The Stacking Benjamins Show

By: StackingBenjamins.com | Cumulus Podcast Network
Listen for free

  • Summary

  • Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wednesday and Friday as they read your letters, discuss major headlines, and throw in some trivia and laughs for free.
    2023 SB Podcast LLC | Cumulus Podcast Network
    Show More Show Less
Economics Personal Finance Personal Success
Show More Show Less
activate_samplebutton_t1
Episodes
  • Has Anyone Ever Gone Broke From Bad Tax Planning? (SB1589)

    Has Anyone Ever Gone Broke From Bad Tax Planning? (SB1589)
    Oct 18 2024
    Have you ever met someone whose retirement was wrecked by poor tax planning? While tax planning is essential, one big-named figure in the financial community who's a tax expert says that tax planning may be over-emphasized. But is it? Today, we're joined by experts Deb Meyer (Beyond Budgets podcast), Sean Mullaney (FI Tax Guy YouTube Channel), and the guy behind the Earn & Invest podcast, Doc G. Our financial experts will debunk common tax myths and provide actionable insights for a secure financial future. They'll explore the essential differences between marginal and effective tax rates, and you'll learn how effective tax planning can positively impact your retirement. Discover how to leverage tax calculators to avoid dreaded tax surprises and understand the nuances between Roth and traditional retirement accounts. Our enthusiastic experts bring humor and real-life examples into the mix, making complex tax strategies accessible to everyone, whether you're an entrepreneur or planning for retirement. In the second half of our discussion, we shift focus to practical financial advice. Discussions revolve around the temptation to overly optimize tax shelters and the importance of balancing tax efficiency and accessible funds. We cover concerns about the 'tax torpedo' affecting Social Security taxes and highlight the nuanced approaches required for better tax planning in an investor's journey. The insights shared aim to demystify tax planning for listeners, helping them shape sound financial strategies tailored to their personal circumstances. At the midway point, we'll pause for Doug's trivia question, today focused on a BIG tax case: Al Capone's run-in with the IRS. We'll share stories about his untaxed empire and discuss Walt Disney's clever tax maneuvers. We think you'll laugh through valuable tips on diversifying tax statuses and recovering tax bases. Hopefully, you'll leave with a better grasp of maximizing your tax efficiency and preparing for a financially stable future. Ignition Sequence and Lift-Off Introduction to the Stacking Benjamin Show Meet the Hosts and Guests Tax Talk and Trivia Teasers Welcoming the Financial Experts Diving into Tax Planning Effective vs Marginal Tax Rates Tax Planning for Entrepreneurs The Importance of Tax Diversification Trivia Challenge Begins Al Capone's 1931 Income Mystery Guessing Al Capone's Untaxed Income Revealing the Real Answer Financial Nerds and Tax Concerns The HSA Debate Annuities and Tax Gotchas Cash Value Life Insurance Podcast Highlights and Farewells S-Corp vs Sole Proprietor Learn more about your ad choices. Visit podcastchoices.com/adchoices
    Show More Show Less
    1 hr and 7 mins
  • Score Big with Creative Income Strategies (SB1588)

    Score Big with Creative Income Strategies (SB1588)
    Oct 16 2024
    Explore how to score big with creative income strategies with us! Today, we'll dive into an in-depth case study on private equity in professional sports teams and discover how to use similar strategies to increase your wealth growth. You'll learn actionable advice on maximizing revenue sources, including tactics like Roth IRA conversions, covered calls, and creative investments like drop shipping during retirement and car rentals. We'll share a host of diversified financial insights that can help optimize your assets...all while having a bit of fun along the way. Later, catch our hilarious TikTok minute where we highlight a woman's misguided attempt to buy quarters on Amazon. In the 'Better Call Saul' segment, we tackle a listener’s question about retirement planning, providing practical tips that can be applied to everyday life. Of course, you don't want to miss Doug's trivia segment, where you’ll gain intriguing knowledge, like the anniversary of Marie Antoinette's last day and the history of Cutco knives. Hopefully you'll walk away with both valuable takeaways and a smile. Run of Show: Unexpected Shopping Spree Welcome to the Stacking Benjamin Show Money Urologists and Case Analysis The Value of Cash Payments Inflation and Economic Insights Private Equity in Professional Sports Leveraging Personal Finances Creative Income Streams Maximizing Investment Returns Flexibility in Financial Planning Mark Cuban's Business Insights Real Estate Ventures and Lessons The TikTok Minute: Math Mishap Trivia Time with Doug Roth Conversion Strategies Show Wrap-Up and Listener Review FULL SHOW NOTES: https://stackingbenjamins.com/big-money-in-sports-1588 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
    Show More Show Less
    1 hr and 4 mins
  • Ben Orlin Reveals the Fun Side of Math! (SB1587)

    Ben Orlin Reveals the Fun Side of Math! (SB1587)
    Oct 14 2024
    Do you think you're bad at math? Who doesn't! Whether you're an algebra whiz or struggle with subtraction, today's episode is for you. Join us as we dive into the exciting intersection of math and finance with Ben Orlin, author of 'Math with Bad Drawings.' We'll uncover the unexpected fun in mathematics and learn how understanding concepts like statistics and standard deviation can reveal the hidden stories within numbers. Ben's perspectives on embracing mistakes and the intrinsic link between math and finance offer a fresh look at these often daunting subjects. In our headline segment, discover the top strategy for achieving millionaire status through consistent investment in--believe it or not--nothing fancy! Danny Noonan shares the results of Fidelity insights into the lives of '401k millionaires,' spotlighting the power of patience and discipline over high-risk opportunities, underscoring sustainable financial growth. Finally, Doug enlivens the discussion with intriguing trivia on the differences between mean and median averages. Doesn't that sound hilarious? Of course, there's much more, so join us as we weave together actionable financial advice with engaging stories, making complex concepts like math and finance accessible and relatable for everyone. RUN OF SHOW Monday Morning Vibes Financial Wisdom with a Twist Introducing Today's Mentor: Ben Orlin Math and Bad Drawings The Beauty of Mathematics Breaking the Economy with Dice Statistics: Lies, Damn Lies, and More Tweaking the Guinea Pig Bed Embracing Mistakes in Learning The Power of Walking Away Unexpected Solutions in Math Good vs. Great Mathematicians Math and Mentorship The Collaborative Nature of Math Understanding Averages The Storytelling Power of Math The Importance of Consistent Investing Wrapping Up and Final Thoughts 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
    Show More Show Less
    1 hr and 9 mins

What listeners say about The Stacking Benjamins Show

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.