Episodes
Published 02/21/24
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 those who can simply and effectively share thoughts that move the needle. But that's only at work. Communication is also a huge part of making and...
Published 02/21/24
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 some of the skills they've found can give you the largest boost with the least amount of effort, to increase your income, experience life more, and...
Published 02/19/24
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 Better & Worth, Ericka Young. She is joined by Doc G of the Earn & Invest podcast and our very own OG. Is this amazing new technology worth...
Published 02/16/24
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 think it does. We especially focus on money's role in a relationship and how focusing on the wrong aspects of "love" can end up helping out OUT of...
Published 02/14/24
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 time and now IS an advisor. How would HE tell you to break up when you're in a bad relationship? He'll share great tips AND his personal experience...
Published 02/12/24
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 set yourself apart in your field, be sure to tune in as we discuss ways you can achieve an edge. Be bold and take risks, as these are ways to truly...
Published 02/09/24
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 Mr. College Investor himself, Robert Farrington. We won't share just ONE choice, but will walk through all of the different areas of your life...
Published 02/07/24
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 series, and today he joins us again to detail a couple more wizards. We walk through lessons we can glean from them about how to invest our own...
Published 02/05/24
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 from the award-winning blog LenPenzo.com. Stick around for Doug's DIY-themed trivia! Don't worry, no effort is required on your part. FULL SHOW NOTES:...
Published 02/02/24
Ever wonder HOW to afford a house? Already own a home but hoping to save money through better financial habits and hacks? Today we delve into the intricacies of buying a house while maintaining financial stability and building wealth. Joining us is Kimberly Hamilton, a financial educator and FinTech pro, who not only bought one house, but who also now has turned that house into a rental home and is buying a second home now for her family to enjoy. She'll not only help you develop better money...
Published 01/31/24
Shannon McLay is on a mission to clean up the dirty end of the financial planning pool. The Financial Gym founder has seen it all - advisors offering whole life policies to young savers with no children, and people just beginning saving thrown into annuities over a 401k at work. Today we talk about what to look out for in the financial world, how some of the popular buzzwords like "fiduciary" won't help you much anymore, and what to ask a potential advisor so that you know you're headed in...
Published 01/29/24
We've all heard that you have to take on risk in order to reap the rewards of investing. Are there any ways you can achieve the rewards without taking on additional risk (in life as well as investing)? We tackle this conundrum on today's roundtable episode with Paula Pant of the Afford Anything podcast, Doc G of the Earn & Invest podcast, and our very own OG. In the second half of the show, sponsored by DepositAccounts.com, we talk to Angelo Poli, founder and CEO of MetPro, who comes back...
Published 01/26/24
Brian Klaas has an interesting backstory...to say the least. He owes his existence to a woman who murdered her family. Because she did it--and took her own life, he was born. This complete fluke is the catalyst behind Brian asserting that your decisions matter more than you could possibly think. While planning is important, Brian emphasizes that it's even more important how you respond to all of the flukes in your life. We'll talk about the weird falling of dominos and how we're all more...
Published 01/24/24
What’s important to you? Owning a car? Family time? Retirement? No matter what your goals are, they’re always intertwined more with the goals of those around us than we may think. For Gigi Gonzalez, culture was everything when it came to working toward her goals. When she began shoveling money toward her own non-family goals, it created rifts in her family. Did she think she was too good for them? Was she losing her cultural identity? While that’s not at all true, what is true is that...
Published 01/22/24
Ever wonder how where you live and work could affect your ability to reach your financial goals? More specifically, is living in a big city making you poor? Here to discuss this topic on today's special roundtable episode, we're happy to welcome Maggie Tucker from the Inside Out Money podcast. She joins Len Penzo and OG to tackle this important topic and extract key lessons that Stackers can apply to their own lives. In our second half of the show, sponsored by DepositAccounts.com, we dive...
Published 01/19/24
Amy Minkley is a woman on a mission. Sometimes, she admits, the mission is WAY over her head. She's an overachiever by nature, coming by her work ethic out of a need for independence when her dad left the family when she was young. From that beginning (which she says she's grateful for), Amy has gone on to big things, including creating the FI Freedom Retreat in Bali. Amy joins us for a wide-ranging episode on being okay with imperfection, finding like-minded people, and on intentional living...
Published 01/17/24
The founder of one of the nation's most loved budgeting tools says he dislikes the term "budget." Why? Because most of us see a budget as restrictive and limiting. The good news? Jesse Mecham from budgeting program YNAB to dive into how to make your money go further and align with your goals. We'll share thoughts about giving every dollar a job before you earn it, "aging" your money like a fine wine, the struggle every app builder has with interfacing with banks, and much more. If you either...
Published 01/15/24
What are some rules to live by to make your 2024 the best year ever? Our very own OG, Paula Pant from Afford Anything, Len Penzo from LenPenzo.com, and Jonathan Clements' article served as the inspiration for today's topic. New year, new you, amirite? We dive into mantras whose adoption could benefit you for the long term, not just until you lose your New Year's resolution motivation. We touch on our top three best pieces of advice. During the second half of the show, sponsored by...
Published 01/12/24
Maybe the holiday season got away from you. Maybe it's been a bigger, longer issue that you've been trying to solve. Maybe you have manageable debt, but you'd love to see it gone. Even less likely, maybe you have no debt, but wonder how to counsel those around you to help them pay off their loans. No matter, today we go to the overlords--AKA the computer--to ask AI how to solve debt issues. Chat GPT sprang on the scene just over a year ago and already has a checkered relationship with the...
Published 01/10/24
Last week we were all about focus and goal setting. Today? We'll teach you how to tenaciously grip those goals when times get tough. Jenn Drummond knows what it takes to work through adversity. She was the first woman to scale each of the Seven Second Summits, the second tallest mountain on each of the seven continents. These mountains are considered more technical as a group than the Seven Summits (tallest on each continent), and also are harder because there are far fewer resources to help...
Published 01/08/24
Ever wish a cheap plastic toy from Walmart could tell you the future? We sure do! And we try every year. It’s our annual Magic 8 Ball episode today with Paula Pant, Len Penzo and OG. Each year, we ask the Magic 8 Ball (yes, really, the one you can buy at Walmart) riveting questions for the upcoming year then reflect back on those questions at the end of the year. Today, we run through the answers to our questions from last year and ask new questions for 2024. How will the Magic 8 Ball perform...
Published 01/05/24
Many of us struggle with goals. Maybe it's the words we use around them, like "legacy" and "purpose" that freak us out. For whatever reason we look into the future... ...and we freeze. Jon Acuff was one of those people. After struggling through college with "purpose" and spending lots of time wondering "what am I supposed to do next?" he found a solution. The solution worked. Today he dives into how to create goals in a manner that's not only easier, but also more fun and rewarding. Yes, you...
Published 01/03/24
So many distractions. You can't even read this title without thinking about your social media accounts, can you? That's okay. Neither can we. So, to help ourselves AND our Stacker community, we invited Eric Qualman to join us. He embarked on the Focus Project where he just tried focusing on ONE THING for two hours a day. How'd it work out? We'll share all, including his tips on New Year resolutions and how to block time for the important things on today's show. Plus (and before we discuss...
Published 01/01/24
We wrap up our Best of 2023 week-long extravaganza by revisiting our first roundtable episode of the year, where Len Penzo's Magic 8-ball made some bold predictions...take a listen for yourself. Every year we ask a magic 8 ball that Len Penzo purchased at Walmart to predict the future. In the early years the ball was spot-on. Lately…not so much. But we do learn a lot about not falling into “current thinking” traps and about not worrying so much about what’s top-of-mind in the moment. The...
Published 12/29/23