Episodes
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Ever dreamt of quitting your job early and sipping piña coladas on a beach? Before you tell your boss what to do with that job and start booking your one-way ticket to paradise, today’s roundtable might make you think twice. Join Jesse Cramer from The Best Interest, Paula Pant from Afford Anything, and our own OG as they break down the case against early retirement. The gang’s here to challenge the “quit work, retire early” dream and explore whether it’s really as awesome as it sounds—or if there are a few catches you haven’t considered.
The conversation gets into the nitty-gritty of why early retirement might not be the smooth ride some people think it is. From the psychological toll of too much free time to the unexpected financial hurdles, our panelists share the real stories behind the headlines. What’s the balance between financial freedom and a fulfilling life? Can you really retire early without regret, or does the cost of quitting work too soon outweigh the benefits?
And don’t forget about Doug’s wicked trivia challenge!
FULL SHOW NOTES: https://stackingbenjamins.com/the-case-against-early-retirement-1638
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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Ever wondered if you’re better off building your own target date fund instead of relying on a one-size-fits-all option? We’re diving into whether crafting your own investment mix is worth the effort, potentially saving you fees and giving you more control over your portfolio.
But even the pros get it wrong sometimes—just ask Vanguard. We’re covering the major settlement they’re facing over misleading statements about taxes and target date funds, proving that even the big guys make costly mistakes.
Meanwhile, a listener asks a great question about balancing tax optimization with financial flexibility—because what good is a perfectly tax-efficient plan if it ties your hands when you need cash? Plus, Doug takes us back to the origins of the gasoline-driven automobile, and there’s even an unexpected run-in with a Supreme Court justice (because why not?).
And of course, we’ve got a TikTok moment that’ll have you questioning life choices and a few financial misconceptions that might just make you rethink your approach to money.
What’s Inside Today’s Episode:
Vanguard’s Costly Mistake: The settlement every investor should know about.
Understanding Mutual Fund Taxes: How taxes sneak up on your investments.
DIY Target Date Funds: Pros, cons, and when to consider building your own.
Trivia Time with Doug: The surprising story behind the gasoline-driven car.
The TikTok Minute: Financial advice that may (or may not) be worth your time.
Financial Flexibility vs. Tax Optimization: Finding the balance in your strategy.
Community Announcements & Meetups: Where to find us next.
Episode Highlights:
Vanguard’s Legal Trouble: What happened, and what it means for investors.
Mutual Fund Taxation: Avoiding unexpected tax bills.
Should You Build Your Own Target Date Fund? We break down the numbers.
Listener Q&A: How to stay tax-efficient while keeping access to your cash.
Doug’s Trivia: Who REALLY built the first gasoline-powered car?
An Unexpected Supreme Court Encounter: Because that’s just how things go around here.
Resources Mentioned in This Episode:
Learn more about Vanguard’s target date fund settlement in our show notes: https://www.stackingbenjamins.com/vanguard-target-retirement-trouble-1637
Read up on mutual fund tax strategies and more by signing up for our 201 newsletter! https://stackingbenjamins.com/201
Tune in now and get the insights you need to build a smarter investment strategy—without falling into costly traps.
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What’s really standing between you and your financial goals? In today’s mentor, Jessica Moorhouse—financial counselor, podcast host, and author of Everything But Money—joins Joe to dive into the mental and emotional side of managing money. Jessica shares her journey with therapy, how relationships shape our financial habits, and the role of self-talk in creating a healthier money mindset. Whether you’re feeling stuck or just want a fresh perspective, this interview offers practical tools to help you take control of your financial future.
In our headline segment, we explore the concept of a “no-buy” list—a clever strategy one woman used to pay off $34,000 in debt. Learn how gamifying financial goals can make saving more manageable—and even fun! Whether it’s cutting back on unnecessary spending or finding creative ways to save, this segment will inspire you to rethink how you approach your financial challenges.
Here’s what we cover today:
Saluting our troops—and wondering why Doug still doesn’t have a Navy Federal mug
Meet Jessica Moorhouse: Financial counselor, podcast host, and author of Everything But Money
Unlocking the connection between your money mindset and financial success with Jessica
How Jessica’s personal journey and therapy shaped her healthier money mindset
Unpacking how emotions and relationships impact financial habits
Understanding rational vs. irrational guilt—and how it affects your money decisions
Recognizing irrational guilt and why it’s critical to tackle it
Celebrating financial wins and overcoming the fear that holds you back
Jessica’s book Everything But Money—and why it’s a must-read for anyone improving their financial mindset
Sneak peek: What’s next on the More Money Podcast with Jessica Moorhouse
Doug’s historical trivia: Financial lessons from the past
Gamifying financial goals: Make saving and investing fun and rewarding
Real-life success stories: The No Buy Challenge and how it helped pay off $34,000 in debt
Join our community: Upcoming meetups and ways to get involved
Final thoughts and takeaways: Simple actions you can start today to improve your financial mindset
FULL SHOW NOTES: https://stackingbenjamins.com/changing-your-money-self-talk-jessica-moorhouse-1636
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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Do financial boogeymen haunt your dreams? You’re not alone. Today, we’re diving into the worries that keep even the most seasoned finance nerds up at night. From concerns about index fund concentration to the fear of market manipulation and obsession with asset allocation, this episode tackles it all with insight and a healthy dose of perspective.
Joining Joe and OG in the basement is an all-star panel: Paula Pant from Afford Anything, Jesse Cramer from Best Interest, and Dr. Jordan Grumet from Earn and Invest. Together, they’ll share strategies to conquer financial fears by staying calm, focusing on the big picture, and sticking to sound investment principles.
And don’t miss the kickoff of the year-long Stacking Benjamins Trivia Challenge! It’s packed with brain-busting questions, lively debates, and, yes, the occasional cat butt reference (because it’s still the basement, after all).
What’s Inside Today’s Episode:
Meet the Contributors: Paula, Jesse, and Dr. Grumet join the crew.
Index Fund Concentration: Are index funds too risky? The panel weighs in.
Addressing Financial Fears: From market scams to fraud and manipulation, here’s how to keep your cool.
Trivia Challenge Kickoff: A brand-new Stacking Benjamins tradition begins.
Market Efficiency and Insider Trading: Can you really beat the market?
Asset Allocation Obsession: Why overthinking your portfolio can be your worst enemy.
Upcoming Episodes: What’s next on the Stacking Benjamins calendar?
Highlights from the Episode:
Index Fund Concentration: The crew discusses whether having too much of the market in a few big players is a recipe for disaster.
Financial Fears: Practical advice for keeping anxiety at bay when market volatility hits.
Market Scams and Frauds: How to spot them and protect yourself.
Trivia Time: A heated debate over billionaire counts, complete with unforgettable banter.
Asset Allocation: Tips for avoiding paralysis by analysis and focusing on long-term strategies.
Resources Mentioned in the Episode:
Learn more from Paula Pant at Afford Anything.
Explore Jesse Cramer’s insights at Best Interest.
Dive into Dr. Jordan Grumet’s conversations at Earn and Invest.
FULL SHOW NOTES: https://stackingbenjamins.com/financial-worries-and-what-to-do-about-it-1635
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
Tune in now and learn how to leave your financial fears in the dust while keeping your money goals on track.
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Feeling like the stock market is a high-stakes game of pinball lately? Not sure how to steady your hand when it comes to retirement accounts? In this episode, we tackle the rollercoaster of market volatility with actionable strategies to keep your retirement plans on track. Learn how to create an Investment Policy Statement, whether a Roth IRA still deserves a spot in your portfolio, and smart ways to withdraw from retirement funds without triggering costly mistakes. Plus, discover why trying to time the market is like predicting the weather with a Magic 8-Ball.
Doug shares a tale involving a Chinese couple and some financial advice that’s worth sticking around for. Whether you’re building financial independence or refining your retirement strategy, this episode has you covered.
What We Cover Today:
Market Rollercoaster Madness: Stock, Bitcoin, and why patience pays off.
Creating an Investment Policy Statement: Stay calm and strategy on.
Listener Q&A: Chris from Georgia asks about retirement withdrawals.
Roth IRA Reboot: Is it still a go-to for your portfolio?
Financial Headlines: Why tuning out the noise can save your sanity.
Trivia Time with Doug: A historical nugget tied to financial wisdom.
Highlights from the Episode:
Market Volatility Analysis: Stocks and Bitcoin – what’s up, what’s down, and what you should do about it.
Listener Question: Tapping retirement accounts – the dos, don’ts, and what-ifs.
Investment Philosophy: Why having a policy statement is the ultimate stress reliever.
TikTok Minute: A social media take that’ll have you rethinking the advice you see online.
New Year’s Resolutions: Money nicknames, quirky goals, and strategies for staying on track.
Closing Remarks: Key takeaways to help guide your financial decisions.
Resources Mentioned in This Episode:
Sign up for our Free Weekly Newsletter for insights, tips, and resources: https://stackingbenjamins.com/201
Join us at our Upcoming Meetups to connect and learn more: https://stackingbenjamins.com/meetup.
FULL SHOW NOTES: https://stackingbenjamins.com/stock-market-volatility-beginning-of-2025-1634
Tune in now and take the first step toward turning market madness into financial confidence.
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Feeling overwhelmed by debt or unsure how to navigate the fast-paced world of financial advice online? We’ve got you covered! This episode features Debt Relief Advocate Natalia Brown from National Debt Relief, who shares practical tips to climb out of financial trouble and steer clear of predatory practices.
But that’s not all—we dive into the Wild West of TikTok crypto advice, where nearly 70% of content is misleading enough to derail your financial plans. Joe and OG break it all down with their trademark insight, helping you sort fact from fiction in the world of digital finance.
Here’s what you’ll learn:
Tackling Debt: Natalia Brown’s strategies for overcoming financial stress and avoiding common traps.
Crypto Caution: Why TikTok might not be the best place for your financial advice (and what to watch out for).
Credit vs. Stability: The difference between obsessing over credit scores and focusing on long-term financial health.
Digital Disclaimers: How transparency (or lack thereof) online can impact your wallet.
And of course, no episode is complete without Doug’s trivia to keep things lively and unpredictable. Whether you’re tackling debt, dabbling in crypto, or just trying to stay informed, this episode will leave you with actionable advice and a fresh perspective on navigating today’s financial challenges.
Tune in and take the first step toward a more confident financial future!
FULL SHOW NOTES: https://stackingbenjamins.com/how-to-eliminate-debt-once-and-for-all-natalia-brown-1633
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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Ready to ring in the new year with a twist? On this episode of Stacking Benjamins, we consult the one and only Magic 8-Ball to make our bold predictions for 2025. Will the stock market be riding high, or is it headed for a tumble? What’s next for Bitcoin, and can Taylor Swift’s love life predict the future? Join Joe, OG, Len Penzo, and Mindy Jensen as they tap into the 8-Ball’s mystical power (or maybe just have a laugh trying) to forecast the year ahead.
But before we get too caught up in the crystal ball, we take a look back at last year’s predictions. The 8-Ball hit some big marks, like predicting Nvidia’s rise, but it also missed a few. Along the way, Mindy shares her early (and hilarious) experience with Berkshire Hathaway, sparking a fun conversation about investing wisdom. And of course, Len brings his signature humor, diving into everything from crypto to drones to the wild world of Taylor Swift fandom.
If you’re in the mood for financial insights, pop culture predictions, and a whole lot of fun, this episode is for you. Whether the Magic 8-Ball is on the money or way off the mark, you won’t want to miss our 2025 forecast. Grab your popcorn, sit back, and join us for an episode packed with surprises!
FULL SHOW NOTES: https://stackingbenjamins.com/magic-8-ball-2024-recap-2025-predictions-1632
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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Can you save too much? Spoiler alert: absolutely. On today’s episode, Joe, OG, and Neighbor Doug tackle a financial pitfall many Stackers don’t think about—oversaving. Yes, socking away cash for the future is important, but at what cost? People often work extra hours, miss family dinners, skip vacations, and end up with regret instead of memories. The real tragedy? You can’t deposit lost time back into your bank account.
We’ll share stories of people who saved so much they missed out on the life they were saving for, and we’ll dive into strategies to strike a better balance. From stress-testing your financial plan to understanding your personal inflation rate, we’ve got the tools to help you live for today and plan for tomorrow. And of course, we’ve got Doug’s trivia, a TikTok minute that might make you laugh out loud, and plenty of basement banter to keep things light.
What’s Inside This Episode
Opening: Joe, OG, and Doug kick things off with a mix of jokes, announcements, and OG’s latest attempt to seem cooler than he is.
The Real Cost of Oversaving: Stories of people who worked too hard, saved too much, and missed the moments that really mattered.
How to Avoid Regret: Strategies to prioritize both your financial goals and your quality of life.
Taking Breaks to Save Your Sanity: Burnout isn’t just bad for your mental health—it’s bad for your wallet too.
The TikTok Minute: Doug’s take on energy conservation (or as he calls it, “saving money with style”).
Trivia Time: Doug’s question of the day—proof that you never stop learning in the basement.
Listener Question: How do you plan for retirement when inflation keeps messing with the math? Joe and OG break it down.
Stress-Testing Your Financial Plan: Find the cracks now, so your future self doesn’t have to.
Amazon Purchases vs. Amazon Stock: A fun exercise that might make you rethink those impulse buys—or laugh at them, at least.
Wrapping Up: Final thoughts, laughs, and a classic basement sendoff.
Don’t Miss
Why the “save everything” mentality can lead to serious regret—and how to avoid it.
A hilarious dinner story involving Joe’s nephews and a lesson in why you never leave Doug in charge of the menu.
A nod to Hell or High Water—because what’s a day in the basement without a classic callback?
Join the Fun
Ever feel like you’re missing out because you’re too focused on saving? Share your story with us, and let’s talk about finding that perfect balance. And don’t forget to tune in on Friday for more laughs, lessons, and, of course, Doug’s dubious wisdom.
FULL SHOW NOTES: https://stackingbenjamins.com/are-you-saving-too-much-for-retirement-1631
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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Feeling like life’s demands have you tied up in knots while your financial future seems like a moving target? Time to take charge! Today in the basement, Anthony O'Neill pulls up a chair and shows you how to claim the head seat at your own table. He breaks down the power of having a personal vision, making intentional decisions that align with your goals, and being a stellar steward of your time and opportunities.
But that’s not all—we’re looking ahead with some of the biggest names in tech. What do Bill Gates, Sam Altman, and other visionaries think 2025 will bring? (Spoiler alert: AI isn’t just for sci-fi anymore.) We’ll chat about how these changes will impact your work life and share some practical steps to stay ahead.
And because life isn’t just about finances, the crew wraps things up with their latest binge-worthy TV and movie picks. It’s time to stack your entertainment queue as high as your Benjamins.
What’s Inside This Episode
🎙️ Texarkana Vibes: A chilly morning, winter woes, and Doug’s favorite Mickey Mouse mug.
🌟 Anthony O’Neill’s Vision: Practical tips to align your financial and personal goals.
🛠️ Stewardship 101: Why managing your opportunities well is a game-changer.
🤖 2025 Tech Predictions: How AI might reshape your work life and what to do now to stay ahead.
🎥 Entertainment Corner: The gang’s TV and movie picks to keep you entertained.
Episode Highlights
Winter kicks off with Texarkana shivers, travel plans, and Doug waxing poetic about his mug collection.
Anthony O’Neill’s advice: Learn how to take control of your life by building a clear personal vision and aligning your goals with your actions.
The importance of stewardship: Make the most of your opportunities and turn them into stepping stones for success.
A tech-driven future: Bill Gates, Sam Altman, and other leaders weigh in on AI’s role in shaping the workplace of 2025.
Fear and finances: How fear might be holding you back and ways to overcome it.
Basement banter: A round-up of the crew’s current TV and movie obsessions.
Want More?
Anthony O'Neal shares details about his exciting new project, Take Your Seat at the Table, plus some special offers just for you. And of course, Doug treats us to one of his legendary historical anecdotes (did he mention he’s a trivia champ?).
Stack Your Listening Queue
This episode is packed tighter than Mom’s basement freezer. Whether you're looking for financial wisdom, tech trends, or just some good laughs with the crew, we’ve got you covered. Pull up a chair—there’s always room at the table in the basement.
The link to Anthony's book: https://stackingbenjamins.com/takecontrol
FULL SHOW NOTES: https://stackingbenjamins.com/define-your-purpose-in-life-anthony-oneal-1630
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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Feeling a little queasy about your financial plans for 2025? Fear not! Today, Joe steps out of the cozy basement and straight into the bustling chaos of Manhattan to bring you top-tier advice from some of the brightest financial minds. Joined by Paula Pant from Afford Anything, Nick Magiulli, author of the Of Dollars and Data blog, and Doc G from the Earn & Invest Podcast, this powerhouse panel digs into the money missteps you’ll want to dodge in the year ahead.
From tackling FOMO in investments to learning why small, consistent changes are your financial BFFs, this episode is packed with practical tips to help you make 2025 a year of smart money moves (and fewer facepalms).
What’s Inside:
Meet our stellar guests and hear how New York City inspired their financial insights.
Discover why chasing the next big investment trend could leave you behind.
Learn how an investment policy statement can keep your goals on track.
Avoid analysis paralysis when market uncertainty strikes.
Uncover strategies to navigate political uncertainty without losing sleep (or cash).
Dive into real estate trends, historical data, and staying focused on what you can control.
Understand the power of spending on what truly matters to you.
Find out why gradual changes beat impulsive overhauls every time.
Learn how doubling down on bad decisions is like hitting a pothole and accelerating instead of swerving.
Episode Highlights:
Meet the Guests: Get to know Paula Pant, Nick Magiulli, and Doc G as they join Joe in the Big Apple for some big-time financial lessons.
NYC Moments: Joe shares a peek into his adventures in Manhattan—yes, it’s a jungle out there.
Investment FOMO: Why chasing trends could cost you (and how to avoid it).
Building an Investment Policy Statement: Your GPS for financial decision-making.
Analysis Paralysis: How to keep market fears from freezing your progress.
Navigating Political Uncertainty: Keep your portfolio calm, even when headlines aren’t.
Spending Smarter: Align your money with what you value most.
Gradual Wins: Why slow and steady wins the financial race every time.
Bad Decisions: How to recognize when you’re doubling down and when to hit the brakes.
🎧 Ready to make 2025 your best financial year yet? Tune in now to stack smarter, avoid the pitfalls, and get inspired to crush your goals!
FULL SHOW NOTES: https://stackingbenjamins.com/stacker-money-mistakes-nyc-1629
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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Does finding purpose in life feel overwhelming? What if you didn’t need a “grand” purpose to find meaning? Today, Dr. Jordan Grumet (AKA Doc G) joins us to explore the concept of “little P” purpose—those smaller, everyday moments that bring joy and fulfillment. From Julia Child’s journey to surprising stories of purpose in unexpected places, this episode will inspire you to find meaning right where you are.
Here’s what we cover:
Little P Purpose: How focusing on smaller, intentional acts can enrich your life.
Purpose vs. Meaning: The difference, why it matters, and how it impacts your happiness.
Doc G’s Journey: His personal insights on combating purpose anxiety and finding fulfillment.
Julia Child and Beyond: Inspiring stories of people who embraced purpose at any stage of life.
In headlines, we dive into 2025’s new tax brackets and savings limits—because a purposeful life is even better with a solid financial foundation. And don’t miss Doug’s trivia and some hilarious (and heartwarming) gift stories to round out the episode.
Tune in for an uplifting mix of inspiration, financial insights, and a few surprises along the way!
FULL SHOW NOTES: https://stackingbenjamins.com
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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What if you could spend guilt-free on what you love and keep your finances on track? In this episode, we’re joined by Jen and Jill from the Frugal Friends podcast to break down how to live frugally without crossing the line into being cheap.
Frugal living isn’t about deprivation—it’s about prioritizing your spending on what truly lights you up while cutting back on the things that don’t. Jen and Jill share practical strategies to help you:
Identify the difference between frugal and cheap decisions.
Build a spending plan that aligns with your values and goals.
Use budgeting as a tool for joy, not restriction.
But that’s not all. We also explore:
The hidden dangers of compulsive trading and its growing impact on investors.
Doug’s deep dive into his Amazon spending history—prepare for a laugh and a wake-up call.
Whether you’re looking to reframe your relationship with money or simply want to enjoy what you love without breaking the bank, this episode is packed with actionable tips to help you crush your financial goals in 2025.
Tune in and learn how to master the art of intentional spending!
FULL SHOW NOTES: https://stackingbenjamins.com/how-to-shun-consumerism-1627
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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What’s the secret to growing your income? In part two of our conversation with business dynamo Alex Hormozi, we explore the mindset shifts, skill-building tactics, and high-impact strategies that can take your earning potential to the next level. Whether you’re an entrepreneur or climbing the corporate ladder, this episode is packed with actionable insights to help you crush your 2025 financial goals.
Here’s what we cover:
Focusing on what matters: How core activities with high ROI can eliminate unnecessary tasks.
Stacking skills strategically: Love what you do? Build on it to stand out and earn more.
Taking advice wisely: Only listen to people who actually have what you want.
Risk and failure: Why calculated risks and learning from mistakes are non-negotiable for success.
Value exchange: The underrated power of bartering, mentorship, and creating systems.
Alex also shares how entrepreneurial lessons apply to 9-to-5 jobs, why becoming the go-to person makes you indispensable, and the value of long-term thinking when building teams.
Ready to transform your approach to income growth? Tune in and start stacking those Benjamins with bold moves and proven tactics!
FULL SHOW NOTES: https://www.stackingbenjamins.com/alex-hormozi-part-2-1626/
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
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What would you do with $100 million a year? Today, we unpack Joe’s insightful conversation with business mogul Alex Hormozi, who breaks down the steps to massively increasing your income. Spoiler alert: It’s not about clipping coupons—it’s about thinking bigger, stacking the right skills, and taking strategic risks.
Whether you’re an entrepreneur or rocking it in a 9-to-5, Alex shares:
How to identify high-leverage opportunities to grow your income.
The art of negotiating for more value, no matter your role.
Why maximizing your life is more impactful than endlessly optimizing it.
The importance of “10x thinking” and making transformative decisions.
How stacking skills can set you apart and skyrocket your earning potential.
Get ready to shake up your 2025 game plan and rethink how you approach earning, saving, and living larger. Don’t just settle for incremental improvements—this episode is your guide to big moves.
It's time to unlock your potential and build a bigger stack!
FULL SHOW NOTES: https://stackingbedndjamins.com/alex-hormozi-part-1-1625
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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How do you go from a struggling actor to the top of the real estate world? Rounding out our greatest hits week of epic shows, we time travel back to when Ryan Serhant, star of Million Dollar Listing New York and the new Netflix series Owning Manhattan, shared his journey from rock bottom to building a billion-dollar real estate empire. In this episode, Ryan reveals how juggling multiple priorities, embracing initiative, and even practicing improv can transform your sales game and your life.
But that’s not all! We also dive into using reward points for 529 plans, the risks of banking perks, and how to balance saving for college with planning for retirement. Along the way, we sprinkle in stories, insights, and a little basement-style charm to keep you engaged.
Here’s what we cover:
Ryan Serhant's pivot from struggling actor to real estate mogul
Sales tips, including the art of listening and making friends quickly
Why improv can make you a better salesperson
Insights from Ryan's new Netflix series, Owning Manhattan
Lessons from Tiger Woods and other high performers
Reward points and their role in funding 529 plans
The potential pitfalls of banking perks
Balancing college savings with retirement goals
Emergency funds and FAFSA tips
Whether you’re looking for career inspiration, financial insights, or a reason to laugh, this episode has you covered. Tune in and stack your knowledge with us!
FULL SHOW NOTES: https://www.stackingbenjamins.com/zero-to-million-dollar-listings-ryan-serhant-greatest-hits-week-1624/
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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What’s the secret to turning small, consistent actions into million-dollar results? Legendary financial educator Paul Merriman joins the basement crew to share his powerful principles for building wealth, including the critical role of diversification and the magic of target date funds. Whether you’re just starting or refining your portfolio, Paul’s advice is packed with actionable strategies to help you reach your financial goals.
This episode doesn’t stop there. We tackle the pros and cons of non-traded REITs, decode the SEC’s new push for investor transparency, and dive into an intriguing audience question: is rebalancing your portfolio really necessary? Of course, we sprinkle in some trademark basement banter to keep things lively.
Here’s what we cover:
Paul Merriman's top wealth-building principles
The pros and cons of non-traded REITs
How the SEC's new initiative aims to help investors
Why diversification is the only free lunch in investing
The power of target date funds for long-term success
Stocks vs. bonds: finding the right mix for your portfolio
Is rebalancing your portfolio necessary?
The importance of starting early and staying consistent
Whether you’re here for the financial wisdom or the banter from Mom’s basement, this episode will leave you better equipped to make smarter money moves. Let’s get stacking!
FULL SHOW NOTES: https://www.stackingbenjamins.com/5-million-dollar-ideas-paul-merriman-greatest-hits-1623/
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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For this next installment to this edition of our Greatest Hits Week, we throw it back to a conversation Joe had with Zoe Chance about how to make influence your superpower.
Do you ever feel like you just don’t have much influence over others? Not in a negative way, but in a way where you wish people would truly hear you. Sometimes we just need to take a step back and re-evaluate what we are trying to accomplish. Zoe Chance is an expert in influence and is an Assistant Professor at Yale. She joins us today to share her secrets to positive influence and happiness. She talks about the power of ‘no’, charisma, and my favorite, the Kindly Brontosaurus technique.
During our headline segment, we dive into longevity in financial planning. As people start living longer, what adjustments need to be made to financial plans? We talk about retirement planning and allocations as it relates to living longer lives. We also help answer Jenna’s question about saving or spending HSA dollars and Doug shares his influential trivia.
This episode originally aired on February 23, 2022. Please disregard any mention of current events.
FULL SHOW NOTES: https://www.stackingbenjamins.com/make-influence-your-superpower-greatest-hits-week-1622/
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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How can kindness and a little math transform not just a company but an entire outlook on life? In this episode, we’re joined by James Rhee, who shares his remarkable journey from venture capitalist to CEO of a company dedicated to inclusivity and empowerment for plus-size Black women. James opens up about the values instilled by his Korean immigrant parents, the challenges of reviving a struggling business, and how empathy and cultural understanding can create impactful, lasting change.
James also shares his leadership philosophy, emphasizing the power of kindness in decision-making and the surprising role of math in driving meaningful progress. From the red helicopter story to his thoughts on the importance of liberal arts education, James’ perspective is a refreshing reminder that true success starts with leading from the heart.
On the financial side, Joe and OG tackle a listener’s question about mortgage recasting, explaining the differences between lowering monthly payments and paying down principal, and why understanding your financial goals is crucial. They also dive into wedding spending trends, including tips for managing costs without sacrificing the celebration.
And because it’s the holiday season, the episode wouldn’t be complete without warm, festive stories. Joe and OG reminisce about early Christmas mornings, favorite holiday traditions, and the unexpected joys of giving (and receiving).
What You’ll Learn Today:
Leadership lessons from James Rhee, including the role of kindness and cultural understanding in personal and professional success.
How recasting a mortgage works, when it makes sense, and how to align it with your goals.
Practical strategies for managing wedding budgets and navigating the financial burden of attending events.
Why intentionality is the key to handling major financial milestones.
Episode Highlights:
James Rhee’s journey from venture capitalist to CEO and his focus on empowering plus-size Black women.
The power of kindness and math in leadership, with personal stories from James’ upbringing and career.
Wedding spending trends, budgeting tips, and financial advice for planning big events.
Joe and OG’s take on mortgage recasting and how to approach it strategically.
Festive Christmas morning memories and holiday traditions.
Why You Should Listen:
Whether you’re looking for leadership inspiration, practical financial advice, or just a little holiday cheer, this episode has something for everyone. James Rhee’s story will leave you inspired to lead with kindness, while Joe and OG’s financial insights will help you tackle your goals with confidence—and maybe a few laughs along the way.
Kindness and intentionality can change your finances—and your life. Tune in to this inspiring episode and make it a holiday season to remember.
FULL SHOW NOTES: https://www.stackingbenjamins.com/beyond-the-numbers-james-rhee-success-through-kindness-greatest-hits-1621/
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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What happens when Doug gets visited by three ghosts in the basement? A classic holiday story gets a Stacking Benjamins twist in this special episode. Inspired by A Christmas Carol, we explore lessons from the past, present, and future to help you make smarter money moves.
From learning to avoid past financial missteps to balancing life’s experiences with your financial goals, this episode blends memorable storytelling with practical advice. Along the way, Joe, OG, and Doug serve up clever banter, unexpected insights, and strategies you can put into action to ensure your finances stay merry and bright.
What You’ll Learn Today:
How reflecting on financial mistakes can help shape smarter decisions.
The importance of balancing money with life experiences in the present.
Why intentionality and automation are the secret weapons for future financial success.
Practical strategies to avoid the consequences of inaction.
Episode Highlights:
The team kicks off by debating the best versions of A Christmas Carol.
Doug’s journey begins with a visit from the Ghost of Christmas Past, offering lessons on overcoming financial missteps.
The Ghost of Christmas Present emphasizes being mindful of your current financial habits and enjoying life without overindulgence.
The Ghost of Christmas Future shows why planning and automating your finances now can save you from future regret.
Practical advice on setting short- and long-term goals, creating financial intentionality, and balancing fun with financial responsibility.
Why You Should Listen:
If you’ve ever felt haunted by past money decisions, unsure about how to balance saving with spending, or overwhelmed by future financial planning, this episode is for you. It’s a thoughtful, engaging, and surprisingly relatable take on holiday classics—with plenty of tips to ensure your financial wellness story has a happy ending.
Gather around, grab some eggnog, and join us for a holiday tale that’ll leave you inspired to tackle your finances with clarity and purpose.
FULL SHOW NOTES: https://www.stackingbenjamins.com/doug-and-the-three-ghosts-1620
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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The holiday season is here, and while it’s a time for celebration, it can also throw a curveball at your health and financial goals. In this episode, we’re joined by Angelo Poli from MetPro, who shares his no-nonsense approach to managing holiday indulgences without sacrificing all the progress you’ve made. Think of it as building a resilient portfolio—you can enjoy the party but still limit the downside.
From understanding your metabolism to navigating holiday feasts and weight loss medications like Ozempic, Angelo offers practical strategies to keep your health on track while enjoying the season. But we’re not stopping there. We also dive into estate planning essentials, including a cautionary tale about a video will gone wrong (yes, even your estate plan needs a solid foundation).
And what’s a holiday episode without some laughs and trivia? We round out the show with listener questions, Nick from the North’s budget dilemma, and a fun discussion about flying around the world.
What You’ll Learn Today:
Smart strategies for balancing holiday cheer with health goals, including tips for managing alcohol and indulgent foods.
How to leverage your metabolism for better weight management.
The truth about weight loss medications and their real-life impact.
Why estate planning matters more than ever in the digital age—and how to avoid common pitfalls.
Practical advice for navigating holiday spending without blowing your budget.
Episode Highlights:
Reflecting on how fast time flies and gearing up for the holidays.
Angelo Poli’s top tips for keeping holiday indulgences in check.
Breaking down myths about weight loss medications and the importance of behavior over quick fixes.
Estate planning essentials, including lessons from a case where a video will was invalidated.
Fun banter, trivia, and Nick from the North’s relatable holiday budget dilemma.
Why You Should Listen:
This episode is a must for anyone juggling holiday festivities with long-term goals. Whether you’re strategizing for your health, wealth, or estate plan, you’ll find actionable advice wrapped in a festive package. Plus, it’s always good to know how to enjoy the season without feeling like you’ve set yourself back.
Take control of your holiday season and start stacking those Benjamins—without sacrificing the things you enjoy most.
FULL SHOW NOTES: https://stackingbenjamins.com/balancing-holiday-cheer-with-your-long-term-goals-1619
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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