The Stacking Benjamins Show Cumulus Podcast Network

If you could win medals for your financial performance, what would you need to accomplish? Today, four-time Olympian and the first American woman to medal in both the winter AND summer games, CFP Lauryn Williams, joins us to both share the inside look at tonight's opening ceremonies and help our roundtable team outline the moves YOU need to make to score gold with your money. We'll talk about the foundation it takes to begin the journey and then the moves beyond to be a true champ. Of course, our gold-medal team of Paula Pant (Afford Anything) and CFP OG from our podcast join in the fun. On top of some great advice, you'll also hear our weekly trivia challenge between our participants as THEY try to score gold for correct answers.
It's a great episode marking a fun date in history. Let the games begin!
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A new study shows that baby boomers are tapped out. On today's show we dive into the reasons why this is the case and explore a TON of ways that you can ensure that you aren't running out of money before you run out of life. We'll explore lots of areas, like:

Health care costs

Automatic savings plans

Better investing to increase returns

Avoiding common pitfalls

...and lots more.
In our TikTok minute we explore estate planning. What happens when dad is about to die and he tells his son, "Just put me in my boat and let the sea take care of me." The reply from the son may not be what you'd expect. We also take a call from Stacker Eric, who's wondering if he should keep pumping money into his HSA even though he has a significant amount saved already. What if he doesn't need that money?
Of course, we also save time for Doug's trivia AND we avoid celebrating "old joke day."
FULL SHOW NOTES: https://stackingbenjamins.com/running-out-of-money-in-retirement-1550
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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Tessa West has seen lots of people in the wrong careers. Either the job has drifted from what they'd initially thought, or maybe they're a leader at work, but they're passed over for promotions or raises. There are many reasons why people feel the malaise of a job that doesn't work anymore, but the effect is nearly always the same. Either you stagger through the work, wasting your life, or you dream about early retirement. What if there was another answer? What if the job that lights you up is actually out there? You need to know the tools to go find it. That's what Tessa Woods gifts us on today's show. You'll learn how to throw off the ennui and find meaning at work by either rebooting your current career or finding a new job elsewhere. We'll talk about how to engage in effective networking, how to assert yourself as a leader in your field, and why changing fields isn't a bad idea--even if you're an older worker. While many of us think that we wouldn't qualify for jobs against seasoned pros who've already had experience in the given area, Tessa shares how and why employers often want someone with a fresh perspective. You have to know how to sell your strengths, and we'll share some keys today.

In our headline segment, we'll review how Mark Cuban saved his fortune from disaster when everyone else lost money in the 2000-2002 tech wreck. We'll share the tools he used and how it all went down. Plus we'll answer the question: should YOU also use this strategy to avoid losses? It's a great question, and we tackle it head-on! We'll cover options, market declines, and the financial planning reasons Cuban executed this strategy.
FULL SHOW NOTES: https://stackingbenjamins.com/find-a-job-you-love-1549
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 wealthy are you? Today we talk about different currencies than cash. While you may be monetarily rich, if you're truly stacking a better life, there are other priorities. Today we dive into a piece from the Retirement Manifesto blog (and from past guest James Clear) on building OTHER types of wealth. What are they? We ask contributors David Stein (Money for the Rest of Us podcast), Allysa Maizes (Amplify Your Wealth online), and Doc G (Earn & Invest podcast). This all-star cast has spent lots of time and energy maximizing not just their financial readiness for independence, but also their overall wealth in many of the areas we discuss today.
Of course, we'll pause halfway to battle out Doug's trivia. Mom's been making a surge in our year-long competition. Can David Stein (playing for mom) keep the run going? Will Allysa (playing for Paula Pant) start reeling in mom and OG? You'll find out today!
FULL SHOW NOTES: https://stackingbenjamins.com/5-types-of-wealth-1548
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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On today's show we dive headfirst into the mailbag, and answer your excellent questions on every facet of investing, saving, and protecting your money:

Do I need a trust?

What should I do with these savings bonds?

Should I take my money out of a 529 college savings plan?

Can I stop saving money well before I retire?


...and LOTS more. We're excited to not only bring you those questions, plus our TikTok minute (wait until you hear THIS bride...), AND Doug's incredible trivia question. Plus, we may rail on too long about fake IDs (just to help parents know how to spot them, of course).
FULL SHOW NOTES: https://www.stackingbenjamins.com/investing-saving-and-protecting-your-money/
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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Does winning at investing mean that you need more information, a better rule set to follow, or better connections? Our guest today says that while those can be advantages, it's hard to "win" those games. However, there is one method which can help us easily increase our odds of becoming a better saver and investor. More good news? This method is available to us all. Our guest today says learning from the Stoics, philosophers from ancient times, we can easily beat the average investor and we can set ourselves up for life. If you're listening to SB for that reason, you're in a for a treat. Darius Foroux is not only one of our favorite bloggers (we've used his work several times as the centerpiece for our Friday roundtable chats between personal finance luminaries), he actually joins us today in the basement to help you become a wiser, stronger, and hopefully wealthier Stacker.
In our headline segment, one saver says that he saved too much money into his 401k retirement plan. Huh? How does that even make sense? We'll chat about how to best save for retirement and also challenge you to think about how you save...and not just about the amount you're saving.
We'll hear from a Stacker in need as well AND of course, save time for Doug's trivia question that you'll be talking about all day long.
FULL SHOW NOTES: https://stackingbenjamins.com/money-and-philosophy-1546
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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