The Stacking Benjamins Show - podcast cover

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFPart19.com

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

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Episodes

2022 Hot (and not) Holiday Tech with CNET's Bridget Carey

Ever paid for some sweet new tech gadget and it didn't work as advertised? Sometimes a "deal" isn't really a great deal...which is why we love saving you some money on these big-ticket items. Tech gadgets are always towards the top of wish lists and we'll wade into the best and worst deals this week. Our guest today knows more than most of us about the latest tech. Bridget Carey from CNET joins us for our annual walk through all of the hottest tech deals AND also shares what to shy away from. No...

Nov 23, 20221 hr 14 min

Score Your Best Black Friday Deals (with Slickdeal's Regina Conway)

Ready to save big money this holiday season? Before you hop on the internet or stand in line this week for the hottest deal, we've got some HUGE money-saving tips for you. Regina Conway from SlickDeals is back this year to share 2022's hottest Black Friday deals. Avoid shopping at the wrong store when the better deal is somewhere else. As she does every year on this special episode, Regina shares timely and specific advice for shopping with a plan this season. Make your list, do research, and fi...

Nov 21, 20221 hr 10 min

How To Identify and Make the Most of a Great Mentor

Mentors can be monumental to success. The right one can help propel your career and personal life by guiding you to your goals. We have three great contributors to our roundtable today who discuss the value of a mentor. Sharita Humphrey, Len Penzo, and Paulette Perhach join us to share lessons they've learned from their mentors and how to find the right one for you. They also talk about the importance of being coachable and that eagerness to continually learn. But we can't leave the show without...

Nov 18, 20221 hr 7 min

Want to Earn More? Level Up Your Communication Game

Want to make more money? Communicate better. Period. So, what distinguishes money-making effective communicators from your buddy's last rotten email? One major difference is word choice. Carmine Gallo joins us today to make you a top-notch communicator. He studied Jeff Bezos' communication style at Amazon and shares the leader's transformation over the years. Years ago, Jeff was writing memos at a college level, but now he writes at an 8th grade level. And guess what? His writing and overall com...

Nov 16, 20221 hr 9 min

Kill Your Side Hustle (or Don't Start One)

Stop wasting all of your free time on buying yourself another job. Sure, all the cool kids are talking about "side hustles" these days. If you're reading this and DON'T have a side hustle, there's a nearly one-hundred percent chance that you've thought about starting one yourself. Before all of that pain, you'll want to hear from today's guest who says that not all side hustles are created equal. Brian Page has built an empire built on an entirely different premise. Will it take work? Yes. Is it...

Nov 14, 20221 hr 4 min

Are Zero-Fee Trades the “New Black”? (plus our Veteran’s Day special featuring Ellie Kay) - REWIND

Are you missing out on benefits that might be available to you? Billions of dollars in government benefits go unused each year. On this Veteran's Day, we're bringing you back to a Veteran's Day episode we aired a few years ago with Ellie Kay. There's tons of benefits and programs available to our veterans and she shares about a few of them. This show originally aired in 2019 so ignore any mention of current events. Check out the original show notes here . You'll find show notes for this episode ...

Nov 11, 20221 hr 4 min

Holiday Networking Strategies for Introverts (with Nick Shelton) - REWIND

Does small talk at holiday parties make your skin crawl with anxiety? Company parties are even worse. It's SO uncomfortable trying to come up with what to say to people you barely know. That's why we are bringing back our interview with Nick Shelton today. He understands the introvert struggle of mingling at holiday parties. He shares tips and tricks to help get you through AND enjoy the party. This show originally aired in 2021 so ignore any mention of current events. Check out the original sho...

Nov 09, 20221 hr 9 min

Planning the Perfect–and frugal–Holiday Party (with David Tutera) - REWIND

Have you started thinking about the holidays and all the parties that come with it? We sure have! That's why we are starting our rewind week strong with the best party planning tips and tricks. David Tutera is a party planning expert and shared his best tips to throw the best party without blowing your budget. This show originally aired in 2019 so ignore any mention of current events. Check out the original show notes here . You'll find show notes for this episode at stackingbenjamins.com/david-...

Nov 07, 20221 hr 1 min

This Ain't Your Grandparent's Recession

How does today's down market compare to the past? Can we learn from the pain others endured during historical downturns? While it always makes sense to avoid mistakes in the past, our roundtable team also today throws the caution flag: beware reading too much into current events that don't necessarily correlate wth the past. CFP Eric Brotman from the Don't Retire, Graduate! podcast joins Doc G from Earn & Invest and Paulette Perhach to talk all things markets and recessions. They talk about ...

Nov 04, 20221 hr 6 min

Taking Control When Opportunity Knocks (with Patrice Washington & Sean Mullaney)

When opportunity knocks, will you answer? Having a dream is one thing but making it a reality is another, especially when money is involved. Sometimes that opportunity comes in the form of coaching, and we're joined by one today! Patrice Washington is one of three financial coaches on a new PBS series, Opportunity Knock$, that helps struggling families find resources and reach their financial dreams. Patrice joins us today to share the story of one woman she helped coach throughout the show. PBS...

Nov 02, 20221 hr 6 min

Money Tales of Bone-Chilling Horror

What spooky money stories keep you awake at night? There are the ghosts of bad banking, the goblins of budget nightmares, the witches haunting your net worth statement...and even some scary stories about retirement. Jaspreet Singh joins us today to share some of his personal financial lessons. He's now a successful entrepreneur money coach, running the Minority Mindset YouTube channel and market briefs newsletter, but his success didn't happen overnight. His family expected him to become a docto...

Oct 31, 20221 hr 26 min

Fight Your Financial Kryptonite

What's that item that makes you beg, "TAKE MY WALLET ALREADY!" We all have them. Maybe it's books, travel, ice cream, or board games. Whatever. Today we face off against our personal money-sucking demons and the question, "How do we plug these leaks," and "Do we need to plug them?" Joining us for this fun look into how we spend money is the co-host of the amazing Frugal Friends podcast, Jen Smith. She joins OG and Len Penzo (LenPenzo.com) to a lively discussion about our weaknesses, our wallets,...

Oct 28, 20221 hr 3 min

How Do You Choose an Investment? (plus, what's an ETF?)

When it's time to invest, how do you choose between all of the choices out there? We dive into a topic that YOU chose (if you're a member of our Facebook group), and we also augment it with a fantastic headlines discussion with Rachel Aguirre from iShares about exchange-traded funds. What are "ETFs" as they're called, and how are they different than other investment types, like mutual funds? We dive deep into investing nerdery on today's show. But of course, that's not all. We'll talk margin acc...

Oct 26, 20221 hr 3 min

Building a Financially Independent Family

Doug Nordman isn't your typical dad. While other fathers were out working, Doug was busy surfing, because he'd focused on financial independence from an early age. Today, he and his adult daughter Carol Pittner join us to discuss how Doug and his wife created a financial modeling system for their daughter and how that daughter (Carol) is now creating her own system at home. We talk about the value of making mistakes, the similarities between good parenting and poker, strategies for creating teac...

Oct 24, 20221 hr 16 min

Finding Your Wealth Path

How do you know if you are on the right path? There's a million and one decisions you can make that could take you in a different direction. It's the same with your finances. If your finances aren't on the path you hoped for right now, it's never too late to make a change. Paulette Perhahch, Len Penzo and OG join our roundtable this week to discuss a piece about ways to know if you are on the right path. They share their own experiences and talk about checking in with yourself, having fun, surro...

Oct 21, 202255 min

The Magic of Your Dream Job, Team, & Community All at Once

How can combining your entrepreneurial spirit and a love for your community launch a business to overwhelming success? Gina Schaefer moved to the Logan Circle neighborhood of Washington DC when it still had boarded-up homes and no public services. After being laid off from several tech startups, she decided she needed a change. What better change to make than to step up and improve your own community? She opened a hardware store down the street next to an addiction recovery group that became a s...

Oct 19, 20221 hr 13 min

Thriving During Uncertain Times (with Phil and Danielle Town)

"Uncertainty" is the new black. Between the stock market, inflation, and a recession, uncertainty leads the media to bigger ratings, but to the average person it leads to fear. The best way to reduce that fear? Knowledge. Phil and Danielle Town join us today to talk all about uncertainty and how to take back control of your finances. They believe that knowledge and education, especially in an area you enjoy, can reduce anxiety and fear around your money. They share their investing approach and o...

Oct 17, 20221 hr 11 min

Don’t Have Enough? Implement This For a Richer Future

Do you consider yourself generous? There are tons of ways to be generous. It can with with, time, money, or skills. Today our roundtable is discussing generosity in your life and finances. Paulette Perhach, Doc G, and OG join us to share their thoughts. Donating money to charity isn't the only way to show generosity. You can also donate your time or skills. Our contributors talk about ways they've donated and helped others and how it relates to their finances and happiness in life. You'll find s...

Oct 14, 20221 hr

The Ultimate Summer Escape (with Krista Edwards)

Ever think about quitting your job and just hitting the road? Krista Edwards (Ready to Roth podcast) did exactly that, taking off for several months during prime earning years to hike the Pacific Crest Trail. She shares some of the story and the intense planning she did before and during the trip, and hopefully inspires you to take that leap toward doing what you want, when you want, on your terms. But before that, loans, credit, and co-signing are all featured in today's headline story. Have yo...

Oct 12, 20221 hr 10 min

Build To Win: Our Top Tax and Business Success Tips (with Barbara Corcoran & Ed Slott)

How do I make my best financial moves before year end? We'll help you begin the final quarter of the year on a high note, with great advice from two titans: Barbara Corcoran and Ed Slott. Ed will kick things off by helping us all rethink tax planning, then Barbara Corcoran will help you launch or reboot your business. Even if you aren't worried about tax planning yet OR thinking about starting a business, listening to these two experts who've nailed the art of succeeding in what you do will be a...

Oct 10, 202253 min

Change Your Money Problems in 20 Minutes

Let's make finance easy and fun! What if your BIGGEST tasks only took 20 minutes? You'd do all of them, right? Well, the BIGGEST tasks may take longer, but the good news is this: if you have 20 minutes, you can accomplish a LOT! Today, you're in for a treat because we're talking about 20-minute tasks that will help boost your finances. Kyle Hedman and Dan Leeson (2 Bulls in a China Shop podcast), Paulette Perhach (Powerhouse Writers), and Len Penzo (len penzo dot com) join our roundtable to shar...

Oct 07, 20221 hr 7 min

Conquering Change (w/ Jason Feifer, Editor in Chief: Entrepreneur Magazine)

Change is so, so, hard. But...why? We know that there is one constant: change. So how do we flip how we deal with it? As anything, we change our mindset. Today, Entrepreneur magazine Editor-in-Chief Jason Feifer is here to share some of the best lessons from early in his new book Build For Tomorrow on the topic of change. It's a robust conversation you won't want to miss. But that's not all. OG and Joe mix it up about saving money on insurance during our headline segment. Should we follow the ad...

Oct 05, 20221 hr 7 min

Getting Smart With Money: Behind the Scenes with Paula Pant

What would you do if Netflix asked you to be featured in one of their documentaries? Our good friend Paula Pant from Afford Anything was just featured in one! So we stuck out a couple of microphones and asked her to share. So on today's show, she shares with us some of the best advice she gave on the new Netflix special. Hurricane Ian caused horrific damage across parts of Florida last week. Before the next natural disaster, we're talking about what to do if the next disaster hits close to your ...

Oct 03, 20221 hr 19 min

Let's Fill Your Financial Dream Bucket

What are your biggest dreams? Sometimes dreams feel far, far away, but thinking big is an important piece of life and your finances. Today we dive into a piece that explains three buckets when it comes to your financial plan: growth, security and dreams. How can you use the growth and security buckets to help reach your dreams? Our roundtable is here to share their thoughts. Jen Hemphill from Her Dinero Matters joins regulars Paulette Perhach and Len Penzo, who all share their thoughts. They tal...

Sep 30, 20221 hr 2 min

Earn More, Live Better, and Find Good Role Models

The overwhelming thought around higher education used to be that if you wanted a good paying job, a college degree was necessary. That thought process may be changing. Professor Scott Galloway joins us today to share not only his thoughts on education but how our country came to be and the ideologies we share. His new book takes a fascinating look at the U.S. and explains how we got where we are today, the achievements we've made, our failures, and our socioeconomic systems, all explained in cha...

Sep 28, 20221 hr 10 min

How Much Naughty Behavior Can My Money Take?

On today's show, TikTok maven and behavioral money guru Dr. Bradley Klontz joins us to dive into your money habits. How bad do you suck with money? Probably not as bad as other people, based on some recent studies. But who cares about them? Let's try and do better! Today we'll dive into habits you can form to be better with your cash. Plus, during our headlines segment, OG tackles the current optimism around bonds. If bonds are poised to go up, and OG believes it, why wouldn't he recommend inves...

Sep 26, 20221 hr 25 min

Passion & Business: Match Made in Heaven or Hell?

How many times have you said the words, “You should sell these?” to someone after experiencing their creativity? We all have. Let’s admit it. We’re built to think about selling things that we’re good at. From our handiwork to our speaking skills, whenever you’re good at something, the highest compliment seems to be, “You’re good enough to sell this! Start a business!” But should we? Today we talk to THREE business owners about this very topic. Our special guest, Caleb Guilliams, runs the success...

Sep 23, 20221 hr 7 min

Dump Your Time Management System!

What if your time management system was actually holding you back? Richie Norton learned the hard way that most time management systems help you complete more tasks but do nothing to help you improve your life. He created the anti-time management system out of necessity. After losing a child and a brother-in-law, he needed to focus on living more rather than just "doing" more. Today he'll teach us key ideas to help you live a fuller, richer life. But that's not all! In our headline segment we di...

Sep 21, 20221 hr 6 min

Choosing To Prosper During Huge Life Changes (with Bola Sokunbi)

Does your professional, personal, or financial life sometimes feel out of control? Us too, which is why we wanted to chat with Bola Sokunbi, creator of Clever Girl Finance and author of a new book, Choosing To Prosper. To improve her financial and personal life, she endured a 3-hour commute, planned two weddings, and navigated the tough decision about when to have children. It's an exciting and empowering discussion about taking control of your finances and career. Even if you've done a good job...

Sep 19, 20221 hr 14 min

Your Biggest Financial Topics (Live from Podcast Movement)

What's your biggest money concern right now? Rising prices are putting strain on people's wallets. Others have transitioned away from the corporate world and are trying to navigate a new way to earn an income. Whatever stage you are in, there are other people in the same boat. To help, we're diving in to some of the top concerns among people today and sharing our advice. We're live from Podcast Movement in Dallas, Texas with a rockstar roundtable. Mindy Jensen (BiggerPockets Money), Lacey Langfo...

Sep 16, 20221 hr 12 minEp. 1251
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