The Stacking Benjamins Show

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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'Neill 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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

As 2024 winds down, we’re taking a look back at the year that was—its challenges, its surprises, and the financial lessons we’ve all had to learn (sometimes the hard way). Whether you’re strategizing for big goals in 2025, making sense of unpredictable markets, or just trying to stay one step ahead of inflation, this episode has you covered. We’ve assembled a powerhouse panel of financial thinkers—OG, Paula Pant, and Jesse Cramer—to break it all down. Together, they tackle everything from the unpredictable influence of AI on markets and investing to the surprising resilience of real estate in the face of rising interest rates. Plus, they explore the year’s most intriguing (and occasionally jaw-dropping) headlines, like the impact of significant economic shifts and even the infamous United Healthcare CEO murder. Why You’ll Want to Tune In: Discover how 2024’s biggest events, including the AI revolution and shifting inflation trends, impact your wallet. Learn why patience and adaptability are critical tools for navigating market volatility. Get actionable strategies for tackling real-life financial challenges, like managing interest rates and planning for 2025. Episode Highlights: Reflecting on the big financial lessons of 2024: From AI in market behavior to Bitcoin’s latest chapter. How the crypto craze evolved this year—and what it means for the future. The ongoing unpredictability of investing and how to stay grounded. Surprising lessons from corporate America’s headlines, including shocking events like the United Healthcare CEO murder. Inflation, real estate, and housing market realities: What it all means for your plans in 2025. How AI is reshaping everyday life, job markets, and even podcasting. Our Panel’s Key Takeaways: OG shares portfolio management strategies to help you ride out market uncertainty. Paula Pant unpacks real estate trends and the importance of designing a life you love. Jesse Cramer dives into how behavioral finance plays into today’s fast-changing landscape. Looking Ahead: As we close out another exciting year of The Stacking Benjamins Show, we want to thank you, our loyal Stackers, for joining us on this journey. In 2025, we’re bringing even more fresh takes, insightful interviews, and, of course, the best money advice disguised as good conversation. What’s Coming in 2025: We’ll dive into the latest financial trends, explore groundbreaking stories, and keep helping you make smarter money moves while keeping it entertaining. Stick with us as we continue stacking those Benjamins—and maybe even have a little fun along the way. Thank you for being part of the Stacking Benjamins community. Here’s to another year of learning, laughing, and leveling up your financial life! FULL SHOW NOTES: https://stackingbenjamins.com/2024-year-end-review-1618 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Feeling like your wallet’s taking a holiday beating? Don’t sweat it. We’ve got eight clever strategies to keep your spending in check and set yourself up for a financially stronger new year. But wait—there’s more! We uncover the mind-blowing story of a 29-year-old living large in a mansion filled with luxury cars and Elton John's piano. What's his secret? (Hint: It’s not what you’d expect.) And because we love answering Stackers' burning questions, we tackle a double feature: Pensions: Are they still worth the hype? Should you pay off your mortgage before retirement? Sprinkle in some holiday stress hacks, thoughts on budget-friendly gift-giving, and why Tony the Tiger has something to do with the Grinch, and you've got a show packed with financial wisdom you can actually use. Episode Highlights How the Grinch Really Stole Christmas Welcome to the Stacking Benjamins Show Is Your Holiday Budget Already on Thin Ice? 8 Strategies to Tame Holiday Expenses A Mansion, Luxury Cars, and Elton John’s Piano? Handling Holiday Stress Without Losing It Travel Plans & Navigating Holiday Spending How to Leverage Debt (the Smart Way) Get Kids Involved in the Budget—Yes, It’s Possible Starting a 529 Plan? Why Family Might Help Gift Strategies That Won’t Break the Bank Today’s Date in History: Because Why Not? TikTok Minute: The Mansion Story That Broke the Internet Listener Questions: Pensions vs. Mortgages Corrections Dept: Football Teams Need a Map Final Thoughts and Big Takeaways Whether you're taming holiday expenses, dreaming of mansion living, or just trying to get through December with your finances intact, this episode's got something for you. Tune in, take notes, and finish the year strong. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ever feel like you’re your own worst enemy when it comes to reaching a goal? Today, we sit down with Thais Gibson from the Personal Development School to explore how self-sabotage sneaks into our lives and—more importantly—how to kick it out for good. While you've maybe heard Thais on Mel Robbins or other shows, what you haven't heard is what we talk about today - how specifically she walks Joe through limiting beliefs and then outlines how it's done. Whether you've followed Thais' huge social media presence consistently or it's your first time with her, we know this will help you kick self-sabotage to the curb and get to work. From aligning your conscious and subconscious goals to overcoming limiting beliefs, this conversation is packed with actionable insights to help you get out of your own way. But that’s not all. We also dive into a financial hot topic: influencer-backed crypto scams. Learn how a viral coin duped investors last week and why speculation isn’t the same as smart investing. Of course, it wouldn’t be a Stacking Benjamins episode without some holiday flair. Joe, OG, and Doug share festive mall memories, debate the best holiday tunes, and throw in some trivia to keep things lively. Why You’ll Love This Episode: Practical tips to recognize and overcome self-sabotage. Eye-opening lessons on speculative investments and influencer-driven hype. A nostalgic take on holiday mall culture. Remember that? Episode Highlights: Kicking off with holiday concerns and a satirical take on seasonal trends. Festive mall memories: shopping chaos, holiday tunes, and the art of people-watching. Thais Gibson’s insights on aligning conscious and subconscious goals to beat self-sabotage. Turning resistance into opportunities and tackling the emotional costs of inaction. Practical steps to rewire limiting beliefs and visualize success. Lessons from a viral influencer’s crypto scam and the dangers of speculative investing. Speculation vs. investing: Why it matters and how to avoid costly mistakes. Holiday trivia fun and laughs with the Basement crew. What You’ll Take Away: Whether you’re looking to improve your mindset, steer clear of financial pitfalls, or just enjoy some holiday tunes, this episode offers a little something for everyone. Walk away with tools to set yourself up for success—mentally, financially, and maybe even musically (if Doug’s favorite holiday tune is your jam). Keep the Conversation Going: Have a story of self-sabotage you’ve overcome or a holiday memory to share? Join us in the Basement Facebook group to swap tips, laughs, and maybe a little holiday cheer. FULL SHOW NOTES: https://www.stackingbenjamins.com/stop-self-sabotaging-thais-gibson-1616 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

If your bank account is thriving, but your soul feels bankrupt, are you really living your best life? In this thought-provoking episode of The Stacking Benjamins Show, we dive into the deep end of personal finance, tackling life's biggest questions with humor, insight, and a dash of holiday banter. The discussion starts with festive neighborly rivalries (think over-the-top decorations and holiday antics) but transitions into an emotional exploration inspired by a powerful piece written by Jonathan Clements for his Humble Dollar blog. Reflecting on his cancer diagnosis and thoughts on mortality, Clements’ writing serves as a springboard for a candid conversation about regrets, risk, and how to make the most of our limited time. With additional insights from Paula Pant and Doc G, this episode layers humor with depth, offering practical advice on living purposefully while keeping your financial house in order. Why You’ll Love This Episode: Explore how to balance financial strategies with meaningful life choices. Gain perspective on managing regrets and making peace with life’s uncertainties. Discover why generosity and appreciating the little things are the ultimate forms of wealth. Episode Highlights: Holiday hilarity: Over-the-top decorations, fish sticks, and birthday antics. Jonathan Clements’ reflections on mortality and embracing the present moment. Paula Pant and Doc G’s insights on purposeful living and financial balance. Strategies for managing risk, reward, and estate planning challenges. The transformative power of generosity and savoring simple joys. Trivia Fun: It’s the final trivia showdown of the year! Can OG claim victory, or will this be another epic trivia blunder? Tune in for the laughs, the guesses, and a few surprising facts. Takeaways to Ponder: Jonathan Clements’ reflections remind us that while building wealth is essential, so is living a life filled with purpose, generosity, and connection. Resources Mentioned: Jonathan Clements’ Humble Dollar Blog Post: The C Word Stacking Benjamins Book Club is Open! Join the Basement Facebook Group Let’s Keep the Conversation Going: What’s your secret to balancing finances with a life well-lived? Share your thoughts with us in the Basement Facebook group, or tag us on social media. FULL SHOW NOTES: https://stackingbenjamins.com/lessons-on-money-and-life-jonathan-clements-1615 Learn more about your ad choices. Visit podcastchoices.com/adchoices