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...
10
How to Stop Your Brain From Wrecking Your Portfolio With Dr. Daniel Crosby (SB1919)
<p>Most investing advice starts with what to buy. Dr. Daniel Crosby, behavioral finance expert and author of The Behavioral Investor, starts with you. He tells Joe Saul-Sehy and OG why a brain built for survival on the savanna makes a poor money manager, and how four predictable troublemakers (ego, conservatism, attention, and emotion) show up in real portfolios. Then they play a round of “Who Broke the Portfolio?” In the headline segment, Joe Saul-Sehy, OG, and Doug look at why companies that lean on AI are running into an insurance problem, and what that means for protecting your own fina...
How to Build Your Perfect Portfolio With Peter Lazaroff (Plus Who Gets Your Life Insurance) SB1918
<p>Most portfolios are built for nobody in particular. Peter Lazaroff, chief investment officer at PlanCorp and author of The Perfect Portfolio, tells Joe Saul-Sehy and OG why the right mix starts with your goals, not a list of funds. He also shares a four-question filter for deciding what earns a spot in your portfolio. Then a listener asks who to name on life insurance for his kids, and the panel disagrees sharply with the advice he got from his agent.</p><p>Veterans Day Giveaway</p><p> Enter by Friday, Nov 6 at stackingbenjamins.com/veterans for a chance to...
8 Tricky Money Decisions: When to Cosign, Stretch, Take the Job, or Walk Away SB1917
<p>Every money decision comes with a basement door. Sometimes you go down and find a great deal, and sometimes you should run. Joe Saul-Sehy and OG run a Halloween game show in which the panel rules on eight real-life dilemmas, including a stock that has tripled, a dream house that leaves almost no cash, and a car loan a parent is asked to cosign. The panel disagrees, and the reasoning behind each answer is the useful part.</p><p>Veterans Day Giveaway</p><p> Enter for a chance to win a Solo Stove at stackingbenjamins.com/veterans. Veterans and...
Why Everyone Needs an Estate Plan (and How to Avoid a Surprise ACA Subsidy Bill) SB1916
<p>Amy Wilson and her husband did nearly everything right on the road to financial independence, and the one task they kept postponing turned out to matter most. She shares what happened when a sudden loss met an unfinished estate plan, how she rebuilt her financial life on her own, and what she’d want you to do this week. Then Joe Saul-Sehy and OG explain how a change in IRS guidance can turn marketplace premium help into a bill for early retirees and side hustlers, with a quick round of income detective to show what counts.</p><p>What Yo...
How to Turn Trick-or-Treat Into a Money Lesson (and Choose a Pension Option) SB1915
<p>How to Turn Trick-or-Treat Into a Money Lesson (and Choose a Pension Option)</p><p>One doorstep each Halloween becomes a lesson in risk, reward, and generosity, and one listener believes it helped him land a job. Chuck Jaffe walks through the cash-or-candy game he’s refined over the years, including this year’s twist, and how to run a version whether you get a hundred trick-or-treaters or six. Then Joe Saul-Sehy and OG take a question from a listener with a military pension: how to weigh the survivor benefit, why the choice can’t be changed later, and what t...
How to Change Your Money Plan When Your Goals Change (Without Starting Over) SB1914
<p>You build a plan around a goal, the goal changes, and the spreadsheet keeps marching toward the old one. Joe Saul-Sehy and a roundtable of regulars, joined by Financial Bliss Coach Kelley Long, CFP, ask what happens when the house, the career, or the family you saved for stops being the life you want. They play a game of keep it, kill it, or change it, then get practical about the real invoice for changing course: cash runways, taxes, selling while markets are down, and the stubborn pull of sunk costs. You’ll also hear why staying put has a...
Wharton’s Corinne Low on How to Get More Life Out of Your Money, Time, and Career SB1913
<p>Most of us are optimizing a number, whether it’s a retirement balance or a job title, and almost never stop to ask what it’s for. Wharton economist Corinne Low measures how people really trade time, money, and love, and she has a short exercise that shows how little of your ideal life depends on that number. Joe Saul-Sehy and guest co-host Anna Allem, CFP, put her ideas to work on careers, partnerships, and the awkward conversations in between. You’ll hear why a house can act as insurance in a marriage, why your job won’t love you back...
Year-End Money Moves: Student Loan Savings, Roth Conversions, and Disability Insurance SB1912
<p>Some of the best money moves of the year come with a deadline most people never notice. A student loan rate can drop by a full percentage point with one setup step. A window may be open to move retirement money with little or no tax. A gap in your income protection can sit unnoticed until a claim gets denied. Joe Saul-Sehy and guest co-host Anna Allem, CFP, sort the urgent from the merely interesting, using a caller’s real insurance dilemma, a family college decision, and a ringside look at the market’s worst Mondays. It takes a free...
How to Build a Career You Won’t Regret (Before You Climb the Wrong Ladder) (SB1911)
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Harvard’s Robert Waldinger on What to Spend Your Money and Time On to Be Happier SB1910
<p>Ask a room of young adults what they want most from life and about eight in ten will say “get rich.” The longest scientific study of adult life, now following the children of its original participants, found something different about what pays off. Dr. Robert Waldinger leads the Harvard Study of Adult Development, and he explains why one kind of spending keeps making people happier long after a flashy purchase fades, why career achievement doesn’t predict a good life, and the habit he now treats the way he treats the gym. Along the way come a rundown of what S...
