Best YNAB Podcasts (2024)

1
259: How to Minimize Borrowing for the Bar Exam (w/Jesse Mecham from YNAB) 40:37

4d ago40:37

40:37

Welcome back to the Bar Exam Toolbox podcast! Today we are excited to speak with Jesse Mecham -- a personal finance expert and founder of You Need A Budget -- about ways to decrease spending and borrowing during bar prep and generally in life. In this episode, we discuss: How Jesse got into the field of budgeting and personal finance The YNAB "four…

1
What's the Alternative? 8:02

5d ago8:02

8:02

Jesse reviews the Four Rules and takes issue with those who say, "yeah must be nice to have extra money to make a plan with... everything I make is spoken for." It's true, there are some people who have a legitimate income problem. But this argument often becomes an excuse to not actually make plans for your money, to not try to follow the rules an…

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

8h 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
My Personal Coaching Code of Ethics 31:09

1d ago31:09

31:09

Coaching is a totally unregulated industry...which is exactly how we like it. With no governing body to create or police our interactions with our clients, it's up to us to define and adhere to a set of ethics that support our clients' safety and progress. In this episode I describe my own simple framework for feeling like I'm running my practice w…

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

2d 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

4d 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

7d 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
A Coach's Ongoing Evolution: Conversation with Chantel Allen 32:30

8d ago32:30

32:30

Coaches can feel trapped in the way of being they learned in training -- especially if they were trained in a dogmatic community. My friend Chantel is an example of a "rule follower" and a "striver" who started her practice doing everything by the book. As she realized the tools she learned first were good but not perfect, she kept learning, kept e…

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

9d 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
#88 - Swim Fins and Why You Shouldn't Compare Yourself to Others 35:36

10d ago35:36

35:36

In today's episode, Ben shares a story about swimming at the YMCA. One of Ben's favorite forms of exercise is swimming laps at his local YMCA, and while it's a great solitary form of exercise, sometimes you can't help but notice how your pace compares to others in the pool. One day Ben started swimming laps only to notice an older lady absolutely h…

1
The Very Different Future for Homeownership 12:35

10d ago12:35

12:35

The Hidden Costs of Homeownership may be impacting you in ways you haven't considered. In this week's episode of Money Matters, we unpack these costs and how homeownership in the future may look different as a result. This episode was recorded by President Chad P. Wilson of Foundation Bank on April 16, 2024.…

1
258: Keys to Bar Exam Success with Themis (w/Rebecca Petrilli) 45:21

11d ago45:21

45:21

Welcome back to the Bar Exam Toolbox podcast! Today we're excited to be speaking with our guest Rebecca Petrilli from Themis Bar Review. We'll share our top 10 tips for using your bar review program to its full capacity to achieve better writing and MBE scores. Note: This episode is brought to you by Themis Bar Review – the gold standard in bar exa…

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

11d 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
Your Biggest Single Expense 6:55

11d ago6:55

6:55

Your biggest single expense is one you probably don't think about much... unless you're American and it's April 15th. You may think it's housing, or maybe education, or raising kids, but all those costs are dwarfed by the elephant on your income statement: taxes. We are taxed in hundreds of ways, some obvious like income taxes and sales tax, others…

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

14d 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
A Story About Referrals and the Law of the Harvest 12:30

15d ago12:30

12:30

This is the story of a teen in pain receiving support from a great coach. By itself, this is wonderful. This episode explains how a chain of relationships introduced the teen to the coach, even though some of the people in the chain didn't know the teen, and others didn't know the coach. Mutual trust and relationships built over time brought these …

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

16d 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
257: Listen and Learn -- Consideration (Contract Law) 19:58

18d ago19:58

19:58

Welcome back to the Bar Exam Toolbox podcast! Today, in an episode from our "Listen and Learn" series, we're discussing an important concept from Contract Law - consideration - which is one of the three requirements of contract formation. In this episode, we discuss: The three requirements of contract formation What is consideration? The two ways i…

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

18d 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
Let's Cut Spending! 6:19

18d ago6:19

6:19

Let's cut spending! And then... what exactly? The all too common advice that you need to "cut spending" implies that your level of consumption is simply too high. That may or may not be the case, but in Jesse's experience and the thousands upon thousands of people YNAB has helped to regain control over their money, "spending less" is rarely the pro…

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

21d 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
The Coach is the Product: A Character-Driven View of Your Coaching Practice 14:32

22d ago14:32

14:32

If the coach is the product, personal development is the most important business strategy. This should come as a huge relief. Announcement: On May 1 I'm holding my first "Office Hours with Mark". Office Hours creates space and time for my fellow coaches to connect with me and get support. Go to https://mrkbtlr.com/office-hours to opt in for details…

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

23d 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
#87 - Stop Making Boring Financial Goals 44:52

25d ago44:52

44:52

Ben and Ernie respond to a recent survey reported by Jill Schlesinger on CBS Morning about American's 2024 financial resolutions. The top responses: save more money (41%), pay down debt (38%), and spend less (30%). BORING! Ben rants about why "spending less money" is not a good financial plan, and Ernie highlights the importance of putting a why be…

1
Changes to Buying and Selling Your Home and a Lesson from March Madness 13:55

25d ago13:55

13:55

The National Association of Realtors has made some changes which may encourage cooperative compensation agreements, and in turn affect how you may need to list your home. We also use March Madness as an example of how we can prepare generally for our financial future in this episode of the Money Matters Podcast, recorded by Chad P. Wilson of Founda…

1
256: Quick Tips -- Budgeting for the Bar Exam 16:59

25d ago16:59

16:59

Welcome back to the Bar Exam Toolbox podcast! In today's episode, we're discussing just how much it can cost you to sit for the bar exam, as well as some mitigation strategies to try to reduce the cost and help cover any shortfalls. In this episode, we discuss: Researching the costs and fees associated with the bar exam in your state Choosing a bar…

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

27d 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
Ask Jesse: Perfect YNAB, Tithing Confusion, and More Credit Card Comments 12:19

27d ago12:19

12:19

Jesse answers another round of questions from YNAB listeners. Today someone asks whether there is such a thing as "perfect YNAB" use and if good enough use is OK (yes!). Another YNAB'er is confused on how to calculate tithes for business income, and, as always, there are some questions and comments about credit card rewards. Got a question for Jess…

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

28d 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
Two Perspectives on Launch-Based Selling (Because I'm Trying to Be More Open-Minded) 38:31

1M ago38:31

38:31

In 2017 I published a podcast episode railing against launch-based selling. In seven years, my opinion hasn't changed much...but a wise client has helped me open my mind (a little). In this episode I talk about the practical and psychological factors that make launch-based selling so brutal, and I also share some ideas (based on that wise client's …

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
255: Quick Tips -- Best Bar Exam Study Habits for Takers w/ ADHD 14:44

1M ago14:44

14:44

Welcome back to the Bar Exam Toolbox podcast! Today, as part of our "Quick Tips" series, we're talking about best habits for studying for the bar exam if you're coping with ADHD or ADD. In this episode, we discuss: Creating a detailed study schedule Employing the Pomodoro Technique for time management Using different learning styles and strategies …

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
Gaming the Credit Card System... Maybe 5:16

1M ago5:16

5:16

Jesse answers a question from a listener who argues that becuase he carries enough cash to cover his credit card spending at all times, he is not riding the float and therefore is gaming the credit card companies. Jesse quotes Charlie Munger -- "show me the incentive, and I'll show you the outcome" (he actually said outcome not behavior) -- and obs…

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

1M 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
"I want my whole executive team to get coaching." -- Conversation with Jesse Mecham from YNAB 29:50

1M ago29:50

29:50

My friend Jesse Mecham is the founder of YNAB, a company that helps people love the way they spend their money. I asked Jesse to come on the show to talk different kinds of coaching and training he and his team use. Jesse shared a few big insights, including: 1. He's happy to pay for expensive coaching for members of his executive team. 2. Every em…

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

1M 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
#86 - Cash Categories vs Cash Accounts 40:13

1M ago40:13

40:13

In today's episode, Ben and Ernie discuss what to do with cold, hard cash money. For many YNAB'ers debit and credit card spending fits nicely into the YNAB paradigm, since YNAB can interface directly with financial institutions and pull online banking data. Cash transactions, on the other hand, can create a stumbling block since they exist outside …

1
Bitcoin 102: Answering Questions You Might Have 16:02

1M ago16:02

16:02

Do you wish you knew more about Bitcoin? In this week's Money Matters episode, President Chad P. Wilson answers questions about Bitcoin that might be on your minds. This episode was recorded on March 19, 2024 by President Chad P. Wilson of McKenzie Banking Company / Foundation Bank.

1
254: Quick Tips -- Best Habits for Studying for the Bar Exam While Working 9:11

1M ago9:11

9:11

Welcome back to the Bar Exam Toolbox podcast! Today, as part of our "Quick Tips" series, we're talking about best habits for studying for the bar exam while working full-time or part-time. In this episode, we discuss: Creating a bar exam study schedule Evaluating the topics on which to spend more time When to begin studying Finding a bar review pro…

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

1M 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
Inherent Value Doesn't Exist 6:52

1M ago6:52

6:52

Jesse argues that the common refrain of a thing having "inherent value" or "intrinsic value" is not actually a thing. As Jesse explains, value is a moving target, constantly shifting along with our desires and material circumstances. To a starving man, food is worth more than gold. To that same man well-fed, it can be worth little. We see this with…

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

1M 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
How to Read a Sales Page: Some Thoughts on Coaches Selling Training to Other Coaches 43:17

1M ago43:17

43:17

Trainings (and certifications, and, I guess, "masterminds") can be powerful and transformational. They can also be the place where coaches' dreams, hopes, confidence, and personal balance sheets go to die. Rather than produce a multi-hour philosophical analysis of the coaching industry (some day, some day!), today I'll just talk about how those who…

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