The Stacking Benjamins Show

As Women's History Month draws to a close we suddenly realized....we've done nothing to celebrate! Today on the show we make up for that ('in spades," as mom says) by inviting professor Woody Holton down to the basement. He's the author of the book Abigail Adams, for which he won the Bambridge Award and more. He'll describe the amazing prowess of Adams in a time when many women not only weren't investing, but weren't even allowed to participate in their family's financial plan. He'll describe which investments she preferred, why she decided largely against real estate for her portfolio, and how she created an estate plan for herself in a time when many women didn't have that luxury. If you love to learn from historical figures, Abigail Adams is a great role model and Dr. Holton gives us many revealing stories about her prowess on today's show.In our headlines segment, we'll talk to Jamie Wise from the BUZZ Index (ticker BUZ). He'll describe why his strategy and those of some of his algorithm-based competitors seem to be winning in this time of volatility. He'll also share some of the names that the crowds on social media are focusing on to ride the choppy market. Also, with the financial markets all over the place, we'll review a story from Marketwatch that asks whether the market will crash, and if it will, what you should do to buckle up. The advice might surprise you, if you're looking for ways to exit stage left, or are looking for advice that tells you how to exit stage left....or right.We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Nelson, who's worried about his parents' financial plan. They have an insurance-company based financial advisor, so Nelson thinks that they should move to different advice. How does he approach the topic with his parents? We also answer a letter from another listener, score some of Doug's spinach-based trivia, and more.Thanks to RXBAR for supporting Stacking Benjamins. Get 25% off your first order at RXbar.com/sb, Promo Code: SB.Why compromise with investments when you can use an intuitive, easy-to-use, robust platform? M1Finance combines the power of automated investing platforms with the flexibility of do-it-yourself but more expensive brokers. ...and now, it's FREE! Be Invested. Check out M1Finance . Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Do YOU have what it takes to be a millionaire? We pair three of our listeners with our panelists on today's show for a game show style discussion on the habits of millionaires. We'll talk about whether people are more likely to be a millionaire if they're self-made or come from money, what type of car millionaires drive, their level of education, and more.We also answer Joe's three-oh call for help to the Blooom hotline. He's getting married and wants to change his health insurance, but his human resources department says he can't change. What's up? We'll give him our thoughts, share Doug's trivia, and more.Thanks to RXBAR for supporting Stacking Benjamins. Get 25% off your first order at RXbar.com/sb, Promo Code: SB.Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins as well. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We're talking money and movies on today's show, as Kiplinger financial writer Tom Blanton joins us in the basement to discuss lessons from ten Oscar nominated films. We'll not only tackle a few films from this year, but many from the back catalog that you maybe haven't yet seen. Whether you're a film buff looking for a walk down memory lane or someone hoping to find some entertaining films that also talk about your wallet, we have you covered on today's podcast. In headlines today we high five the writer of a new piece who says that the bull market might run another 20 years. Do we agree? We'll share our feelings on today's show. Plus, we dive into a piece that lists all of the financial moves you should make if you die young. What should you make sure is covered now and what can wait? We'll go over all of that and more on today's show! Plus, as always, we throw out the Haven Life line to a listener. Nick asks about variable annuities. Should he keep his annuity, buy another one, or rip the money out of annuities altogether? Also, we answer a letter from a listener who wonders about holding or selling a property that he and his spouse own. Of course, we'll have Doug's trivia and more fun on today's show. Thanks to Upstart for supporting Stacking Benjamins. Looking beyond just a FICO score, Upstart also looks at your job experience and education when determining your rate. Checking your rate will only take two minutes and doesn't after your credit. Get your rate now at Upstart.com/SBThanks to MagnifyMoney.com for sponsoring Stacking Benjamins as well. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Looking for the keys to wealth and happiness? While many of us search books, social media, or outside groups, today’s guest, Derek Rydall, has a different solution which he shares on today’s podcast. We’ll talk about the laws of abundance and how to have more “more” in your life, plus the true meanings of common financial ideas such as currency, cash flow, and salary.Plus, in our headlines segment, we'll ask the question, "What are some of the biggest issues you should think about as you approach retirement?" The answers may surprise you. We'll also take a look at volatility. Now that the market has gotten...um....bumpy, we'll discuss how to fortify yourself for the increasing possibility of a down market.We’ll also throw out the Haven Life line to an anonymous caller who lays down the law with Joe, and answer a letter from our friend Win, who asks about starting her own 401k plan since her job doesn’t have one. How does she get her own plan? We’ll help Win (and maybe you) get rolling down the right track.Of course, we'll still score with some of Doug's delightful trivia, and more.Thanks to Upstart for supporting Stacking Benjamins. Looking beyond just a FICO score, Upstart also looks at your job experience and education when determining your rate. Checking your rate will only take two minutes and doesn't after your credit. Get your rate now at Upstart.com/SBWhy compromise with investments when you can use an intuitive, easy-to-use, robust platform? M1Finance combines the power of automated investing platforms with the flexibility of do-it-yourself but more expensive brokers. ...and now, it's FREE! Be Invested. Check out M1Finance . Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How do you save more money? Today we present one simple trick shared by a popular financial blogger. But does our team of experts think this is REALLY the secret? We'll ask them all, this week featuring from the awesome and brand spankin' new Pour Not Poor podcast, Joel Larsgaard. Plus, we'll also share a headline about your tax refund. There are LOTS of swirling myths about your return, and today we'll try and set the record straight so you're able to file your taxes in peace.We'll also turn our eye on FinTech...and this week specifically real estate. Charles Clinton is the CEO of Equity Multiple. They're a firm helping smaller investors dive into bigger real estate projects by pooling their money with other investors. We'll get the scoop about how it works today directly from Charles.We also answer Lauren's three-oh call for help to the Blooom hotline. She's feeling the pressure from family to start her own family, but when is the right time to start? How will she know when she's financially ready? We'll ask our team that question, and also answer a letter from another listener, share Doug's trivia, and more.Thanks to Legal Zoom for supporting Stacking Benjamins. Get your SPECIAL savings by going to LegalZoom.com and entering SB at checkout. LegalZoom, where life meets legal.Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins as well. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Yes, another star is down to only a few Benjamins, but we have bigger news: ever since we met Susan Hodges we've been telling her cautionary tales to everyone we know...and today, that's YOU! After graduating from college where she learned to manage nursing homes, she was hired by a facility used by some of the poorest people in Fort Worth, Texas. She'll talk about her personal story, choosing good help for your elders, and ensuring that your children don't take advantage of you when you're least able to protect yourself. Plus, in headlines we'll tackle the news that Lisa Marie Presley has run out of money. We'll discuss budgets, estate planning, and personal money expectations. Also, if you missed it, the Lipper Fund Awards just occurred. We'll talk winners in many different categories, and have fun discussing just how amazing attending an award show like this one must be. We'll throw out the Haven Life line to Stacy, who wonders when she should start putting money in a taxable brokerage account instead of her 401k and a Roth IRA? She's read that you should fill tax shelters first, and the Stacking Benjamins team comments on whether this "rule of thumb" is worth following. Of course, we'll also answer some listener mail and if you're lucky, I might top it off with my trivia. Thanks to Blue Apron for supporting Stacking Benjamins. Check out this week’s menu and get $30 OFF —WITH FREE SHIPPING—by going to BlueApron.com/SB.Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins as well. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ever wish you had a second chance with your money? Billy B. hoped he'd get one. After being convicted and sent to prison after the death of his friend, Billy went through some serious soul searching, and the end result of that is on display on today's show. Not taking any opportunity for granted, working hard to find solid financial (and life) footing, and the value of surrounding yourself with good friends and mentors are just three of many themes we'll talk about in this fantastic discussion with Billy (who now also blogs at WealthWellDone.com).In our headlines segment, a new software program means that some of your advisors may be expendable....or maybe not. We'll discuss the hot topic of humans versus AI on today's show. Plus, Warren Buffet just wrote his annual letter to investors. What are some of the takeaways? One publication listed their favorites and we'll review and discuss them. As always, Mr. Buffet doesn't fail to use the English language as a weapon while talking about investing, value, and evaluating risk. We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Luke, who wonders about investing to beat inflation without taking too much risk. For a five year goal, what investment works best? Are stocks too risky? Should he use junk bonds? We'll shine a light on that topic (and maybe one we can't talk about here), as well. We also answer a letter from Jon, who asks about asset allocation. What is a great way to manage your money and diversify correctly? You'll have to listen to find out!Of course, we'll still score with some of Doug's delightful trivia, and more.Thanks to Legal Zoom for supporting Stacking Benjamins. Get your SPECIAL saving by going to LegalZoom.com and entering SB at checkout. LegalZoom, where life meets legal.Why compromise with investments when you can use an intuitive, easy-to-use, robust platform? M1Finance combines the power of automated investing platforms with the flexibility of do-it-yourself but more expensive brokers. ...and now, it's FREE! Be Invested. Check out M1Finance .   Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sure, you think of yourself as frugal, but do your friends think of you that way? If you're a little tight with money, or know someone who's maybe...just a tad too tight with money, today's discussion is for you! We're excited that today the creator of the new Financial Grown Up podcast and former Reuters TV anchor Bobbi Rebell joins us. Not only will we talk about penny pinching habits, but we'll also swing around to the other side of the financial spectrum...how do banks and financial institutions get you to part with more money? Partly it's by bestowing titles like "private banker" on the people who help you.We'll also turn our eye on FinTech, and this week discuss with Blueprint Income's Lauren Minches about the work they're doing with private pension programs. What if you could create a stable income stream for your retirement that didn't rely on stock market performance? Lauren and the Blueprint team are working hard at turning the world of annuities on their head, and today she'll walk us through the world of pensions, 401k's and the future of stable retirement income streams. If you aren't a fan of annuities, today's discussion about innovation in that area is exactly what you want to hear.We also answer Justin's three-oh call for help to the Blooom hotline. He's wondering what to do (hypothetically) with some money that he'd like to gamble with? What would our crack panel suggest? We'll get great ideas from Afford Anything's Paula Pant and our very own OG, as well as from Bobbi Rebell. On top of that, we'll also answer a letter from another listener, share Doug's trivia, and more.Thanks to Blue Apron for supporting Stacking Benjamins. Check out this week’s menu and get $30 OFF —WITH FREE SHIPPING—by going to BlueApron.com/SB.Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins as well. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Wondering how to turn a small idea into a big stack of Benjamins? Better yet, how about teaching your kids to do it for you? Never fear, because Jeannine Glista from BizKids joins the fun on today's show, sharing case studies of young entrepreneurs who've built big businesses from little ideas. Whether you're looking for activities for your children or inspiration on how to start your own business, Jeannine will have tips for you today! Plus, in headlines a Kansas woman is accused by her bank of stealing LOTS of money, $5 at a time. We'll explain how that spiraled out of hand. Also, do you think that working longer is a better idea for your portfolio and your life? One publication thinks so, and we'll explain their argument on today's podcast. We'll throw out the Haven Life line to Tan who is about to switch jobs. Should he dollar cost average back into the market when he rolls his money into his new plan or invest it all at once? Of course, we'll also answer some listener mail and if you're lucky, I might top it off with my trivia. Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/SB and get a $50 credit toward your first job post. Compare checking, savings, credit cards, and loans before switching. MagnifyMoney.com makes it super easy to compare, switch and save. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ever wonder what it would be like to ditch the rat race and move to a farm in the country? That's exactly what Elizabeth Thames (aka Mrs. Frugalwoods) and her husband did, after a series of events, some of which you'll hear about on today's show! If you're at all interested in rethinking consumerism, today's show is for you.We'll of course have headlines from the world of financial planning, throw out the Haven Life line to lucky listener Nathan, who wonders about making a house down payment. Should he go for a loan where he can put down less or save up for a full twenty percent? We also answer a letter from Rita, who asks about investing. If her 401k doesn't have a match, where should she invest first? You'll have to listen to find out!Of course, we'll still score with some of Doug's delightful trivia, and more.Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/SB and get a $50 credit toward your first job post.Why compromise with investments when you can use an intuitive, easy-to-use, robust platform? M1Finance combines the power of automated investing platforms with the flexibility of do-it-yourself but more expensive brokers. ...and now, it's FREE! Be Invested. Check out M1Finance . Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.