The Stacking Benjamins Show

Welcome to day 2 of our look back at the lessons we've learned from the past decade. This year we took a special look at credit and family finances, take a look at our original show description below: There are TONS of takeaways from 2014, and Rod Griffin from Experian joins us in the basement to tackle his top five that had to do with your credit and family finances. You'll be surprised how easily Rod takes current events and shows you what impact they have on your financial picture. Fidelity may be creating their own robo-advisory arm? Joe & OG share that headline plus others. PK gives some of the BEST advice you've heard during 2014 during his segment. Doug gives the gift of trivia, and much, much more. Thank you to MagnifyMoney.com for sponsoring our podcast. Have a careful and safe New Year everyone! Thanks for being part of the SB family in 2014!   Learn more about your ad choices. Visit podcastchoices.com/adchoices

With the end of the decade quickly approaching, we decided to mix things up a bit. Leading up to our first brand new show of the year on January 1st, we'll be releasing each of our special "what should we have learned" episodes. It's not only a look at how our financial focus has changed since 2013, but also how much our show has changed! You can read the original show notes below: Top advisor Scott Tiras (Barrons top 100 independent advisor list) joins us with five lessons we should have learned from 2013. What are some ideas we can glean to avoid mistakes next year?  PK goes contrarian in this episode. Doug sneaks downstairs to borrow mustard. Len, Paula and Greg ask the magic 8 ball important questions about 2014....and much more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

We've got the best linens out and mom's favorite table settings because Liz Weston is FINALLY headed down to the basement today to help us put a cap on all of the lessons we should have been learning this year. We'll say a HUGE welcome to our last Monday show of the year, as we wrap up another year of podcasting. We'd like to thank you for joining us in what we consider our biggest year yet. We've made some big changes to how we put this show together, and we'll continue to do so as we continue to grow and improve, which is only possible because of your continued support. We recognize that we live in a fast-paced world with a thousand distractions, so we remain humbled that you CHOOSE to listen to us time and time again. Thank you. On today's show, we're taking a look back at 2019 to ask the big question: what should we have learned this year? While there is timeless investment advice, each year also brings some unique lessons for the future. Sitting down with us today to distill the big financial lessons of 2019 is Liz Weston, award-winning personal finance columnist and certified financial planner. During our headlines we'll talk to Harlan Landes from the Plutus Foundation about what's going on in financial literacy. December is prime giving-season, and Harlan has plenty of advice on what you can do to support financial literacy in your own local area. During our second piece, we'll tackle one financial planning quandary: why in the world is it so difficult to follow your own rules for asset allocation? When a piece of your portfolio becomes overweight, it makes sense to sell it... right? On the other hand, why would you sell a "winner"? We'll talk about emotions and investing during our second headline. Of course, we'll save some time for Doug's trivia too! Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What have you learned from the past 10 years? We'll do a deeper dive on today's show with our roundtable gang...who (not surprisingly) have some takeaways from the last ten years that we can all learn from. On today's show we welcome special guest Doc G from the What's Up Next podcast, Paula Pant from the Afford Anything podcast, plus from Len Penzo from LenPenzo.com! Plus, at the halfway mark of today's episode we'll talk about a FinTech company who's figured out a more cost-effective and quicker way to put non-traditional investments in your self-directed IRA or solo 401(k) plan. We'll all get an introduction to Rocket Dollar, as we talk with Dan Kryzanowski from the company in today's Friday FinTech segment. And during our Magnify Money call we'll hear from our new friend Tyler who wonders how to maximize his savings. As always, of course we'll quiz our contributors with an epic gameshow finale question by our neighbor, Doug. All that and more on today's show! Hope you can join the fun! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What were your favorite moments of 2019? Today we'll lay our cards on the table and show you ours, plus what we learned from each of these stellar guests. From composers to chefs, and from iconic investors to artists, today we're going to actually learn something...and from LOTS of different types of personalities. We're very proud of the wide range of topics we covered in 2019, and today we'll take a glimpse of just a few of them with you. That's not all...of course, we'll leave time for Doug's trivia! Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Money used to be easy. Go to the bank, make a deposit. Maybe you had a pension. Nearly everyone in America had Social Security. How did money become dangerous? We'll sit down with Chris Varelas, the man responsible for brokering some of the biggest mergers and acquisitions in finance. Between working as the head of Citi's technology, media, and communications, and co-founding a private equity firm in Silicon Valley, Chris has acquired a special insight into just how the money game has changed, and his role in some of the biggest financial moments of the last 30 years. What problems will you encounter on your journey toward financial independence? We'll cover many of those during our headlines. While financial headwinds like expenses, loss, and taxes are roadblocks to a bigger portfolio, we'll key into the main problem nearly everyone will face: YOU standing in the way of your own success. Plus, in our second piece, we'll examine how one rogue broker singlehandedly took down his whole firm. Now THAT is dangerous. Later we'll throw out the Haven Life Line to Colton, who calls in with a question about paying off some debt with his pension. Colton recently bought a new house and is having a cash-flow crunch. He has $5000 in his pension that he could use to pay off some short-term bills. Should he use the pension, which has a lower interest rate than the bills, to pay off his debts? His pension would grow to be about $15,000 in retirement. Of course, we'll save some time for Doug's trivia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

How do you not only survive the holiday season but thrive during it? Today our roundtable team rolls out their very best holiday survival ideas. We'll talk shopping to family to mindset and fun...plus maybe sprinkle in a laugh or two. Calling in today is Paula Pant from the Afford Anything podcast, plus Len Penzo from LenPenzo.com, and who can forget OG from our very own show! Plus, at the halfway mark of today's episode we'll talk about flexible spending accounts. What do YOU need to know before the year is up? Maybe a lot. Hopefully we save a few people a LOT of money because they listened to today's podcast! Helping us by calling dad's shortwave from all the way over in Europe, we'll welcome back Suzanne Lucas, aka the Evil HR Lady from evilhrlady.org. And during our Magnify Money call we'll hear from our good friend Santa and he gives us his tip for not getting so tipsy this time around the world on his sleigh. As always, of course we'll quiz our contributors with an epic gameshow question by our neighbor, Doug. All that and more on today's show! Hope you can join the fun! Learn more about your ad choices. Visit podcastchoices.com/adchoices

It's the time of year when you're talking to more people AND making more impressions than any other time of year. How do you put your best foot forward and make your best impression? How do you tell that story that makes everyone laugh and wish they were you? How do you endure the party if you're an introvert? We'll cover ALL of those scenarios and more with master communicator Carmine Gallo on today's podcast. Plus, what if you could lower your fees by HALF? we'll discuss why that might not be the offer you think it is AND deliver some better financial advice...plus we'll throw out the Haven Life line and save time for Doug's amazing trivia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Whether for holidays, office events, or social get-togethers, December feels like the official month of parties. If you've ever thought about hosting your own event, whether this month or any other, you can feel the need to break the bank so that your guests feel special. But what if you could host a better event without emptying your wallet? That's why today we're thrilled to help you create your best event with the help of an extra special guest: celebrity party planner David Tutera. We'll talk invitations, decorations, food, activities and games, plus parting gifts and LOTS more. You'll feel better prepared to be a great host after today's show! Plus, during our headlines, Fidelity Investments is out with their look at 2020. What are savers hoping for in the New Year? We'll help you jump start your New Year's Resolutions with the help of Maura Cassidy, Vice President of Retirement & Small Business at Fidelity Investments about the takeaways. You may be surprised by some of this year's findings AND some of the takeaways. Also, we'll cover a piece from Barron's about the impending stock market downturn. Should you begin making adjustments for the big drop that might be just around the corner? Later we'll throw out the Haven Life Line to Mark, who only keeps one month of his emergency savings liquid. The other five months of savings are in a 15 month CD with his bank. Is he making a mistake if a "real" emergency were to come up? Of course, we'll save some time for Doug's trivia, too! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is there advice you wish you'd had when you started investing? Wish you could go back in time and tell yourself to do something differently? With the end of the year almost upon us, we thought this would be the perfect time to reflect on lessons learned... and hopefully help out some new investors so they won't make the same mistakes we did. Experienced investor or not, we'll share some great advice during today's roundtable discussion among seasoned investors. Calling in today for our roundtable is our good basement friend, Ryan Inman of the Financial Residency podcast, plus Paula Pant from the Afford Anything podcast, and OG from our very own show! Plus, at the halfway mark, we'll take a break to learn about Titan, an online app and website that helps people invest like a hedge fund. We'll learn all about it from co-founder Clayton Gardner. Looking for some good investment help? We'll explore what Clayton and Titan are doing to help investors get a bigger bang for their dollar. During our Magnify Money call we'll answer a voicemail from Tyler, who will be graduating from college debt-free. How should Tyler capitalize on his opportunity? Tyler knows about investing through work and having a proper emergency fund, but what else should he do? Is he missing out on something? As always, we'll quiz our contributors with a post-FinTech gameshow question by Doug. Learn more about your ad choices. Visit podcastchoices.com/adchoices