfolios, and avoiding recency bias.
    Of course, Doug shares a trivia question fresh out of Scotland. He'll use an important marker of today's date in history (Robert the Bruce's birthday) to shine the light on one of the most iconic pieces of real estate in the world, Robert's castle.
    We also help a Stacker who said, "I'd better call Saul...Sehy and OG!" He wonders about becoming a financial planner when you don't have a college degree. Is it more difficult to gain experience?
    FULL SHOW NOTES: https://www.stackingbenjamins.com/getting-your-financial-plan-right-1494
    Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
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    • 1 hr 15 min
    Passive Investing: Is Active Investing (finally) Dead? (SB1493)

    Passive Investing: Is Active Investing (finally) Dead? (SB1493)

    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 finally joining us from his bunker deep under Los Angeles is the creator of the award-winning blog lenpenzo.com, Len Penzo.
    We dive into the difference between active and passive funds, break down the history of each, and pontificate on where we think the investment world is heading. Plus, what are the risks of cap-weighted index funds?
    In the second half of the show, sponsored by DepositAccounts.com, we dive into the industry secrets and their smoke-and-mirrors tricks.
    Be sure to stick around for our ongoing year-long trivia competition. Doug brings us some diminutive French leader-themed trivia. You won't want to miss it!
    FULL SHOW NOTES: https://www.stackingbenjamins.com/active-vs-passive-fund-debate-1493
    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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    • 1 hr 8 min
    Career Forward: Shine at Work by Focusing on What Matters (SB1492)

    Career Forward: Shine at Work by Focusing on What Matters (SB1492)

    Grace Puma and Christiana Smith Shi have been where you're trying to go. Puma was the COO of Pepsico, one of the largest brands on earth, and Smith Shi was the President of Nike Consumer Direct after over twenty years at a little consulting firm called McKinsey. Today they join us in the basement to help you reimagine your career and focus on the big picture while still doing a great job at the position you're holding now. How can you be both strategic AND focused? They'll share. Plus, they'll talk about the value of changing jobs (or employers), how to polish your resume, and how to lead yourself through organizations to find the top.
    In our headline segment we're visited by another star....this one in the tax planning world. Ed Slott is back, and he's fired up about your retirement accounts. His take: stop saving into pre-tax 401k plans and IRAs! Why? Here during tax season Ed joins us to dive into what we SHOULD be focusing on this tax season....and reminding us what we should ignore.
    But that's not all. We also answer a call for help from a Stacker who's wondering about the latest Robinhood promotion. Even though we're not fans of the company, should he take the free money? Of course, we also save time for Doug's trivia question, and much, much more.
    FULL SHOW NOTES: https://www.stackingbenjamins.com/career-forward-grace-puma-christiana-smith-shi-1492
    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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    • 1 hr 17 min
    Nail The Money Basics (Even If You Think You Can't) SB1491

    Nail The Money Basics (Even If You Think You Can't) SB1491

    Anne Lester knows money. She helped develop target date mutual funds at JP Morgan, headed retirement programs, and knew her stuff. But Anne, like many of us, is a spender at heart and has had to trick herself into great saving habits. How? We talk about the basics, which do NOT include skipping lattes or shaming yourself into saving more money. In fact, the truth about saving more money is hiding in plain site, and we dive in so you can finally begin or accelerate your journey TODAY.
    Before that, though, in our headline segment, the United State government is cracking down on credit card late fees. The Biden administration has passed a cap on fees at eight dollars, and has also foreshadowed that overdraft and other bank fees may not be far behind. Is this legislation going to help you save more money? We'll dive into what we love, don't love, and what we're cautiously optimistic about, assuming that YOU take action on your plan and tighten up your banking practices.
    That's not all. We also answer a question from a Stacker who said, "We'd better call Saul...Sehy and OG for help!" Of course, there's Doug's trivia segment as well, and much, much more.
    FULL SHOW NOTES: https://www.stackingbenjamins.com/mastering-financial-basics-anne-lester-1491
    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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    • 1 hr 16 min

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