Wealth historian Megan Gorman stops by the basement and drops intriguing nuggets on how U.S. presidents like FDR and Ulysses S. Grant navigated their finances. There are many lessons you can learn from these iconic figures. Later, our headline conversation meanders through ERISA's 50-year legacy and political party impacts on investments, preparations unfold for an RV trip to Oregon. The adventure continues with exotic travel stories, packing tips, and reflections on Dave Barry's life lessons. Listener engagement and very-important debates, including daylight savings time, ensure there's never a dull moment! Join the lively trio of Joe, OG, and Doug as they blend retirement strategies with a dash of humor, exploring everything from coffee mugs to memes.

00:00 Coffee Mug Conundrum

01:43 Welcome to the Stacking Benjamin Show

04:53 Presidential Finances with Megan Gorman

06:57 FDR's Lobster Investment

13:12 Biden and Trump's Real Estate Ventures

20:22 Calvin Coolidge's Financial Anxiety

25:38 Ulysses Grant's Financial Struggles

32:56 Lessons from Presidential Finances

37:22 Shawshank Redemption Anniversary

38:12 The Shawshank Redemption's Box Office Struggles

38:57 Trivia Time: John Travolta's Box Office Hit

39:31 Ohio's Role in The Shawshank Redemption

40:24 Ulysses S. Grant and Investment Strategies

41:46 College Application Essays: Writing vs. Storytelling

45:20 The Impact of ERISA on Retirement Planning

49:19 Maximizing Your 401(k) Benefits

56:20 Investing Through Political Cycles

01:03:48 Stacking Adventures: New Podcast Announcement

01:08:40 Dave Barry's Life Lessons

01:16:52 Final Thoughts and Farewell

FULL SHOW NOTES: htttps://stackingbenjamins.com/presidents-and-their-money-1578

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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