Best Portfolio Tone Podcasts (2024)

1
Restaurants, Your Wallet, and You (reprogramming your meal prep and patterns) SB 1521 1:02:05

6m ago1:02:05

1:02:05

A recent major media outlet reports that people earning less than $50,000 per year aren't eating at restaurants as often as they did a year ago, and that eating away from home is becoming a trait increasingly more for the wealthy. Today we talk about not only this trend but others as we help you grab a firm hold on your wallet. One of the "big thre…

1
Our Stacking Benjamins Summer Kick-Off Episode (with Robert Niles) 1:13:46

19h ago1:13:46

1:13:46

Nothing says summer more than a trip to your favorite regional theme park. Whether with friends, family, or alone, a trip to a theme park can be either super expensive and tiring or a blast. So that's why our friend from Theme Park Insider, Robert Niles, is BACK to help us all kick off summer on the right foot, spending money wisely on experiences …

1
Our 7 Rules of Happiness (SB1519) 1:11:22

4m ago1:11:22

1:11:22

At the end of the day, stacking Benjamins is all about living a better, happier life. But how can you achieve greater happiness while still on your stacking journey? That's what we're all about on today's special, all-about-happiness episode. We're joined by our special guest, host of the Best Interest Podcast, Jesse Cramer; a lady who knows plenty…

1
How To Not Pick a Broker (SB 1517) 48:50

1d ago48:50

48:50

Robinhood seams to always be in the news, and usually not for a good reason. Today Joe and OG discuss Robinhood crypto potentially being sued be the SEC. Crypto still seems to be the wild wild west. Is the SEC trying to put some regulations around crypto but then again isn't that the whole purpose of crypto? Our TikTok is all about following the pr…

1
Save Money on Interest Payments, Loans, Perscriptions, Hotel Rooms, and More 1:11:18

4m ago1:11:18

1:11:18

Matt Schulz is the PERFECT mentor to teach us how to negotiate because, in his own words, he's not a natural negotiator. Today he proves that you don't have to be a natural to find better deals on your credit card interest rates, prescription, rental cars, hotel rooms, and more. He'll walk us through the common misconceptions around negotiating and…

1
Talking All Things Kids and Money (SB1516) 58:38

7m ago58:38

58:38

Personal finance education in schools is finally getting some attention, but the best financial education starts at home. On today's special prelude-to-summer-vacation roundtable discussion, we're joined by three experts in the field of kids and money. Joining us today are John Lanza from The Art of Allowance podcast, the founder of the Wealthy Kid…

1
When Does It Pay To Be More Scientific About Retirement? (SB1515) 1:02:06

8d ago1:02:06

1:02:06

A new CBS report shows that the average person's perception of how much they'll need for retirement has changed dramatically versus four short years ago. Do you think the number is higher or lower? We'll not only share that, but we'll also dive into this idea of calculating the correct amount to save. When is it truly important to begin working on …

1
Quit Your Job, Find Freedom (with Janesse Torres) 1:08:10

4m ago1:08:10

1:08:10

Janesse Torres is a force of nature. She purposefully quit her high-paying job as an engineer because it didn't fit her personality AFTER posting about it on social media. Today she joins us to talk about living your life intentionally, building financial reserves, demanding more from your boss, and if you get "no" as your answer, moving on. As the…

1
What Life Lessons Would You Share With A Younger You? GREATEST HITS WEEK (SB1513) 1:13:20

3d ago1:13:20

1:13:20

Join us as we wrap up Greatest Hits Week with a favorite roundtable discussion: What lessons would you share with your younger self? This episode originally aired on November 5, 2021, so please disregard any mention of current events. If you could go back and give your younger self one piece of advice, what would it be? Maybe it’s to take more chan…

1
Confidence in Negotiation: Asking for More in Real Estate Deals with Dia Bondi GREATEST HITS WEEK (SB1512) 1:05:17

4d ago1:05:17

1:05:17

Let's keep Greatest Hits Week rolling with a must-hear episode from our sister show, Stacking Deeds. This show originally aired on November 21, 2023, so please disregard and mention of current events. Do you struggle to ask for more from your contractors, your real estate professional, your stagers, or other help? Do you think you stink at negotiat…

1
Suze Orman GREATEST HITS WEEK (SB1511) 1:11:34

7d ago1:11:34

1:11:34

t's Hump Day on Greatest Hits Week! Today we're throwing it back to a fan favorite: Joe's 2018 interview with the one-and-only Suze Orman! Please disregard any mention of current events. We’re pulling out all the stops today because we’re talking to a special guest that you may (or may not) have heard of… Suze Orman. We’ll talk all things women and…

1
Earn & Invest Podcast: How to Hack Retirement w/ Joe Saul-Sehy and John Neidecker GREATEST HITS WEEK (SB1510) 55:08

6d ago55:08

55:08

In this current events/community we invite Earn & Invest community member John Neidecker to discuss how to hack retirement by skipping 3 of the 5 stages. We review Richard Himmer's article from Kiplinger. Joe Saul-Sehy joins us as our expert for the episode. This show originally aired February 29, 2024. Please disregard any mention of current event…

1
Are Workplace Clashes Ever Worth It? (with Gabe Karp) GREATEST HITS WEEK (SB1509) 1:15:11

13d ago1:15:11

1:15:11

Welcome, Stacker, to a very special week! We start off our special Greatest Hits Week with a bang! Know those horrible situations where everyone’s fighting at work — or worse, at home? Talk about a horrible investment: being invested in a rotten environment can overshadow even the best portfolio returns. Good news, though. It turns out, there are t…

1
Accomplish More With a Few Benjamin-Stacking Time Hacks (SB 1508) 1:20:14

12d ago1:20:14

1:20:14

How can you take control of your life instead of life taking control of you? On today's special roundtable episode, we're talking about making the most of your productivity habits. How has your phone robbed you of your productivity? We're joined by Rob Berger of The Dough Roller Money Podcast, founder and CEO of the financial services firm Sensible…

1
The Simple Math of Wealth (SB 1507) 1:07:14

12d ago1:07:14

1:07:14

Join us today as we dive into the core principles of building a sustainable financial future with marketing professor, author and investor, Scott Galloway. We explore the essential formulas behind his book Algebra of Wealth, discussing purposeful living, effective retirement planning, and the emotional aspects of investing. Our headline today is al…

1
Make Better Investment Decisions - Our TOP 5 Building Blocks to Constructing a Better Portfolio (SB1506) 57:09

14d ago57:09

57:09

Today we're all about the factors to help you build a better investment portfolio. Joe and OG break down their thoughts as they dole out their top five building blocks to constructing a better portfolio. Be sure to bookmark this evergreen episode, as it contains universal truths that will help you in the years to come! In our headlines, we talk abo…

1
We Dissect The 4 Main Paths To Becoming A Millionaire (SB1505) 1:13:41

29d ago1:13:41

1:13:41

Let's talk about what it takes to become a millionaire in today's day and age. We are thrilled to bring you a special roundtable episode with three outstanding contributors: we welcome CEO of BFG Financial Advisors, CFP® Eric Brotman; the force behind the website Yes, I am Cheap, Sandy Smith, and our resident doctor and host of the Earn & Invest po…

1
Our Primer On Making Better Insurance Decisions (SB1504) 58:34

19d ago58:34

58:34

Today's episode is all about a very important, topic that's sure to arouse interest at personal finance get togethers: risk management. Specifically, Joe and OG jump into their Top 5 risks that people don't think about enough - and what you should do ahead of time. In our headline segment, we dive into a popular personal finance website's piece abo…

1
A Story About Money That is So Good It Probably Isn't True 1:16:37

21d ago1:16:37

1:16:37

If you've ever wondered if there's more in life and your career waiting for you than your current job, then today's mentor is someone you want to listen to! On today's show, we welcome Michael Balter to the basement to discuss his career path and how he pivoted in a big way! In our headline segment, we see some shocking (eye-roll) news about one st…

1
Why You Should Retire at 62 (or Before) (SB 1502) 58:55

24d ago58:55

58:55

How do you know when the time is right to walk away from a career? Do you even want to? Can you afford to? Our roundtable discussion centers around thinking about retirement and how to prepare yourself financially so you can stay retired. We welcome Founder/President of Capital City Wealth Management, CFP® Benjamin Brandt, to join Paula Pant and Le…

1
Strategies on Allocating Windfalls, Plus Does the Government Owe You 2K (SB1501) 1:03:37

1M ago1:03:37

1:03:37

Did you recently come into some money? Are you expecting to in the near future? How have you treated "found money" in the past? With millions of Americans receiving their income tax refund, today we discuss what smart Stackers do with "found" money. Not only that, but we also dive deeper into tips for how to decide ahead of time what you will do wi…

1
The Important Role of Kindness and a Little Math When Stacking Benjamins (SB 1500) 1:12:26

28d ago1:12:26

1:12:26

How can simply being kind (and using math) bring more Benjamins into your life? Today we explore the topic of how changing your outlook towards others can attract more abundance and wealth in life when Joe sits down with our mentor, the brilliant James Rhee, MIT professor and author of the hit book red helicopter: a parable for our times: lead chan…

1
Party Like It's 1499 (SB 1499) 1:03:14

1M ago1:03:14

1:03:14

Today's episode is our 1499th episode! On today's celebratory show, we dive into some of your success stories! Plus, ever wonder how you achieve anything big in life? Just get started! On today's episode you'll get a behind the scenes look at the evolution of Stacking Benjamins. We go into what lessons we've learned along the way and how we strive …

1
Simplifying Your Investment Strategy While Lowering Fees (plus a primer on ABLE Accounts) SB1498 44:18

1M ago44:18

44:18

The word is out on using low-cost investments over complex Wall Street strategies (and if you don't believe us, we'll quote SIGNIFICANT studies on today's show). Yet, new expensive products are built every day promising better/faster/more wealth. What do you need to know to simplify your strategy and stay the course? In today's headline segment we'…

1
How To More Effectively Rearrange Tasks: Manage Your Energy and Time with Google's Productivity Expert Laura Mae Martin - plus an appearance by former President Barack Obama (SB1497) 1:00:26

2M ago1:00:26

1:00:26

Busy does not equal productive. In fact, how often have you watched as someone who was too busy to reach the important items on their mile-long list? Sadly, we're addicted to the to-do list but not addicted enough to processes that actually increase our happiness, creativity, or effectiveness. True productivity begins with CALM, according to today'…

1
We List the Biggest "Gotchas" in Popular Financial Products (SB 1496) 1:01:14

2M ago1:01:14

1:01:14

One of the most frustrating moments in any investor or saver's life is when you figure out that you fell prey to a "gotcha" you didn't expect and either lose money, opportunity, or both. Even if your favorite financial tool, strategy or advisor doesn't mean to inflict a "gotcha" on you, because we often don't know what we don't know, we use tools o…

1
Are You Ready for a 30-Year Retirement? Plus, Velocity Banking and Shoelace Patents (SB1495) 1:00:17

1M ago1:00:17

1:00:17

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…

1
Simplifying Complex Money Ideas, Offsetting "Home Bias" Investing, and Better Retirement Strategies (SB1494) 1:15:54

1M ago1:15:54

1:15:54

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 i…

1
Passive Investing: Is Active Investing (finally) Dead? (SB1493) 1:08:45

2M ago1:08:45

1:08:45

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 Ham…

1
Career Forward: Shine at Work by Focusing on What Matters (SB1492) 1:17:59

2M ago1:17:59

1:17:59

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 b…

1
Nail The Money Basics (Even If You Think You Can't) SB1491 1:16:35

2M ago1:16:35

1:16:35

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 …

1
The Most Overrated Ideas, Concepts, and Beliefs About Money (SB1490) 1:04:46

2M ago1:04:46

1:04:46

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 Pa…

1
Stackers Gone Wild (Our Community Members Share Success Stories) SB1489 1:10:51

2M ago1:10:51

1:10:51

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 p…

1
Security, Hackers, and Your Money (Threats and Solutions w/ Kurt Long) SB1488 1:13:19

2M ago1:13:19

1:13:19

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 adv…

1
How Do You Spend Money Wisely? We Have Thoughts. (SB1487) 1:13:54

2M ago1:13:54

1:13:54

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 …

1
Forget "Think Different," Think Remarkable for Results (with Guy Kawasaki) (SB 1486) 1:09:54

2M ago1:09:54

1:09:54

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 tar…

1
Start Your Side Hustle/New Business The Right Way (SB1485) 1:16:09

2M ago1:16:09

1:16:09

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 j…

1
Crypto vs S&P 500 Index Smackdown - (Earn & Invest REWIND SB1484) 57:13

2M ago57:13

57:13

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.…

1
When Do You Reboot Everything? (with Jason Tartick) - (REWIND SB1483) 1:14:22

2M ago1:14:22

1:14:22

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 …

1
The Inquisitive Investor: Vickey Barron on How Asking Questions Elevates Your Game – (Stacking Deeds Greatest Hits Rewind SB1482) 1:09:36

2M ago1:09:36

1:09:36

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..…

1
Filthy Rich or Miserably Wealthy? (SB 1481) 1:12:50

2M ago1:12:50

1:12:50

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 S…

1
How to Become a Supercommunicator (SB1480) 1:02:34

3M ago1:02:34

1:02:34

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…

1
Every New Skill Begins By Perfecting a Microskill (SB1479) 1:18:28

3M ago1:18:28

1:18:28

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 som…

1
Apple Vision Pro vs Your Goals: Our Review (SB1478) 1:05:04

3M ago1:05:04

1:05:04

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 B…

1
Improve Your Relationships AND Your Portfolio this Valentine's Day (SB1477) 1:30:32

3M ago1:30:32

1:30:32

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 …

1
How (and When) to Break Up With Your Financial Advisor (SB1476) 1:15:21

3M ago1:15:21

1:15:21

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 …

1
How To Unlock Your Edge In Work And life (SB1475) 1:03:08

3M ago1:03:08

1:03:08

Are you looking for a way to get and keep an edge over your competition? Want to dramatically improve your results and are willing to think big? We're joined by our friend Lacey Langford from the MILMO Show to tackle that subject. She's joined by Len Penzo of the award-winning LenPenzo.com and our very own Drill Sargent, OG. If you're looking to se…

1
Here Are Your Best Tax Software Options (SB1474) 52:49

4M ago52:49

52:49

Ah, the distinct smell of tax time. All that sweating...sweating out deductions, college expenses, rental income, and maybe even side-hustle write-offs (what exactly is a write-off again?). There are so many options for software to help you, where do you turn? Today we're diving into the College Investor's annual list of best in class software with…

1
Could YOU Become a Market Wizard? SB1473 1:07:32

4M ago1:07:32

1:07:32

Have you ever dreamed about beating the stock market? Money in your pocket and a lifestyle beyond compare? Sure you have! Here's a surprise...there are people out there who HAVE beaten the stock market, and the man who's written a series of books detailing HOW they did it joins us today! Jack Schwager is the mind behind the Stock Market Wizards ser…

1
5 Things You Should Know Before You Retire (SB1472) 1:05:30

4M ago1:05:30

1:05:30

What do the happiest retirees share in common? What are some of the steps you can take to get ready for retirement before you actually reach your number? On today's special roundtable discussion, we welcome Wes Moss from the Retire Sooner podcast. He joins Crystal Hammond from our sister real estate investing show, Stacking Deeds, and Len Penzo fro…

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