The Stacking Benjamins Show

Love is in the air! Today we're talking about relationships with two fantastic people - our guest of honor today is the host of the Optimal Finance Daily podcast and also the woman behind the EconoMe Conference, Diania Merriam. Diania and Joe talk about relationships, money, and that the whole idea of "relationship" doesn't start where many people think it does. We especially focus on money's role in a relationship and how focusing on the wrong aspects of "love" can end up helping out OUT of a relationship instead of getting closer with your "soulmate."Before that we have some fun talking about investing strategies with guest co-host, comedian Paul Ollinger. Paul rides along with Joe, OG, and Doug through a fun discussion on the fact that advisors are getting away from "boring" allocations of exchange traded funds and instead moving to separately managed accounts. What IS a separately managed account and why would an advisor do that? We get NERDY on today's show and shine a light in an area that advisors may not want you to look.Of course, we take a call for help from a Stacker AND Doug regales us with his amazing trivia, which we're sure you'll LOVE.FULL SHOW NOTES: https://www.stackingbenjamins.com/2024-econome-conference-diania-merriam-1477Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Grab some candles and cuddle up with a loved one for this one! It's an epic episode! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Breaking up is hard to do...but what if your money is at stake? You don't want to be in a horrible relationship with a financial advisor that you can't trust, don't like, and who doesn't make your wallet go all a-flutter. That's why we called in Chris Mamula to kick off "relationship week" on the podcast. He's a guy who was anti-advisor for a long time and now IS an advisor. How would HE tell you to break up when you're in a bad relationship? He'll share great tips AND his personal experience from behind the advisory veil on today's show.Plus, in our headline segment, millennials are struggling with credit card debt. How do they begin to dig out? We'll share both strategies and motivators for you, whether you're a millennial or not. Of course, we have a brilliant TikTok minute from a Stacker who's making the most of a Hallmark holiday by making money instead of spending it. If you're spending Valentine's Day working, you'll LOVE this edition...Of course, we'll also share Doug's fantastic trivia question AND Joe's review of Poor Things on the back porch.FULL SHOW NOTES: https://www.stackingbenjamins.com/find-a-financial-advisor-you-love-1476Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Are you looking for a way to get and keep an edge over your competition? Want to dramatically improve your results and are willing to think big? We're joined by our friend Lacey Langford from the MILMO Show to tackle that subject. She's joined by Len Penzo of the award-winning LenPenzo.com and our very own Drill Sargent, OG.If you're looking to set yourself apart in your field, be sure to tune in as we discuss ways you can achieve an edge. Be bold and take risks, as these are ways to truly learn and put yourself out there.On the second half of our show, sponsored by DepositAccounts.com, we dive deeper into how you can find your edge. Should you cast a wide net when searching for people who will help you achieve your edge, or should you limit your search to just those who have already traveled the same path that you're on?Finally, be sure to stick around for Doug's inheritance-related trivia question!FULL SHOW NOTES: https://www.stackingbenjamins.com/how-to-get-ahead-financially-1475Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ah, the distinct smell of tax time. All that sweating...sweating out deductions, college expenses, rental income, and maybe even side-hustle write-offs (what exactly is a write-off again?). There are so many options for software to help you, where do you turn? Today we're diving into the College Investor's annual list of best in class software with Mr. College Investor himself, Robert Farrington. We won't share just ONE choice, but will walk through all of the different areas of your life where you might need one particular program over another.Before that, though, we share a headline about one popular columnist who disappeared last year to write a book, and missed out on all of the ups and downs of the stock market. What did he learn? We'll share. Plus, we're finishing up round one of our Stacker Joke-Off...and we'll share four new math jokes AND unveil the winners of last week's matchup.All of that, Doug's trivia AND more on today's episode!FULL SHOW NOTES: https://www.stackingbenjamins.com/best-tax-software-2024-robert-farrington-1474Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Have you ever dreamed about beating the stock market? Money in your pocket and a lifestyle beyond compare? Sure you have! Here's a surprise...there are people out there who HAVE beaten the stock market, and the man who's written a series of books detailing HOW they did it joins us today! Jack Schwager is the mind behind the Stock Market Wizards series, and today he joins us again to detail a couple more wizards. We walk through lessons we can glean from them about how to invest our own portfolios, using case studies from the best and the brightest traders as a guide. Jack's last appearance was a huge it for us, so if you missed that one, you definitely do NOT want to miss today's show.In our headline segment, we dive into the new "hot" budgeting trend: LOUD budgeting. Surprisingly, loud budgeting has nothing to do with screaming while using your budget app...it's a trend around financial wellness. We talk about loud budgeting, how to join the trend, and maybe help you feel less alone if you're actually hoping to be more responsible with your cash. Of course, we also have a TikTok minute that's inspirational (you're closer to Elon Musk's net worth than you may think!). Doug also shares his wizardly trivia, and more!FULL SHOW NOTES: https://www.stackingbenjamins.com/lessons-from-stock-market-wizards-jack-schwager-1473Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this podcast, the hosts discuss various topics related to retirement. They touch on the retire sooner movement and the challenges of early retirement. They also emphasize the importance of planning and transitioning into retirement, as well as the non-financial benefits of retirement. Additionally, they discuss real estate investing, building fourplexes, and highlight the advantages of setting up a financial team to achieve financial goals.

Guest Kimberly Hamilton, a financial educator and FinTech pro, shares tips on buying a house while maintaining financial stability. Topics include developing better money skills, using a Roth IRA, the state of the economy, managing consumer debt, the importance of home inspections, negotiating for raises, and building wealth through systems and automation.

Shannon McLay, founder of The Financial Gym, discusses unethical financial practices, the challenges of being a fiduciary, and the importance of financial education and advisor preparation. The podcast also covers the growing gap between China's stock market and the US stock market, the benefits of diversification, and the importance of finding financial advisors who can help clients think better about their goals. Other topics include unique gym routines, the importance of being informed about financial products, and the pros and cons of living in the city vs. outside.

Guests include Paula Pant, Doc G, and Angelo Poli. They discuss achieving rewards without taking on additional risk, men's health and fashion choices, minimizing downside and maximizing upside in investments, health and wellness goals, strength training and fat loss, and taking risks for greater returns.

Brian Klaas, born from a fluke incident, emphasizes the importance of decisions and how we respond to life's surprises. They discuss retiring advisors, succession planning, and the value of flexibility. They also explore the invisible influence of accidents, the absence of grand purpose, and the significance of strategic decision-making.