The Stacking Benjamins Show

How's your personal branding? Have you thought about how you market yourself? Today we dive into why building a personal brand is essential and how to get started with a panel featuring a guy who's helped many brands find their stride, Jason Harris. He's the CEO of advertising firm Mekanism, and he's worked with brands from Ben and Jerry's to Peloton and Nordstrom. He's joined by a woman who's worked hard on her brand as the best financial writer in the business, Paulette Perhach, and our very own co-host OG, who's had to build his financial planning image from the ground up. Joe's Mom's cousin Diania is filling in for Doug today and will share some intriguing trivia. Will Paulette finally make her mark and score a point? Tune in to find out!FULL SHOW NOTES: https://www.stackingbenjamins.com/jason-harris-1316Deeper 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

Did you think we could let this weekend's Super Bowl pass without linking money to the big game? Of course not! Today, Joe and OG dive into their top five moves to become a champion at all things money. We'll talk about everything from motivation to tactics during our feature segment.But that's not all. Earlier in the show, we'll share a headline about your auto premiums...bad news, Stackers. Prices are going up! Luckily, we've brought in Aric Sorenson from Insurance Brokers of Minnesota to help YOU find better coverage (and maybe for less money!).Of course, we also throw out the lifeline to a lucky listener and scoop from the neverending well of Doug's trivia. Enjoy!FULL SHOW NOTES: https://www.stackingbenjamins.com/joe-and-og-1315Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201.Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Greenwood District of Tulsa was a vibrant community in the early 1900s. In fact, it may have been the wealthiest predominantly black neighborhood in all of America. However, in 1921 the area, more commonly referred to as "Black Wall Street" was erased completed after a horrible massacre. We'll dive into the story with Kevin Matthews who not only wrote a book on the topic; he grew up in the same area and attended school on the same street. He'll share not only the horrifying history but also help us look toward the future and how we can all do a better job of working together to all stack more Benjamins.Lisa Marie Presley is BACK in our headlines segment. Her mother Priscilla is disputing her late daughter's trust. We walk through how a trust works, what may be going on, and how you may be able to avoid some estate planning mistakes.Of course, that's not all. We'll also share some Route 66 trivia, since we're talking to Kevin about Tulsa, and throw out the Haven Life line to a lucky listener.FULL SHOW NOTES: https://www.stackingbenjamins.com/kevin-matthews-1314Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201.Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

It's house-selling season, and if you're prepping to move, we have a roundtable show of experts for you! Our team will chat through a recent Philadelphia Inquirer piece about what you should and shouldn't do before selling your house. We'll walk through THEIR recommendations and why we believe they're grat (or awful) and then give our best advice for what to DO and what LEAVE on the table.Joining us for this episode is frequent contributor and top financial writer Paulette Perhach, host of the NEW upcoming Stacking Deeds real estate podcast Alan Corey (who's also currently recording with Grant Cardone an upcoming television series), and co-host of the Bigger Pockets Money podcast, Mindy Jensen (who's also a real estate agent and house flipper).FULL SHOW NOTES: https://www.stackingbenjamins.com/roundtable-1313Deeper 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

What do you do when life seems like it's a struggle? Jason Vitug has been there. Chasing his career at full speed, suddenly everything broke down. His health, family health, his financial situation...everything. Jason learned how to regroup and grow, and today we dive into his story so that you can also fight through adversity to take on whatever challenge awaits. Jason always has an inspirational story to share and today's show is no exception!In our headlines segment, advisors are struggling to keep some clients from bailing into cash. Yields are rising and the stock market has been uncertain...so why not move? We'll share our thoughts on that and also thoughts on the disconnect in general between people and advisors. Where are advisors (and clients) getting it wrong?Of course, that's not all. We'll throw out the lifeline to a lucky caller and Doug will share his amazing trivia.FULL SHOW NOTES: https://www.stackingbenjamins.com/jason-vitug-1312Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201.Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Want to impress your friends at your next neighborhood cookout? Not only tell them that you saved money on your insurance, but also humblebrag that you listened to today's show and actually understand WHY you made better decisions. MIT professor Amy Finkelstein joins us with stories about insurances gone wrong, sharing details so you better understand how the system works. We'll talk about, among other things, why health insurers want to know if you go to the gym (not the reason you think), what American Airlines has to do with insurance nightmares, and why your company only offers "open enrollment" once per year.In our headlines segment, have you thought about leaving the USA to pursue your next opportunity? We'll share a new list of the top places to live for young professionals. In our TikTok minute, we'll profile some people who may need to pay more attention while on the job. And of course we'll save time to throw out the Haven Life line to Mike who lost a bunch of money in crypto and also share some of Doug's mouth-watering trivia.FULL SHOW NOTES: https://www.stackingbenjamins.com/amy-finkelstein-1311Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201.Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

They say that money makes you money...so when investing should you spend your time seeking "alpha" (bigger returns than normal) or should you spend more time at your job? Today our contributors dive into this excellent topic presented in a recent Of Dollars and Data blog post from past guest and show friend Nick Magiulli. Of course, we'll explore not only Nick's thoughts from the piece (link in our show notes), but we'll also share our own perspectives...and of course our team has many ideas for you to consider.Our contributors on this episode include writer extraordinaire Paulette Perhach, the host of the Earn & Invest Podcast Doc G, and the effervescent writer behind the award-winning LenPenzo.com website, Len Penzo. Not only will they contrast work vs. investing...they'll also continue to compete in our year-long contributor trivia battle!FULL SHOW NOTES: https://www.stackingbenjamins.com/roundtable-1310Deeper 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

I know what you're thinking, your brain is the smartest part of your body. But to quote comedian Emo Philips, look who's telling you that. Your brain makes great short-term decisions but often at the cost of better long-term thoughts. Better eating? No thanks, the brain knows that ice cream tastes better. Workouts? The brain knows that those hurt. Saving for the future? Ms. Brain says I need money for right now. Luckily help is on the way in today's episode. Dr. Daniel Willingham joins us to help you trick your brain into better habits. We'll talk about getting more out of meetings so you can earn more. Take better notes so you remember more. Focus on the task at hand so you can stack more Benjamins.Of course, that's not all. During our headline segment, ANOTHER celebrity says that they're going to disinherit their kids. Who would do this and why? Do we agree? We'll share. Also, we'll throw out the Haven Life line to a lucky caller who wants to help HIS mom (our mom 100% approves of this caller!) AND Doug will share his Chinese New Year-related trivia.FULL SHOW NOTES: https://www.stackingbenjamins.com/daniel-willingham-1309Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201.Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

We've all that that pivot in life, changing directions in our career. Joe sold his business at 40. OG has moved firms. Doug has worked at many firms (but none in a basement until now!) before securing his current--and favorite--role. So what should you consider before taking the leap? We're joined by Jill Schlesinger, host of the popular Jill on Money podcast and CBS News personality. She's helped many people successful change directions in their life and shares some sage advice with us on today's show.Lisa Marie Presley has passed away, and in our headlines segment we detail some of the reported financial struggles of The King's daughter. Are there lessons for us? We think so.We also share a TikTok minute you won't soon forget, throw out the Haven Life line to a lucky listener AND Doug shares his amazing trivia question. Just another great day in mom's basement!FULL SHOW NOTE: https://www.stackingbenjamins.com/jill-schlesinger-1308Deeper dives with curated links, topics, and discussions are on our newsletter, The 201, available at StackingBenjamins.com/201.Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Do you have traditions that you value? Today we discuss traditions of all types and whether they are worth the money. Also, we advise on how to keep the tradition without breaking your bank account. We welcome our regular contributors Paulette Perhach from The Writer Paulette, the one and only Len Penzo from Len Penzo dot Com, and the ever-smiling OG from this very podcast. Whether it's finding creative alternatives to expensive gifts or rethinking the way you celebrate, we'll provide tips and strategies for keeping your money traditions alive without going into debt.At the midway point, Doug will give us some amazing trivia, and we will find out who starts our year-long trivia contest with a bang.FULL SHOW NOTES: https://www.stackingbenjamins.com/roundtable-1307Deeper 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