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The Stacking Benjamins Show

The Stacking Benjamins Show

Author: StackingBenjamins.com | Cumulus Podcast Network

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Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wednesday and Friday as they read your letters, discuss major headlines, and throw in some trivia and laughs for free.

1125 Episodes
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If you plan on living a long life (and who doesn't want that?), you'll need to create over thirty years' worth of cash flow. Studies show that the average person wants to retire at the "normal" age of mid-60s but also plans to live to reach the century mark. If that's you, you're in luck because today we're joined by the CFO of one of the country's greatest comedy clubs and a guy who's a professional comedian himself, Bob Wheeler. Bob joins the guys for the entire show to talk about longevity and planning and maybe share a few laughs. We also spend some time talking about two controversial approaches to paying down debt and banking: Velocity banking and Infinite banking. We describe both concepts and share the good, bad, and unfortunately, the ugly. That's not all. Doug is partying hard because it's the anniversary of the date the shoelace was patented! There's nothing like a basement-based party with a top comedian, your money jokes, and discussions of annuities, longevity, and getting started. FULL SHOW NOTES: https://www.stackingbenjamins.com/make-your-money-last-30-years-bob-wheeler-1495 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
Our mentor today is one of the foremost thinkers and practitioners in the financial planning space. Peter Mallouk joins us to dispel the myth that the stock market is like the stock market, that the bond market is still dangerous (a year later), that AI is coming for our jobs, that you'll find safety in a savings account, and that gold is a great investment. It's a dynamic discussion with the man who wrote a financial book with Tony Robbins a few years ago, who owns the Kansas City Royals baseball team, and who is one of the top financial planners in the country. In our headline segment, we do something we often don't engage in: philosophy. But today, philosophical discussion meets behavioral finance (much more our strong suit), in a Wall Street Journal piece about passive investing and capitalism. Is passive investing killing the stock market, and then by extension, capitalism? While we probably won't solve the world's problems or "fix" the stock market, we will discuss the basics of passive investing (positives and negatives), the problem of (and also the advantages in) not knowing what's going on with the companies in which you've invested, and the importance of diversification, balanced portfolios, and avoiding recency bias. Of course, Doug shares a trivia question fresh out of Scotland. He'll use an important marker of today's date in history (Robert the Bruce's birthday) to shine the light on one of the most iconic pieces of real estate in the world, Robert's castle. We also help a Stacker who said, "I'd better call Saul...Sehy and OG!" He wonders about becoming a financial planner when you don't have a college degree. Is it more difficult to gain experience? FULL SHOW NOTES: https://www.stackingbenjamins.com/getting-your-financial-plan-right-1494 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
Is the battle between index funds and actively managed funds finally over? Total assets invested in index funds and ETFs recently passed assets invested in active funds for the first time ever. But is going all index funds the right move for you? Joining us is CFP and President of Bona Fide Wealth, Douglas Boneparthe. Also joining us is Crystal Hammond, host of our sister show, Stacking Deeds. And finally joining us from his bunker deep under Los Angeles is the creator of the award-winning blog lenpenzo.com, Len Penzo. We dive into the difference between active and passive funds, break down the history of each, and pontificate on where we think the investment world is heading. Plus, what are the risks of cap-weighted index funds? In the second half of the show, sponsored by DepositAccounts.com, we dive into the industry secrets and their smoke-and-mirrors tricks. Be sure to stick around for our ongoing year-long trivia competition. Doug brings us some diminutive French leader-themed trivia. You won't want to miss it! FULL SHOW NOTES: https://www.stackingbenjamins.com/active-vs-passive-fund-debate-1493 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
Grace Puma and Christiana Smith Shi have been where you're trying to go. Puma was the COO of Pepsico, one of the largest brands on earth, and Smith Shi was the President of Nike Consumer Direct after over twenty years at a little consulting firm called McKinsey. Today they join us in the basement to help you reimagine your career and focus on the big picture while still doing a great job at the position you're holding now. How can you be both strategic AND focused? They'll share. Plus, they'll talk about the value of changing jobs (or employers), how to polish your resume, and how to lead yourself through organizations to find the top. In our headline segment we're visited by another star....this one in the tax planning world. Ed Slott is back, and he's fired up about your retirement accounts. His take: stop saving into pre-tax 401k plans and IRAs! Why? Here during tax season Ed joins us to dive into what we SHOULD be focusing on this tax season....and reminding us what we should ignore. But that's not all. We also answer a call for help from a Stacker who's wondering about the latest Robinhood promotion. Even though we're not fans of the company, should he take the free money? Of course, we also save time for Doug's trivia question, and much, much more. FULL SHOW NOTES: https://www.stackingbenjamins.com/career-forward-grace-puma-christiana-smith-shi-1492 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
Anne Lester knows money. She helped develop target date mutual funds at JP Morgan, headed retirement programs, and knew her stuff. But Anne, like many of us, is a spender at heart and has had to trick herself into great saving habits. How? We talk about the basics, which do NOT include skipping lattes or shaming yourself into saving more money. In fact, the truth about saving more money is hiding in plain site, and we dive in so you can finally begin or accelerate your journey TODAY. Before that, though, in our headline segment, the United State government is cracking down on credit card late fees. The Biden administration has passed a cap on fees at eight dollars, and has also foreshadowed that overdraft and other bank fees may not be far behind. Is this legislation going to help you save more money? We'll dive into what we love, don't love, and what we're cautiously optimistic about, assuming that YOU take action on your plan and tighten up your banking practices. That's not all. We also answer a question from a Stacker who said, "We'd better call Saul...Sehy and OG for help!" Of course, there's Doug's trivia segment as well, and much, much more. FULL SHOW NOTES: https://www.stackingbenjamins.com/mastering-financial-basics-anne-lester-1491 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
Admittedly, we finance nerds tend to obsess a lot over topics that may or may not be super relevant to the general public. But what are some things that are overrated in personal finance? That's what our panel dives into in this special roundtable discussion. Joining us we welcome back financial educator and author, Brian Feroldi. He joins Paula Pant, creator of Afford Anything, and our resident CFP®, OG. On the second half of our discussion, sponsored by DepositAccounts.com, we debate more of what the most overrated concepts in personal finance are. And finally, our year-long trivia contest continues as Neighbor Doug whips out some charity-related trivia.  FULL SHOW NOTES: https://www.stackingbenjamins.com/the-most-overrated-ideas-concepts-and-beliefs-about-money 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
Stackers in the wild are amazing creatures. We're quitting the job we don't care about and spend more time in our community because we've built emergency funds (Mike and Melissa share this story). We're becoming enrolled agents, a job that many can use as a side hustle to pay down debt, retire early, or build a better life (Jordan shares his tale passing these three tests). We're retiring early because we did the work and created surround sound to bounce ideas off of other people (Chris shares how he left his job at age 50). There are so many cool people all around you doing awesome things and today we share just THREE stories from YOU. But first we have a pair of disturbing headlines. One says the market is poised to continue upward, while the other cautions that we're nearly 100% certainly headed for a downturn. The problem? These two pieces were both found on the SAME reputable website, one right under the other! Huh?!? So, which is correct? We talk about both predictions and what we think YOU should do when you read either of these prognostications. FULL SHOW NOTES: https://www.stackingbenjamins.com/stacker-community-episode-taxes-fire-flexibility-1489 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
Kurt Long used to launch rockets for NASA, but lately, he's been worried about your money (and your health). Kurt is the co-founder and CEO of security and privacy firm BUNKR, and has worked with some of the largest financial and healthcare institutions to keep your data private. We discuss where the biggest threats are coming from, what to ask advisors, what you should do to protect your health care records, and more. By the end of today's episode, you should have a clear idea of when your financial information is at risk and when you're safe. But before that we dive into a headline about timeshare exit fraud. If you've ever heard the commercials offering to help you get rid of your timeshare, you may have some idea what a huge industry it's become, and also now full of scammers trying to "help" you...or maybe just help themselves to your money. We talk timeshares, scams to get you IN and unfortunately, now also scams to get you out. How do you steer clear of all of this? We'll share ideas Of course, we'll also take a question from a Stacker who said, "I'd better call Saul....Sehy and OG!" and we leave time for Doug's trivia question, that we're sure you'll be sharing around the virtual watercooler later today. Our 1500th episode is coming! If you've changed your financial life at all because of the show or the SB community, call in and celebrate with us. Tell us how you've made some positive changes and we'll help motivate other Stackers to get rolling on their financial plans! Go to http://stackingbenjamins.com/voicemail and leave us a message sharing something you've done as a result of the show. Thanks for helping us build this coming episode! FULL SHOW NOTES: https://www.stackingbenjamins.com/secure-your-life-kurt-long-1488 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
What role does spending money play in your life: as a tool to live a better life or a yardstick of status to measure yourself against others? Our roundtable discussion centers around this, as we're lucky to be joined by the dynamic duo Kitty and Piggy from the award-winning Bitches Get Riches podcast and blog. They join up with OG and Len Penzo to form the roundtable for this epic episode. Joe's mom's cousin Diania Merriam, founder of the EconoMe Conference, takes over MC duties for Neighbor Doug. In the second half of the roundtable discussion, sponsored by DepositAccounts.com, we dig into each of our contributors' favorite entry on Morgan Housel's list. Stick around for the next installment of our year-long trivia contest. Diania brings a Gillian's Island-themed trivia to our panel. Will the Bitches use their advantage in numbers to take home the W for Paula? Will Len's first-hand knowledge of Gillian's Island, having actually been around for the pilot episode, give him the upper hand, or will OG use his superior financial planning skills to bring home the W? FULL SHOW NOTES: https://www.stackingbenjamins.com/kitty-piggy-roundtable-1487 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
Were so worried about the Benjamins, the job, the success ladder, and getting "the things" that sometimes we forget to live. Guy Kawasaki was in the room when the iconic Apple "Think Different" campaign was created. He believes that "Think Different" isn't enough today. In his words, "You can be different and still suck." It's time for a higher target, and that target is "remarkable." But how do you get there? We'll detail everyting from the findings of Carol Dweck to the work of Jane Goodall to parse what "remarkable" truly means. In Guy Kawasaki's world, it means surfing. It means questioning your beliefs. It means learning how to ask better questions. Before that we cover a disturbing headline: FinTech company Chime and company-with-a-reputation-of-dishonesty Robinhood are better regarded than products which compete against them offered by big names like Vanguard and Fidelity. Why are younger investors and savers trusting these names over the heavyweights? That's good news, right? Maybe. We'll share what we think this means and also what you should do about it when thinking about where to park your hard-won dollars. Of course, we'll also take a question from a Stacker in need AND share Doug's trivia question! On the back porch, we also announce some new meetup dates. Come out and join us! FULL SHOW NOTES: https://www.stackingbenjamins.com/how-to-live-your-best-life-best-self-guy-kawasaki-1486 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
So many new businesses start every year, only to fail weeks or months later. Sadly, many of the missteps these would-be business owners made could have been presented if they'd followed some fairly simple steps. CPA Michele Cagan not only owns her own small business, she counsels many business owners with their taxes and their business plans. She joins us today to share some of the most essential nuggets new business owners and side hustlers need to know, from her new book, Starting a Business 101. In our headline segment, Capital One has acquired Discover. What does this mean for Discover and Capital One cardholders and clients? We'll dive into all of the details and what experts are predicting will happen to the benefits cardholders of each company can expect. Good news no matter whether you're a Discover or Capital One customer...experts seem to believe things are looking up across the board. Of course, we'll also share a TikTok minute AND discuss backdoor Roth IRAs, mega-backdoor Roth IRAs (aka - "Doug's Mom IRAs"), and much, much more. Of course, we save time to wander out to the back porch and share our favorite films and television shows...and others we don't care for so much. FULL SHOW NOTES: https://www.stackingbenjamins.com/how-to-start-a-business-101-michele-cagan-1485 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
We round out Rewind Week with an episode from The Earn & Invest Podcast. This is a current events/community Thursday episode featuring an Earn & Invest community member Ian Kist. We are also joined by Joe Saul-Sehy from The Stacking Benjamins Podcast. Today we discuss current articles about Crypto and Indexing that seem to be diametrically opposed. Who is right? This show originally aired on January 25, 2024, so ignore any mention of current events. To see the original show notes, visit Community Episode: Crypto vs S&P 500 Index Smackdown — Earn & Invest (earnandinvest.com). 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
We continue Rewind Week with an episode where interviews Jason Tartick. How happy are you, truly, with your job and life? Many people go through the motions in a career they don’t like, never taking the leap to find something they actually enjoy. The average life expectancy is 79 years, so here’s a question: how many of those years are you willing to waste doing something you don’t love? Jason Tartick is well known for being on The Bachelorette but his story is much deeper than what we saw on TV. He was secretly having panic attacks at work as a banker and was stressed beyond belief. Instead of digging deep to find the reason why, he initially tried to mask and ignore the emotions. He’s here today to share his story and how he ultimately restarted his life and career to do what he loves. During our headline segment, Rita Assaf from Fidelity Investments joins the fun to share the results of Fidelity’s State of Retirement Planning survey. She shares the biggest concerns on investors’ minds and the impacts the pandemic has had on our financial confidence. Later, we’ll also answer Kevin’s question about an excess Roth IRA contribution. And, of course, Doug will share his amazing trivia. This show originally aired on April 6, 2022, so ignore any mention of current events. To see the original show notes, visit When Do You Reboot Everything? (with Jason Tartick) » The Stacking Benjamins Show. 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
We kick off our Rewind Week with an episode from our sister show, Stacking Deeds. Asking questions is the key to making connections, and today we connect with top Manhattan real estate broker Vickey Barron! She'll teach YOU how to ask the right questions to buy the right properties and build the right team. In our headlines, scams are on the rise....so what are some of the biggest real estate scams? We'll share. And speaking of share...I'll share some trivia that travels coast to coast. This show originally aired on August 15, 2023, so ignore any mention of current events. To see the original show notes, visit The Inquisitive Investor: Vicki Barron on How Asking Questions Elevates Your Real Estate Game (stackingdeeds.net). FULL SHOW NOTES: http://stackingbenjamins.com/sb-rewind-stacking-deeds-vickey-barron-1482 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
Over the course of your life, would you prefer to feel special or happy? If you can only choose one in your life, which one would you choose and feel like you made the most of it? That's the topic for our roundtable discussion today. We're joined by our very special guest Dana Anspach, CFP®, RMA®, Kolbe Certified™ Consultant, and Founder & CEO of Sensible Money, LLC. She's joined by our in-house sourpuss OG and Len Penzo, creator of the award-winning blog lenpenzo.com. Our panel discusses whether achieving "happy" or "special" is necessarily an either/or decision, or if there's some middle ground between the two. Joe goes on to clarify that the author's definition of "special" centers around addiction to professional success: addicted to being hardworking, successful, and wealthy. We tackle why many success-focused people are actually "miserably rich." Do you have to sacrifice your happiness in order to achieve professional success, or is there a way to have the best of both worlds? In the second half of the discussion, sponsored by DepositAccounts.com, we dive into how to overcome workaholism, so you avoid being miserable and wealthy. Is shedding materialism in favor of simplicity the secret to maintaining a healthy balance between success and happiness? Stay tuned for Doug's amazing big-money question. Will Dana propel Paula into a 3-way tie for first place or will OG or Len take sole possession of the lead? FULL SHOW NOTES: https://www.stackingbenjamins.com/balancing-success-and-happiness-1481 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
What are the most difficult skills you can master to create more Benjamins? Among the top must be "communicating effectively." The term "rainmaker" exists because people who can bring in more connections, networks, and also business into an organization are generally among the highest paid employees. The most valuable people in any organization are those who can simply and effectively share thoughts that move the needle. But that's only at work. Communication is also a huge part of making and keeping friends, building a family, or negotiating with neighbors, contractors, or community members. In short, being a supercommunicator pays in every possible way. That's why Charles Duhigg (bestselling author of The Power of Habit) joins us again to discuss how YOU can communicate more effectively. He'll talk about the different types of conversations people have, techniques to improve your skill when talking with others, and how to find common ground more often so that you can all handle the tasks of the day. But before that, we share a headline about the insurance industry. Things are a-changin', as they say, and it turns out...insurance is pretty boring. But will it always be boring? And what does that have to do with your money anyway? We'll share details on what's happening in the insurance industry and why you might want to evaluate your coverages to decide if it's time to move to better risk management techniques. Of course, we answer a question from a Stacker who thought, "I'd better call Saul....Sehy and OG!" He wonders about dividend paying stocks, taxes, and more. Plus, we'll also crown this podcast with Doug's amazing trivia question, the next round of our 2024 Math Joke Off, and more! FULL SHOW NOTES: https://www.stackingbenjamins.com/charles-duhigg-1480 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Today's takeaways: 1) Check with your insurer to see that you're getting all the discounts possible AND check with other insurers to see if they're more competitive than your current offering. Talk to agents to ensure you have the right amount of coverage as well. 2) Ask, "What type of conversation are we having" before engaging too much in any discussion. Taking just a moment to do so can yield great opportunities. Learn to overshare so that others feel comfortable, and meet the person where THEY are, versus where you want them to be. 3) While dividends are great, a high dividend also means the chances for appreciation lower. If you're in a low tax bracket you may pay little (or no) tax on dividends...but a high dividend paying stock still may not be your friend. Also, if the dividend is really high, check to see if the company is organized as a partnership. If so, that may mean you'll have tax complications, including possible tax on dividends (even inside of an IRA), and additional reporting through a K-1 document...which often arrives very late in the tax season. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices
Why aren't you making those big strides you're hoping for in your career, personal life, or with your money? Today we talk about the building blocks of success, which contrary to popular belief, isn't being "special" or taking a "big leap." It's getting the little things correct. Dr.'s Resa Lewiss and Adaira Landry join us to dive into tweaking some of the skills they've found can give you the largest boost with the least amount of effort, to increase your income, experience life more, and ultimately not just stack more Benjamins, but stack more worthwhile moments. Before that we share a headline that could save you thousands of dollars in taxes. One popular tax expert looks at the thousands of layoffs recently and finds some lemonade in the job-loss lemons of life. We explore one tax strategy we haven't discussed in a long, long time...and it could be your biggest tax break ever. Of course, we also share a great idea in the TikTok minute, Doug's amazing trivia, and more! FULL SHOW NOTES: https://www.stackingbenjamins.com/micro-changes-for-big-results-1479 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
Have you heard about the new Apple Vision Pro that was recently launched? Are you an early adopter, or are you waiting for the price to be cut and the kinks to be worked out? Here to discuss the new world reality of augmented reality and virtual reality, we're joined by Certified Financial Coach and co-host of the hit couples' finance podcast For Better & Worth, Ericka Young. She is joined by Doc G of the Earn & Invest podcast and our very own OG. Is this amazing new technology worth its $3,500 price tag? Is there room in your budget for it? Or is it a justifiable "I'll figure it out later" type of expense? We discuss the pros and cons of being on the cutting edge, when it's acceptable (or not) to pull the trigger on a big, not-totally-necessary expense. Plus, stick around for our latest installment of Doug's year-long trivia game. Will Doc G make Len proud, will Ericka put Paula Pant on the board, or will OG take this week's prize? In the second half of the show, sponsored by DepositAccounts.com, we dive into why the fact that the Apple headset is so good it is actually a problem. FULL SHOW NOTES: https://www.stackingbenjamins.com/spend-or-save-priorities-ericka-young-1478 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
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-1477 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Grab 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-1476 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
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Comments (20)

malutty malu

💚WATCH>>ᗪOᗯᑎᒪOᗩᗪ>>LINK>👉https://co.fastmovies.org

Feb 5th
Reply

Meena K

episode 136 not 134, my first 100k

Jul 16th
Reply

GunsDontKill

Lapin sounds a little bit weak minded. Complains about bullying and than bullies someone.

Oct 27th
Reply

Craig Schermerhorn

this chicks a joke... bully picking on someone who won't pick back because she's irrelevant

Aug 25th
Reply

Drew

Interesting take on salary levels, about which, folks generally stop price comparing for say gas and groceries. I have recently been thinking about gas and how many cents I could save finding "best" price and how much $ I really save hunting around (at most, $2.5 saving a fill-up...)- yes, it's a difference, but is it now worth my time?

Mar 18th
Reply (1)

Tuscig Tumenbayar

nice one!

Mar 14th
Reply

evildonut

yodeling in Sweden?

Dec 11th
Reply

evildonut

yodeling in Sweden?

Dec 11th
Reply

Martin De Jong

100 sows and bucks not 10, didn't even do the joke right unless I'm missing something

Aug 17th
Reply

ELS

The way some of these guests come off are very off putting, I came to this podcast looking for motivation and instead came away discouraged.

Jul 30th
Reply

Emblem B

Doesn't this guy realize the hat was rigged. He was hazed I believe.

Jun 24th
Reply

Kathy Lai

My favorite boss introduced me to your show. I love the light heartedness of a topic that I take seriously and all your various guests. You may want to know that while I was working through some difficult emotional times both at work and during pandemic this year, hearing Joe and OG's voice was almost like a meditation. okay, enough sappy comment. Please don't try to teach us anything ...ever.

Nov 15th
Reply

Eric Thompson

Actually the 84% is vegetarian and vegan. Google is your friend. 👍

Nov 4th
Reply (1)

Ari Fellman

this time, they recorded with Annette...

Jul 8th
Reply

Joe Reed

Katie didn't have a very good recruiter

Mar 21st
Reply

Joe Reed

I thought the headline was a joke. Did she really know what show she was going on? awesome trivia today

Sep 27th
Reply (1)

Gabriel K Jones

Gentlemen, I will to disagree with the concept of over saving. Being prepared is never a bad idea, being prepared without a plan can be detrimental. Don't you agree?

May 19th
Reply
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