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Live, from Joe's mom's half-finished basement....listen to a parade of financial headlines, personal finance experts, creatives, and people with stories that inspire us. Every Monday, Wednesday, and Friday, hosts Joe Saul-Sehy & OG meet at the card table and bring you guests, trivia, your letters about saving, investing, and risk management, and much more. Academy of Podcast winner for "best business podcast of the year," 2017 Plutus award winner for "best personal finance podcast," and Kiplinger magazine's only recommended personal finance podcast.

The Stacking Benjamins Show StackingBenjamins.com

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Live, from Joe's mom's half-finished basement....listen to a parade of financial headlines, personal finance experts, creatives, and people with stories that inspire us. Every Monday, Wednesday, and Friday, hosts Joe Saul-Sehy & OG meet at the card table and bring you guests, trivia, your letters about saving, investing, and risk management, and much more. Academy of Podcast winner for "best business podcast of the year," 2017 Plutus award winner for "best personal finance podcast," and Kiplinger magazine's only recommended personal finance podcast.

    Really, You Find THAT Romantic? (plus an intro to AgeUp)

    Really, You Find THAT Romantic? (plus an intro to AgeUp)

    Buying running shoes for your partner who you know loves to run, you find THAT romantic? Taking a walk in the park holding hands, is that still romantic? Watching TV or a Movie and not saying a word to each other during the entire show, you find THAT romantic? Today we'll turn romance on its head as we apply the question "Is that romantic," to a BUNCH of financial questions. Do romance and money mix? We'll find out. Here to help us spread some love on Valentine's Day from the Afford Anything podcast, we'll say hello to the lovable Paula Pant and the guy with the dry sense of humor from this very podcast...OG!

    How old will you be when you die? Will you have enough money? It turns out, many of us will live for a long, long time, according to science. What if you run out of money late in life? Worse yet, what if a family member runs out of money and you have to sacrifice your retirement to take care of them. Today, during our FinTech segment, we'll share details about a company working on that very issue. Blair Baldwin joins Joe in the basement to talk about AgeUp.

    And finally, during our MagnifyMoney segment, we will answer a question on HSA accounts and the military. Is our caller eligible for an HSA?

    As always, of course, we'll quiz our contributors with an epic gameshow question regarding the number of people who really do celebrate Valentine's Day! It's a circus as usual on today's Stacking Benjamins Show!

    • 1 u. 15 min.
    The Roth 401K: The Cinderella Of Your Financial Plan (and Your Letters)

    The Roth 401K: The Cinderella Of Your Financial Plan (and Your Letters)

    Why are some of the coolest financial tools rarely used? For example, people by-and-large avoid HSA accounts, when they're the Swiss-army knife of a healthcare plan. Today we'll shine a light on another type of plan that's not often used: the Roth 401K. A recent piece in a major publication predicted that Roth 401K plans will become bigger now that the SECURE Act has been enacted. What do Joe & OG think? Do THEY like the Roth 401K? You'll find out during today's episode!

    After that, we're all about your letters! You've been kind enough to ask us lots of questions, and Joe & OG today grab the mailbag and sort through it. We'll tackle everything from buying a home to investing in a Roth IRA to whether Monopoly is a good game or a great game. We didn't say that they were good questions....we just said there were lots.

    But that's not all. We'll also throw out the Haven Life line to a lucky caller AND we'll hear some great trivia from Doug about one of our greatest Presidents...Abe Lincoln. Enjoy!

    • 1 u. 15 min.
    Your Frugal Valentine's Day Dining Guide (plus Shannon Dougherty's latest issue)

    Your Frugal Valentine's Day Dining Guide (plus Shannon Dougherty's latest issue)

    Don't look now but Friday is Valentine's Day! You're probably wondering what a "chocolates and roses" holiday has to do with finances... and the answer is...A lot. As we'll find out today, many people don't hesitate about turning their wallets over and shaking out ALL their cash. But today we'll help you celebrate in style (or in jest) WITHOUT breaking the bank. Today we've invited Sara Skirboll from ReatilMeNot to share with us plenty of great advice on how to find great Valentine's day dining deals WITHOUT using your whole stack of Benjamins.

    Plus, how much do you hate love reading through dense paperwork and contract terms? It's safe to assume you probably hate paperwork as much as we do, which is why covering some good news from Fidelity: they're cutting out 20% of the information that clients must review before opening an account. And in our second headline, we'll share the latest from a lawsuit between Shannon Dougherty and State Farm. It's ugly and just got...uglier.

    During our Haven Life Line call, we're going old-school and tearing open a letter from our new BFF Diane. She's looking for some alternatives to HSAs and long-term care plans. What options are available for people who can't use the more traditional options?

    Of course, we'll save some time for Doug's trivia.

    • 48 min.
    When $250,000 Isn't Enough (plus an intro to Masterworks)

    When $250,000 Isn't Enough (plus an intro to Masterworks)

    Would $250,000 a year be enough for you to "get by"? It wasn't for one early retiree. Today we're going to dive into income, expenses, priorities and bucket lists. Helping us today is a roundtable team of fantastic personalities. First, our special guest today comes from Revele Financial Group, Dawn Dahlby! From the Afford Anything podcast, we have Paula Pant, and Len Penzo joins in the fun from Len Penzo dot com!

    What is the most expensive piece of artwork you own? Do you think you could ever own a Andy Warhol piece or a Monet? Well today, during our FinTech segment we'll share a company helping people do just that. Joe'll talk buying fractional shares of art with Scott Lynn, the founder of Masterworks.io. We'll discuss not only the types of art that newbies mistakenly buy, but also, liquidity, the long term returns of art, and more.

    And finally, during our MagnifyMoney segment, we'll answer a question on whether you should take risks while you are still in debt?

    As always, of course, we'll quiz our contributors with an epic game show question about The Beatles! How much did they receive for performing on the Ed Sullivan Show?

    • 1 u. 15 min.
    What If Your Retirement Math Doesn’t Work?

    What If Your Retirement Math Doesn’t Work?

    JT and Tamzon had a great start. After paternity leave from a fantastic job, JT thought he knew that with his burgeoning side-gig, he could quit his job and live happily ever after without going back to full-time work. Then, he found out that the math wasn't working. What would you do? We'll share one family's story of taking control of your goals and then rebooting when the math still doesn't make sense. On today's show early-retirees JT and Tamzon join us to talk about adding flexibility into your planning.

    Plus, are you a Medicare recipient? If so, it's an important open enrollment time for many. If not, you should plan ahead for the (ahem) increasing cost of healthcare. Danielle Kunkle Roberts from Boomer Benefits joins us to chat about all things Medicare. And in our second headline, we'll share how much your peers have saved for retirement. Want to gauge how you're doing? We'll have all the numbers.

    Of course, we're also going to toss out the Haven Life Line and we'll still make room for Doug's trivia. Step aside, people! There's a new episode coming!

    • 1 u. 2 min.
    Mastering Your Money (with Norm Champ)

    Mastering Your Money (with Norm Champ)

    Much of the game around managing money is in doing the little things...not being tripped up by the small mistakes and doing those little things that can turn failure into success in a hurry. Today, Norm Champ (formerly of the Securities and Exchange Commission), joins us to talk about mastering your money. What are some of the moves you can make to be a better money manager? We'll talk about controlling expenses (with some ideas to help you hone your budget), automating your money, and more on today's show.

    Plus, where does the money come from that most Americans use during retirement? The ugly answer we'll share during our headlines segment. Plus, we'll discuss lessons learned from the terrible event that dominated the headlines last week: Kobe Bryant's tragic helicopter accident.

    Later we'll throw out the Haven Life Line to Julie, who asks about a fund many investors "in the know" talk about often. What's the difference between "VTSAX" and the rest of the less-often suggested crowd of funds that do the same thing? ...and of course, we'll save some time for Doug's trivia.

    • 1 u. 10 min.

Klantrecensies

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