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The Stacking Benjamins Show — Business
The Stacking Benjamins Show

Named Best Personal Finance Podcast by Bankrate.com and Kiplinger — and the only podcast the Plutus Awards retired from competition after winning twice — The Stacking Benjamins Show is personal finance that doesn’t put you to sleep.

Hosts Joe Saul-Sehy (former 16-year financial advisor, ex-WXYZ-TV “Money Man”) and Josh “OG” Bannerman, CFP (Certified Financial Planner, Bannerman Wealth) sit around the card table in Joe’s mom’s half-finished basement in Texarkana and talk money with the smartest guests in personal finance, investing, and behavioral economics. As Fast Company wrote, the show “strikes a great balance of fun and functional.”

Every Monday, Wednesday, and Friday: expert guests, real headlines, listener questions, and Doug’s trivia. Topics include investing, retirement planning, budgeting, real estate, behavioral finance, taxes, and financial independence — for anyone who wants to be smarter about money without being talked down to.

Subscribe to The 201 — the free newsletter that goes deeper than the show — at stackingbenjamins.com/201

Copyright: © 2023 SB Podcast LLC | Cumulus Podcast Network

Latest Episodes:

Charting Paths to Financial Independence (SB 1401) Aug 28, 2023

Show notes

Is the secret to achieving your financial independence in taking a never-ending sabbatical? We're thrilled to have sisters Sammie and Michelle Varghese to discuss what they've learned about financial independence and how taking time off work can lead to greater things in your life.

In addition to financial independence, what other life and/or career goals do you have? How did discovering the FIRE ("Financial Independence, Retire Early") change Sammie and Michelle's trajectory, what can you do to reach financial independence earlier, and what are the benefits to doing so?

And how can you get on the fast track to financial independence from only your 9-to-5 job? In our headline segment, we'll help you get closer to the financial independence you seek by sharing some best practices on how to ask for a deferred compensation arrangement - and demonstrate how it's in your employer's best interest to work with you. And in our Haven LifeLine segment, OG's self-restraint skills are put to the test when he answers a Stacker's request for backup to help his friend's mother respond correctly to a financial advisor's questionable recommendation.

FULL SHOW NOTES: https://www.stackingbenjamins.com/never-ending-sabbatical-Sammie-and-Michelle-Varghese-1401

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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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Use Mindset Magic To Transform Struggles Into Triumphs (SB1400) Aug 25, 2023

Show notes

Does a hard life automatically mean you're destined to struggle with finances? On today's show, we're all about mindset and how adopting the right mindset can set you on the path to financial success—and how having the wrong money mindset can hinder your financial progress. We're honored to invite Tiffany Grant down to the basement to share her real-life experiences and struggles, and how having the right mindset helped her overcome the early disadvantages. Doc G from The Earn & Invest Podcast joins us to share his formative-years experiences with a hard life, and how his mother's scarcity mindset affected him. And our resident gold bug, Len Penzo joins us to explain why he insists on preparing for economic doomsday by hoarding gold and cash.

We discuss the role habits play in mindset formation, as well as the importance of surrounding yourself with the right people and influences.

In the second half of the discussion, we dive into how you can make the necessary changes in yourself to improve your life situation. Spoiler alert: gratitude plays a big role in your quality-of-life.

And finally, Doug brings the heat with some trivia about a well-known budget-friendly food. With two of our regular contributors MIA, will Len use that to his advantage and inch ahead of Paula Pant? Will our guest of honor flex her budget-friendly food knowledge and give her soul-sister Paula the lead for the first time, I think, ever? Will Doc G throw OG a lifeline and the impetus to start a 4th quarter rally to emerge from the cellar? Three enter, only one will emerge victorious (unless there's another tie). Tune in and find out what everyone many a few nerds will be talking about until next Friday.

FULL SHOW NOTES: https://www.stackingbenjamins.com/fri-roundtable-mindset-tiffany-grant-1400

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Getting Zen With Your Money SB1399 Aug 23, 2023

Show notes

How much is enough? Enough money, enough status, enough possessions, enough leisure? We are happy to welcome Manisha Thakor to the basement to discuss some of the revelations she learned after experiencing what she calls the "cult of never enough." How do we disconnect our personal lives from our work lives?

Is a cool $5 million enough to retire on in America? In our headline, we take a peek into the retirement lifestyle of the top 0.1% of households.

And in Doug's trivia, he might leave you scratching your head with his question about a symbol that can't be pronounced.

FULL SHOW NOTES: https://www.stackingbenjamins.com/getting-zen-with-your-money-Manisha-Thakor-1399

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Top 5 Money Lessons From Movie Characters (SB1398) Aug 21, 2023

Show notes

What lessons have you learned from the silver screen? Today we dive into LOTS of great lessons about finance from our favorite films. Joe and OG both prep their top 5 and do not share them with each other until they hit record. Will your favorites make the cut? You're about to find out!

Plus, in our headline segment, if you work from home we may have some good news; most companies plan to continue their current work-from-home policies, according to a recent study. What does this mean for your "work-life balance" and about scoring the next raise? We'll share tips to help your career.

Of course, we'll share a TikToker with a great idea AND Doug's incredible trivia, and more!

FULL SHOW NOTES: https://www.stackingbenjamins.com/top-5-movie-money-lessons-1398

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bridging the Gap Between Academic Research and Industry Expertise Where Do You Get Your Advice? (SB 1397) Aug 18, 2023

Show notes

Where do YOU turn for true financial advice? Your family and friends? A CFP professional? Your bridge club crew? TikTok??? On today's special Friday roundtable episode we're thrilled to have an all-CFP lineup to each give their two cents on where to look for true financial advice. We're happy to welcome back our friend CFP Michael Kitces after a long hiatus; we also welcome back the queen of Sensible Money CFP Dana Anspach; and finally, our in-house CFP OG joins the gang.

In the second part of the discussion, our panel shares their take on the positives and negatives of joining a good financial Facebook group; the pros and cons of signing up for financial webinars and masterclasses; and how psychology plays into the right financial plan for you - even when the pure math doesn't make sense. Plus, we dive into the value of surrounding yourself with the right team by creating your personal financial "board of directors."

Be sure to stick around at halftime for Doug's trivia all about the business of basketball.

FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-cfp-roundtable-personal-advice-1397

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201.

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Teaching Better Money Lessons - Our Back to School/Back to Work episode! (SB1396) Aug 16, 2023

Show notes

As we buckle up and prep for fall we think "curriculum." What lessons do we need in our life? What lessons do our children need from us? Whether you're headed back to work or back to school, we're diving into helping those around you do better with money. John Lanza, host of the Art of the Allowance podcast joins us to talk families and money...and even if you don't have a family OR money, there are LOTS of lessons in this discussion.

In our headline segment we remember that HOW we pay can sometimes be as important as WHAT we are buying. Fraud is through the roof, so we discuss the different ways you can settle up with a merchant, so you have smooth transactions.

Of course, we answer a (very creative) Haven Life line call for help AND Doug also spoon feeds us some trivia.

FULL SHOW NOTES: https://www.stackingbenjamins.com/allowances-and-raising-money-smart-kids-john-lanza-1396

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Power of Confidence When Investing (SB1395) Aug 14, 2023

Show notes

If you've been wondering HOW to get where you want to go. If you've been wondering WHY you aren't getting the results you want. If you wonder WHERE you should look for better ideas, Peter Atwater has you covered on today's show. We recorded this podcast two weeks ago and we have already referenced it in SO MANY other situations…Peter Atwater joins us to talk confidence when investing, when managing, when leading…and generally when living. At first, we didn't understand why this was the breakthrough idea, but the longer we sat with it, the more we referenced his idea.

But that's not all. In our headline segment, 401k balances are rising, but 401 hardship loans are through the roof. What's going on? We'll share ideas (and solutions if you're borrowing from your 401k). Plus, we also have our TikTok minute, throw out the Haven Life line to a lucky listener, and more.

FULL SHOW NOTES: https://www.stackingbenjamins.com/creating-stories-to-find-confidence-peter-atwater-1395

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Invest Better: How To Slash Taxes in Your Portfolio (SB1394) Aug 11, 2023

Show notes

Believe it or not, where you hold your investments can have a big effect on how much money you actually keep - even if you don't touch them! On today's special Friday roundtable, we're talking tax efficiency, and what account types are best suited to maximize your after-tax returns, as well as the tax implications of different types of investments. And how to position your investments to maximize their after-tax returns? We are overjoyed and honored to have Christine Benz, the Director of Personal Finance at Morningstar (yes, that Morningstar) join us. Also joining us is a lady who knows a thing or two about getting the most bang for her investment buck: from Afford Anything, we welcome Paula Pant. And finally, none other than the man who has been helping his clients dodge taxes in his years as a practicing CFP, our very own OG brings his wisdom.

In the second part of the conversation, our roundtable tackles execution - when it makes sense to change your investments, and how to strategically reposition your investments for best tax efficiency - and where to take distributions from first, when selling your investments.

Stay tuned for Doug's Airbnb-themed trivia. Will Paula shock the SB World and pull into a tie for first place with Len? Will Christine flex her knowledge base and assist Len in keeping ahold of first place? Will OG take the first step to ascend from the cellar? Tune in to find out!

FULL SHOW NOTES: https://www.stackingbenjamins.com/fri-roundtable-christine-benz-1394

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201

Enjoy! (..and by the way, we HAD TO create a title with a colon in it).

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Inflation and the Price of a Sandwich - Len Penzo's Annual Study (SB1393) Aug 09, 2023

Show notes

Our annual look at inflation is back...by looking at the price of a sandwich! Award winning blogger Len Penzo joins us to reveal his look at ten different sandwiches and how their prices have changed since a year ago.

What's REALLY happened to the price of eggs? (hint: it's not what you think) Is a baloney sandwich still the least expensive? What sandwich ingredient went up the most? How does a sandwich compare to McDonalds or buying from work? We'll dive into ALL of the details on today's show.

But of course, that's not all. In our headline segment, US debt was downgraded last week. What does that mean for your money? We'll explain. Plus, we'll answer a question from a Stacker about what to do if you have money you need now but it's in a volatile spot? Should she move it now? Wait because it's going up? Which is best?

All of that, Doug's amazing trivia, and more on today's podcast! Enjoy!

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Building a Better Life with Lessons from The Past (SB1392) Aug 07, 2023

Show notes

Thinking about a better future? Maybe look at what happened to you during your childhood and learn lessons that can help you grow. That's what today's guest, Charles McCarrick did. He took important lessons from some hilarious, educational, and sometimes disturbing moments from his childhood growing up the next-to-youngest of five brothers (and one sister!). Charles shares stories that made him the scientist, entrepreneur, and thinker that he is today, and that can also help you either build your own business or grow inside of the business where you work.

We have a guest co-host today! Stephen Baughier from CampFI joins us for our headline, TikTok minute, Haven Life line, and more. He'll share stories from the popular FIRE movement camps, and help us build good lessons from today's show. He also shares what's happening at the upcoming Texas Camp FI, where Joe will be a speaker!

In our headline segment, one popular crowdfunding real estate platform has had some trouble. We'll share the details AND what it has to do with your money. Of course, we'll also save time for Doug's trivia!

FULL SHOW NOTES: https:www.stackingbenjamins.com/creating-entrepreneurs-and-camp-fi-1392

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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