Hosts Joe Saul-Sehy from the Stacking Benjamins podcast and Bobbi Rebell CFP® from the Financial Grownup podcast break down the money headlines everyone is buzzing about- with a big twist. The show is recorded live in front of a Facebook Live audience, and they let the audience in on the action with their own comments and tips. Money lessons delivered with laughs.
Think theme parks are just for kids? Think again. We heard people who are VERY MUCH adults sharing their stories today...as we asked YOU for your theme park tales. On this episode of Stacking Adventures, hosts Joe Saul-Sehy and Crystal Hammond head to the gates of Cedar Point, Busch Gardens Williamsburg, Holiday World, and beyond to relive the thrills, spills, and surprisingly refined etiquette of amusement park life. From world-class coasters to pro tips on navigating crowds (and even riding solo!), this one’s your summer soundtrack for theme park success.
Adventurers Randy and Nikki call in with nostalgic favorites—including Indiana’s under-the-radar Holiday World, home of the holy grail: free parking, drinks, sunscreen, and splashy water coasters. You’ll hear why this park might just beat the big boys on value and fun.
Joe and Crystal also debate which parks cater more to grown-up thrill seekers, unpack listener horror stories and etiquette fails, and reveal a travel MVP: a humble sweat towel that moonlights as a scarf, napkin, and workout essential.
Plus, are solo trips to Disneyland underrated? Spoiler: Yes. You’ll hear why going it alone can be a magic trick for skipping lines, recharging your social battery, and doing the park your way.
In this episode: * The adult-friendly charm of Cedar Point vs. Busch Gardens * Hidden gems like Holiday World (hello, free sunscreen!) * Theme park etiquette that keeps the magic alive * The thrill—and peace—of a solo Disneyland day * Memories of the Gatekeeper, Magnum, and the dearly departed Witch’s Wheel * Versatile travel gear you didn’t know you needed * A call for your best stories from Belize and cruise adventures
Whether you’re a coaster connoisseur or just plotting your next getaway, this episode is packed with travel tales, practical tips, and all the community spirit Adventurers love.
Think cruises are just buffets and bingo? Think again. In this episode, hosts Joe Saul-Sehy and Crystal Hammond hoist the anchor on all your cruising questions with travel agent Donna Pelletier (we call her the cruise director!)—who's seen it all from the Lido Deck to the lifeboats. Whether you’re a seasoned cruiser or still Googling “Do cruise ships have brakes?”, we’ve got you covered.
🛳️ Donna walks us through choosing the right cruise line and ship size (spoiler: not all floating cities are created equal). 🎟️ Learn the tricks to booking like a pro, from early bird perks to when upgrades are actually worth it. 🍹 We talk gratuities, drink packages, and what “all-inclusive” really means once you’re onboard. 🧳 Never lose your luggage again—thanks to packing strategies and must-have travel tech like AirTags. 🚢 Plus, tips on motion sickness, trip insurance, and excursions that don’t feel like cattle drives.
From insider tips to hilarious missteps (ours, mostly), this episode is your passport to smarter, smoother cruising.
What happens when your brother calls and says, “Want to meet me in Japan?” If you’re Adventurer Cosette, you don’t think twice. In this episode, hosts Joe Saul-Sehy and Crystal Hammond sit down with Cosette to unpack a spontaneous, unforgettable journey that crisscrossed South Korea and Japan.
From wandering Seoul’s vibrant night markets and exploring the DMZ, to immersing herself in the peaceful reflection of Hiroshima and hiking snowy trails to spy on wild snow monkeys, Cosette’s story is packed with cultural depth, scenic beauty, and a little chaos (including a rough flight home!). Along the way, she dressed up for Ninja class, tackled Japan’s legendary Nine Bath Challenge in Shibu Onsen, and uncovered hidden gems across Kyoto and Kanazawa.
If you’ve ever dreamed of diving into a new country on short notice, this episode is for you. The crew also shares practical travel hacks—like how to find last-minute flight deals, why power banks are non-negotiable, and what you should really expect from Mount Fuji.
Highlights include:
Whether you’re planning your first overseas trip or just dreaming of adventure from your couch, this episode reminds you: the best stories happen when you say “yes.”
Ever dream of ditching your deadlines for a hammock in Belize? Cris did just that—and she’s not looking back.
In this episode, we follow digital nomad and slow travel pro Cris, who’s been globe-hopping since 2018 and swears by one golden rule: travel slower, live deeper. Her favorite spot to soak it all in? Belize. And after this episode, it might be yours too.
From Placencia Village’s laid-back charm to underground river caves and grilled lobster tail under the stars, Cris walks us through how to make the most of Belize — not just as a tourist, but as someone who belongs.
Discovering Belize and the Art of Slow Travel What’s inside this episode:
🎒 Love exploring off the beaten path? Subscribe, share this episode with your travel crew, and check your passport. Belize might be calling — just don't forget your snorkel or that collapsible coffee contraption.
Ever dreamt of riding the world’s fastest roller coaster or discovering the next big Disney park before the crowds? This week on Stacking Adventures, Crystal and Joe Saul-Sehy trade hiking boots for roller coaster harnesses in a theme park episode packed with thrills, insider tips, and laugh-out-loud travel tales.
They’re joined by legendary theme park journalist Robert Niles from Theme Park Insider, who spills details from his recent globe-trotting adventure—including a massive announcement about a brand-new Disney theme park coming to Abu Dhabi.
From planning hacks and can’t-miss attractions to splurges that are actually worth it (hint: don’t skip the early entry pass), this episode helps you get the most fun per dollar out of any park visit. Whether you’re a coaster junkie, food stand connoisseur, or just trying to survive summer vacation with your budget intact, you’ll find plenty to pack into your next theme park adventure.
In this episode: * Why Cedar Point, Kings Dominion, and Busch Gardens still make the A-list * The real scoop on Disney’s next mega park in the Middle East * Tips to skip lines, beat the heat, and avoid overpriced regret * Insider previews of Epic Universe, Siren’s Curse, and other wild new rides * When to splurge on upgrades—and when to pocket that churro cash * Budget tips for families, plus why timing your visit can make or break it * Theme park food that’s actually worth the calories (yes, they exist) * Robert’s personal favorite hidden gems and underrated parks * How to avoid letting your memory bank ruin your money decisions—even at theme parks
So grab your virtual FastPass and take this ride with us. Got your own theme park story? Share it with us—we want to hear your best (or most disastrous) moments!
What do you get when you mix alpine grandeur, French wine, and a few awkward encounters with public transportation? The trek of a lifetime.
Joe and Crystal sit down with globe-trotting guest David to relive his incredible Tour du Mont Blanc—an iconic hike that crosses France, Italy, and Switzerland. From cultural quirks to culinary delights (hello, croissants and polenta!), David shares what it’s really like to hike Europe’s most scenic loop.
You’ll hear trail-tested tips on how to train, what to pack, and how to avoid blowing your budget—or your knees—on the way. Whether you’re planning your own hiking getaway or just dreaming from the couch, this episode is packed with laughs, insight, and a few “you won’t believe this” moments from the trail.
Here’s what’s packed in our metaphorical backpack today: * 🎬 The Sound of Music made us do it: What movie scenes and mountain views have in common * 🥾 Crossing borders on foot: Why the Tour du Mont Blanc is the ultimate passport stamp * 🎒 What NOT to forget in your pack (and what David says you absolutely don’t need) * 💡 Accommodations, luggage hacks, and trail shortcuts for the savvy traveler * 🍷 Why hiking is better with wine and what David learned about blending adventure and indulgence * 🧀 Croissants in France, coffee in Italy, fondue in Switzerland… need we say more? * 🗣️ Struggling with French? We’ve got stories—and survival phrases * 🚶♂️ What to know about rest days, restrooms, and rustic beds
Whether you're dreaming of alpine treks or just here for the croissant jokes, this episode is your trailhead to adventure.
🧭 Thinking about planning your own trip? David now runs Blaze Adventure Tours—hear how he custom-builds trips for hikers and cyclists who want the thrill without the stress.
David's company link: Home - Blaze Adventure Tours- Bicycle Tours and Backpacking
Is it Caribbean or Caribbe-an? We kick off this episode of Stacking Adventures with the great pronunciation debate—then head straight into a destination you can explore without needing a passport: Puerto Rico.
Hosts Joe Saul-Sehy and Crystal Hammond welcome travel advisor Donna Pelletier from Vacations by Donna, who shares highlights from her recent pre-cruise mini-adventure in Puerto Rico. While it wasn’t a deep-dive vacation, Donna packed in just enough to give us a taste of what’s possible in a short visit—and how to make the most of your own.
In this episode:
Plus, don’t miss our Gear of the Day pick that can save your soles when you’re pounding pavement between piña coladas.
Whether Puerto Rico is your main event or just a quick stop, this episode is full of practical, doable adventure hacks for travelers on the go.
Trading skills, transporting pigs, and building a life of freedom on the open road.
What if instead of budgeting your way around the world, you bartered your way through it?
In this episode of Stacking Adventures, hosts Joe Saul-Sehy and Crystal Hammond sit down with travel writer and full-time nomad Heather Jacks, who has turned bartering into an art form while living in her beloved bus, Bubba.
From growing up on Indian land to crossing the Australian outback, from working at Starbucks to navigating the uncertainty of the COVID era on the road, Heather shares how she’s learned to trade what she has—her words, her work ethic, even her typing skills—for what she needs.
You’ll hear:
Whether you’re dreaming of life on the road or just want a few creative ideas for living well on less, Heather’s story is full of resourceful inspiration and unforgettable moments.
Because sometimes the best currency isn’t cash—it’s creativity.
What happens when you ditch the itinerary, close the spreadsheet, and simply wander?
In this episode, we meet Kate and Kimberly, two adventurous travelers who swapped rushed vacations for a months-long slow travel journey across Europe and Latin America. And trust us—it’s not just about beautiful views (though there are plenty of those).
They share with Crystal Hammond and Joe Saul-Sehy what it’s really like to:
Along the way, they reflect on the challenges of long-term travel, the joy of lingering in one place, and why slowing down can lead to deeper cultural experiences—and better stories.
If you’ve ever wondered what it would be like to take your time, immerse yourself in a new place, and make the world feel just a little smaller… this episode is your passport.
Pack light, take your time, and come wander with us.
We're BACK in Thailand with YOU, and the stories are (as expected) all over the map, and incredible. From backpacking to ending up in the ER, you've had some southeast Asian adventures. So...what happens when your perfect travel plans meet reality? In this episode, we dive into real-life stories from travelers who found magic in the mayhem—and lessons in the chaos.
You’ll hear:
These stories aren’t just entertaining—they’re full of reminders that the best parts of an adventure often happen when things go off the itinerary.
And before we wrap, don’t miss our Gear of the Day—a small but mighty item that might just save your next trip from turning into a logistical nightmare.
So pack light, stay curious, and get ready for tales that might just inspire your next journey.
What happens when you take a bus to Travel Con, pack a Pilates bar, and chase the best local experiences? Crystal finds out.
Crystal Hammond returns from Travel Con with her backpack full of insider tips, unexpected laughs, and some seriously useful travel hacks. From the moment she stepped on a shuttle in Tucson, this adventure was all about curiosity, connection, and clever ways to travel smarter.
🧭 In this episode: * A behind-the-scenes look at Travel Con—including the quirky bus ride that kicked it all off * Must-know gear tips, like collapsible water bottles and a surprisingly travel-friendly Pilates bar * Why Airbnb Experiences are the secret to unlocking a destination’s real culture * Smart ways to save money using airport shuttles, public transport, and Costco car rentals * Sustainable travel practices and how to stay grounded (even when jet-lagged) * Credit card strategies and road trip snack wisdom that might just change how you pack
Plus, Crystal shares tips from fellow adventurers she met along the way—like Dominic’s genius hack, new tricks for navigating unfamiliar cities, and how to keep a routine while still saying yes to spontaneity.
🌍 Bottom line: If you want your next trip to be more intentional, more fun, and way less expensive, this episode is your passport to better adventures.
Looking for our gear-of-the-day? Head to https://stackingadventures.com/gotd
Hoping to contribute to a future show? Tell your story at https://stackingadventures.com/mystory
Is stacking just a fun pastime… or is there real science behind the obsession?
Today, we go deep—clinically deep—into the phenomenon of stacking with Dr. Nicole Meli from Moreland Hills University, the leading researcher on the psychology and history behind our favorite pastime. Joining the conversation is Crystal Hammond, world record holder in Lego stacking (yes, really), and Joe Saul-Sehy, who may not hold any records but definitely has opinions.
From the dopamine hit of a perfect stack to the dark side of stacking gone too far, this episode is filled with enlightening research, relatable stories, and a few jaw-dropping confessions.
In this episode:
Whether you’re a casual stacker, an adventure addict, or someone trying to understand a loved one’s growing collection of “just one more stackable thing,” this episode brings science, insight, and plenty of laughter.
🎧 Tune in and discover the science behind your next great adventure—one stack at a time.
Do you dream of embarking on a legendary pilgrimage filled with breathtaking landscapes, unforgettable encounters, and just enough unexpected twists to keep things interesting? This episode, we lace up our boots and dive into the adventure of a lifetime: hiking the Camino de Santiago with special guest Tom Schwab (founder: Interview Valet).
Tom trekked 500 miles in 26 days alongside his wife, Karen, and he’s here to spill the details—from the magic of the journey to the blisters that tried to ruin it. We cover everything from essential packing tips to the cultural moments that made the Camino unforgettable. Plus, Tom reveals one hiking item he swears by: Salty Britches (trust us, you’ll want to hear this one).
In this episode:
Whether you’re planning your own Camino adventure or just love hearing about epic travel stories, this episode is packed with insight, inspiration, and a few surprises along the way.
🎧 Tune in and take the first step toward your next great adventure!
Looking for our gear of the week? Head to https://stackingadventures.com/gotd
Ever dreamed of jetting off to Thailand for a mix of adventure, culture, and surprisingly affordable luxury? Crystal takes center stage in this episode, sharing her 2019 journey across three stunning islands, giving us an inside look at Thailand’s vibrant food scene, picturesque beaches, and budget-friendly splurges.
If you’ve ever wanted to explore Thailand on a reasonable budget without sacrificing amazing experiences, Crystal’s got the tips and insights to make it happen. Plus, there’s a wild snack discovery that might just surprise you.
Find our Gear of the Day pick and ALL of our cool adventuring gear at https://stackingadventures.com/gotd
Strap on your hiking boots (or just grab a comfy chair) as Crystal, Joe, and a crew of adventure enthusiasts take you on a journey through the wild wonders of Grand Canyon, Yellowstone, and Muir Woods. Expect epic tales, unexpected detours, and a few moments of sheer survival mode—because what’s a national park trip without a little chaos?
In this episode:
Whether you’re a national park newbie or a seasoned trailblazer, this episode is packed with inspiration, practical tips, and a little friendly chaos to fuel your next outdoor adventure.
🎧 Tune in and let’s hit the trail!
Today we talk to not one but TWO guests who BOTH know how to save TONS of money on travel. First, Chris Hutchens from All The Hacks podcast LOVES to find ways to travel the world for nothing (or next to nothing). Second, George Igoe has a top series on the Million Stories YouTube page about seeing different cities for $100 or less. He shares some of his favorites on today's show!
These interviews are from 2022, so if there's any mention of prizes, giveaways, or current events, realize this is a Greatest Hits episode from Stacking Benjamins. Our Stacking Adventures show returns with NEW shows next week (but we HAD to play this one today because it's so, so, so good).
Remember when Libby Gifford raved about Olympic National Park being her all-time favorite? Well, we took that as a challenge and just wrapped up an epic two-day adventure through its jaw-dropping landscapes. Spoiler alert: Libby was absolutely right.
From the snow-capped peaks of Hurricane Ridge to the rugged coastline of Rialto and Ruby Beach, we packed in as much as possible—including hidden gems like Crescent Lake, unforgettable hikes, and some close encounters with wildlife (hello, bald eagles and sea lions!).
If you’re planning your own Olympic National Park getaway, we’ve got you covered with insider tips on accommodations, must-see spots, and the things we wish we knew before we went. And yes, we’ll get into tide pooling, because if you’re not checking out sea stars and anemones, are you even doing this trip right?
Oh, and stick around for our "Gear of the Day" pick—a must-have for your next outdoor adventure.
What’s Inside Today’s Episode: * Libby’s Favorite Park: Why Olympic National Park tops her list. * Getting There: The journey to the park and what to expect. * Crescent Lake: The perfect mix of serenity and scenery. * Cape Flattery Adventure: Standing at the northwesternmost point of the U.S. mainland. * Tide Pooling at Rialto Beach: Why you need to bring waterproof shoes (trust us). * Staying at Kalaloch Lodge: A scenic spot with interesting pricing. * The Iconic Tree of Life: The gravity-defying tree you need to see. * Ruby Beach & Other Coastal Stops: Unbeatable views and moody PNW vibes. * Lake Alt & Historical Hikes: Trails, history, and why you should bring extra snacks. * Wildlife Encounters: Bald eagles, sea lions, and more surprises. * Olympia Side Trip: Pizza wins and losses, parking struggles. * Travel Tips & Lessons Learned: What to know before you go. * Gear of the Day: Our top pick for making your next adventure even better.
Key Takeaways from the Episode: ✔️ Olympic National Park is ridiculously diverse. Snowy mountains, lush rainforests, and stunning beaches—all in one trip. ✔️ Plan your accommodations wisely. Some spots are worth the price, others… not so much. ✔️ Tide pooling is a must. Just don’t forget waterproof shoes unless you enjoy ice-cold toes. ✔️ Wildlife sightings are next-level. Bring binoculars—you never know what you’ll see. ✔️ Olympia has meh pizza. Parking, however, is another story altogether.
Tune in now for the ultimate guide to exploring Olympic National Park and making the most of your adventure!
Today Joe and Crystal embark on a journey to the world’s most romantic destinations. From the sun-kissed beaches of Indonesia to the charming gondolas of Venice, they reveal their top five picks for couples seeking unforgettable getaways. Along the way, they explore breathtaking hotels, intimate dining spots, and hidden gems in Greece, France, Italy, and beyond. Even if you're not romantically involved, you'll find yourself falling in love with ALL of these places.
Not just about faraway escapes, Joe and Crystal also highlight romantic locales closer to home—perfect for a spontaneous weekend retreat. And for those who love to stay active while traveling, don’t miss their Gear of the Day pick: a fitness tracker that keeps you on time and in shape wherever love takes you.
Highlights from this episode:
Whether you're planning your next big trip or just dreaming about future adventures, tune in for inspiring stories, expert recommendations, and the ultimate romantic travel guide!
Stacking Adventures: Where wanderlust meets love.
Can a pigeon lead to an Italian adventure? Turns out, yes! 🐦 Join Crystal and Joe as they chat with Adventure Annette about a spontaneous, bird-inspired journey through Rome, Venice, and Pompeii—all thanks to her son's unexpected obsession with pigeons.
What’s Inside This Episode? 🏛 Rome: The Eternal City – Walking is the best way to explore (and dodge tourist traps). Annette shares insider tips on hidden gems, cheap eats, and why Rome’s fountains aren’t just for decoration.
🎭 The Colosseum Experience – Gladiators, history, and why booking ahead can save you hours.
🎒 The Gear of the Day – Travel smarter with one essential item that keeps you prepared for any travel weather.
🏺 Pompeii: A Journey Through Time – What it’s really like to walk through the ruins of an ancient city frozen in time.
🛶 Venice: Beyond the Crowds – First impressions, best ways to explore, and why the colorful islands of Murano and Burano should be on your itinerary.
💰 How to Save on Flights, Hotels & More – Annette’s spontaneous travel hacks that can save you big bucks on your next European getaway.
✨ Final Thoughts & Souvenirs – What’s worth bringing home from Italy (besides incredible memories)?
Takeaways for Travel-Loving Stackers: ✅ Spontaneity = Magic. Planning is great, but leaving room for surprises leads to the best adventures. ✅ Walking beats waiting. Exploring Rome on foot saves money and reveals hidden treasures most tourists miss. ✅ Book smart. Annette shares how to score last-minute hotel deals and avoid overpaying. ✅ Escape the crowds. Venice has secrets beyond St. Mark’s Square—Annette shares where to go for the real magic.
🎧 Hit play now and join us for a whirlwind Italian adventure! 🇮🇹✈️✨
Ever wonder which U.S. national parks are truly breathtaking—and which ones might not live up to the hype? Today, Joe and Crystal sit down with Libby Gifford, a seasoned park explorer and co-organizer of TravelCon, to swap stories about awe-inspiring landscapes, unexpected surprises, and the parks that didn’t quite make their bucket list.
Along the way, you’ll hear:
Whether you’re a seasoned park explorer or planning your first visit, this episode is packed with inspiration, expert tips, and a few laughs along the way.
Resources & Links * Learn more about TravelCon → https://travelcon.org * Join our Stacking Adventures Community on Facebook for more travel stories & tips
Big changes coming to the show (well, not really...more tweaks than anything)...and we're super excited to share them with you. Join our community online and let's have fun learning and laughing our way around the world.
Here's the revised version without timestamps:
Ready to swirl, sniff, and sip your way through some unforgettable wine-tasting adventures? Today’s episode of Stacking Adventures is a toast to wine tours, featuring hilarious and heartfelt stories, practical tips, and a few spills (hopefully just metaphorical).
Crystal shares her dream of leading wine tours in retirement—because why not get paid to drink wine and look fancy? Jennifer takes us to Portugal with her incredible wine tour experience, where she discovered the magic of Port wine and how to enjoy wine tastings without emptying your wallet. And let’s not forget Crystal’s jaunt through Swiss vineyards (because even ski trips deserve a little grape action) and Joe’s own wine tales, which might just involve questionable choices in Northern Michigan.
Plus, Wesley’s Wine Tips will arm you with everything you need to ace your next tasting, and we highlight a piece of travel gear that promises to keep your wine-and-cheese habit from becoming your wine-and-regret habit.
Episode Highlights * Chilean wine tour dreams, Crystal’s future retirement gig, and Joe’s questionable choices. * What’s pouring in this episode (hint: it’s wine and plenty of laughs). * Jennifer’s Portugal wine tour: The magic of Porto and Lisbon, and why Port wine might be your new best friend. * Port tasting 101: Learn why it’s worth sipping slowly (and maybe budgeting for a bottle or two). * DIY wine tour tips: How to taste without breaking the bank—or getting kicked out of a vineyard. * Napa Valley nostalgia: Joe’s personal wine stories that’ll have you saying, “Wait...he did what?” * Swiss wine adventures: Crystal’s picturesque Swiss vineyard tour (with bonus ski tales). * Dog-friendly wineries: Because even Fido deserves a day in the vineyard. * Wine tasting tips: Tricks to look like a pro, even if you just came for the cheese. * Northern Michigan wineries: The truth about what’s bubbling up north. * Planning your wine tour: The ultimate guide to sipping your way to adventure. * Wine etiquette & pairings: How to avoid faux pas and elevate your tastings. * Gear of the day: Stay fit while indulging in your wine-tasting escapades (because balance is key). * What’s next: A sneak peek at upcoming episodes and how you can join the Stacking Adventures community.
Connect with Us Got a wine-tasting story that rivals Joe’s Northern Michigan adventures? Share it with us! Join the Stacking Adventures community and let’s keep the travel (and wine) conversations flowing.
https://stackingadventures.com/mystory
Ready to dive into the charm of the Emerald Isle? In this episode, we’re taking you on a journey through Ireland’s rugged countryside, lively cities, and ancient landmarks. Whether you’re chasing rainbows or trying to master driving on the other side of the road, we’ve got stories, laughs, and plenty of tips to inspire your next great adventure.
Sheena starts us off with her unplanned escape to Dublin—because sometimes the best adventures are the ones you don’t plan. From unexpected sunshine to Dublin’s iconic hop-on-hop-off bus tours, she’ll have you itching to pack your bags. Roy shares his seven Irish trips that led to his family’s bold decision to retire in Northern Ireland (yes, the pubs are as cozy as you imagine). Then, John from Oklahoma takes us back in time with tales of ancient ruins, geological wonders, and a pub crawl worth repeating.
And the icing on this Irish cake? Nancy from Florida tells us about her journey to Limerick. Of course, Joe couldn’t resist trying to craft a limerick on the spot featuring Nancy—and let’s just say it’s a work of... humor.
Along the way, we’ll share tips for renting a car without losing your cool, savoring the perfect pint of stout, and unlocking Ireland’s rich history like a seasoned explorer. Plus, don’t miss our “gear of the day” pick—it’s a travel essential for making every adventure more fun (and less stressful).
What’s Inside: * Sheena’s Unplanned Dublin Adventure: Spontaneous trips, Irish sunshine, and people-watching with a side of laughter. * Roy’s Northern Ireland Dream: Seven trips, house-hunting shenanigans, and making the big move to a postcard-worthy Northern Irish town. * John’s Historical Tour: Ancient ruins, geological wonders, and cozy pub stories that’ll make you want to book your flight immediately. * Nancy’s Trip to Limerick: A Florida adventurer meets Irish charm—and Joe’s valiant attempt at limerick-writing. * Practical Travel Tips: Navigate the roads, find the best brews, and experience Ireland like a seasoned pro. * Gear of the Day: The must-have travel tool to keep your adventures smooth and your spirits high.
Ireland is calling, and we’re here to help you answer. From laughs to logistics, this episode has everything you need to start planning your own Irish adventure.
Planning a dream vacation shouldn’t feel like a nightmare for your wallet. In this episode, Crystal and Joe unpack practical strategies to make your 2025 travels more affordable, enjoyable, and stress-free.
Crystal is inspired as Joe shares his plan to extend FinCon with an unforgettable visit to Crater Lake National Park and Willamette Valley wineries. From there, they dive into how smart budgeting and planning can transform your travel dreams into reality.
You’ll hear about:
Whether you’re dreaming of exploring new destinations or just want to stretch your travel dollars, this episode has everything you need to make your next adventure epic and affordable.
Tune in for a mix of actionable tips, personal stories, and a touch of humor that’ll leave you excited to plan your next getaway!
What better way to kick off the new year than by planning your next great adventure? On this episode, we're sharing another podcast which will make your adventures brighter, the Everyday Bucket List Podcast. Karen Cordway and her husband (and co-host) Rich share their best tips for setting ambitious but achievable travel goals and bucket list ideas for 2025.
From sparking brain growth (yes, really!) to dreaming so big it makes others laugh, they bring a mix of practical advice, inspiration, and fun personal stories to help you turn "someday" into today. Plus, you'll learn about the 'FILL' method (think free, local, and low-cost adventures) and why listening to birds might just be the easiest—and cheapest—way to boost your happiness.
Whether you're itching to learn a new skill, find accountability partners to keep you on track, or just need a good laugh with a 'dream chuckle,' Karen and Rich have you covered. Tune in to map out your best year yet—without breaking the bank.
Highlights:
Ready to fill your year with unforgettable experiences? Grab your coffee (or tea), hit play, and start dreaming big!
Happy Holidays!
For our list of BEST travel items, head to StackingAdventures.com/GearOfTheDay
Want to contribute to future shows about Ireland, Wine Tours, Walt Disney World vacations, or Budgeting for better travel? Call our voicemail and be a part of future shows! You'll have five minutes to tell your story, so have fun! StackingAdventures.com/Voicemail
Ever wonder where to find the most haunted hotspots in the country? Buckle up, because in this episode, Joe and Crystal share the spine-tingling ghost tours recommended by our Adventurers! From Savannah’s famous hearse ghost tours to the mysterious halls of the Winchester Mystery House and Salem’s historical haunts, we’ve got your next spooky adventure covered.
Plus, we highlight our Gear of the Day, swap some amusing travel stories, and give you the lowdown on must-visit ghost tours across the country. Grab your flashlight, and let’s dive into a hauntingly great adventure together!
Here’s what’s in store: * Adventurer Picks: Chilling listener recommendations for the top ghost tours and haunted attractions. * Savannah’s Hearse Ghost Tours: Explore this city’s rich (and spooky) history on four wheels. * Winchester Mystery House: A house built for ghosts? Step inside this labyrinthine wonder in San Jose. * Salem, Massachusetts: Unravel the mystery of the Salem Witch Trials and explore its haunting history. * Gear of the Day: Don’t hit the road without this travel essential. * Top Ghost Tours Across the U.S.: From Chicago to New Orleans, discover eerie destinations Adventurers swear by. + Chicago’s gangster-filled ghost tours. + New York City’s haunted gangster landmarks. + New Orleans cemetery tours that reveal secrets of the past. + Baltimore’s haunted pub crawls and ghostly tales. + San Diego’s Haunted Gaslamp Quarter. + Eureka Springs’ Crescent Hotel, one of the most haunted hotels in the country. * Listener Stories: Personal encounters that might just give you goosebumps. * Upcoming Adventures: A sneak peek at next week’s show and how you can join the fun!
Pack your sense of adventure (and maybe a little courage), and get ready for a spooky escape filled with laughter, thrills, and unforgettable travel inspiration!
Looking for our Gear of the Day pick? Head to StackingAdventures.com/GOTD
Want to share YOUR favorite wine tour, Ireland adventure, or another? Head to StackingAdventures.com/MyStory
Are you making the most of your travel points? Whether you're a seasoned traveler or just dipping your toes into the world of rewards, this episode of Stacking Adventures is a must-listen. We’re joined by Cindy Greenstein, aka The Points Mom, who shares her insider secrets for getting top value from your travel rewards. From transferring points for better deals to stacking perks for triple the benefits, Cindy's advice will help you elevate your travel game.
Why You Should Tune In:
Episode Highlights:
Final Thoughts: Cindy’s actionable advice and relatable stories will inspire you to take control of your rewards strategy and start stacking points like a pro. Don’t leave free travel on the table—tune in and learn how to turn everyday spending into unforgettable adventures!
Additional Resources:
Why does wine taste different when you're sipping it abroad? And how do you design a wine tour that’s both unforgettable and Instagram-worthy? Today, we pop the cork on all things wine tourism with Kylie Sherriff, an Australian expat who traded her banking career for the lush vineyards of Chile.
Kylie takes us behind the scenes of wine tourism, revealing the secrets to crafting the perfect wine tour, the pitfalls of DIY adventures, and why guided tours often come with a richer bouquet (pun intended).
From tips on choosing the right wineries to stories of transitioning from spreadsheets to grapevines, this episode is a toast to adventure, culture, and, of course, wine! Stick around until the end for our fun recommendations on festive wine gear that’ll elevate your next tasting experience.
Episode Highlights: * Wine tour experiences from Virginia to Switzerland * Meet Kylie, the wine tourism expert * Secrets to designing the perfect wine tour * Why guided tours outshine DIY wine adventures * A road trip pit stop with a wine twist * Exploring wine regions across Europe * The unique wine culture of Australia * Kylie's transition from banking to vineyards * Starting a new adventure in South America * The magic of Chilean wine experiences * How to book a wine tour with Kylie * Fun wine accessories and souvenirs to enhance your experience * Final thoughts on what makes a wine tour memorable
This week on Stacking Adventures, Joe and Crystal take us on a journey through Peru with two unique travel stories and a treasure trove of tips for travelers of all styles.
First, Carrie and Eric share their unforgettable slow-travel experience, staying in an Airbnb, shopping at vibrant local markets, and immersing their kids in Peruvian culture. They reveal how to avoid tourist traps and truly connect with the local community. Next, Jim from Florida contrasts his mid-range adventure with a tour company, Other Way Round Travel, highlighting the perks of guided tours, tackling health and safety challenges, and embracing flexibility while abroad.
As always, we sprinkle in practical advice, like how to pronounce 'Viator' (spoiler: you’ve been saying it wrong!), plus a teaser for our upcoming wine tour adventure in Chile. We also spotlight essential travel gear that won't break the bank, all featured on our Amazon page.
Tune in for inspiration, laughs, and actionable tips to make your next adventure memorable and stress-free.
Episode Highlights * Welcome to today’s travel stories. * Carrie and Eric’s slow travel adventure in Peru. * Comparing travel styles: Luxe, budget, and everything in between. * Today’s gear pick and practical travel tips. * Thanksgiving plans and our travel philosophy. * A day in Peru: Living like a local. * Discovering markets and building community connections. * World schooling and making social media count. * Guided tours and the perks of shoulder season travel. * Machu Picchu, unexpected adventures, and magic moments. * Listener feedback and guessing the gear of the day. * Shoutout to the Everyday Bucket List podcast. * Guess what’s in our gear spotlight. * Call for your travel stories—share your adventures! * Listener highlights and our hotline details. * Joe’s hilarious Peruvian mix-up. * Safety tips and social posting etiquette. * Jim’s mid-range adventure in Peru. * Navigating tour groups and making connections. * Peru’s challenges and highlights through Jim’s eyes. * Sacred Valley gems and what’s next on the itinerary. * Travel essentials, safety insights, and packing like a pro. * Sneak peek at upcoming adventures and Thanksgiving wishes.
Got a story, tip, or question for the show? Leave us a voicemail (HTTP://stackingadventures.com/mystory) —we’d love to feature you! And don’t forget to check out our gear recommendations to make your next trip unforgettable (HTTP://stackingadventures.com/gotd).
Adventurer Ann joins us today to share her travels through Ireland. Her road trip avoided the major tourist spots so that they could see the "real" parts of the country. What did they experience? How about soaring cliffs, the Lousitania museum, AirBnBs, wonderful foods, and Irish scones! Ann shares all of her best travel tips, including how she creatively made it to Ireland on points and what she'd do differently if she went again (and she definitely plans to go again!).
Looking for our gear of the day list? We added a great new one on today's show. You'll find the whole list at HTTP://stackingadventures.com/gotd
Share YOUR Ireland adventure with us by heading to HTTP://stackingadventures.com/mystory. You'll have five minutes to detail the good, bad, and ugly. Whether it's a funny anecdote or best practices, we want to hear!
Emmy winner Joseph Rosendo joins us! In this special episode, Joseph, known for his PBS show 'TravelScope,' shares invaluable travel tips focusing on the importance of immersing oneself in local cultures rather than merely visiting tourist sites. He emphasizes the need to interact with locals to truly enrich your travel experience. The episode also covers Joseph's thoughts on packing smartly, the significance of speaking a few phrases of the local language, and the art of bargaining responsibly. His candid reflections will give you not only important tips, but also practical advice to enhance your future travels.
RUN OF SHOW
Looking for our awesome gear of the day page? You'll find all of our favorite travel aids, hacks, and fun toys here: https://stackingadventures.com/gotd
We need your help! We are prepping episodes on New Orleans, Ghost Tours, and Peru & Chile! If you have adventures in these areas, share your stories with us for a future episode of the podcast! You'll have five minutes to tell your story, so let it fly! HTTP://stackingadventures.com/mystory
Today, we'll take you to BACK to Japan, a place that Crystal visited and shared her experiences from. Now we share YOUR hilarious and insightful adventure stories, including mishaps like throwing up in your boss's wife's shoes, avoiding canceled flights due to typhoons, and playing the exchange rate game. We also gather practical travel tips including public transportation, eating at 7-Eleven, and must-try food experiences. Learn the importance of not over-planning, early starts to beat the crowds, and how to make the most out of your trips. This episode is packed with both funny and useful advice to make your future Japan trips unforgettable.
RUN OF SHOW
Find more episodes, blog posts, and our gear of the day at https://stackingadventures.com.
Dive into the vibrant and enigmatic world of New Orleans as Crystal and Joe are joined by authors Sharon Keating and Christi Keating Sumich, who take us on a journey through the city's rich (and haunted) cocktail history. In this episode, you'll learn about iconic drinks such as the Absinthe Frappe and the famous Sazerac and explore some historic and haunted hotspots like Jean Lafitte's Old Absinthe House and the Roosevelt Hotel's Sazerac Bar. Sharon and Christie share their expertise on New Orleans' unique blend of life, death, and celebration. Plus, get ready for some gear of the day suggestions to enhance your adventure experience!
Find gear of the day, including Sharon & Christi's book, Hauntingly Good Spirits, in our Gear of the Day shop!
RUN OF SHOW
Find out show notes and other adventures/past episodes at StackingAdventures.com.
Today we embark on a spine-tingling journey through America's most haunted ghost tours. Discover eerie hotspots like New Orleans, Williamsburg, and Charleston, where tales of haunted houses, mysterious tunnels, and historic lantern-lit streets come to life. Along the way, Crystal and Joe delve into their personal ghost tour experiences, sharing memorable costumes from childhood and the quirks that make each tour unforgettable, including an Asheville tour featuring a hilarious mad Russian scientist and unexpected props. Get ready to see these famous cities in a ghostly new light—spooky and fun in equal measure.
Plus, we'll dive deeper into the elements that make these ghost tours truly exceptional. From the haunted house Nicholas Cage reportedly fears to live in to some exhilarating hands-on experiences with EMP devices in Traverse City, you'll understand the importance of a knowledgeable and engaging guide. We also highlight lesser-known gems like Delray's Halloween house decorating contest and historical tours in small American towns. Equip yourself with essential travel tips, from must-have toiletries to reusable containers, ensuring your spooky adventures are smooth and comfortable. As we wrap up, we preview our upcoming episodes, teasing New Orleans drink recipes perfect for a Halloween bash, and we encourage you to share your ghost tour stories with us. Whether it's wandering through historic towns with original gas lanterns or enjoying the immersive performances of costumed characters, our episode promises to entertain and enlighten. Don't miss out as we share our 'Gear of the Day' and elevate your next haunted journey!
Run of Show
You'll find show notes AND all of our travel adventures at StackingAdventures.com
Have you been on a ghost tour? Leave us your story at HTTP://stackingadventures.com/mystory. You'll have five minutes to share! Be a part of the show!
On today's episode we asked YOU for advice on packing for travel, accumulating points, and generally making things easier and more fun. Boy, did you come through! We feature advice from MANY people from our adventure community on this episode.
Have you been to Japan? Peru? Chile? Those episodes are coming soon, so share your advice on our voicemail at http://stackingadventures.com/mystory
In week one of this podcast we featured Neighbor Doug from the Stacking Benjamins Show, sharing his story about traveling to Scotland. We asked YOU for stories or tips and you didn't disappoint us! Today we'll hear from Gwen, Amanda, and Stephanie about their best and worst moments visiting this beautiful country. Gwen shares stories from Edinburgh and the Highlands, Stephanie shares a story about an impromptu picnic, and Amanda covers fun with locals AND her own Edinburgh adventure. Throughout the show, Joe and Crystal share their own stories as well. Joe also has been to Edinburgh and shares his stories about the festival.
At the midway point, Crystal gives us clues about her "gear of the week." At the end of the show she reveals some great gear.
You can see all of our gear from this show (and past episodes) at StackingAdventures.com/gotw.
We need your stories about Japan, Peru, and Chile! Leave those at: StackingAdventures.com/MyStory
Today Joe recounts his recent South American adventure, exploring iconic destinations like Machu Picchu, Santiago, and Lima. Discover his experience with an Adventures By Disney guided tour. You'll hear about vibrant destinations like Cusco and Chilean vineyards, as well as incredible culinary experiences, including dining at some of the world's best restaurants. Plus, get insights into using public transportation, selecting the best accommodations, and making the most of premium travel options. Whether you're planning a trip or love travel stories, this episode is packed with tips and entertaining tales from Joe's journey.
Plus, Joe will share his "gear of the week" pick at the halfway point. Can you guess it?
See all of our gear of the week at StackingAdventures.com/gotw
Be a part of the show! Have you been to Peru or Chile (or have your own experience with Adventures By Disney)? Leave us a voicemail, and YOU can be on the show during our recap episode. You can just head to StackingAdventures.com/voicemail and leave your note.
Today, we take you halfway around the world and delve into Crystal's exhilarating journey to Japan. From the bustling streets of Tokyo and the serene temples of Kyoto to the breathtaking heights of Mount Fuji, you'll be taken on a tour of Japan's top destinations. The episode highlights the intricacies of traveling with a friend, navigating public transportation, using Groupon for travel deals, and maximizing sightseeing experiences. Additionally, we address Crystal's challenges, such as broken luggage, and provide actionable travel tips like using packing cubes and leveraging technology for translations. Can you guess the gear of the week? Joe couldn't!
On this episode:
Head to StackingAdventures.com for our show notes!
Have you traveled to Japan? Share your story for our follow-up episode! http://stackingadventures.com/voicemail
In this episode of the Stacking Adventures podcast, hosts Crystal Hammond and Joe Saul-Sehy discuss the challenges and strategies of packing for travel. They share personal anecdotes about overpacking and underusing items, the advantages of rolling clothes versus laying them flat, and the quirks of packing cubes. They also delve into the importance of choosing the right suitcase size, dealing with lost luggage, and how to pack smarter to avoid extra baggage fees. The hosts offer practical tips such as using collapsible bags for souvenirs, packing versatile clothing, and keeping travel necessities in the bag at all times. The episode concludes with Joe’s gear recommendation of Bluffworks pants, perfect for both casual and fancy occasions.
00:00 Introduction and Packing Woes
00:46 Unpacking the Packing Process
00:58 Gear of the Day and Travel Tips
01:40 Packing Strategies and Tips
03:39 Rolling vs. Laying Flat
05:51 Keeping It Simple
10:14 Souvenirs and Packing Cubes
17:20 Lost Luggage Stories
22:15 Road Trip Pit Stop
22:59 Gear of the Day Teaser
23:27 Exploring Italy: The Bridge of Sighs
25:17 Venice: A City of Canals and Gondolas
27:21 Packing Tips and Quirky Items
29:32 Overpacking Woes and Solutions
34:02 Shoe Dilemmas and Travel Hacks
40:15 Final Thoughts and Gear of the Day Reveal
Today Crystal and Joe explore the world of reward points and travel hacking with expert Lee Huffman. The discussion covers the benefits and drawbacks of various credit card reward programs, like the Chase Sapphire Reserve, the perks of having a Southwest Companion Pass, and the value of using portals and dining reward programs. Lee shares his experience with traveling internationally, including tips on using mobile hotspots and the benefits of using eSIM cards. In addition, the show addresses avoiding debt while chasing points and the importance of spending points effectively rather than hoarding them. The episode wraps up with their 'Gear of the Day' segment featuring a handy mobile hotspot and invites listeners to share their own travel and reward tips.
00:00 Introduction to Reward Points
00:43 Meet Lee Huffman: The Reward Hacking Expert
02:23 Travel Adventures and Family Road Trips
05:13 The Joy of Hugging Wombats
09:40 Travel Hacking Tips and Tricks
20:55 Pit Stop and Trivia Time
25:42 Discovering Point Programs
26:02 Comparing Marriott and Hyatt Points
27:18 Airline Loyalty Programs
29:46 Maximizing Credit Card Rewards
33:01 Stacking Points and Rewards
39:42 Avoiding Credit Card Debt
46:08 Gear for International Travel
50:56 Conclusion and Resources
Doug describes his unforgettable trip to Scotland that included playing golf at iconic courses, navigating logistics, and soaking in the stunning scenery. He shares the challenges of booking flights with Aer Lingus amidst a strike, securing last-minute lodging on the Isle of Skye, and the unique experiences of driving a stick shift rental car. Highlights include golfing with local sheep at Brora, dodging crowds at popular tourist spots, and exploring picturesque landscapes for photography. Doug’s candid recounting of Scottish cuisine and spontaneous adventures serves as an inspiring guide for future travelers. Introduction and Banter Welcome to the Stacking Adventures Podcast Travel Stories and T-Shirt Anecdotes Introducing the First Guest: Doug Doug's Travel Preferences and Show Format Planning the Scotland Trip Challenges of Booking Lodging in Scotland Flight Adventures and Industrial Action Road Trip Pit Stop and Gear of the Day Highlights of the Scotland Trip A Memorable Viaduct Experience Disappointing Tourist Attractions The Food in Scotland Exploring Castles and Drones Golfing in Scotland Scotch Distillery Tours Hiking Adventures on the Isle of Skye Travel Tips and Souvenirs Documenting the Trip Gear of the Day and Final Thoughts
00:00 Introduction and Banter
01:11 Welcome to the Stacking Adventures Podcast
01:42 Travel Stories and T-Shirt Anecdotes
02:25 Introducing the First Guest: Doug
02:48 Doug's Travel Preferences and Show Format
06:20 Planning the Scotland Trip
09:15 Challenges of Booking Lodging in Scotland
15:20 Flight Adventures and Industrial Action
20:01 Road Trip Pit Stop and Gear of the Day
26:47 Highlights of the Scotland Trip
30:11 A Memorable Viaduct Experience
31:28 Disappointing Tourist Attractions
32:51 The Food in Scotland
34:38 Exploring Castles and Drones
35:53 Golfing in Scotland
37:46 Scotch Distillery Tours
39:37 Hiking Adventures on the Isle of Skye
46:16 Travel Tips and Souvenirs
47:58 Documenting the Trip
52:32 Gear of the Day and Final Thoughts
Join Joe, Crystal and Neighbor Doug on a nostalgic look back at key insights from past episodes, from real estate investing strategies to life-changing guest interviews. The team shares their favorite moments and lessons, discusses the importance of mentorship, and underscores the value of community-oriented investing. They also leave listeners with the promise of a significant reveal and the possibility of a future pivot. Join the journey one more time as they celebrate 67 episodes of inspiring and educating on the intricacies of real estate.
On today's show we go back in time to our conversation with Whitney Hansen (Money Nerds podcast and AirBnB host). Whitney secured a competitive AirBnB grant to build--of all things--a home shaped like a flower pot! Today, that property has been built and is a huge hit. But back when we talked to Whitney construction was ongoing. She spoke with us about the process, challenges, and thrills of building a one-of-a-kind home. She also details her systems for finding renters, maintaining controls, and more.
Of course, this episode features a headline AND Doug's trivia, as usual! It's another great episode with Crystal, Joe, and heck, even Doug.
Catie Lawrence is laser-focused on financial independence, and real estate has rocketed her toward that goal. Today we hear about Catie's journey from a 9-5 job outside of the real estate world to her transformation into full time real estate pro and investor. She'll talk about how she and her carpenter husband (handy to have on the team!) made the decision to first focus on real estate, and how she's developed strategies and systems to help her build her real estate empire. If you're wondering how you'll get started on your journey, Catie's a great mentor to help you take the plunge!
In our headline segment, big investment firms are investing in ONE segment of the real estate market heavily the last few months. What segment? Should you also jump in? We'll discuss real estate trends, how to spot potential winners, and when to stay away.
Of course, we'll also feature Doug's property pop quiz about one American city with a HOT real estate market. Can you guess which one it is?
Find our full show notes at stackingdeeds.net/shownotes
Does the real estate journey seem like it’d be long and difficult? Today’s guest is living proof that it might take some sweat equity…but it doesn’t have to take forever! Brooke Coughlin went from being a middle school English teacher earning $50k to a real estate pro earning $500k by the time she was 28 years old. We walk through her journey, because she didn’t do many of the things we often preach on the show, and yet has found remarkable success. She admittedly isn’t great at automation, made some mistakes with properties, and is clearly proving that you can make great money without getting everything right. Don’t get us wrong - Brooke clearly has done a lot correctly. She’s great at finding the right properties, she has found great mentorship, she understands the value of finding and educating potential buyers. She’s done so many things that she openly shares on today’s show that we can’t wait for you to hear it! Plus, in our headline segment, some innovation in building your team could help you learn the real estate ropes faster AND save some money. Many skilled tradespeople are now available via video to help you not only fix the problem but also learn to handle more yourself. Even better news? The fees for these services isn’t exorbitant. We’ll talk about the upsides and downsides of hiring virtual plumbers, electricians, and more. Have a question for the show? Head to StackingDeeds.net/voicemail
Looking for the show notes? Subscribe for free and we’ll send them directly to your email box: StackingDeeds.net/shownotes
Would you like to discover how to outsource your way to real estate riches? Crystal and Joe chat with Harley Green. You'll learn about all of the tasks he outsources and how to achieve real estate success by outsourcing and utilizing virtual assistants for easier investments and higher profits. Harley showcases the importance of smart investing, leveraging technology, and embracing new ways to manage properties efficiently. He breaks down how he started in real estate and outsourced his way to living abroad with his family.
In our headlines, we're all on the hunt for affordable homes. Do those two words actually go together..."affordable" and "homes"? Yes they do, and we'll tell you where to find them. Plus, we’ll answer a call to Ruth's Rotary phone from Peter who wants to know how to find a great property manager.
Of course, Doug also shares an amazing property pop quiz and we'll share so, so, so much more! Have a question for the show? Head to StackingDeeds.net/voicemail
Looking for the show notes? Subscribe for free and we’ll send them directly to your email box: StackingDeeds.net/shownotes
On today's show...Ever feel like you're flying blind in the crazy world of real estate investing? Wondering what economic factors might impact your next move? Well, fret no more! Whether you're looking to buy your first investment property or you're already a landlord, Crystal and Joe discuss economic data and why you should stay in tune with it. In our headlines, we'll unpack two key articles that shed light on the current housing market. You'll hear about how record-high monthly payments are impacting buyers and the potential for declining rates to boost activity. Plus, they'll explore the concept of "shadow inventory" and how it can significantly impact housing supply and prices.
Of course, Doug also shares an amazing property pop quiz and we'll share so, so, so much more! Have a question for the show? Head to StackingDeeds.net/voicemail
Looking for the show notes? Subscribe for free and we’ll send them directly to your email box: StackingDeeds.net/shownotes
What you don't know about lending CAN hurt you. That's why today we dive again into your basic options with the CEO of lender Prosper, David Kimball. He'll not only share the basics of how these products work, he'll also surprise even Joe with some facts about them that HE didn't know! We'll also cover how the fees and interest rates work on these loans. We'll tackle the downsides of using them, when they work best, and when you should avoid them. We'll also discuss predatory loan practices in this area and exactly how long you should expect your money after you're approved for either a home equity loan or line of credit. In our headline segment, we'll share a story "as old as time." It's the one thing people often forget about when they purchase a property: taxes! Some people recently were surprised by their tax bill when they purchased their property. How come? There's a good answer, and it could help you avoid a major mistake when you're making your next deal. We'll talk about property taxes and negotiation on today's show. Plus we'll answer a Deeder's question who wonders, "What could be the downside of government grants and special incentives?" Does it pay to move to a new city in exchange for cash or great deals on a home? Even better for our show...does that translate into better deals you can cash in on to rent out property or flip it? We'll share. Of course, Doug also shares an amazing property pop quiz and we'll share so, so, so much more! Have a question for the show? Head to StackingDeeds.net/voicemail
Looking for the show notes? Subscribe for free and we’ll send them directly to your email box: StackingDeeds.net/shownotes
How do you become successful? If you’re any self-respecting entrepreneur, you learn to fail faster. It feels great to win, but on today’s episode, author Dave Mason shares how some of the best and brightest forged HUGE careers or built massive real estate empire through failure. We’ll talk through case studies of Spanx, Mt. Everest attempts, and much more. Hopefully you’ll learn that hurrying ahead, rather than waiting until you’re ready to move forward, is ONE key to short term losses but long term gains. Plus, what’s the next “big thing” in home construction? How about 3-D printed homes? One company in Austin, Texas is busy doing it. Should you pursue hot new tech? We’ll share our thoughts on the technology, whether you should dip your toe in that pool, and also, some thoughts on other areas of tech that you may want to focus more on. Of course, we’ll still share Doug’s pop quiz, we’ll answer a call from a Deeder, AND much, much more (including cookie talk!). It’s another great episode of the Stacking Deeds Show! Know an investor who needs to hear today’s message! Forward this to them! Have a question about a topic? Call Ruth’s Rotary phone at http://stackingdeeds.net/voicemail and we’ll answer your question on the podcast!
The world of financing is far more at the heart of a real estate deal than a new investor may know. By structuring the right financial package, you'll be able to stretch your money further, so that you can either grow your real estate empire more quickly or use your freed up funds to furnish the property, make repairs, or cover vacancies. You truly need to know how to structure a deal to get head when you enter the real estate sphere.
But before you learn about alternative financing, you need a good foundation. Sadly, we've found most new investors are working from a series of half-lessons and nearly half-truths about basic mortgages. That's why we asked Greg McBride from Bankrate to join us. As Bankrate's Chief Analyst, Greg is a pro at evaluating between the 15 and 30 year options, knowing how adjustable rate and balloon mortgages work, and more. He also knows how to navigate the mortgage industry so you're on the lookout for hidden fees, suspiciously low interest rates, and loan processing snafus that may hold up your project. We talk about all of those issues and more with Greg so that you have a solid foundation in the basics before buying that first rental!
But before that, in our headline segment, Crystal and Joe cover a question that we've already been asked a ton: when is the right time to buy a home? We tackle this question by diving into an answer from one real estate pro who helps even the most green investor realize that it isn't the timing as much as creating the right deal that will make you a success in this business.
Later, we take a call from Deeder John, who wonders about a vacation rental property that might be either a long term rental or maybe a short term rental property. How do you decide which is the best option for a given address? We'll talk through our criteria so that if you're deciding how to wring the most money from your real estate, you aren't left wishing you'd done things differently.
Visit our show notes at http://stackingdeeds.net
On today’s show Crystal and Joe take a break from helping you with the basics to share what’s happening NOW in real estate. Brian Boyd is a tax attorney and real estate investor who helps investors save money by understanding the law and by making smarter choices. Lauren Keen Aumond specializes in short term rentals and has set up systems to make investing in real estate far easier than most people would imagine. Ali Garced is the host of the Agent Gold Mine podcast and teaches real estate pros how to truly be….professional. Each of these pros share their thoughts on 2024 and help us dive into a discussion about trends that will allow you to better navigate the real estate waters in your preferred area of the market. We’ll cover a wide range of topics, including (but not limited to) the NRA settlement and what it means to investors and real estate pros, pending legislation and how you should think about what may be coming down the line from Congress, and recent changes from AirBnB that affect every short term rental owner. How do you become a great investor? You know what’s going on and respond accordingly without overreacting. Today we help you do just that. Of course, at the halfway point of this episode Doug will spring his weekly pop quiz which will help you not only invest better, but also become better around the watercooler. Have a question for the show? Head to StackingDeeds.net/voicemail
Looking for the show notes? Subscribe for free and we’ll send them directly to your email box: StackingDeeds.net/shownotes
Is your real estate empire working for you or are you working for your real estate empire? Have you ever wondered how it would feel to be free to do whatever you wish, not burdened by a full time job hanging over your head? The problem with many real estate investors is that they trade working full-time for someone else for longer hours, maintaining an unwieldy real estate empire. Today we help you change that as we roll back the clock to the fall of 2023 when we chatted with Chad Carson, AKA "Coach Carson" about building a small but mighty real estate empire. One big enough to fund your dreams but not so big that you're constantly working to maintain it. How do you set all of this up? He'll explain.
Of course, we'll also include a compelling headline, a call to Ruth's Rotary phone, and some of Doug's eclectic real estate trivia.
Enjoy!
Commercial real estate is a different beast than what most of our Deeders are used to. You’re dealing with bigger companies who are more likely to analyze the deal carefully and over a different timeframe than the mom-and-pop renting out your AirBnB. They also have different interests, like triple-net leasing and space that’s easily transferable. So what do you need to know? Today we chat with Neil Timmins, an investor in Iowa who by age 29 became the number one REMAX realtor in the state. After many residential projects, Neil had his first opportunity for a commercial deal and took it, and he was hooked. He’ll share the ins-and-outs of the commercial space, how to find your first deal, who to approach, and more. In our headline, what could go wrong when you invest in a hot market? Plenty. Today we share a cautionary tale so that you don’t make some key mistakes when investing in your first property (or second, third, etc.). Plus, Doug shares his property pop quiz, and more! It’s another exciting day in the back of Ruth’s car learning about real estate! Have a question for the show? Head to StackingDeeds.net/voicemail
Looking for the show notes? Subscribe for free and we’ll send them directly to your email box: StackingDeeds.net/shownotes
Legendary real estate coach Bernice Ross joins us to share some of the secrets of the real estate investing trade. Bernice is proof that WHO you know is more important than having Google at your fingertips, because Bernice tells us HOW and WHY some gov't programs are worthwhile and others that come with stipulations that often frustrate investors. She also shares great ideas and shortcuts for new investors. Looking at buying your first property? Bernice has a great idea to shorten the learning curve. Looking at financing? Bernice knows where to start. Hiring your team? Bernice (of course) knows how to find and interview the right people to make your life far less miserable than the usual (and painful) search. You'll learn a ton and come away inspired after hearing us talk to Bernice!
Plus, in our headline segment, how does a developer in red-hot Austin, Texas lose money on a multi-million dollar deal? Our headline today is a primer on two of the fundamental aspects of investing in property: holding costs and government intervention. We talk about the do's and don'ts of buying property with lots of caveats on today's show. Plus, we take a call from a Deeder who's JUST about ready to begin investing. What are our biggest pros and cons when it comes to buying real estate? We review not only our favorites (and biggest complaints) but new ones we've learned from our esteemed guests over the first year of doing this podcast.
Have a question for the show? Head to StackingDeeds.net/voicemail
Looking for the show notes? Subscribe for free and we’ll send them directly to your email box: StackingDeeds.net/shownotes
How do you write an offer that's thorough and point-by-point, but that also is succinct enough that people want to accept what you're hoping to achieve? On today's show, Joelle Dowe is a top real estate pro in the red-hot Austin Texas market. She joins us to share how she writes offers, finds easy areas to negotiate, and helps buys or sellers lock down a better deal. In our headline segment, there are many ways you might be destroying the value of your property. How? One recent piece dives into several and we'll shine a light on it and discuss many of the ways you can ensure that you receive more for your property. But that's not all! We also take a call to Ruth's Rotary phone from a Deeder AND we also share some of Doug's real estate pop-quiz trivia. Have a question for the show? Head to StackingDeeds.net/voicemail
Looking for the show notes? Subscribe for free and we’ll send them directly to your email box: StackingDeeds.net/shownotes
Did you know that millions of properties go into foreclosure every year? What are the keys to navigating the foreclosure landscape successfully? Can foreclosures be a path to real estate riches? Let's find out with our guest, foreclosure expert, DJ Olojo!
We also welcome a special guest host, Mindy Jensen from Bigger Pockets Money!
In our headlines, we talk real estate commissions and what it REALLY means for buyers. Plus, we’ll answer a call to Ruth's Rotary phone from Lance who wants to know how to stage his home so he can quickly sell it for top dollar. And of course, the best part of the show, Neighbor Doug's property pop quiz.
Have a question for the show? Head to StackingDeeds.net/voicemail
Looking for the show notes? Subscribe for free and we’ll send them directly to your email box: StackingDeeds.net/shownotes
On today's show we're celebrating one year of this here podcast with a top 5...what are Crystal and Joe's top 5 lessons from this amazing last twelve months? Well, amazing for them...one of us is stuck here in the trunk.
But that's not all...in our headlines, interest rates are going down...and in our first "pat ourselves on the back" moment, we'll tell you that we called it. Plus, we’ll answer a call to Ruth's Rotary phone from a deeder in need, And of course, Doug's property pop quiz.
Have a question for the show? Head to StackingDeeds.net/voicemail
Looking for the show notes? Subscribe for free and we’ll send them directly to your email box: StackingDeeds.net/shownotes
On today's show...Ever wondered how to navigate the maze of real estate investments while keeping Uncle Sam at bay? Get ready to learn the ins and outs of real estate tax optimization with Sean Mullaney, the genius behind the Fi Tax Guy brand.
In our headlines, Baltimore is selling properties for $1, but what's the catch? We'll explore the deets. Then, we’ll answer a call to Ruth's Rotary phone from Beth who wants to know if she should include the utilities in her due diligence calculations. And of course, test your trivia knowledge with the property pop quiz.
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Kirsten and Mark don't live in a getaway city, yet short term rentals have worked really well for them. How do they make it work? In today's episode we discuss the systems and tactics they now use to stay booked and ahead of the game in the short term rental game. However, before that, we find out how they stumbled into short term rentals in the first place, and how you can learn from that to more scientifically approach whether this strategy will also work for you. We discuss competing with hotels, keeping the advantage, building systems to keep guests happy, and much more.
In our headline segment, we talk about the big news from realtor world: the expected settlement is here and we're beginning to see how realtors are changing the game on how they're going to compete and stay alive in an environment where buyers may not come to the table with as much money or to be able to afford as much house. This leads us into a great discussion about interest rates and how to use flexible terms to purchase your next property or to refinance the one you have, without dipping into special financing specifically for rental units.
Of course we also share Doug's pop quiz about real estate in a college town and answer a call to Ruth's Rotary phone asking about whether we think Dave Ramsey is correct on a recent episode of his show. If you don't know Dave, he has a podcast nearly as popular as this one.
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Enjoy the episode and take notes! There's lots of meat here.
On today's show...what skill do you need to lead a group of people toward real estate success? Leadership! And man, do we have a leader here to teach you that skill...REMAX Co-founder, Dave Liniger.
In our headlines, we chat about the state of airbnbs and if guests get the warm and fuzzies when they walk in. Plus, we’ll answer a call to Ruth's Rotary phone from Aimsley who wants to avoid being over-leveraged, under-leveraged or inter-leveraged-we've got answers.
And of course, Neighbor Doug will pop in later with the property pop quiz.
Have a question for the show? Head to StackingDeeds.net/voicemail
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How do you finance your real estate empire? We delve into strategies for your first investment through leverage and we discuss financial preparation for investing with mortgage broker Jasmine Krnjetin.
In our headlines segment, let's talk vacations and timeshares. Should you invest in a timeshare to make loads of money? We may have thoughts. And on Ring Ruth's Rotary, a lucky listener's question about buying a home with a $5,000 budget sparks a detailed exploration of financing options and assistance programs. And then, as icing on this cake we have Doug’s property pop quiz where we venture to Martha's Vineyard and unravel trivia tied to a classic movie!
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Are you struggling to get your real estate empire moving? Today we'll give you all of the motivation you need and a great mentor to help you get started. Steven Andrews was working as a manager of a big box retailer, making not-great money when he found a mentor of his own and bought his first home using a credit card for the down payment. Before he knew it, he was buying houses as quickly as possible and creating affordable living for many in his community. You'll hear his story and his tips to get rolling on this episode.
In our headline segment, for more inspiration we'll share some celebrities who also began investing in real estate while pursuing other careers. Taylor Swift, Alex Rodriquez, Shaquille O'Neal, and more provide lessons for us to share some great must-do tips and a few don't-do's as well. But that's not all! We'll also share Doug's property pop quiz AND answer a question from a Deeder who's just buying their first home, at age 72! What an inspiration! We'll help him and hopefully you with some great advice*"
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What happens when you don’t do your due diligence? You end up with problems, like fights with contractors, surprises with your property, or worse yet, gotchas in contracts that you didn’t expect. On today’s show we describe how we didn’t go our due diligence when it came to a recent guest. Scott Carson purchases mortgage notes, and we featured Scott on a recent episode. We’d met him and enjoyed talking to him. Plus, he seemed like a great teacher. What wasn’t to like? Sadly, after he appeared on the show, we heard from some of YOU that there had been complaints about Scott’s company. It wasn’t hard to find the evidence on our own (with a quick Google search). What did we find? What do we make of the issues with Scott and his company? We’ll share everything, including how we do NOT agree with some of the discussions about Scott online, where we think Scott may have had issues, but most importantly, how WE got it wrong and what we learned through this whole process that you can use when buying your next property. Plus, we also share a headline ripped from the press AND Doug shares his world-famous (soon to be) pop quiz trivia question. That, AND a call from a Deeder on today’s show! Have a question for the show? Head to StackingDeeds.net/voicemail Looking for the show notes? Subscribe for free and we’ll send them directly to your email box: StackingDeeds.net/shownotes
Want to grow your real estate empire faster OR are you excited to start? This episode dives deep into the world of assisted living facilities, exploring the potential for financial success while making a positive impact on the lives of seniors. Our guest, Isabelle Guarino, shares her inspiring journey of building a thriving assisted living business, generating a lucrative monthly income of $10,000 per facility.
In our headlines, we talk about the top things people wish they knew BEFORE pivoting into Real Estate. Plus, we’ll answer a call to Ruth's Rotary phone from Amy on how to police your contractor without torking 'em off. And of course, all things come together in the world AFTER I pop in later with my property pop quiz. Enjoy!
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Have you heard the term, "Charity begins at home?" Today's guest will tell you just how wrong that quote is. Randy Molland was on the fast track to big bucks, and after two dramatic life events realized that the key to life was to flip from being a TAKER to being a GIVER. Randy now helps real estate investors and companies set up charitable giving inside of their community to (shockingly) grow quicker and help your local area at the same time. He'll detail just how giving more can help you build more houses, help more people, and experience more happiness, all while getting out of the rat race.
In our headline, insurance rates are skyrocketing. We talk about not just rates, but how homeowners insurance policies work, how to shop them, and what to look for, among many other topics around becoming an expert with insurance. If you've ever said, "My insurance company is ripping me off," you definitely want to listen to today's show! Of course, that's not all. We also take a call from Jamaica (well, kinda) from a Deeder who needs help AND Doug shares his pop quiz trivia question. Enjoy!
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Ever wondered how to use depreciation to your benefit in real estate investing? In today's episode, we bring you an engaging discussion on how tax planning can effectively boost your investment returns. Our guest, Joe Viery, shares his expertise on the importance of assembling a proficient tax team and explains how to use depreciation in real estate as a tax-saving tool. We further explore the strategy of cost segregation, a powerful tax planning tool.
In our headline segment, the Apple Vision Pro enters the world of real estate. We'll share how this can help and hurt the industry. We wrap up the episode with a question on Ring Ruth's Rotary about how your life insurance policy could potentially be leveraged for real estate purchases.
Of course, Doug will also share his pop quiz! It’s another fun ride on today’s Stacking Deeds podcast. Have a question for the show? Head to StackingDeeds.net/voicemail Looking for the show notes? Subscribe for free and we’ll send them directly to your email box: StackingDeeds.net/shownotes
What is real estate syndication? Today we profile one investor who’s successfully navigated the syndication market. We’ll explain what it is, how it works, the many pitfalls, and also why some investors love the opportunity. Dear Ngo has invested in many syndications and today she joins us! Plus, in our headline segment we roll through some crazy real estate facts. Do you know that in some states you have to disclose if your house is haunted? We’ll share not only what that may have to do with YOU and building your real estate empire…but also many more facts and correlations to some basic ideas which may not be nearly as weird or questionable. Of course, Doug will also share his pop quiz and Ruth the Realtor will drive us all around town! It’s another fun ride on today’s Stacking Deeds podcast. Have a question for the show? Head to StackingDeeds.net/voicemail Looking for the show notes? Subscribe for free and we’ll send them directly to your email box: StackingDeeds.net/shownotes
What if there were a way to invest in real estate…without investing in real estate? Scott Carson joins us to share how he buys mortgages. Banks struggle to evaluate loans because of their macro engines, and Scott sneaks into the crevasses to find opportunities to buy the loan from the bank and successfully turn a non-performing loan into a successful investment. He helps people stay in their home while also making money. How does it work? He’ll explain how he identifies the loans that banks struggle with, buys the loans, and then works with the homeowner to get them back on their feet. He also covers what he does if he CAN’T help the homeowner (and sometimes still makes money). We talk about the risks, upside, and mechanics of buying loans on today’s show. Plus, in our headline segment, we dive into a Reddit thread focused on one big name’s child…who says that making money in real estate is super easy. We’ll take a look and share some thoughts on taking advice from influencers on the internet. Plus, we’ll take a question about HELOCs to Ruth’s Rotary Phone AND we’ll also share Doug’s fascinating trivia (which doubles as a pop quiz!). All that and more on today’s show!
Today we throw away all of the talk and get our hands dirty. What does a “great deal” really look like? You’ve heard all the talk. You’ve listened to podcasts. We dump all of the theory on the floor and instead evaluate a real deal from one of our Deeders! We’ll apply all the math, show you websites, dive into clues from the listing, and ultimately make a decision about whether Denise’s deal is ultimately one she should pursue or if she should keep looking.
In our headline segment Rich Dad, Poor Dad guru Robert Kyosaki is in the news, sharing that he’s over a BILLION dollars in debt? While we can’t confirm that number, we can confirm that we talk about leverage on the show and how to use it wisely without being wiped out. We also answer a call to Ruth’s Rotary phone from Pam-a-lama-ding-dong (not her real name) AND we also, like a cherry on top, share Doug’s entirely fun and not-for-credit pop quiz. We’re sure you’ll pass the quiz AND won’t want to pass on all this knowledge and fun.
Are you ready to kickstart your journey towards owning your first investment property? In this episode of Stacking Deeds, we've got our top 5 exciting and creative ways for you to build up your down payment. Join us as we dive deep into these top five strategies and inspire you to take your first step toward financial freedom through real estate investment. Finally, do you think you can correctly answer Doug’s Property Pop Quiz?
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Ever wonder how AI can help you make better property buying and real estate development decisions? Oh, sure you have! Today we'll do all the heavy lifting as we ask Chat GPT questions about real estate! You may know that some critics have said that AI will often give you a bad answer (while remaining very confident about it). How will we judge the answers? We'll ask it about shady real estate pros, mistakes investors make when buying, what to look for in a great deal on a location, and much more (including some "best" real estate jokes...which may not be "best" at all). In our headline segment, one major city is seeing a skyscraper change owners and the price tag might make people in that town worry. The bad news? It should make you worry as well, if you're buying near any big city. It should especially worry you if you're in short term rentals. We'll explain. Plus, we'll glide through Doug's property pop quiz and much much more! Get our show notes directly delivered to your email by subscribing at https://www.stackingdeeds.net/p/shownotes/ Enjoy!
How do you know that you’re scoring a great deal? While most “get rich quick” investors look for a way to maximize income, our Deeders know that you first ensure that you aren’t stepping into a nightmare purchase. Suni Rao has evaluated HUNDREDS of deals, and today joins us to kick off 2023 by showing us the filters she uses to determine whether a deal actually makes sense. By beginning with Suni’s approach, you’ll be able to tweak her steps and create your own template to quickly determine whether a listing is a waste of time.
But that’s not all. In our headline segment, Crystal and Joe dive into a headline on climbing interest rates. It seems fewer people are chasing the dream of purchasing a home, which is good news for US! As more people search for rental units, how do you stick out? We’ll share our thoughts and strategies. Plus, Doug will share his infamous property pop quiz AND we’ll answer a call from Deeder Lindsay, who shares a TikTok video that just might confirm some of the key real estate purchasing elements we were focusing on last year, like creativity and understanding zoning rules.
All of that and more on today’s Stacking Deeds episode! Want the recap in your email box? Subscribe for the show notes at https://www.stackingdeeds.net/p/shownotes/
Everyone wants something for nothing. Today’s guest says the term “passive income” is a lie, and he’s the guy hosting the biggest podcast in the “passive” income space…BiggerPockets! David Greene joins us again, this time to share his journey from being a guy with ZERO contacts and ZERO money to a guy wealthy beyond belief, with a giant team, and a career that most would love to have. We share his incredible journey that began working part time at a (of all places) Baskin Robbins ice cream shop. You’ll learn what to focus on if you want wealth, how to build skills, and what NOT to do if you hope to advance up the career ladder. Plus, it’s fire safety month! We’re joined by Adam Barowy from UL’s Fire Safety Research Institute. This year we’re highlighting the dangers of lithium batteries, especially some of the big ones found in e-bikes and large powered toys. He’ll dive into how to tell when there’s the potential for a fire, how to identify potentially unsafe batteries, and how to practice good fire safety. Of course, we still leave time to throw out the life line to a lucky Stacker (even one from Ohio!), and dive into some of Doug’s incredible trivia.
On today's show, what were the biggest trends that shaped the real estate landscape in 2023 that we ALL can learn from? We'll dive in today with the woman behind the Bigger Pockets Money podcast, Mindy Jensen AND the powerhouse you hear weekly on the Afford Anything show, Paula Pant. Based on what I know about 2023...this is sure to be an engaging conversation that'll unravel the key developments and opportunities in the ever-evolving world of real estate.
And don't you worry your little head...halfway through the show, Neighbor Doug will share some trivia in the property pop quiz segment-and here's a hint: the broker the better.
On today's show, how do you unstuck a negotiation? We'll help you do just that with researcher and motivational speaker Michael McQueen. Changing minds requires understanding psychology. Learn the importance of recognizing psychological factors that influence decision-making and the strategies that can be employed to overcome these barriers.
Before that, in our headline, we dive into the legal realm of lawsuits in the landlord-tenant dynamic. When is it time to sue a tenant, and when could YOU be open to a lawsuit? Plus, we’ll answer a question from a listener who wants to know how to break the ice on purchasing a neighbor's home. And because of popular demand, I'll wow you with my property pop quiz!
Ever wondered why someone would leave real estate, only to make a spectacular comeback? Crystal and Joe got the inside scoop from investor Marvá Morrow, who shares his journey, how he pieced together his rehab team, how he used equity to fund deals and the amazing off-market real estate deals he found.
But that's not all – in our headlines, brace yourself for celebrity insights on the absolute worst time to sell your property. And right in the heart of the show, get ready for some high-stakes trivia with Neighbor Doug's Property Pop Quiz!
Don't miss out on the excitement and valuable insights. Click play now and join us for a ride through the unpredictable twists and turns of the real estate world!
On today's show, we chat with Antoinette from Fearless and Free Fi, who shares her success in managing different types of properties and converting one of her rentals into a five-figure per month money-making machine.
In our headlines, we discuss commercial properties, foreclosures, and how you can position yourself to take advantage of these opportunities. Plus, we answer a question from a Deeder on how to avoid being ghosted by contractors. And Neigbor Doug's trivia.
Remember, we're here for you! Let us know who you want to hear from and what real estate investing topics you want us to delve into. We won't ghost you, we promise!
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 negotiation? Before learning to negotiate, it’s a great idea to get comfortable with asking for more. Today we’re joined by communications expert Dia Bondi, who shares with us how to ask like an auctioneer. What does that even mean? We’ll not only explain, we’ll dive deep into how to find MUCH better deals by asking for an amount you’re truly able to get whenever you’re in a spot you need to ask. If asking for more makes you nervous, break out in a sweat, or shake your head in despair, this episode is definitely for you. Even if you think you’re GOOD at asking, we’re sure you’ll leave this episode with better skills than when you started listening. But that’s not all. In our headline segment, we share details of a new judgement against real estate professionals. It appears the nature of fees is changing in real estate transactions. What is changing? What does it all mean? We’ll share the pieces that are clear and also peer into the crystal ball to try and predict what will happen for buyers, sellers, and agents alike. We’ll also take a question from a Deeder, share Doug’s property quiz, and more! It’s another great day in the back of Ruth the Realtor’s car.
In this special stacking deeds episode, we bring together a panel of real estate experts to debate the top 16 ways to reach $1 million in real estate equity. We dive deep into various investing strategies, exploring the pros and cons of each method, including flipping vs new construction, multifamily vs note investing, and house hacking vs short-term rentals. As we move through each round of our Real Estate Investing March Madness Bracket, we discuss the challenges and rewards of each investment strategy and ultimately aim to determine the quickest path to that coveted million-dollar milestone. Tune in to find out the winners in these exciting matchups and discover which strategy reigns supreme! Don't miss this thrilling journey through real estate investing strategies and learn valuable insights from our panelists' own experiences. AND Doug's trivia! Enjoy!
Ready to unlock the code on avoiding paying taxes when you sell your real estate? In this episode, we dive into the world of 1031 exchanges and Delaware Statutory Trusts (DSTs).
Our guest, Kate Horrell, is not only a military writer and expert on veterans benefits, but she also has personal experience with these investment strategies. She shares her journey of using a 1031 exchange to defer taxes on the sale of a rental property and how she discovered the benefits of investing in DSTs.
She also explains how a 1031 exchange allows you to roll over the proceeds from a property sale into another investment, potentially deferring taxes. Additionally, she delves into the world of DSTs, which offer fractional ownership in larger real estate projects. But before that, we delve into how you can maximize Real Estate Profits by exploring Fannie Mae's new down payment requirement and 203K loans.
All of that, Neighbor Doug's trivia and more on today's show. Hope you can join us! Enjoy!
The Deeds team heads to FinCon 2023 in New Orleans this week to learn how to create a solid financial foundation from Tiffany Grant (Money Talks w/ Tiff). She shares ideas on structuring your loans, building an emergency fund, having the right amount of insurance, finding the right people to help, and more. It’s an important episode for all of our Deeders in the community hoping to build their empire correctly from the beginning. This episode MIGHT slow down your investment approach, but it’ll save you plenty of hassles later when you’re on solid ground and other investors who cut corners are having to tear apart their hard-earned portfolio of properties. Before that we dive into the ugly world of real estate seminars, after a member of the popular Breakfast Club podcast is accused of potentially recommending a person who ended up stealing from seminar attendees. We’ll share details about what happened and some news from the Federal Trade Commission that can help you avoid some painful problems down the road. And finally, we answer a question from a Deeder who wonders if she should invest in a property or put money into a real estate investment trust. We’ll explain the difference and tell her which we think is the best strategy…along with sharing ideas of our favorite resources (besides ours) for real estate investing advice. All of that and more on today’s show. Hope you can join us! Enjoy!
Thinking about getting into the AirBnB game? How about the "funky-looking" AirBnB short term rental game? You're in luck because today, hosts Crystal and Joe bring you the incredible Whitney Hansen. Her first iconic and quirky short-term rental was a geodesic dome, where renters could glamp under the stars. People loved it. Now, she's won an AirBnB competition and is constructing a property that looks like a big flower pot! We'll talk about not just the competition and the difference between a traditional property and her quirky lineup, but also many other topics. From how to keep people happy to grabbing more five star reviews, Whitney details her formula for success. She also shares how to think strategically and plan for better results.
But that's not all. In our headline segment we help you come up with the cash for your first rental property by not buying stupid $%#!. One popular publication shares their top ways to cut expenses on dumb stuff, and Whitney joins Crystal and Joe for that as well. Also, Doug shares his popular property pop quiz so you can impress your friends AND Deeder Stacia calls in with a great question about dealing with local laws and authorities. To be a successful landlord you also need to be a great neighbor and we help Stacia do just that.
All that and much, much more on this episode of Stacking Deeds! Enjoy!
On today's show...Are you a novice investor interested in real estate? Do you want to learn how to navigate the world of real estate investing and make a positive impact in your neighborhood? In this episode of The Stacking Deeds Show, we dive into the importance of neighborhoods and how investing in real estate can help improve and strengthen communities. Join us as we discuss the challenges and opportunities of investing in fragile states, the power of building relationships in neighborhoods, and the importance of taking a horizontal approach to real estate investing. Whether you're a seasoned investor or just starting out, this episode will provide valuable insights and strategies for making a difference in your community through real estate.
In our headlines, we discuss a housing crash like the one in 2008. We emphasize the importance of doing the math and considering long-term deals in the current real estate market. Plus, we’ll answer a question from a Deeder about buying property in the college town that his kids will be attending. So if you're a novice investor eager to make your mark in real estate, don't miss this episode, filled with practical advice, cautionary tales, and expert tips to set you on the right path. AND Neighbor Doug's Property Pop Quiz! Don't miss this candid conversation that could save you from costly mistakes in your real estate journey.
Wann know how to get your credit ready to buy your next piece of investment property? We are joined by credit experts Christina Roman from Experian and Lamin Zarrad from StellarFi. They discuss the importance of building better credit and provide tips and advice for improving credit scores. You will learn about the credit journey and how to navigate it successfully. Discover how credit wields immense influence over real estate investments, as financing often trumps all-cash purchases. Uncover the power of even small shifts in credit scores, and how they can send interest rates soaring or plummeting, with profound consequences for mortgage loans over time. The key takeaway? Your credit score demands unwavering vigilance.Tune in to discover how to turn your credit into a goldmine and achieve your financial goals. You will revolutionize your approach to real estate and credit management!
Are you a novice investor ready to conquer the world of real estate? intoday's episode we reveal the game-changing secrets to elevate your next real estate deal. Our hosts, Crystal Hammond and Joe Saul-Sehi, are joined by real estate expert Alan Corey to discuss game-changing steps to level up your next real estate deal.
In this episode, we decode real estate 101 jargon, offer expert advice to a fellow novice investor in need during Ring Ruth's Rotary, and test your knowledge with Neighbor Doug's property pop quiz. Tune in for financial wisdom and entertaining banter that’s hotter than a jalapeno's Tinder profile!
On today's show...our hosts Crystal Hammond and Joe Saul-Sehi step into the intriguing world of real estate with Joan Herlong, a seasoned TV star, as she shares her behind-the-scenes experiences on HGTV's House Hunters and offers invaluable insights for beginners venturing into the real estate market. In this episode, Joan takes you on a journey through her real estate adventures, highlighting the misconceptions perpetuated by TV shows, the importance of a realtor's role in a transaction, and the truth about following your passion in this business.
Joan emphasizes the need for clear communication and fully informed decisions when working with both buyers and sellers. She reveals the common pitfalls, personal touches that can make or break a sale, and how to navigate the emotional rollercoaster of buying or selling a home.
Join us as we debunk the myths, unveil the reality of real estate, and learn the dos and don'ts of the trade from a true expert. Joan's unique approach to the industry will leave you informed, entertained, and inspired.
In our headlines, Business Insider recently ran a list of Real Estate Investment Trusts that you may want to consider selling if you own them. We'll dive into when & why it makes sense to sell your shares, but what about your actual tangible property? You know the kind with real dirt and functioning doors? We'll wade into HOW to think about selling your property. Plus, we’ll answer a question from a Deeder about how to get started with limited funds-We delve into multiple paths for novice investors to explore the real estate market, including real estate partnerships, hard money loans, seller financing, wholesaling, and even leveraging home equity loans. Throughout the episode, we emphasize the importance of building an emergency fund before embarking on your real estate journey and the priceless value of finding a mentor to guide you in this exciting but often complex world. So if you're a novice investor eager to make your mark in real estate, don't miss this episode, filled with practical advice, cautionary tales, and expert tips to set you on the right path. AND Neighbor Doug shares an amazing trivia question during today's Property Pop Quiz segment. Don't miss this candid conversation that could save you from costly mistakes in your real estate journey.
🔑 Ready to unlock the secrets of real estate success? Join us in this thrilling episode of the Stacking Deeds Show, where we unravel the intriguing journey of a power couple who transformed their lives through real estate. 🏡
Ever wondered what it's like to inherit generational wealth through real estate but couldn't pay the taxes? We've got the answer to this puzzling question, featured on Yahoo News, as we delve into the challenges and triumphs faced by individuals navigating the complexities of inherited real estate wealth.
But that's not all! 🤔 Test your real estate knowledge with "Doug’s Property Pop Quiz." Step into a time machine and ponder: What would it cost today if James F. Jackson had made the same land deal in 1884? Is it $900, $9,000, or $90,000? Prepare to be surprised!
🌟 Our spotlight shines brightly on Palak and Niti of Open Spaces Capital, who share the secrets to their phenomenal success in the real estate industry. Discover their motivations, scaling strategies, and the deeply personal why that led them to prioritize family-centric freedom.
👩💼👩💼 Explore their remarkable transition from traditional corporate careers to fearless real estate entrepreneurship. Learn from their entrepreneurial ventures, the power of the BRRRR strategy, and why due diligence is your secret weapon in real estate investments.
But the excitement doesn't stop there! 🚀 Join Palak and Niti as they reveal their strategic shift to commercial financing, unlocking the potential to treat real estate as a thriving business and scale beyond conventional limits. Gain insights into building crucial relationships, finding mentors, and the art of decisive action.
As a special bonus, don't miss "Ring Ruth’s Rotary," where we dive deep into the pros and cons of using a property management company for rental properties. Uncover the convenience, navigate the costs, and learn how to strike the perfect balance on your real estate journey.
Join us for an episode brimming with invaluable real estate insights and strategies to supercharge your wealth-building journey. 🌟🏠 Special thanks to Palak and Niti of Open Spaces Capital for sharing their wisdom. Connect with them on Instagram at @openspaceswomen and grab a copy of their book, "Accelerate Your Real Estate: Build a Hands-Off Rental Portfolio with the SCALE Strategy."
🎧 Tune in, stack your knowledge, and elevate your real estate game with the Stacking Deeds Show! Don't miss out—your real estate adventure begins now. 🚀💰
Join us for a special Rewind Week edition as we check in with our buddy Alan Corey on his new podcast for real estate investors with Lauren Keen Aumond and Tom Brickman called The House Money Podcast. They discuss a popular real estate investing strategy, house hacking, and creative ways to house hack. Lauren interviews Crystal Hammond about how she bought vacant lots in Chicago for $1 and Tom talks about collecting items and how much it weighs us down. And Jasmine the mortgage broker answers the question: What can real estate investors do to make getting a loan easier?
Are you new to the world of real estate investing? In this episode, we delve into essential insights for beginners looking to make smart real estate investment decisions with our guest Paula Pant. Join us as we explore the common mistakes to avoid, the significance of key metrics like cap rate and cash-on-cash return, and the crucial role of cash reserves. Discover how understanding credit histories can help you choose the right tenants, and gain valuable knowledge to set you on the path to success in the world of real estate. Whether you're considering your first property or looking to fine-tune your strategy, this episode is packed with actionable tips for real estate investors at every level. Tune in and start stacking deeds for a prosperous future!
Thinking about taking the plunge into full-time real estate? Joining us today is the dynamic host of the Bigger Pockets Money podcast, Mindy Jensen, bringing her wealth of financial wisdom to the table. Leisa Peterson, the brilliant author of "The Mindful Millionaire," will be sharing her unique perspective on mindful wealth-building strategies. Last but certainly not least, Aja McClanahan, an accomplished financial writer and seasoned real estate agent, will round out our discussion with her expert advice. Get ready to uncover invaluable insights on constructing your own path to financial security through real estate. From personalized insurance approaches to crafting a rock-solid retirement plan, this episode is your roadmap to success.
Curious about achieving financial independence through real estate? Join us in this episode of the Stacking Deeds Podcast for an engaging conversation with Ali Garced.In addition, we dissect a headline featuring five real estate scams and how to avoid them. Stay tuned for a captivating listener question during Ring Ruth’s Rotary and a dose of Doug’s real estate trivia to level up your real estate game.
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....so what are some of the biggest real estate scams? We'll share. And speaking of share...I'll share some trivia that travels coast to coast.
Curious about achieving financial independence through real estate? Join us in this episode of the Stacking Deeds Podcast for an engaging conversation with Chad Carson, aka Coach Carson, as he unveils the art of building a thriving real estate portfolio. Explore the intriguing concept of attaining financial freedom with a precisely curated set of properties. In addition, we dissect a headline featuring Ed Slott's unconventional advice to shift away from traditional retirement plans in favor of real estate investments, delving into the merits of Roth accounts and employer matching for retirement savings. Stay tuned for a captivating listener question during Ring Ruth’s Rotary and a dose of Doug’s real estate trivia to level up your real estate game.
Are you ready to kickstart your journey towards owning your first investment property? In this episode of Stacking Deeds, we've got our top 5 exciting and creative ways for you to build up your down payment. Join us as we dive deep into these top five strategies and inspire you to take your first step toward financial freedom through real estate investment.
Do you want to learn how a firefighter was able to build a portfolio of stable renters and make nice profits? We chat with Al Hines and you’ll learn how to identify the best houses, choose the right financing, and find perfect tenants—all while managing it yourself and maintaining a full-time job! In our headlines segment, we talk about rent prices fluctuating in many cities. We'll guide you through pricing strategies for landlords and tenants alike. We’ll take a call from a lucky listener during Ring Ruth's Rotary about putting property into a LLC or not. Finally, do you think you can correctly answer Doug’s Property Pop Quiz?
Curious about the secret behind navigating the world of construction? It’s all about relationships. Join us as we embark on a fascinating conversation with Mark Ellison that delves into the intersection of creativity, craftsmanship, and the ever-evolving landscape of the construction industry. Thinking about buying an AirBnB? Pump the brakes...because we've got a headline that just might make you go hmmmm..... Plus, today's Ring Ruth's Rotary is all about building properties solely for renting. AND of course, Doug’s trivia!
Have you ever wondered what sets successful real estate investors apart from the rest? Well, the answer lies within their unwavering self-confidence. Join us as Jason Drees shares his profound insights on how cultivating a powerful mindset can propel your real estate ventures to new heights. In our headlines segment, we talk about how to capitalize on the summer real estate market as a buyer. Plus, today's Ring Ruth's Rotary is all about insurance. AND Doug’s trivia!
How do you finance your real estate empire? We delve into strategies for your first investment through leverage and we discuss financial preparation for investing with mortgage broker Jasmine Krnjetin. In our headlines segment, let's talk vacations and timeshares. Should you invest in a timeshare to make loads of money? We may have thoughts. Plus, today's Ring Ruth's Rotary hotline caller just might have a real estate strategy that will give you the chills. And then, as icing on this cake, I'll share some primo top-shelf trivia during our property pop quiz. AND Doug’s trivia!
Today we dive into the captivating world of historical homes. Tom Brickman, The Frugal Gay, shares his insights on flipping old homes, while Dawn McEarchern, the chairperson of Atlanta's Druid Hills Landmark District Preservation Committee, enlightens us on the significance and importance of preserving these historic properties. Get ready to uncover the secrets and stories hidden within these architectural gems. And Neighbor Doug’s Property Pop Quiz! So buckle up and prepare to be inspired as we embark on a journey through the wonderful world of real estate investing.
Today we bring you an exclusive look into the strategies and secrets of buying a second home. Join your hosts, Alan Corey and Crystal Hammond with special guest Jasmine Krnjetin, as they delve into five different approaches to make your second home dreams a reality. From avoiding common pitfalls to uncovering jaw-dropping trivia, this episode has it all. So buckle up and prepare to be inspired as we embark on a journey through the wonderful world of real estate investing.
On this Juneteeth episode, author Rahkim Sabree shares steps to overcome financial trauma. We discuss two books on real estate biases and have a fun Property Pop Quiz on old-timey open house strategies.
Discover the unexpected path Grace Swanson took to become a successful DIY property manager while also being a stay at home mom, and the lessons she learned along the way. Then, in our headlines segment, we talk celebrity real estate moves. During Ring Ruth's rotary, Kim wants to hear our thoughts on Roofstock. Then Doug will share some red-blooded American trivia.
If you're wanting to make money in real estate without actually owning any real estate, we welcome Dr. Chau Ong, who's gonna give you a PhD quality lesson in subleasing rentals. Then, in our headlines segment, we discuss the metro areas where people are moving about the country. During Ring Ruth's rotary, Tatyana wants to know if he should hire a lawyer for his future real estate endeavors. Then Doug will share some red-blooded American trivia.
Wanna hear how Julian Saunders transformed property investments into a dream lifestyle of fun, lucrative side hustles? Then, in our headlines segment, we dive into dealing with mortgages after one passes through the pearly gates without a will. Plus, today's Ring Ruth's Rotary with a question from Tina about dealing with bad tenants. And then Doug shares some trivia!
Discover the unconventional steps Alex E. Edwards and his potential mate took to build a real estate empire and create a successful marriage. In our headlines segment, we dive into the current state of the housing market and explore the unusual trends that are shaking things up. Plus, today's Ring Ruth's Rotary hotline caller has a 401k question. And then Doug shares some trivia!
Today we go back and explain why we created the Stacking Deeds Podcast while on an episode of the Earn & Invest Podcast. In today's throw back Tuesday episode, Host Dog G interviews Alan Corey, Crystal Hammond and Joe Saul-Sehy to discuss the launch of the Stacking Deeds Podcast.
Does the thought of being a landlord make you run for the border? You can breathe easier because we discuss different ways to make real estate investing as passive and hands-off as possible with Tom Brickman and Lauren Keen Aumond. In our headlines, we talk differences between leveraged income and passive income and how to manage a portfolio during a siesta. Halfway through, Doug will share some taco trivia!
We cover which landscaping greens save you the most greenbacks while also helping your property value bloom in this special Earth Day Week episode! Humzah Khraim will chat about maximizing curb appeal and low-maintenance landscaping. Plus, we delve into common mistakes made by new real estate investors and how to avoid them.
Wonder why real estate investors pay fewer taxes? Real estate tax expert Natalie Kolodij explains the MANY tax benefits of real estate investing (the tax code benefits those who invest in real estate). In our headlines segment, Learn about the creative repurposing of commercial spaces and how creative thinking can help you build your real estate empire. Plus, today's Ring Ruth's Rotary hotline caller. And then, as icing on this cake, Doug shares some trivia!
How do you finance your real estate empire? We delve into strategies for your first investment through leverage and we discuss financial preparation for investing with mortgage broker Jasmine Krnjetin. In our headlines segment, let's talk vacations and timeshares. Should you invest in a timeshare to make loads of money? We may have thoughts. Plus, today's Ring Ruth's Rotary hotline caller just might have a real estate strategy that will give you the chills. And then, as icing on this cake, I'll share some primo top-shelf trivia during our property pop quiz. AND Doug’s trivia!
How do you start your journey to house hacking when you don't have much money? In this episode, we dive into the world of real estate investing, particularly focusing on house hacking strategies for those with limited funds. Our guest, Robert Leonard, shares his expertise and experiences in house hacking and creative financing. In our headline segment, we discuss how millennials are adapting to inflation, from saving more to purchasing fixer-uppers. We also explore the importance of treating real estate investing as a business, staying within one's circle of competence, the power of leveraging good debt AND Doug’s trivia!
Today we dive into several ways to jump into real estate investing while keeping your day job. We interview Mike Bugg - a veterinarian who decided to pivot to real estate investing after getting peed on at work, and how he managed to balance both careers. Michael discusses his journey, from feeling trapped in his veterinary career and witnessing the financial crisis and its impact on his boss, to discovering real estate as a solution. He shares his investing strategies and how he and his wife have used real estate to achieve financial freedom and make a greater impact in the veterinarian community. Plus, in our headline segment, we'll talk how to secure reliable contractors so you don’t get ghosted by contractors. All of that, plus we'll discuss a TikToker's advice on a conservative strategy for building real estate wealth AND Doug's trivia! Enjoy!
In this special stacking deeds episode, we bring together a panel of real estate experts to debate the top 16 ways to reach $1 million in real estate equity. We dive deep into various investing strategies, exploring the pros and cons of each method, including flipping vs new construction, multifamily vs note investing, and house hacking vs short-term rentals. As we move through each round of our Real Estate Investing March Madness Bracket, we discuss the challenges and rewards of each investment strategy and ultimately aim to determine the quickest path to that coveted million-dollar milestone. Tune in to find out the winners in these exciting matchups and discover which strategy reigns supreme! Don't miss this thrilling journey through real estate investing strategies and learn valuable insights from our panelists' own experiences. AND Doug's trivia! Enjoy!
Today we dive into the short-term rental game. Think it's difficult? So did our guest Lauren Keen Aumond, until she began practicing a few techniques she'll share today. Plus, in our headline segment, we'll talk about noise and real estate rentals. Do you need to pay attention to noise levels more? We'll also share how to budget for a property that may require a lot of work and how to find properties at a discount. All of that, plus we'll discuss a TikTocker's advice on increasing your income by 50% AND Doug's trivia! Enjoy!
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Welcome to episode one of our brand Stacking Deeds podcast! Hosts Alan Corey and Crystal Hammond dive into the world of real estate with some help from Joe Saul-Sehy, Ruth the Realtor, and Neighbor Doug. We'll cover headlines about the often-reported "cool down" in the real estate market. Should you worry? We'll handle a listener question about interest rates. Should you wait for them to come down? But most of all, Crystal and Alan will share their inaugural Top 5 lists: their Top 5 Places to Start With Real Estate Investing. Enjoy!
Subscribe to the new show wherever you're listening to today's episode! Just type "Stacking Deeds" into your search function so you catch all of the latest shows the day they arrive (every Tuesday).
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Bobbi and Joe share some big updates on their businesses and their plans for 2021. The hosts also discuss why they have decided to take a sabbatical as hosts of Money with Friends, and what to expect next from the podcast.
We end our countdown of the events of 2020 with news back on October 22nd of another tragic death. Actor Chadwick Boseman had passed away before that date, but in late October we learned that he'd died without a will, even though he knew his condition was terminal for some time. We'll talk estate planning on today's rewind show with Adam Carroll (Build a Bigger Life podcast) on today's episode.
Our countdown of the year's biggest moments continues. Today we roll back to October 16th, when Farnoosh Torabi (So Money Podcast) joined us to talk about the election. What moves should you have made before the big day? Of course, we found out that the answer was "None," but we'll let you listen in on our advice at the time...
Back in May, we were worried that AirBnB might be on the ropes. Talk about a turnaround. Now, AirBnB finishes the year with one of the hottest initial public offerings of 2020. We'll go back in time to earlier this year and listen to our thoughts on AirBnB hosts as we first approached summer.
Bobbi and Joe look back at some of the most memorable episodes of the past year. Back in March, we thought the economic impact on the jobs market would be much shorter than it turned out to be, but our hopes for the stock market's resilience were on target.
Joe and Bobbi look back at some of their most memorable episodes from the past year, beginning with one co-hosted by Julian Saunders of Rich and Regular, recorded in early February just as we were beginning to hear about Covid-19.
Is there the perfect year to be debt-free? One Shark Tank shark thinks so, but a financial planner in a recent CNBC piece feels otherwise. What about debt, investing, or retirement rules of thumb? We'll ask the creator of Clever Girl Finance, Bola Sokunbi, her thoughts (and boy, does she have some!) on today's episode.
At year end LOTS of families may think, "Let's just have some food delivered." These services are on-trend but not often in the budget when you add all those fees. Bobbi and Joe explain why the cost gets inflated so much when food is delivered, and share specific solutions on how to lower the costs.
Now that legislators have agreed on a new stimulus plan, it is time to find out who will benefit and how much relief is coming. Bobbi and Joe break it down and share their advice.
What started off as a few months of "not traveling" has stretched nine on for nine months. TONS of us now have learned the process for cancelling trips and have rescheduled flights. But now the question looms for 2021: with a vaccine on the way, do you cancel travel or rebook? We'll tackle a recent piece that dives into this topic on today's show.
Bobbi and Joe wrap up the week that was by sharing their highlights from episodes on everything from gift card scams and luxury splurging to student loan debt changes. Plus the hosts answer a listener question on the best place to put retirement money after a 401(k)'s pre-tax limit has been hit.
A recent CNBC piece details student loans by age group with some shocking numbers (especially among older people). We'll share the numbers AND talk about strategies to pay down debt, whether you're a borrower or employer, on today's show. Adam Carroll, the creator of the CNBC documentary Broke, Busted, and Disgusted on student loans joins us with his perspective. Enjoy!
The Federal Reserve meeting yesterday was expected to be met with disapproval by the stock market because of their expected "dovish tone." What the heck is a dovish tone? Why does a Fed meeting matter? We won't have the outcome (we recorded yesterday), but YOU'LL know what to look for when you hear about the Federal Reserve in the future because we'll outline lots of the terms and consequences with the host of the Build a Bigger Life podcast, Adam Carroll.
If things are going well for you this year, you may be feeling that pent up urge to splurge. Lifestyle and shopping expert Amy E. Goodman joins us to share her advice on when it is okay to spend big on a luxury item. She'll share the story of her own splurge and why it was worth it.
Gift cards are in the news...and not for any good reason. Lifestyle journalist Amy E. Goodman joins us to tackle the latest tricks that scammers are using to help separate you from your hard earned cash. We'll cover how the scams work and tricks to keep yourself and your wallet safe this holiday season.
Good news for people who are lucky enough to have a job...LOTS of companies are working hard to distribute bonuses this year. That brings up two questions: 1) how the heck are companies able to give bonuses and WHY would they work hard to do it; and 2) If you're lucky enough to be on the receiving end of a bonus what do you do with it? We'll share our strategies for better bonus savings and more on today's podcast.
Joe and Bobbi share their highlights from the previous week, and what to watch for in the week ahead. Plus, in our listener question segment they share their advice on the best ways to get to your financial goals.
It sounds like the start of a horrible joke. A woman walks into the bosses' office during a horrible pandemic while lots of people are out of work. But, it isn't a joke, and maybe you SHOULD ask for more money. Farnoosh Torabi joins us on today's show to discuss a recent USA Today headline tackling this very topic...but not in a way that Farnoosh necessarily agrees with. We'll talk about points of view, when to ask for money (and when to avoid the topic) and more on today's episode!
Between them, "I need food now" delivery service DoorDash and "I'd rather sleep in someone's house than a hotel" service AirBnB are expected to have initial public offerings this week bringing in more than $80B. What the heck is an initial public offering? How does it work? Should I pay attention? We'll solve ALL of these questions with the host of the So Money podcast, Farnoosh Torabi on today's show!
Fast Company's Liz Segran shares her expertise on the retail industry as we focus our lens today on books. Changes at Barnes and Noble could influence not just where we buy books but how we decide which books to read. We'll talk about marketing, sales, and influence on today's episode!
The Rocket Years author Elizabeth Segran joins us to count down the words and phrases from 2020 we are ready to literally flush down the toilet. We share the winners (which include winners like "Covid-19," "New Normal," "Murder Hornets" and the ever-popular "You're on Mute," and add our own sayings we'd rather forget in 2021.
A few weeks ago Tesla was introduced as the newest company to enter the S&P 500. What does that mean? How does a company get chosen to be in this index? What does "indexing' even mean? We're super excited to dive into individual stock investing and also how investments work with Bola Sokunbi from Clever Girl Finance.
Bobbi and Joe share listener's take on this year's unique holiday shopping season and add in their advice and tips. Plus highlights from the week that was, and what to look out for in the week ahead.
Country music star Carrie Underwood tells what could have been a potentially devastating story about her American Idol journey in a recent interview with Guideposts magazine. She says that she had so much trouble fighting fear that she almost didn't get on the plane to Hollywood. Today we're joined by advertising executive and author of the book The Soulful Art of Persuasion to tell stories about facing fear. Jason's had to personally fight lots of fear while approaching big brands for business. How do you do it? We'll share ideas from Jason, Carrie Underwood, and Joe on today's episode!
The Netflix series Queen's Gambit has chessboard manufacturers high-fiving themselves after sales of the ancient game's board and pieces have become some of the most sought-after items this holiday season. What does this have to do with you and your plans? Today we collaborate with Jason Harris, head of ad agency Mekanism (and the author of the hit book The Soulful Art of Persuasion) to talk about momentum, the value of luck, putting your best foot forward, and other lessons.
Here comes the crystal ball! Wharton Professor Jeremy Siegel says three factors will make 2021 a good year for stocks. Millennial Money's Grant Sabatier joins us to reveal the reasons for his prediction, and of course has an opinion on what he thinks of Siegel's predictions and will he believes could drive stocks next year.
Millennial Money's Grant Sabatier joins us to discuss the huge impact of entrepreneur and investor Tony Hsieh. He put customers first and encouraged employees to treat callers as they would their friends, creating a blueprint for online retail success.
Generally museums don't enter the high priced and sometimes high stakes world of art auctions, but lately that hasn't been the case. Today we collaborate with the head of Masterworks.io, Scott Lynn, to find out exactly why museums are moving front-and-center, and also why artwork is moving toward an asset class that more people are using to diversify their portfolio.
On this weekend's show, Bobbi and Joe answer a listener question about how HSA's (Health Savings Accounts) work and share their highlights from the week that was, along with what we'll be paying attention to in the week to come
We remind you often NOT to rely on the government to accomplish your financial plan, and that applies today more than ever. In the next few months seven government programs to help people through COVID-related issues are set to sunset. From student loans to evictions, Bola Sokunbi from Clever Girl Finance will help us detail all of them and what you need to think about to make it through what could potentially be a rough few months ahead.
2020 has been a tough one. But our friends still sent us a lot that they are thankful for when it comes to money, family and so much more. We hope you enjoy this special Thanksgiving episode and enjoy the holiday.
Smart Shopping Expert Trae Bodge joins us to discuss the trend of retailers cutting back on the number of product choices they offer and why consumers actually buy more when they are offered less. Plus Trae shares her insider tips for Black Friday shopping during the coronavirus and how to get the best deals this holiday season.
Smart Shopping Expert Trae Bodge joins us to discuss the pressure parents are feeling to splurge on gifts for kids. Plus her tips on how to avoid overspending, and the best shopping and gifting strategies for Black Friday and the holiday season.
Singer, songwriter, actor, entrepreneur and now noted philanthropist Dolly Parton is back in the news, as she's helped the world with a BIG breakthrough. We'll share her success AND dive into what that has to do with you on today's show!
Bobbi and Joe share their highlights from the past week and get everyone ready for next week. Plus our listener question of the week: earliest money memories.
Discount store Costco is rolling out a new perk for the champaign and caviar crowd in our audience: private jet service. Why are we talking private jets on the show? We'll talk about the value of your time, running a cost/benefit analysis, not comparing yourself to others, and so much more. Thought leader Adam Carroll from the Build a Bigger Life podcast joins us!
Hit cranker-outer Taylor Swift's masters from her time with Big Machine have been sold again. You may remember that last year Swift was livid because her masters had been sold to someone other than her. Today we'll talk about influence, surrounding yourself with the right people, reading contracts, and more with thought leader Adam Carroll, host of the Build a Bigger Life podcast.
The coronavirus pandemic is changing our shopping habits- but the good news is that many of them will work in favor of consumers. Shopping and lifestyle expert Amy E. Goodman goes through how things will be different this year and shares strategies to make the most of the changes.
Shopping and Lifestyle expert Amy E. Goodman joins us to discuss the social media buzz around the challenges newly elected members of congress are facing getting a wardrobe together for their new jobs. Great tips on how all of us can upgrade our wardrobe to look our best whether it is for a new job, or for the growing number of zoom meetings!
Superheroes are just like us! Before he became a mega-star in the "Justice League" Jason Momoa had trouble paying his bills and struggled financially just like so many parents facing career challenges. Bobbi and Joe share their advice on getting through your money slump and back into your groove.
Bobbi & Joe reveal their favorite moments from the past week, get you ready for what you should watch next week, and answer a listener question on our biggest money lessons.
FinTech app Beam, which promised account holders a huge return on FDIC insured savings accounts, is in hot water. Users report struggles to withdraw funds and partners are lining up lawsuits. We'll detail ALL of the trouble that Beam's having and talk about when to rely on FinTech solutions for your plans on today's show, featuring Farnoosh Torabi from the So Money podcast.
If you're feeling guilty about having a job, getting a raise, or scoring a promotion, you aren't alone. Financial advisors and therapists are reporting a surge in guilty feelings among consumers. Why? How do we stem that tide? Continuing Bobbi and Liz's discussion on guilty spending, Joe and Farnoosh Torabi (So Money podcast) today dive into another aspect of this issue.
We dive into a recent Financial Diet story on quarantine purchase misfires with guest co-host The Rocket Years author Elizabeth Segran. From fancy bakeware and pricey art kits, to DIY candle making and expensive workout equipment- the list is long- but not everyone is sorry they went for those quarantine trend driven buys.
Co-host Liz Segran, author of The Rocket Years, weighs in on what key factors are likely to influence stocks, including the Prizer Coronavirus vaccine, post-election relief, rebounding earnings, the improving jobs picture and more.
Some experts predict that all of the election uncertainty will create a lot of uncertainty down at the local mall as well. We'll talk about why people are considering NOT spending and also what you might want to think about before making a big purchase this holiday season.
Bobbi and Joe share their favorite takeaways from last week's episodes and get everyone ready for next week. Plus a complicated question about blended families and what you can do if money you think you are entitled to- is going to be left to someone else.
Whether you work for "the man" or you own your own business, author Jason Harris agrees with a statement the CEO of crafty site Etsy made recently. Now is THE BEST time to invest in branding or marketing yourself or your service. We'll talk about how to stand out from the crowd on today's podcast!
In honor of the election, we thought we'd talk about watches....and USA Presidents. A recent New York Times story tells the story of a man who bought watches for each of the American presidents since Harry Truman. The watch became known as "the watch of Presidents." Jason Harris, author of the Soulful Art of Persuasion, joins Joe to tackle branding, the importance of gifts, hand-written notes, and relationships.
Millennial Money's Grant Sabatier is back to discuss one of his favorite topics: Berkshire Hathaway's Warren Buffett. We reveal the stocks he has held the longest and whether Grant thinks they will continue to be be part of the legendary investor's portfolio. Should they be in YOUR portfolio? We'll answer that, too.
Are you stressed out about today's election? You're not alone. No matter who you plan to vote for, there plenty of change coming. Grant Sabatier joins the show to discuss the different reasons behavioral economists say are causing all this panic.. as well as the best ways to control the stress- and avoid making investment decisions you regret later on.
Legislators from both parties are behind some potentially big changes that could impact retirees as well as student loan borrowers. Bobbi and Joe fill you in on what and when this could all be happening.
Bobbi and Joe discuss listener concerns about payday loans and explain the dangers, as well as when they can be useful. Plus their highlights from last week and a preview of what you need to know for the week ahead.
A recent Marketwatch piece describes a new app allowing shoppers to earn rewards that fund their IRA. Can you shop your way to a fortune? Bola Sokunbi from Clever Girl Finance tackles this topic with Joe, and their takeaways might not be what you'd expect.
As real estate markets stay hot, more buyers are skipping the home inspection. Why might this not be a good idea and what could be the fallout? Bola Sokunbi from Clever Girl Finance joins Joe to talk homebuying on today's show!
Financial advisors are starting to become more mainstream, even for younger people. Author David Bach shares his insights on the trend, and answers listener questions about how and when to get a financial advisor.
Credit scores are at historic highs despite the fact that the world is enduring a pandemic. Guest co-host David Bach explains the reasons, and answers listeners questions.
Do you even know what Quibi stands for? Joe Saul-Sehy didn't.. and neither did a lot of people. That's just the first of endless problems with the startup that raised $1.7 billion on the hopes that Jeffrey Katzenberg and Meg Whitman were onto something big- with their small content.
Joe and Bobbi share their advice for a listener who wants to know where the best place to put their retirement money, their favorites moments from last week and get listeners ready for the week to come.
With tuition costs skyrocketing and campuses in COVID-19 disarray, it's clear the nature of higher education is quickly changing. Today Joe's joined by Adam Carroll, creator of the student debt crisis documentary Broke, Busted and Disgusted, to talk about how Google, of all companies, might be pushing the envelope on how people think about higher education.
Chadwick Boseman, who's played iconic characters like James Brown and Jackie Robinson, and who was the star of Black Panther, died without a will. We'll share details and what you can do to make your estate plan work better on today's show, featuring Adam Carroll, host of the Build a Bigger Life podcast.
Lifestyle and shopping expert Amy E. Goodman joins us with details on The Good Place star Kristin Bell's Happy Dance CBD products and why some celebrity business ventures hit and why so many miss.
Lifestyle and shopping expert Amy E Goodman joins us to share her takeaways from Amazon prime as well as tips for getting what you want at the best price- and how things are different this year when it comes to holiday shopping. Plus a big chocolate giveaway!
Apple has unveiled its latest lineup of iPhones but some of their decisions have come under fire. Bobbi and Joe share highlights and tips to help you make the best decision.
Joe and Bobbi share their favorite moments of the week, get you ready for the week to come, and answer your personal finance questions. On tap this week: A listener question about healthcare insurance, and how kids may factor into your decision.
A recent Marketwatch opinion piece discusses a survey from Hartford fund about the election. It turns out that most of the ideas we have about a change at the top are misguided. Farnoosh Torabi, host of the So Money podcast joins us for today's discussion!
One couple in NYC brags today that they found a new home that actually had a door (vs. the studio apartments they've owned in the past). Is that a good "deal"? What's a value proposition when you're buying a home? We'll tackle that on today's show featuring So Money podcast's Farnoosh Torabi.
Money is all about enhancing your life and your relationships, so today we focus on the latter. Elizabeth Segran, Fast company senior writer and author of the Rocket Years, discusses which relationships are most vulnerable and how couples and families can avoid Covid-19 conflicts. We also share data on the increase in divorces since the quarantine and the cost of all the breakups.
Liz Segran, Fast Company Senior Writer and author of "The Rocket Years: How Your Twenties Launch the Rest of Your Life" shares her insights on the potential long term impact of a virtual education at graduation and beyond. Plus advice from Liz and from our instagram and live audience on how to manage Covid-19 educational setbacks.
Bobbi and Joe explain why Amazon Prime has become so important, and how you can get the best deals- without derailing your goals.
Bobbi and Joe share their favorite highlights from the past week, and get listeners ready for the economic and business headlines of the week ahead
Eddie Van Halen passed away this week. Longtime fans Jason Harris (Soulful Art of Persuasion) and Joe talk about lessons we can learn from the career of one of the great guitarists.
Advertisers are back spending money on finding new ways into your wallet, but not on television and radio campaigns. How are they doing it? Jason Harris, CEO of advertising agency Mekanism and author of The Soulful Art of Persuasion joins us to talk about where the world of marketing is headed...and fast.
Staying the course is easier said than done when it comes to the Coronavirus pandemic. Bobbi and guest co-host Grant Sabatier share a CNBC piece with tips on what to look for and how to control letting your emotions get the best of you.
Should you leave your heirs an inheritance- or live it up while you are alive? Bobbi and guest co-host Grant Sabatier from Millennial Money share a piece by fellow Money with Friends thought leader Farnoosh Torabi making the controversial case for dying (nearly) broke.
Financial advisors aren't talking about being "fiduciaries," yet most media people will advise you to ask every financial advisor if they ARE a fiduciary, so you know they're acting in your best interest. We'll talk fiduciary responsibility, advisor fees, relationships, asset gathering, and more on today's show.
After a dismal September, investors are on edge as we move into the 4th quarter. Bobbi and Joe share a recent piece from Marketwatch that lays out the key factors that will influence returns this month.
Thousands of Disney employees will be out of a job because of the economic hit of Covid-19. Joe and guest co-host Bola Sokunbi of Clever Girls Finance share tips for anyone facing a job loss- now or possibly in the future.
Why do some people pay so little in taxes? How can YOU pay less tax? Today we'll dive into the (non-political) story of the President, tax planning 101, and your money with Bola Sokunbi from Clever Girl Finance.
David Bach co-hosts as we discuss why billionaire and media mogul Barry Diller is cautious about the stock market and the economy, and is advocating people shore up their cash backstop. Should you change your plan? We'll tackle that on today's show!
David Bach joins the show for his debut as a season 5 co-host. We discuss why he believes real estate is such an important investment, and why now is a great time to get in.
If you're new to the show, we're joined every fourth month by a new crop of some of the best-and-brightest thought leaders. These eight individuals are top people in their field, and on today's show we're rolling out our new co-hosts. We think you're going to love who's joining the fun for the next four months. We'll lift the curtain on these superstars on today's episode!
Billionaire Ron Perelman was once hailed as America's Richest Man. But now he's cutting back, and his reasons give us a lot to talk about.
Columnist Mark Hulbert at Marketwatch recently shared a quiz that most investors don't pass....yet the questions don't seem that difficult. Can you pass our literacy quiz (actually Mark's quiz)? Danielle Kunkle Roberts joins Joe is an episode about the basics of finance today!
Retirees are often worried that they'll run out of cash--especially during a downturn in the financial markets. Today Joe and guest thought leader Danielle Kunkle Roberts tackle six different ways the Roanoke Times lists that retirees can leverage their possessions and skills. The good news: you can also use these tactics if you AREN'T retired.
Rent the Runway announced the end of its unlimited rental plan- but still has to find a way to woo back fashionista's who are at home in loungewear. Bobbi and guest co-host Chelsea Brennan share a recent Fast Company story by Elizabeth Segran explaining their game plan and what we can all learn about managing our own finances through a pandemic.
Investors are bracing for elections results, but they could be focusing on the wrong thing. Bobbi and guest co-host Chelsea Brennan of Smart Money Mamas share a recent piece by CNBC's Mike Santoli that explains what really matters for stocks.
Kanye West is at it again- tweeting his plans to go after his music contracts, and sharing texts comparing his popularity to Taylor Swift. Bobbi and Joe discuss if he is a genius- or just plain nuts, and the business and life lessons we can all take away from him.
The Federal Reserve plans to leave rates near zero until 2023. Bobbi and Joe explain why this matters so much, and what listeners need to do asap, even though the timeline seems so long,.
Today we begin with an ESPN story about minor league baseball but then talk about the fantastic climb of the career of Tate Frasier, host of the Pushin' Thru and Titus & Tate podcasts. Working your way through the media circus is difficult, and doesn't pay well. However, today Tate tells his story of climbing from high school valedictorian to college student with a dream, ESPN intern, being hired by the legendary Bill Simmons, and more. It's a great exploration of "the minor leagues" on today's show!
In a classic example of "risk vs. reward," the Big 10 Conference decided yesterday that it was time to join the conferences playing football. This is a complete reversal of their position a few months ago. Sports commentator Tate Frasier joins us to tackle how football coming back to the Midwest is just another analogy for what's going on with your investment decisions.
Amazon sellers are charging up 14 times the usual price on some household products, according to consumer advocates. Bobbi and guest co-host Harlan Landes share details of the investigations, what Amazon is saying, and how consumers can spot sketchy pricing.
Owning stocks, with limits and guardrails, can teach kids plenty- but the risks are very real. Bobbi and guest co-host Harlan Landes dive into a recent New York Times story by Ron Lieber that details the controversy and shares some solutions
While the US government continues to pile on new debt there is some good news: debt repayment as a total percentage of the economy is 10% lower than it has been recently. Why the change and what does this have to do with your wallet? Bobbi and Joe tackle the US debt (and your mortgage) on today's show!
The family may be using its exit from network TV as an opportunity to seriously overhaul its media strategy. Bobbi and Joe share some ideas about where they could be taking their business, and what we can all take away from their ventures.
Younger workers are reporting that they're struggling with managing their jobs, their financial picture, and their personal relationships. Is this just a case of "you should toughen up!" or is there something bigger going on? Joe and thought leader Lindsay Goldwert will tackle this recent CBNC piece on today's show!
A new study shows that the pandemic, while also bringing about lots of devastation, has brought about some surprisingly good results for the average family. Joe and thought leader Lindsay Goldwert will share some of the surprising results and their thoughts to keep any positives front-of-mind on today's episode.
The pandemic has only added to money worries for so many of us. Bobbi and guest co-host Jamila Souffrant of Journey to Launch share tips from a recent Newsweek article on specific things we can do to take the edge off.
The royal couple is taking a new step toward financial independence by inking a deal with the streaming service. Bobbi and guest co-host Jamila Souffrant of Journey to launch discuss the lessons we can all learn from their move away from their original paths to a more deliberate journey.
The latest case of an advisor stealing from a client reveals a sinister way those we trust can take our money. Bobbi and Joe share a recent case, along with ways to avoid being a victim- or having loved ones be a victim- of similar scams.
Mohamed El-Erian, Allianz’s chief economic adviser, is seeing red flags based on how market professionals are trading options. Bobbi and Joe discuss what retail investors need to know, and whether they should make changes to their own investment strategies.
The CEO of LL Bean recently reported that winter supplies for outdoor fun are already selling out. It appears we're going from a society that barely thinks about what to have for lunch to one that's beginning to plan ahead. We'll chat about short term goals, keeping a positive mindset AND holding on to your money on today's episode featuring HeyMoney CEO and host of the Pete the Planner podcast, Peter Dunn.
Major US airlines all cut one of the most hated fees in the industry: the ticket change fee. While American Airline's CEO says it was done with the customer in line, does that really hold water? Pete the Planner joins Joe for a wide-ranging discussion on airlines, horrible fees, and how to treat the people you're negotiating with to remove fees on today's episode.
Before you buy your next financial product, make sure you are aware of new data showing financial advisors sometimes have a hidden agenda. Bobbi and guest co-host Cameron Huddleston reveal what it is and share tips to make sure you can stand up for yourself- and your money.
Imagine....you can work from anywhere- including some tropical countries that are not as expensive as you might expect. Bobbi and guest co-host Cameron Huddleston explain what you need to know, including unexpected perks.
Some student loan borrowers were granted relief from payments on their loans until 2021, but will this help actually....help? Joe and Bobbi will take on student loans on today's show, sharing details of the new plan and how you can make the most of it.
Stars are increasingly getting into new products. Recently, Cameron Diaz teamed up with a partner to bring a white wine to market. What do reviewers think? It ain't pretty. We'll share thoughts on today's episode along with some takeaways about how to think about a "new career" on today's show.
Money market funds are cutting fees to ensure that investors don't lose money in these popular "cash" based accounts. But are money markets really as safe as you may think? Joe and thought leader Paula Pant from Afford Anything will dive into the world of cash, and how to look at some big changes in the world of "safe" investing.
Thanks to regulators and lawmakers, 401(k) plans now can include new options like private equity funds. How does this help your retirement (or DOES it help your retirement)? Is this better or worse than the last time lawmakers messed with retirement plans, making annuity options legal? Paula Pant from Afford Anything joins Joe to tackle the expanding world of retirement options on today's show.
College is expensive and a pandemic only makes it that much more painful. But there are choices families and students can make. Bobbi and guest co-host Chris Guillebeau share specific ways to negotiate- and to decide if it is even worth it to go.
Even rock stars like Taylor Swift can teach us some profound money lessons. One recent piece dives into several ideas entrepreneurs and anyone interested in business can implement. Chris Guillebeau joins Bobbi to tackle these and shine a light on some improvements maybe you can make in your own life.
A long-time favorite stock market valuation indicator of legendary investor Warren Buffett is flashing OVERVALUED according to Yahoo Finance's Brian Sozzi. Bobbi and Joe put it into context and share their personal take.
Airbnb has been under pressure to go public, but then Covid-19 happened. So why is it pressing forward anyway? Bobbi and Joe explain what the rush is all about, and whether investors should try to buy in.
Why does the NCAA deem other fall sports as too dangerous, while football marches on in many leagues around the USA? Joe and special guest Tate Frazier from the Pushin' Thru podcast discuss the NCAA, big money, and the unpaid players who bring in the cash, on today's show.
Believe it or not, the NBA "season in a bubble" may have helped reduce the cost of COVID testing...but what does that have to do with you and your career? Joe and special guest Tate Frazier from the Pushin' Thru podcast, tackle this topic on today's episode!
Prince Harry apparently wasn't getting as much money as his brother Prince William--and that's why he and Meghan split with the crown. Bobbi and guest co-host Harlan Landes discuss a recent Cosmopolitan piece on the family spat and share their insights on whether the royals, and their family business battles, really are just like us.
The presidential election is three months away, but some traders are preparing for the possibility that prolonged political uncertainty will stoke stock-market mayhem, according to a recent Wall Street Journal story. Bobbi and guest co-host Harlan Landes explain the unique factors driving the market during this election season and the best ways to approach the challenging investment landscape.
During the early days of COVID, airlines promised tons of money in rebates, refunds, and vouchers. How that services are picking up again, many airlines aren't allowing passengers to easily use vouchers and others aren't issuing refunds. What recourse do you have if you've been affected? Bobbi and Joe will review the problem AND some possible solutions on today's show!
New data on Health Savings Accounts (HSA's ) from the Employee Benefit Research Institute (EBRI) reveals surprising trends emerging from these new savings vehicles. Bobbi and Joe discuss how investors can leverage the data to give them an edge with this triple tax free vehicle.
New companies like Afterpay, that allow you to purchase items today and pay for them later (like layway in reverse) are sprouting up all over the place, and are posting HUGE quarterly earnings. What's the deal with these companies? Today Joe and Lindsay Goldwert are joined by a HOST of friends online who have opinions about whether this is a good idea or not.
A recent CNBC piece reviews seven things that maybe you should stop spending money on....but should you? Lindsay Goldwert, editor in chief of app Zeta and host of the Spent podcast joins Joe for some fun talking about spending that might (or might not) help you reach your goals.
U.S. stocks continue to climb, but some top money managers are getting more invested in the international markets. Bobbi and guest co-host Jamila Souffrant share how to decide if you should move money into overseas stocks, and the most cost effective ways to reach your goals.
Who would have predicted the business of being a psychic would be soaring during an economic recession, during which the stock market kept rising? Bobbi and guest co-host Jamila Souffrant of Journey to Launch explain and share what the money friends community has to say about the trend.
A recent Financial Diet piece shows how MLM companies are preying on women increasingly by using #GIRLBOSS language. How are they using it and what SHOULD you do? Bobbi and Joe will share details on today's show!
Brokerage firm Charles Schwab announced this week that they're going to use some key TDAmeritrade assets for advisors and retail clients. Post merger, this looks like a great move for everyone involved. Why? Bobbi and Joe will explain on today's episode!
Two demographics have had their financial life and mental health more affected from the pandemic than others. We'll talk about not only who the groups are but why they are probably most affected and most importantly, what they can do about it. Pete the Planner, CEO of HeyMoney! joins us for today's wide ranging discussion.
Apple's third quarter results were MUCH higher than expected, despite coronavirus fears. What's going on? How do you think about this as an investor? But even more important: how can you learn from this to better operate your OWN financial household? Pete the Planner, Peter Dunn (USA Today columnist and host of the Pete the Planner podcast) joins us.
Disrupted morning routines hit Starbucks and other coffee shops hard. But will habits return? Bobbi and guest co-host author Cameron Huddleston share a recent NYMag.com piece on the topic.
Mortgage applications are soaring as buyers try to escape Covid-19. Bobbi and guest co-host Cameron Huddleston share the pros and cons of whether we all should be moving - and the costs.
Business travel has been (#spoiler) down for the last several months. When do airlines, hotels and rental cars see profits? Joe and thought leader Paula Pant from Afford Anything tackle that and more on today's show!
The US economy, as expected, took it on the chin in the second quarter of this year. But thought leader Paula Pant and host Joe Saul-Sehy look at this data maybe a little differently than you might. We'll tackle economic data and what to do with it on today's show.
Tik Tok is on point for dance routines and adorable pets but it is also becoming a destination for financial information, and scammers. Bobbi and Joe explain what to look for, and share our latest instagram poll results on the trend.
Wells Fargo is planning to join the $4.5 trillion exchange-traded fund industry, one of the last major asset managers to enter the fray. Bobbi and Joe explain why the #4 bank may be making the move, and what investors should be aware of if they are considering investing with the scandal-ridden company.
Bobbi and guest co-host Chris Guillebeau, author of "The Money Tree" share a recent piece from Cosmopolitan on ways to make money without a job. While some of the tips definitely involve some real effort, there are great ideas for upping your income without leaving your home.
Everything – from concerts to conventions – seems to be cancelled or postponed, but you can often get refunds. Bobbi and guest co-host Chris Guillebeau, host of the Side Hustle School podcast, share what refunds could be available and the best ways to get your money back.
Based on current data, it appears that the soaring unemployment claims will continue . Bobbi and Joe explain what we can all do ahead of time so that we can get the best exit package and be well positioned for the next opportunity.
Bobbi and Joe explain what Quibi stands for, how much money has gone into the streaming service, and the lessons we can all learn from this very expensive debacle.
The National Basketball Association is ramping up to begin their "season." All games will be played at Walt Disney World. We'll talk about all the money that's at stake and how the NBA plans to actually roll out some basketball this year with co-host of the Pushing Through Podcast, Tate Frazier.
Baseball is returning, and if you thought there was already advertising just about everywhere in a baseball stadium, the league has rolled out plans to allow even more marketing. Sports commentator Tate Frazier (Titus & Tate AND Pushing Through podcasts) joins us to talk MLB, the effect of advertising on your buying decisions, and your wallet.
The new "Regulation Best Interest" is meant to protect investors but it criticized by consumer advocates. Why? How could it be better and what should you know to protect your own....best interest? Bobbi and guest co-host Harlan Landes discuss a New York Times piece by Tara Siegel Bernard that lays out the controversy.
The coronavirus pandemic has created a recession. But what does that mean for us? Bobbi and guest co-host Harlan Landes of the Plutus Foundation share advice on what to pay attention to, along with the best investment strategies.
Should you invest in companies that might produce a new drug? How about a drug that the world is waiting for? Today we'll talk about one such company that announced promising results early last week. Is it time to jump in?
Could value stocks be ready for their big comeback? Bobbi and Joe discuss a recent USA today piece that makes the case for them, along with what tipping points to look for if you are considering rebalancing your portfolio.
Today we tackle something we don't cover often--a blogger recently wrote about habits she changed due to COVID. It got us thinking, what habits have WE changed? We ask today's thought leader Lindsay Goldwert what she's done differently, and we dive into this Financial Diet blog post for clues on how we might be able to grab some good takeaways from a not-so-great time.
How did one young millionaire profiled on CNBC's Make It blog quickly earn lots of money? We'll dive into the details of his story today with author and comedian Lindsay Goldwert. This story might not have the takeaway that you expect!
Wilmington Trust’s Meghan Shue sees a battle on Wall Street as coronavirus cases surge and companies report second quarter earnings. Bobbi and guest co-host Journey to Launch podcast's Jamila Souffrant share a recent CNBC piece explaining her compelling views on the market, and what investors should be paying attention to right now.
New troubling data documents how Robinhood lures young investors, who make risky trades. Bobbi and guest co-host Jamila Souffrant of Journey to Launch share a recent New York Times piece by Nathaniel Popper that delves into what sets Robinhood apart from its retail brokerage rivals that also offer free trades, and what investors need to know....maybe before investing.
Today we tackle a Marketwatch story detailing the story of one investor who actively traded his way from low five digits to six digits. Can you trade your way to wealth? We'll talk about the "lessons" the investor shares AND lessons Bobbi and Joe bring to the table, on today's show.
Risk tolerance is all relative. Bobbi and Joe share a recent piece that shows how the markets could be on more of a roller coaster than many investors realize, and discuss ways to manage your portfolio - and your emotions.
Vanguard’s U.S. ETFs attracted inflows of about $89 billion in the first half, surging ahead of industry leader BlackRock in a volatile period.. Joe and guest co-host Pete the Planner discuss why the trend is getting so much attention in the industry, and how it could impact individual investors.
A popular government aid program for businesses, the Payroll Protection Program (PPP), was apparently accessed by many investment and advisory firms. Should these firms, that are (hopefully) great with cash and not at risk of going out of business, receive government aid? Peter Dunn, AKA Pete the Planner, from Hey Money! and the Pete the Planner podcast joins us with thoughts.
The retail damage from the coronavirus has accelerated the closing of many malls, especially those that are indoors. Bobbi and guest co-host Cameron Huddleston, author of Mom and Dad We Need to Talk, explain how we can relate to and learn from the fall in our own lives, and how to build the best defense to at least limit damage when facing unexpected personal financial challenges like the current crisis.
With most of us stuck home this summer because of the coronavirus pandemic, using travel points is tough. But cancelling a card, even one that you are stuck paying a fee for could have consequences. Bobbi and guest co-host Cameron Huddleston, author of Mom and Dad We Need to Talk, explain what could go wrong, and how to make the best decision.
Participants in the $557 billion Thrift Savings Plan will have many more target-date vintages available to them starting this month. Bobbi and Joe explain why this matters to all of us, and how you can make sure your retirement funds are in the best - and best priced- investments.
Whether you’re a new grad or recently laid off, here’s how to stand out in a tough job market. Joe and Bobbi go through specific steps to take to get results.
Even though coronavirus concerns seem to be heating up in many parts of the USA, most investment firm offices are planning to reopen in the coming months. Paula Pant from the Afford Anything podcast joins Joe to discuss a recent Investment News article on the topic.
What happens when a big company launches a new robo-advisory service? We'll find out today as Joe and guest co-host Paula Pant from Afford Anything share their candid concerns about Vanguard joining a growing trend by launching a new robo advisor service. Plus, how to decide if it is time to jump on the trend yourself.
Millions of Americans are working from home, and would like it to stay that way. Bobbi and guest co-host Chris Guillebeau of the Side Hustle School podcast discuss well-paying jobs and the best ways to find out if working from home, permanently, is a good idea for you.
The Explore America tax credit is an idea floating around the Senate and House halls.. but it could be part of the next coronavirus related stimulus bill. Bobbi and guest co-host Chris Guillebeau discuss a Forbes piece by Geoff Whitmore and share their candid and very strong opinions, and reveal the results our our latest instagram poll on the topic.
Investor Jim Rogers thinks Bitcoin is still in a bubble and the cryptocurrency will eventually go to zero and disappear. Bobbi and Joe share the pros and cons of crytocurrency and what investors should be thinking about if they do decide to add it to their investment portfolio.
A recent article by Nelson Schwartz in the NY Times highlights the shift in white collar job market, and explains which sectors will be able to rebound, flourish, and hire more workers as the economy restarts. Joe and Bobbi share their insights, advice and personal experiences switching gears to move with changing demands in the job market.
One big-fish sports bettor is now betting on stocks ONLY because sports aren't in full swing. Is the rise in stock market day trading happening because of the lack of a sports scene? Today Joe is solo and takes on stock market betting with the help of his live audience.
Earlier this week baseball surprisingly made an announcement that games will begin in July. After MANY too-public negotiations and hand-wringing, we have to ask (as do many others) did the sport hurt itself? Joe flies solo today with our friends on Facebook who have many (great) answers!
A guitar, used during the iconic November 1993 MTV Unplugged session and in later concerts by Kurt Cobain will be used for musical philanthropy. Bobbi and guest co-host, Plutus Foundation's Harlan Landes, discuss the collectibles market and how to decide if the time is right to invest.
A recent Marketwatch pieces by Nicole Lyn Pesce reveals the sky high medical costs hitting Coronavirus patients. Bobbi and guest co-host Plutus Foundation founder Harlan Landes discuss what you need to know so you don't get stuck with a bill that will make you sick after your recovery.
An exclusive report from the NY Post reveals that although Americans are buying lots of alcoholic beverages, their choices are becoming more budget friendly. Bobbi and Joe discuss the economic realities driving the trend, and share their outlook on what other sectors are also seeing a move to lower price points.
Fed Chairman Powell says the risks of long term damage to the U.S. economy from the coronavirus pandemic are significant. Joe and Bobbi explain how this will likely impact individual investors and what steps can be taken to protect your assets.
Anchors and norms. We all have baselines when it comes to spending. We spend because other people tell us we should. We buy because we think it's the right thing to do. We buy because that's the way we've always done it. Today, thought leader Lindsay Goldwert (Bow Down author) joins Joe to examine how we spend money, and how to make more conscious decisions.
LOTS of new investors are increasingly using apps like Robinhood to quickly buy stocks. A more disturbing trend is that they're also using margin and options to speed up success. However, options and margin can lead to some disastrous results. We'll talk about one recent horrifying story on today's podcast. The takeaway? Normally we'd leave it for the show but it's too important: finance isn't worth losing your life over. Find help if you feel at all lost or without options. A friend, therapist, or colleague will be able to help you see that there is always a way out. Lindsay Goldwert, author of the book Bow Down, joins us for this important conversation.
Funeral homes must give a detailed price list to anyone who requests one in person, but aren’t required on websites. Who knew? Bobbi and guest co-host Jamila Souffrant discuss a New York Times piece explaining why getting consumers transparent information online has become so controversial, and what consumers need to know when making final arrangements for loved ones.
The severity of the coronavirus pandemic has the potential to further widen economic racial disparities, according to a new report by the Urban Institute. Bobbi and guest co-host Jamila Souffrant of Journey to Launch discuss a Washington Post piece by Michelle Singletary about the factors at play.
Two big mall conglomerates (Simon Properties and Taubman Group) had agreed to a merger, with Simon purchasing Taubman. However, Simon Group has called off the transaction, saying that Taubman violated the terms of the deal. What's really going on here, and what does it have to do with your money? There are LOTS of lesson for everyday people in today's story, as we discuss contracts, reading the fine print, malls, and maybe what Bobbi and Joe did for fun back in the 1980s (queue up the old people stories!). Enjoy!
The Nasdaq Composite Index crossed the 10,000 mark this past week, a milestone that took about 50 years. Joe and Bobbi discuss why stock indexes have been higher despite the terrible economic impact of the coronavirus pandemic, and what investors may not be aware of when they choose to put their money in certain index funds.
Earlier this year Morgan Stanley purchased discount broker E-Trade. This week the CEO made statements about how many features of E-Trade (including the name) will stay the same....a move many didn't expect. Is this good for customers? Pete the Planner (Peter Dunn), host of the Pete The Planner podcast AND CEO of Hey Money joins Joe today to talk about how customers win and how brokers REALLY think about you and your money.
A recent CNBC piece revealed that Robinhood investors have done very well lately as the markets surged...but many seasoned investors have been sitting this one out. What's going on? Pete the Planner (Peter Dunn), USA Today columnist and Hey Money! CEO joins Joe to tackle trading, Robinhood, and knowing what you're doing before investing on today's podcast.
Boston fund company GMO is slashing their stock market exposure, according to a recent Marketwatch story. Bobbi and co-host Cameraon Huddleston, author of Mom and Dad, We Need to Talk, discuss the manager's concerns and why the stock market is rising despite the economic impact of the coronavirus.
Nursing homes are being offered more money to take in Coronavirus patients, but the ones stepping up often have the worst track records. Bobbi and Co-host Cameron Huddleston, author of Mom and Dad, We Need to Talk, explain the impact on the already fragile system, and Cameron shares her own personal experiences with the nursing home industry.
While graduating in 2020 may be different than most years, the lessons we share today with graduates are not. We'll cover several ideas presented in a major publication recently for graduates, and both Bobbi and Joe will share their own. Whether you're graduating this year, soon, or you're already well past graduation, there's something here for everyone!
There's a push to let mainstream investors choose to put retirement funds into private equity and other higher risk, but higher potential reward investments. Is this something you should be getting into- and if so, how will you learn the ropes?
A recent New York Times piece profiles several businesses now that the Payroll Protection Program is closing for some owners. Did it work? Do we need another shot in the arm from the government? We'll ask Paula Pant from Afford Anything what SHE thinks on today's podcast.
Jim Cramer weighed in on the horrible events that occurred this week. Specifically, why have markets risen while current events are so terrible? Shouldn't the markets be down right now? We'll review his opinions and add our own. Paula Pant from AffordAnything joins us today!
When the stay at home orders started, it was impossible to find TP. Then when we were all baking, yeast and flour went missing. Chris Guillebeau, author of The Money Tree, joins Bobbi Rebell to co-host this episode looking at why there could possibly be a lack of inventory for a product both hosts thought wasn't in demand at all during the pandemic.
Drumroll....it turns out that millennials have become the unluckiest generation in US history, according to a piece in The Washington Post. Chris Guillebeau, author of The Money Tree makes his debut as a regular co-host for our new season, and shares his advice on how we can work together with them to help them get back on track.
Every four months we bring in a new group of thought leaders to help you understand your money better. Today we're super excited to bring you eight fresh new perspectives to help you earn, save and spend with a plan. We'll dig into WHO will be joining us. We'll share their expertise and WHY we think you'll love them. We'll also share WHAT we think they'll bring to the table for the next sixteen weeks. Enjoy!
Sales of items like mints and gum have taken a hit as more of us shop from home. Will consumers keep up the savings as the country opens back up?
A recent New York Times piece proclaims that the stock market and economy aren't the same thing. But why is that? Isn't the stock market a reflection of how the economy's doing? How can the stock market be up lately while all of the economic news is bad? We'll ask all of these questions to David Stein of Money For The Rest Of Us on today's show!
Recently airline stocks have been in the news, as Warren Buffett dumps his shares. But was yesterday's news of a massive layoff a sign that maybe he was correct? Plus, what does this mean for workers at Boeing? We'll discuss this with David Stein from Money For The Rest Of Us on today's podcast.
Alumni week continues as Bobbi and Invested author Danielle Town discuss the downfall of brick and mortar retail, including its latest casualty, Victoria's Secret. The big question: when the pandemic ends, which retailers will rise in the new landscape, and is there a place for iconic brands that have so far failed to adapt to changing consumer taste?
We kick off alumni week with best selling author and podcast host Danielle Town of InvestED, explaining why she believes the billionaire's track record has come under fire. She'll also identify and answer what the naysayers are getting wrong. Plus, we'll have an update on Danielle's projects and what life is like for her in Switzerland during the pandemic.
Financial talk-show host Dave Ramsey is in the news (specifically, InvestmentNews.com). A company that advertises services to help people escape timeshare contracts is being accused of not keeping their promises. The bad news for Ramsey? He's included this company on his sponsor page and also has made a video endorsement on the company's page. Today Bobbi and Joe will discuss celebrity endorsements, timeshare sales, and more.
Kendall Jenner, who has 129 million Instagram followers, is paying $90,000. She was allegedly paid $250,000 for the Instagram post promoting the failed event. Joe and Bobbi discuss the controversial deal, and how influencers are coming under new pressure to disclose paid partnerships.
Twitter and Square both announced that workers can permanently (as permanently as things go, these days) work from home. That change in work-life has people asking, "Why should I live in a high cost of living area if the workplace no matter....matters? We'll talk the changing nature of work with one man who's work life is DEFINITELY changing. George Kurtyka from Joust joins us on today's show.
A consortium of the biggest investment houses are hoping to rename many of the exchange traded funds that are available to help investors better know what they're buying. However, smaller houses say this is just a money grab that will keep the big ETFs big and the small guys locked out. What's the real story? We'll tackle what's going on with George Kurtyka from Joust on today's show!
Stocks have recovered from their steepest losses just as new data confirms how terrible the economy just might be. The speed of the rebound has many people confused and looking for an explanation. Bobbi and guest co-host Chad Parks, CEO of Ubiquity, share what top market watchers are saying and how to use that when making your own investing plans.
New data shows retirement is a lot more expensive than many seniors had planned. Bobbi and guest co-host Chad Parks, CEO of Ubiquity Retirement and Savings explain what is costing so much, and how to be ready.
Should you begin moving toward stocks? A recent report in InvestmentNews says that LOTS of your friends may be doing exactly that. But does that make it a good idea? Bobbi and Joe will debate whether it's time to begin working on your stock portfolio recovery plan.
No job and no cash. Where do you go next? One CNBC piece digs into that very topic and today Joe and Bobbi will share not only thoughts from the piece but also add their own ideas. We'll weigh in on where you might want to start first and which cash options might be best left untapped.
Today we'll detail thirteen ways futurists think the world of work is about to change. If you're wondering about how to pivot in your career, this is the discussion you want to focus on. We'll talk everything from technology, to life at the office, to the future of work-related travel and more. Kristin Wong from The Financial Diet joins us on today's show!
What do children do when they find out mom, dad, or both have no money and need to rely on them? Today we'll dive into a New York Times piece on the topic. We'll talk about essential conversations, when to begin talking, and why this is a problem in the first place with bestselling author Kristin Wong.
Talking money used to be taboo.. but with the shared experience of the coronavirus lockdown and economic shutdown, people are dropping their guard and getting much more honest. Bobbi and financial psychologist Dr. Brad Klontz dig into the reasons people are getting increasingly candid and the role of social media in the trend.
After a devastating surge in the unemployment number last week, Bobbi and financial psychologist Dr. Brad Klontz discuss a bright spot that at least some of those impacted can point to and feel hopeful. Plus Dr. Klontz, a certified financial planner, shares his advice for coping with being out of work and being ready for whatever comes next.
Hotel chains and travel companies are creating creative ways to take money from your wallet now for travel--even if you have no plans of traveling any time soon. Today we'll dive into a recent story that shows how hotels and travel companies are fighting their lack of funds in a way that might help you score some bargains. The best news? You don't even have to travel or plan your travel dates now. We'll share the details AND some potential downsides on today's show.
The art business has always thrived on art fairs and gallery experiences. But with those no longer available, the industry is adapting and getting results. Joe and Bobbi explain the industry is upping the online experience and why buying a new piece of art is so appealing during the lockdown.
As meat producers fall behind demand grocery chains and fast food stores like Wendy's are reporting shortages. What will we do without our meats? Financial columnist Liz Weston joins Joe for a discussion about a recent New York Times piece on the topic.
Retailer J Crew has entered bankruptcy protection, and Nerd Wallet columnist and Certified Financial P{anner Liz Weston joins Joe to discuss how and when individuals might consider bankruptcy themselves. You may be surprised by her strategic recommendations- and her warning.
Starbucks is rolling out a plan to get its stores open again and could be an example for other businesses looking for a post-coronavirus lockdown comeback. Bobbi and guest co-host (and former Starbucks Barista) Erin Lowry, author of the Broke Millennial books, discuss the strategy, and their take on how consumers will react.
Stocks have bounced back off of their bear market lows, but experts say data from the last 92 years of S&P history indicates that we could be in for another round of ugliness. Bobbi and guest co-host, Broke Millennial author Erin Lowry explain what the data shows, and share thoughts on what investors should and should not be doing.
A recent piece quotes an AirBnB host as saying that she "made a deal with the devil" when she decided to build a real estate empire and then use all nearly all of the proceeds to fuel her lifestyle. Are there lessons here for us all whether you own real estate or not? You bet! We'll cover them AND talk AirBnB, hotels, budgets, emergency funds, and more on today's show.
New data shows wine sales are soaring during the coronavirus lockdown. Joe and Bobbi share how the industry is making up for lost restaurant and bar sales, the outlook for after the crisis passes, and how their industry pivot strategies can apply to your money situation.
One delivery company now has government approval to begin flying prescriptions from a local CVS to a Florida retirement community. Is this "the future"? What does this mean for jobs, getting back "to normal" for the economy, and the pace of innovation? We'll discuss all of those issues AND more on today's episode featuring comedian and host of the Crazy Money podcast, Paul Ollinger.
For a quick primer on how ANY investment isn't just "set and forget," all you need to do is look to the current oil crisis and the difference between two exchange traded funds. Today, host of the Crazy Money podcast, comedian Paul Ollinger joins us to tackle what you probably need to know about the relationship between knowledge and investing.
As more people lose jobs and take pay cuts, retirement vehicles like 401(k)s are getting attention as possible solutions. But while there are provisions in place to make it easier to access that money, Bobbi and the Rich and Regular blog's Julien Saunders explain why borrowers should be careful before they cash them in.
Masks are becoming a must-wear item in the United States. But many of us are still coming to terms with how we feel about them evolving into a stylish accessory, Bobbi and guest co-host Rich and Regular's Julien Saunders go through why so many are embracing the idea of making stylish masks, who benefits, and if we will see pushback.
While part of the CARES Act allows you to suspend your mortgage payments and NOT have it affect your credit, some underreported downsides of this aren't hitting the press as often as we'd like. Today Joe and Bobbi dive into a piece from Forbes that tells half the story...and then we'll fill in the ugly details.
Oil prices fell below zero prompting many investors to get very interested. But Bobbi and Joe explain why jumping into the market could backfire and burn those who aren't careful.
Freelancers and small business owners have largely been left out of the wave of Federal aid packages. However, there are many lessons that we can all take from small business struggles. George Kurtyka from Joust and Joe will dive into the issues, some solutions, and next steps for everyone on today's show.
You may have heard about companies gaining LOTS of government aid when they really didn't need it. Shake Shack has publicly said that they're giving back their portion of the Payroll Protection Program money, even though they fairly qualified for it. Today Joe will break down where things may have gone wrong with George Kurtyka from Joust. Together they'll explore lessons learned about public relations, relationships, and banking on today's show!
The current coronavirus crisis is a reminder that medical situations and their associated costs can take us by surprise and wreak havoc on our plans. Bobbi and guest co-host Chad Parks, CEO of Ubiquity Retirement and Savings share strategies today to help you protect your nest egg.
The stock market has dramatically rebounded dramatically from its steepest losses even though the economy is still (obviously) a mess. Bobbi and guest co-host Ubiquity's Chad Parks share some of the reasons experts are citing to explain the dramatic comeback.
A month ago we traveled to Orlando (remember those days when we were younger and actually traveled to places?). While there we performed a LIVE show, and today we're finally able to play it for you (we had some more pressing headlines that happened immediately when we returned--obviously). In today's headline, we'll discuss more ugliness from Wells Fargo. According to today's headline, they've decided to raise fees on many of their clients. We'll talk about bank fees in general, the importance of understanding your customer, and also how to look at the big picture when it comes to relationships with the people who you trust to hold your money--your bank.
Even before the economic storm that hit us along with the coronavirus, getting ready for your next career move was essential. In this special episode taped live at Podfest in Orlando, Joe and Bobbi share strategies on making yourself the ultimate job candidate by maximizing your skills and more.
Back during the housing crisis banks responded by drastically cutting lending to consumers. A recent Barron's piece details how banks are beginning to make the same moves today. So far it's on a much smaller scale, but today Joe and special guest co-host Kristin Wong will rewind the clock back to that earlier crisis to glean lessons we can learn today.
Looking to trim expenses during this outbreak? A recent CNBC.com piece dives into the topic and we snatched it up for today's episode to help you save some dough! Joe and special guest co-host Kristin Wong will walk through all seven habits and come up with a few more of their own.
Freelancers are worried about where their next check is going to come from. But in the spirit of "the glass is half full," today we explore the question, "Should YOU think like a freelancer?" Sometimes being anxious leads to good outcomes. Today we'll try to flex some of the nervousness inherent in this crisis into something a little positive. Dr. Brad Klontz joins us to talk anxiety, self-employment AND finding a lesson in the little things on today's show.
How are you hanging in there with your investments? A recent CNBC piece chronicles the stories of two investors who are sticking to their investment strategies but in very different ways. We'll discuss how they're keeping their hopes alive on today's show featuring guest co-host Dr. Brad Klontz.
Not only are full time jobs going away, but summer internships are also a casualty of the coronavirus. Today we'll discuss how to keep the ball rolling if you're worried about your education or about furthering your ability to score better jobs in the future.
The government checks are starting to go out but some people will get their money faster. Joe and Bobbi explain the best things you can do to get your check faster, and the best way to put the money to use.
During this crisis one thing has become clear: everyone is potentially in harm's way. A 51 year old Walmart employee has passed away due to COVID-19 symptoms, and his family has filed a wrongful death lawsuit. We won't spend much time on the lawsuit but we WILL use this as a reminder that there's never a "perfect" time to get your financial house in order. What estate documents do we all need? Liz Weston, columnist at Nerdwallet, joins Joe today to discuss estate planning 101 on today's show!
How's your financial house? A recent Marketwatch piece says that for many of us, the worst is just beginning, because the number of people seeking bankruptcy protection is about to go through the roof. CFP Liz Weston, columnist for Nerdwallet joins Joe today to discuss what to do if you're in serious financial trouble--and steps to hopefully stay out of trouble.
While coronavirus has been a backbreaker for most of the economy, believe it or not, there are companies in desperate need of workers. Some are even hiring for remote jobs that you can do from home. Bobbi and guest co-host Erin Lowry, author of the Broke Millennial book series, share which industries are hiring, specifically what companies are looking for new workers, and how to decide what is right for you if you decide one of these positions may be for you.
We all wonder the same question, "where do we go from here?" Today Erin Lowry from Broke Millennial joins us to discuss issues around small businesses, and what the next steps will be for us to get things rolling again. Recorded LIVE on Facebook with our friends and Erin, we'll work through the issues that we're all working through and how we push forward on today's show.
With budgets sliced and quarantines active across the country there may be many autopays that you aren't using right now: gym memberships, camps for children, and more are some of the likely culprits. Today we'll share some surprising numbers from our Instagram poll and help you think of a few possible ways to save some money while you're at home.
The relief includes a suspension of certain federal student loan payments and collections through September 30, 2020, as well as an interest freeze. Joe and special guest co-host OG from the Stacking Benjamins show explain what it all means, and the best strategies for making the most of the program.
A recent Forbes piece shows the winners and losers across your television dial while we all quarantine. We'll tackle the different options and shows with our live audience AND also cover other entertainment options like films, comedy, and even podcasts. Paul Ollinger, the host of the Crazy Money podcast joins us!
The widespread plunge of everything investment-related continues with real estate in the news today. New home mortgage applications are MUCH lower, according to a CNBC piece. Joe and guest co-host Paul Ollinger from the Crazy Money podcast will tackle not just real estate, but investing in general AND the refinance boom on today's show.
Expecting some money soon from the government? While you could treat this cash life found money and blow it, this could be your chance to lay a foundation that will help you grow your nestegg AND make it through this rough time (as well as future rough periods). Bobbi and guest co-host Julian Saunders (RichandRegular.com) will discuss some of their favorite ideas to make the most of the government money that may soon be in your wallet. No April Fools here...this is some good, straightforward advice!
Since most of us are cooking at home more than usual, we're sharing advice on how to get the best value for your food budget- along with ingredient substitutions when you can't find what you need for a recipe. Bobbi is joined by former professional chef Julian Saunders from the award-winning Rich and Regular blog who walks us through everything we need to know.
Millions of jobs have already been lost and the battle, many experts say, is just beginning. What steps should you take if you think you may lose your job? There's lots to know, and we'll cover the details in one Kiplinger piece that dives into the topic on today's show.
Some well respected market mavens are making a case for buying stocks. While the advisors are not directly advocating timing the market, they do point to compelling indicators to make their case. Plus Bobbi and Joe share the results of a money friends poll on how many are dipping their toe back into the market, and share the friends advice on how investors should approach this complicated and volatile stock market.
A fundamental question looms over this whole crisis: when it ends, how will things be different? Will people work from home more, will brick-and-mortar businesses disappear at a faster rate. Will people have to pivot in increasing numbers to hold on to income streams? The answer to all of these could very well be, "Heck, yeah." George Kurtyka, co-founder of Joust, knows what it's like to pivot and we'll lean heavily today on his background and seat at the small-business table, as we talk "all things changin'" on today's episode.
Early Wednesday the Senate and White House agreed to an aid package deal which involves, among other things, relief for both individuals and businesses. What's in the package and what should we expect to see from a final bill? George Kurtyka, whose company Joust works with small business owners, joins Joe to talk about what we know so far, what to expect, and how to use any relief that may come your way so that it best helps you stay afloat and ultimately prosper.
A bull market makes many investors more aggressive, even as they near retirement, and this bull market reportedly has been no exception. Bobbi and guest co-host Ubiquity's Chad Parks explain the challenge and share perspectives on what can be done if you're caught with a portfolio that's less than optimally allocated.
Ready for a (rare) good news headline? Today we share a story of giving selflessly and the gratitude it inspired. Bobbi welcomes guest co-host, Ubiquity's Chad Parks, to discuss ways we can pay it forward and effectively leave our own legacy.
A recent Wall Street Journal headline details what we all know is coming. Jobs are going away quickly as companies cope with reduced demand for...nearly everything. How do you stay solvent when your job is evaporating? There are no easy answers but on today's show Joe and Bobbi dive into the topic.
The gig economy has been a lifeline for so many Americans, but the Coronavirus crisis is hitting these workers in unprecedented and in many cases, amplified ways. Joe and Bobbi share their perspectives and ideas on how workers can manage and what companies can be doing.
Recently a New York Times piece asked whether millennials and their higher savings rates would change the "spend economy" game that the Federal Reserve bases its actions on. Now that the market's tanked and the future looks uncertain for stocks, will early-retirement thinking millennials (or anyone) have to rethink their strategy? We'll talk about the effect of the down stock market on planning with guest co-host Kristin Wong from The Financial Diet and author of Get Money! on today's show.
A recent Time piece reveals that analysts think airlines may be in big trouble without some help from the government. We'll talk about how this might cause you to think differently about stock picking AND how it might affect your travel plans on today's show, featuring Kristin Wong, author of Get Money! and editor at The Financial Diet.
Some bargain hunting travelers are snapping up deals, saying they won't be stopped by the coronavirus crisis. Bobbi and guest co-host CFP® and Financial Psychologist Dr. Brad Klontz explain the thinking behind their decisions and share their advice.
Wild stock market swings are amping up financial anxiety--and could force nervous investors to make moves they later regret. Bobbi and guest co-host, Certified Financial Planner and Financial Psychologist Dr. Brad Klontz, share specific ways to control your emotions and struggle through this challenging time.
While fractional real estate shares have opened up a previously inaccessible investment to millions of new investors, it doesn't mean that (like every other investment) there are no downsides. Today we'll discuss real estate investing and some of the issues do-it-yourself investors are finding with this asset class.
As markets rebounded strongly on Friday, uncertainty still reigned in the headlines as stories from across the globe still featured coronavirus and economic uncertainty. If the markets continue to struggle, one USA Today piece asked the question, "Is this 2008 all over again?" We'll compare this downturn with previous ones so that we can all get a little clarity around what we might be in store for in the coming weeks.
While stocking up might be a great idea, using your credit card to get 150 rolls of toilet paper probably isn't, especially IF you aren't going to pay the balance in full. How do you safely prepare for extended time at home while not breaking the bank? Liz Weston from NerdWallet joins us on today's show to share lots of tips and tricks from a recent CNBC story.
Complaints against advisors have been fairly low recently, but that isn't expected to be the case in the near future. With a volatile market comes many emotions AND lots of market losses. We'll talk about volatility, good advisory relationships, and more with Liz Weston from NerdWallet on today's show!
A growing share of women are now their families’ breadwinners- but the accomplishment is also bringing some unexpected pressures. Bobbi and guest co-host Erin Lowry, author of the Broke Millennial series, discuss the new data, share their own personal experiences and explain how the trends are impacting all of us.
Learn what to buy for your home emergency kit in case you are quarantined- or just to feel more secure. Bobbi and guest co-host Erin Lowry, author of the Broke Millennial series of books, go over expert recommendations on what to have on hand- and share tips from our money friends on what they are doing.
Robinhood's customers once again get hit with the app failing in a crazy trading day. Bobbi and Joe discuss the free trading platforms ongoing problems and why so many of its clients haven't left (yet)
The Fed made an unscheduled half a percent Fed Funds rate cut to help shield the U.S. economy from the coronavirus. Bobbi and Joe explain why the aggressive action did not achieve its objective and why some market watchers are saying the Fed may have even made things worse,
The coronavirus has people going to great lengths to make sure they are ready - even going so far as to steal toilet paper. Joe and guest co-host comedian Paul Ollinger share details and reveal what they are- and are not- doing to protect themselves.
Business titan Jack Welch passed away earlier this week, and we pause for a moment to tackle some of the biggest lessons we've learned from this iconic leader. Welch was a polarizing figure who demanded (and achieved) massive results. How did he do it? Paul Ollinger, comedian and host of the Crazy Money podcast, joins Joe to talk about better career and business decisions.
There are lots of overlooked ways you can cut what you send to Uncle Sam. In this episode, Bobbi and guest co-host Rich and Regular's Julien Saunders, discuss often overlooked deductions and strategies to reduce what you pay and increase the money that stays in your bank account
Financial literacy remains a challenge for many of us, but the emergence of new resources opens up some interesting opportunity to take charge and learn to make the best decisions when it comes to money. Bobbi and guest co-host Rich and Regular's Julian Saunders share their takes on the trend along with the results or our money friends instagram poll.
Early last week Disney CEO Bob Iger abruptly announced he was stepping down from leading the iconic company. While that move was surprising, Bobbi and Joe today take a look at how planning could have played a big role in the move, and also the steps a company (and YOU) can take to ensure a smooth transition into whatever new role you're making for yourself.
A star from the reality television show Vanderpump Rules is getting married and says that prenups are "romantic." Why? Today we'll dive into not just prenup contracts, but also difficult money discussions and more. While not everyone needs a prenuptual agreement, having clear rules around your money can make a world of difference in any relationship
Intuit, the creator of Turbo Tax, is in the market to purchase Credit Karma (in fact, it may have happened by the time you hear this). Why would Intuit make this move? What's in it for Credit Karma? A guy with a front row seat (because he runs his own FinTech company) is George Kurtyka from Joust, and he helps us answer all those questions and more on today's show.
On today's show we tackle the stock market drop this week. How should you react? Joe and guest thought-leader George Kurtyka from Joust tackle recent comments from Warren Buffett and others on this wide-ranging episode.
Financial infidelity is more common than you probably think, and tougher to spot. Bobbi and guest co-host Chad Parks, CEO of Ubiquity Savings + Retirement, share ways to find out if it is happening to you, and reveal the results of our latest money friends instagram poll.
Customers at Fidelity woke up to a disturbing fright recently--a tech glitch caused their 401(k) balances to drop to $0. Bobbi and guest co-host Chad Parks from Ubiquity Savings + Retirement explain what happened and share ideas on how to be prepared if this happens where you keep your money.
A recent opinion piece on Marketwatch asks whether bad news out of Apple might be a sign of worse things to come for stocks. All of this news broke at the same time that the stock market suffered one of its worst days of 2020 last week. Could we be headed for recession? Bobbi and Joe will dive into this topic today with help from our friends hanging out as they make the podcast!
Harry and Meghan's abrupt break from their duties as senior royals is going to cost them many of the branding opportunities they had counted on for Sussex Royal. Bobbi and Joe discuss what we can all learn about how to exit your job, and reveal the results of our latest money friends poll.
A recent Financial Diet piece dives into the relationship between our self-worth and our career. What are the implications of feeling like your job is who you are? Today Joe and special guest, thought-leader Kristin Wong, who also happens to be the editor-in-chief of The Financial Diet, will talk self-worth, career, retirement, and all of the emotional ties we have to it on today's show.
A recent Marketwatch story dives into American's confidence with debt. The confidence number is important because it shows credit cards that people aren't afraid to apply for credit. But is this confidence a good thing? Joe is joined by financial writer Kristin Wong to tackle all things debt and confidence on today's episode.
The push to get more states to require financial literacy takes another turn as more states pass laws requiring basics to be added to high school curriculums to graduate. Bobbi and guest co-host, thought leader, and financial psychologist Dr. Brad Klontz share the news and explain exactly how having this head start is having a huge impact when students get out of school.
Marriage can wait for many millennials, according to new data. But the reason is much more controversial than you might have thought. Bobbi and guest co-host, thought-leader and financial Psychologist Dr. Brad Klontz, tackle the topic and reveal the results of what our money friends had to say on Instagram and during our live recording session. It seems this topic has LOTS of opinions.
On the heels of a spike in brokers gaming the system to expunge complaints on their BrokerCheck record, FINRA is contemplating changing the process to make it more difficult. But should brokers be able to wipe clean records of complaints against them at all? Bobbi and Joe will explain the process and the problem while diving into a recent Investment News piece.
Warren Buffett's Berkshire Hathaway partner Charlie Munger is taking aim at investors who he days are not seeing emerging risks for stocks and not mincing words.. Bobbi and Joe share his dramatic warning, and reveal surprising poll results from the money friends about how concerned they are about the current market risks.
It's tax season and you know what that means? Time for LOTS of articles on tax prep and getting your refund faster. We tackle one and share all of the advice out there to speed up the process. Joe and guest co-host Certified Financial Planner and Nerdwallet columnist Liz Weston go over all you need to know this tax season and more.
As the threat of coronavirus goes global. you may have travel plans that could become an issue. How do you manage your travel plans with that in mind? Joe Saul-Sehy and guest co-host Nerdwallet's Liz Weston share their advice and more.
A new rule mandating that businesses accept hard currency in New York is bringing attention to those who may be marginalized when a merchant chooses to not accept cash. Bobbi and guest co-host Broke Millennial author Erin Lowry discuss the pros and cons of a cashless society, and share the results of our latest money friends poll on whether you think cash can still be king.
Derrick Nnadi, Kansas City Chiefs' defensive tackle is paying all of the adoption fees for dogs currently at the KC Pet Project shelter, drawing attention to the financial realities of pet ownership. It turns out that owning a pet may cost more than many people think. Bobbi and guest co-host Broke Millennial author Erin Lowry share their insights and reveal the results of our latest money friends poll.
Fidelity Investments released a new study recently showing that some Americans are better off for retirement than ever before...but there were other surprising results as well. We'll dive into retirement planning, advisors, and more on today's Money With Friends.
Many people believe they have enough money in their retirement accounts, because they see a large number. But a new requirement will present the information in a new way, that may give future retirees an unwelcome surprise. Plus Bobbi and Joe reveal the latest results of a money friends poll.
A new Investopedia piece details the odds of many things happening in your life...like becoming a homeowner, winning the lottery, or being hit by lightning. But what about your odds of getting rich? we'll dive in as Joe's joined again by comedian, thought-leader, and host of the Crazy Money podcast, Paul Ollinger.
At a recent financial conference a prominent hedge fund manager predicted that returns are going to be well below those that the average investor expected over the last decade. What does that mean for you and your money? Should we expect lower returns? How do you plan (or NOT plan) on an environment where you can't expect the stock market to create wealth? Paul Ollinger, host of the Crazy Money podcast, joins us for an all-over-the-map discussion of stocks, planning, and gambling on today's show.
No one said parenting would be easy, or inexpensive. But should it be so costly that it literally does not pay to work? Bobbi and guest co-host Julien Saunders from RichandRegular.com explain the crisis and share their own personal stories. Plus our live Facebook audience adds their two cents along with some very candid polls and comments from our friends on Instagram.
The coronavirus outbreak is a health emergency, but is it disastrous for your 401(k)? Bobbi and RichandRegular.com's Julien Saunders explain why there are so many concerns about the economic impact, and share what our money friends are doing with their investments in the wake of the deadly virus.
MoviePass took the world by storm when it offered unlimited movies for only $10 per month. However, after they ran out of money, things quickly deteriorated for the company. This last week the parent of MoviePass also declared bankruptcy protection. Bobbi and Joe will dive into the details and will also share other examples of "too good to be true."
Bobbi and Joe reveal the latest cast of thought leaders that will join them as co-hosts for the next 4 months.
One cost has millions of people up at night, worrying about their retirement plan? What cost is it? The culprit won't be difficult to figure out AND we've got an expert in that area with us today to talk about it. Danielle Roberts from Boomer Benefits joins Joe to talk healthcare on today's Money With Friends.
If you've spent time in ANY Facebook group, you'll know that everyone's clamoring for more personal finance in schools. One state now (North Carolina) has mandated at least ONE class to graduate. Is that enough? And what about these statistics that show personal financial classes don't work? We'll dive into that topic with thought leader Danielle Roberts from Boomer Benefits on today's special Money With Friends!
A young trader gets an expensive lesson when he tries his luck at a risky options trade. Bobbi and guest co-host, ReisUp's Tara Falcone, share his story, what went wrong, and will also give a primer on how options trading really works. Ouch.
Fair Isaac Corp., the creator of the FICO score, is making changes to the new version of its credit ratings, which is likely to widen the divide between consumers already judged as good or bad credit risks. Bobbi and guest-co host, ReisUP's Tara Falcone, explain the changes and how to be ready. Plus the results of our latest instagram poll on how many of our money friends know their credit score. Do you?
A recent piece reveals some ugly numbers emerging from the jumbo mortgage arena. After the 2007-2008 real estate market issues, you'd think that financial companies wouldn't be excited to repeat history. However, these numbers tell a different story. Joe and Bobbi will dive in on today's episode!
New data about mutual fund performance may change how you evaluate where to invest. Bobbi and Joe share the new information including a key variable many investors neglect, Plus we reveal the results of a new instagram money friends poll.
Investments in northern Europe are losing steam. Is that because it's a bad place to invest? Does it mean that northern European stocks are low and you should dive in? Joe and thought-leader CFP Eric Roberge tackle exchange traded funds, sector and regional investing, and more on today's podcast.
A recent Barron's piece details why some of the most bullish people on Wall Street are now becoming worried that the stock market might drop...or at least take a break from recent gains. Should you also be worried? Joe and guest thought-leader CFP Eric Roberge will dive into all of the jargon and spell out what you need to know on today's episode!
Luxury labels and streetwear brands are teaming up to lure shoppers and become more relevant. Bobbi and guest co-host, Smart Shopping Expert Trae Bodge, discuss the strategy, share our audience poll results and how you can profit on this trend.
A surprising number of Millennials are going into debt over their fear of missing out. Bobbi and guest co-host, Smart Shopping expert Trae Bodge, share the results of two money friends' Instagram polls and discuss advice on how to deal with FOMO so it doesn't drag you into debt.
A recent study showed that when you hide your salary there are some surprising results. When we first saw this study it didn't seem important, but there are some absolutely fantastic and ugly results for man and women. Bobbi and Joe will share all of the details on today's episode!
Some may call it a Hallmark Holiday but the celebration of Dow 29k was real. Joe and Bobbi share how the Dow jumped to a new milestone after just 40 trading days, and why these milestones get so much attention
Today we'll discuss lessons we can glean from Maria Sharapova's career, which surprisingly, are numerous. A recent CNBC.com piece discusses lessons the tennis star has learned over her illustrious career. From a very poor beginning to building businesses, we'll cover a ton of ground today with Josh Dorkin, founder of BiggerPockets and creator of the new podcast coming soon called Undeniably Curious.
One recent Yahoo! Finance piece discusses the effects of "dollar-cost ravaging" on your portfolio. What the heck is dollar-cost ravaging? We'll dive into how it works, the potential downside, and how you might want to remove funds from your portfolio. Josh Dorkin, the founder of BiggerPockets, joins us to talk about removing money from your accounts to fund your goals.
Are you sick of your bank, but don't know whether things will be better elsewhere? Do you dread the actual logistics involved in making a switch? Bobbi and guest co-host Chris Browning use a recent piece by The Penny Hoarder to take us through when to pull the plug and minimize the pain of the transition.
The Wall Street Journal uncovered a disturbing practice of sellers passing off items they recover from the garbage as new. Bobbi and guest co-host Chris Browning from the Popcorn Finance podcast explain how it works and what Amazon is doing to stop it.
Massachusetts is set to push through a MUCH stronger law governing financial advisors. Even though the fiduciary rule stalled in the Federal government, Massachusetts is the first of several states looking for stronger investor protection. What is the rule, how does it work, and why is it important? Bobbi and Joe will dive into it on today's podcast.
The Duke and Duchess of Sussex have decided they want a break from royal duties, saying "they value the ability to earn a professional income, which in the current structure they are prohibited from doing." Are the royals just like us in wanting to create their own identities? What can we learn from the palace rift? Plus we share what our money friends had to say on our instagram poll.
One CEO of a BIG Wall Street firm is a disc jockey on weekends. He also does many things that a typical CEO doesn't do, according to a recent CNBC piece. To what extent do you have the change your persona to match your career? Is it okay to do that "weird" thing while you're climbing the ladder at work? We'll jump into that discussion with CFP and thought leader Eric Roberge from the Beyond Finances podcast on today's show!
Nearly two weeks into 2020 and it's already time to ask the question: what money moves have YOU made to be better/stronger/more intelligent with your money? Today CFP Eric Roberge from the Beyond Finances podcast joins Joe to discuss a Washington Post column written by Michelle Singletary that draws a line between the moves financial advisors say you should make and the REAL advice she thinks is important. We'll outline them all and help you make them actionable on today's podcast!
New data reveals that the way Americans actually buy and pay for cars may change the math on the classic buy (new or used) vs. rent debate when it comes to cars. Bobbi and guest co-host Diane Harris, Executive Editor at Newsweek share their opinions on the new information and reveal how our friends voted and why on our instagram poll.
Resolutions are easy to brush off if they're too difficult, so today we'll present some easy ones that you check off your list to start the decade off right. Bobbi and guest co-host Diane Harris, Executive Editor at Newsweek, take us through the list. We also reveal the results of how many of our friends are making money related New Year's resolutions and we'll share exactly what they are.
Don't panic if you spent too much money this holiday season! One piece has LOTS of advice to remedy a "financial hangover," and Joe & Bobbi today tackle a few ways to get spending under control and accomplish more in 2020.
The stock market dropped Friday on uncertainty after Middle East tensions erupted late Thursday and new manufacturing data hit the street. What does it mean for your money? How should you react? Joe and Bobbi will tackle that topic on today's episode.
As small business growth statistics begin to stall, there's still some good news: people are earning more money! What do you do when you get a pay raise? We ask our guest thought leader, Andy Hill from Marriage, Kids, and Money that question. Of course he has plenty to share.
How diversified is your portfolio, really? It turns out, it may not be as widely distributed as you'd thought, according to a recent Marketwatch piece. Today Joe is joined by special guest Andy Hill from the Marriage, Kids, and Money podcast to tackle the topic of true diversification and whether it really makes sense to have more than one mutual fund or exchange traded fund in your portfolio.
The New Year brings a new chance to take advantage of a wealth of corporate benefits. But employers are frustrated that many employees don't take the time to even know what's there, and what they are missing. Bobbi and the Debt Free Guys discuss a recent CNBC piece by Greg Iacurci - and reveal tips from the money friends on how to fix the problem. Thanks to Bestow for supporting Money With Friends. Bestow is term life insurance that's 100% online and that never requires a medical exam. Apply at helloBestow.com/mwf to apply.
New data shows that 1 in 3 Americans admit that dining out too much is a financial mistake they made this year. Bobbi and the Debt Free Guys discuss a recent piece by Marketwatch's Catey Hill, and reveal how the money friends did on our instagram quiz on the topic. . . Thank you to Tiller for sponsoring this episode of Money with Friends. Your financial Life in a spreadsheet automatically updated each day. Go to TILLERHQ.COM/MWF for a free trial and to support the show.
We've already taken a listen to Bobbi's Financial Grownups podcast, and we're keeping the special holiday week of shows going with a handpicked episode of the Stacking Benjamins show featuring Patrice Washington. Enjoy!
Happy Saturday! We're not done mixing things up yet during our week of holiday specials: today we're queuing up a great episode from Bobbi's Financial Grownup podcast. On this episode Bobbi talked to John Schneider and David Auten about how their wedding went FORTY percent over budget. How does that happen? Find out how and what the guys would've done differently on this special episode of Money With Friends.
New developments have been made regarding Ken Fisher, the investment manager who found himself in hot water after making inappropriate comments at conference. We'll cover the updates for you before jumping into our discussion on Ken Fisher. You can read the original show description below: Investment manager Ken Fisher is STILL in the news after many big investors (pension funds and endowments) either pull money from his firm or mull over whether they should make moves. Today Joe and Bobbi discuss both empathy and communication. Not only do investment managers need to be held accountable for their actions, but ANY leader should know how to communicate effectively when representing themself or a brand.
Continuing on with our holiday special week, we're revisiting a BIG shift that happened in the world of finance this year: free trades. Check out our original show description below: Should you switch brokers to grab free trades? Both TD Ameritrade and Charles Schwab announced that they were expanding their slate of commission-free offerings, from ETFs to individual stock trades. Why are they doing it? What's the upside for you and for them? We'll tackle all of those questions and more on today's show!
This week we're taking another listen of the big events from this past year that we've covered. We'll open up the show with a "where are they now" update, and then fire up our discussion. Here's our original show description for today's episode: Thomas Cook, the travel company that's over 180 years old, collapsed on Sunday, leaving thousands of vacationers with no way home and no accommodations. We'll share the story details and how YOU can prevent against this type of catastrophe on today's show!
In this special Money With Friends episode we're sitting down with Chris Mamula of the Can I Retire Yet blog, and Andy Hill of the Marriage, Kids, and Money podcast. Today we're tackling a question that Chris poses in his article: is retirement really the goal?
One industry is in court to keep prices a mystery? That industry isn't a secret...it's healthcare. Why should we know what we're paying for service? How do we making pricing easier? We'll dive into this minefield (without getting into the politics of the issue) on today's podcast!
Despite all the hype, investments in robo-advisors by financial firms have not made the impact many had hope for - or feared. Bobbi and Joe discuss a recent piece by Ann Marsh in Financial Planning, and reveal what the money friends thought were the reason behind the surprising trend. Thanks to Rocket Dollar for supporting Money with Friends. To learn more go to Rocketdollar.com/mwf
After the huge issues in 2007 and 2008 with banks, and after watching repeat offenders avoid any prosecution, some are calling for a national financial fraud registry. Should we have one? We'll discuss this, FINRA, the SEC, and advocating for yourself on today's show. Joe is joined by thought leader and The Money Coach herself, Lynnette Khalfani-Cox!
More trouble for Boeing and the 737 Max. We'll dive into what this means for workers and investors on today's show. There are LOTS of takeaways about your budget, emergency fund, debt load, stop losses, investment policy statements, and more. We'll share all of that and more with thought leader and The Money Coach herself, Lynnette Khalfani-Cox!
The commercials make big ticket items like cars, puppies and even Peloton bikes seem incredible, but they often get mixed receptions, and create some horrible financial consequences. Bobbi and guest co-host, smart shopping expert Trae Bodge, explain why they can backfire, as well as field comments from our money friends. Thanks to Bestow for supporting Money With Friends. Go to helloBestow.Com/MWF for more information.
Consumers are making some different choices this holiday shopping season, including a new attitudes towards IRL shopping, socially conscious brands and gift cards. Bobbi and guest co-host, smart shopping expert Trae Bodge share details plus Trae's tips for holiday shopping. Thanks to Round for supporting Money With Friends. Head to investround.com/mwf for more.
Looking for a new career? Change of pace? LinkedIn just revealed the top 15 emerging careers, and of course both Joe and Bobbi have opinions about the list. We'll dive into changing careers and where the job market is headed on today's show!
The recent settlement by the University of Phoenix is shedding light on predatory practices of some for-profit schools. Joe and Bobbi explain how the settlement clarifies what schools can and cannot promise as well as what students need to know when they decide to pay for higher education, regardless of how it is financed.
Regulators are making it easier for the people with the shakiest credit among us to borrow. Is that a good thing or could this blow up in our faces? Joe and thought leader Chelsea Brennan will dive into your credit on today's podcast!
If you live in North America, protests in France might seem like a world away. Yet, there is an important financial lesson here that Joe and thought leader Chelsea Brennan (SmartMoneyMamas.com) will explore. You just might change the way you're saving for retirement after today's episode.
Giving cash can not only bring a smile to the recipient's face, but it also has the potential to lower future tax bills. Bobbi and guest co-host thought leader Chris Browning, host of the Popcorn Finance podcast explain how it works, and reveal what the money friends had to say about it.
Instagram is full of temptations to spend money, but there are specific ways to turn the social media platform into just the opposite. You actually CAN use Instagram to become a better saver. How? Bobbi and guest co-host and thought leader Chris Browning of the Popcorn Finance podcast share their takes and reveal the results of our money friends Instagram poll.
A recent USA Today piece dives into just what a cash cow gift cards are for retailers. Sadly, it's not the same for consumers. There are many reasons you might want to avoid giving gift cards this year (or any year), and we'll dive into several of them on today's show!
The decision by Sergey Brin and Larry Page to leave their official management roles at Alphabet got people talking- but not necessarily about the impact on the company they founded. Joe and Bobbi share why their departure didn't upset the markets, and what the founders did to position themselves for life after Google.
Surprisingly, the richest among us borrow lots of money. However, the WAY they borrow is far different than the borrowing habits of the not-so-elite. How do they use leverage differently and can that help us get ahead? The answer? ...maybe. We'll tackle that on today's show with Joe Saul-Sehy and thought-leader Josh Dorkin (BiggerPockets founder) on today's podcast!
A recent Marketwatch piece talks about one man's bet on cryptocurrency, and how he's now independently wealthy. The journey to wealth...can you copy it? Should you copy it? Joe and thought-leader Josh Dorkin (BiggerPockets founder) will tackle that on today's podcast!
Don't thank us! Thank Morningstar's director of personal finance, Christine Benz, who recently overhauled the investment portfolios of everyday Americans, from millennials to retirees, by coming up with TWO strategies for everyone. Bobbi and guest co-host Newsweek Executive Editor Diane Harris discuss her ideas, and share investing suggestions from our money friends.
This time of year our thoughts often naturally turn to helping the less fortunate. But how do you give when cash is tight? Giving isn't just about the cash. Bobbi and guest co-host Diane Harris, Executive Editor at Newsweek discuss a recent Marketwatch piece on specific and effective ways make an impact instead of, or in addition to, financial support. Plus suggestions and tips from the money friends on ways to give this holiday season and beyond.
The first analysts from big Wall Street firms are rolling out their predictions, as they do every year at this time. Should you read them? Bobbi and Joe tackle that question today, with answers that may surprise you. As always, the truth might not be where you'd expect to find it.
We think about cost vs. benefit with lots of things: investing in an education, a car, and even maybe a move across country. One of the biggest costs in your life is a home, and as you may know, there are TONS of costs. Between closing costs, appraiser fees, and more, how long does it take you to recoup your investment? We'll discuss that with thought leader Lynnette Khalfani-Cox on today's show!
Historically, election years have produced weak stock market returns as everyone worries over who's going to win or lose the upcoming political tug-of-war. But is there a way to take advantage of this fear and greed? One piece says that you maybe can...but not in the way you'd imagine. We'll tackle this with The Money Coach, Lynnette Khalfani-Cox, on today's podcast!
Joe and Bobbi host a special crowd-sourced episode of the Money with Friends podcast for Thanksgiving, complete with gratitude for many things in our financial lives, as well as the best financial advice the community has received this yearl
The mall is taking on new meaning. According to data from NPD Group cited by CNBC there is good news for brick and mortar stores who represent a place to go out and be with friends for a new generation of consumers, despite growing up with online shopping. Bobbi and the Debt Free Guys, John Schneider and David Auten get into what's driving this trend. For more on the show and the full article discussed go to our website at www.moneywithfriendspodcast.com
The stats may be infuriating but a recent Quartz piece explains why pay inequality continues into the afterlife. Bobbi and the Debt Free Guys explain what drives earnings and how the trend could change as more women catch on to the best ways to generate income after death. . Thanks to Bestow for sponsoring this episode of Money with Friends. For more on Bestow and the podcast go to our website www.moneywithfriends.com
One recent study suggests that certain personality traits are more likely to cause someone to fail in their retirement plans. We'll share exactly what the personalities are, plus we'll talk about how people with similar traits can actually excel with their investments on today's podcast with Bobbi and Joe.
One investor's issues in the art world may mirror a bigger issue: LOTS of investors are wracking up debt at a time when art prices are suddenly soft. Should you avoid investing in art? Is there a lesson here about other investments? Bobbi and Joe tackle that question with the help of our live Facebook audience on today's show.
A recent Marketwatch piece says that 1-23 baby boomers are making a HUGE potential mistake with their retirement money. What is it? How do you invest to avoid ruining your own chances of financial independence? Joe is joined by thought-leader Eric Roberge, CFP, the host of the Beyond Finances podcast, to tackle retirement planning.
With many politicians talking about mass forgiveness plans, forward thinkers will ask themselves, is there a way to NOT be a part of this problem? CFP Eric Roberge, host of the Beyond Finances podcast, joins Joe today to talk about a better way to finance (and even think about) your college education.
It's that time...shopping season is here. A majority of people say they feel pressure to overspend on either presents, travel, social outings or charitable donations during the holiday season, according to new data from Bankrate. Bobbi and Smart Shopping expert Trae Bodge, along with our live money friends audience explain what's causing the anxiety uptick, and share solutions to actually enjoy the holidays.
New data shows Wal-Mart making progress against rival Amazon, but our money friends had a surprising take on the battle for our holiday dollars. Bobbi and guest co-host smart shopping expert Trae Bodge also get into where to buy what this holiday season, including the best deals.
A recent program working with banks and credit unions is helping tellers and employees figure out quickly if elderly people are being taken advantage of, with surprising results. We'll discuss elder scam statistics--many surprising--and how to ensure your elders aren't being taken advantage of.
The cost of listening to apocalyptic predictions from a range of commentators, including famed investor George Soros, bond-market giant Jeffrey Gundlach, activist Carl Icahn and New York Times columnist Paul Krugman was massive according to new data. Joe and Bobbi break down the numbers along with some compelling insights from the live audience. For more details on the podcast go to moneywithfriendspodast.com
What DON'T the Russian hackers know about you yet? We'll talk about some NEW scores companies have on you, which detail some things that you might not have thought were important. Does this mean MORE security on your devices? We'll tackle that topic with thought leader Chelsea Brennan from SmartMoneyMamas.com on today's MWF.
While "unlimited" food seems like a great idea, trust us when we say...after three trips to the buffett you're fairly certain you made a mistake. So it is also for some traders last week who went on a popular site to find that they had "unlimited" leverage. What does that even mean? How did it turn out? We'll jump into this topic with thought leader Chelsea Brennan from MamaFishSaves.com on today's MWF.
Those expensive vacations and costly college educations by people around you might not be as hard-earned as you thought. Bobbi and Chris Browning from the Popcorn Finance podcast discuss a NY Times piece that sheds light on what's really going on. Plus our money friends share their take on how all that spending is really being funded.
New data shows that the majority of people who already have credit card debt expect to go deeper with their deficit spending on holiday gifts this year. Bobbi and Popcorn Finance Podcast host Chris Browning explain what's driving the spending, and share surprising reactions to the news from our money friends audience polls.
Contestants on The Price is Right are more off than ever before on their guesses. A recent piece details one study which tries to answer "why?" The reasons? Well, they may have more to do with your budget than you think.
News that Xerox is eyeing a deal to buy HP has Wall Street buzzing. Bobbi and Joe get into why the deal could make sense, what's at stake and how investors can make the best decisions when companies they own stock in decide to merge.
A recent CNBC piece details how department stores and other traditional retailers are trying to lure people back into their stores. Will new offerings like restaurants inside of the store help these companies compete? We'll dive into it with our friend Josh Dorkin, the founder of Bigger Pockets, on today's show.
Some news about middle America - they're increasingly diving into installment loans. Is this a type of loan you should be interested in? Should your next loan be one? We'll parse the details with the founder of Bigger Pockets, Josh Dorkin, on today's podcast.
A recent piece from Business Insider lists off some things that you may have bought, thinking, "This is a deal," but it isn't. There are countless ways to cut down on your expenses, and today's list can give you a big head start. Diane Harrison (Newsweek Executive Editor) joins Bobbi to chat about many of these, on today's show!
A new study shows that your emergency fund might not need to be as large as previously thought. Diane Harris, Editor-at-Large at Newsweek joins Bobbi to tackle cash on hand and the fear that you just might not have enough.
While the general public has accepted robo-advisors, actual HUMAN advisors have not. Why the discrepancy? We'll tackle a headline on this topic today and share our thoughts.
As fires burn across the west we ask the question, "What should you do if disaster strikes at YOUR home?" We'll list off a few easy planning items and also talk overall strategy, whether it's because of a fire, tornado, or burglary.
A recent piece details what options the richest among us use to decide where they have their primary residence. While we're told often that we can learn a lot from studying billionaires, is that really true? We'll ask CFP Eric Roberge and Joe Saul-Sehy that very question on today's podcast.
HSA plans are picking up steam but are still widely under-utilized when planning retirement. What are they? How do they work? Joe and top financial advisor Eric Roberge (co-host of the Beyond Finances podcast) walk through the details today!
A new report says that a practice called "flight shaming," tied to the environmental cost of air travel, is gaining traction and could cost the airlines billions of dollars. We're joined by The Debt Free Guys, jet-setters David Auten and John Schneider who have a lot to say about how this may impact their travel. Plus the results of our audience poll on how much they factor in the environmental cost of flying.
Those good times promised by brands that support the lifestyles enjoyed by many millennials, like DoorDash, WeWork, Blue Apron and Postmates? They're all under new pressure to make a profit, and that'll change the game for everyone. We'll break down the story with The Debt Free Guys, John Schneider and David Auten. Plus the awesome answers we got from our audience when we asked them about the term "Millennial Lifestyle Sponsors"
There's some outrage in the financial advising community as the Securities and Exchange Commission warns advisors that they should either do a better job disclosing revenue sharing with fund companies or rebate that income stream altogether. If you're confused, you're not the only one. We'll dig into yet ANOTHER way may advisors are paid (often without you knowing), on today's show.
After skincare line Sunday Riley got caught faking reviews, the truth is becoming even more clear that consumers can't trust what they read online. Joe and Bobbi dig into the truth behind reviews, and share tips on how to know what's real, and what is not. Plus, we'll share some very candid comments and fake review spotting tips from our live facebook audience and Instagram followers.
One foundation is partnering with schools and teachers for a more hands-on approach to financial literacy. Will this method you help better learn good financial habits? Can you use it to teach others? We'll jump into the topic with our friend and thought-leader, the Money Coach herself, Lynnette Khalfani-Cox!
The founder of Under Armour, a company that's floundered lately, is stepping down. What should you do if you own stock in a company that's experiencing a regime change? Are there any lessons for you with your own money or career? We'll discuss all of this and more with the Money Coach herself, Lynnette Khalfani-Cox AND our live Facebook audience!
News of the biggest winner ever on the game show "The Price is Right" sparks the question: do you really always know the price you are paying for everyday items before you check out? Bobbi and guest co-host smart-shopping expert Trae Bodge get honest about their own experiences, and the live audience shares some truths as well. Plus what our money friends admitted in our latest poll.
Amazon is upping its game once again and offering just about anything delivered overnight free for prime members. But Bobbi and guest co-host, smart-shopping expert Trae Bodge explain the true cost. Plus the money friends weigh in with their strong opinions and comments, plus their votes in our latest poll.
Investment manager Ken Fisher is STILL in the news after many big investors (pension funds and endowments) either pull money from his firm or mull over whether they should make moves. Today Joe and Bobbi discuss both empathy and communication. Not only do investment managers need to be held accountable for their actions, but ANY leader should know how to communicate effectively when representing themself or a brand. \
Venture capitalists aren’t the only ones feeling the tech unicorn hangover. Public pensions have been investing in the private markets, where tech unicorns have raised the bulk of their funding, meaning teachers and firemen could eventually face some of the fallout- as could, for example, university endowments. Bobbi and Joe also reveal the results of the money friends poll, and share their insights on why the information on unicorn companies can sometimes be misleading.
Business investment in new equipment is likely in for a prolonged slump but investors should be careful in how they react to the strategy. Joe and guest co-host Bigger Pockets founder and real estate investing expert Josh Dorkin explain the issues and the best course of action for retail investors.
A recent New York Times piece dives into how much money the average child receives as an allowance. Joe and guest co-host Bigger Pockets founder and author Josh Dorkin get candid with some surprising views from them, and the live audience, about the controversy around spending money for kids.
It is getting easier to access money in 401(k) retirement accounts before age 59-1/2. Bobbi and guest co-host Chris Browning, host of the Popcorn Finance podcast explain why the change could actually hurt investors and discuss the best course of action to secure financial freedom in retirement. Plus the results of our Money Friends poll and comments from our live audience.
Amazon might sell you a tiny house that looks amazing, but there are some crucial things that buyers likely don't know. Bobbi and regular guest co-host, and tiny house uber-fan, Popcorn Finance's Chris Browning explain what buyers need to know before taking the tiny house plunge and reveal our Money Friends poll results.
A recent headline says that teens aren't shopping as much, and the author says it's because they're worried about the economy. Is that true? Are economic worries so bad now that even kids are worried about a downturn? Today Bobbi and Joe will dive into that topic AND give you some thoughts about how this might be something you worry about....too.
The FTC has filed a complaint saying that Utah-based Zurixx held free real estate events endorsed by HGTV stars, including Tarek El Moussa and Christina Anstead of "Flip or Flop" fame, but were really just selling pricier courses to attendees. Joe and Bobbi explain how it worked, and reveal the results of our audience poll.
Teacher retirement plans don't have the same protections as corporate ones, and that makes them more vulnerable to unethical and deceptive practices. Joe and guest co-host Chelsea Brennan of Smart Money Mamas explain what's going on, why this has been able to happen and get some very opinionated comments from the live audience.
While you may have seen the news that GE is freezing pensions for roughly 20,000 workers, you may NOT know what that actually means. Today Joe's joined by special guest and thought leader Chelsea Brennan, from Smart Money Mamas. We'll discuss other thoughts, such as whether GE is a buy now that they're cleaning up their debt, and also some correlations you may be able to use from this situation in your own life.
New data shows that skilled freelancers make more per hour than 70 percent of workers in the United States. Bobbi is joined by co-host thought-leader Newsweek Editor-at-Large Diane Harris, who puts the data in context. Diane's take on the job market will make you question the future of a lot of the current trends, and help you be ready for what comes next.
Saving for retirement is tough enough, but many Americans admit they are doing something extremely damaging to their futures, even though they know better. Bobbi and guest co-host, Newsweek Editor-at-Large Diane Harris, explain what's going on, and share tips on how to make sure you are as prepared as possible for your golden years.
Should you switch brokers to grab free trades? Both TD Ameritrade and Charles Schwab announced that they were expanding their slate of commission-free offerings, from ETFs to individual stock trades. Why are they doing it? What's the upside for you and for them? We'll tackle all of those questions and more on today's show!
A recent trend shows car loans stretching longer than ever, according to the Wall Street Journal. How long is TOO long? Joe and Bobbi tackle that question today and talk auto loans and dealership strategies to get you to pay more on today's show!
A coffee here, some ice cream there...a sale online...how much of a toll can that really take? It turns out these little "splurges" can have a HUGE effect on your ability to balance your budget, according to a recent CNBC.com piece. We'll tackle it today with money coach and former CNBC correspondent Lynnette Khalfani-Cox on today's podcast!
According to a recent love and money study, LOTS of people are keeping money secrets from their partners and close friends. If you have a money secret, how do you come clean? How do you avoid getting into that predicament in the first place? We'll tackle all of that with Lynnette Khalfani-Cox on today's podcast!
Apparently being generous with friends and family is a suckers game. New data from Bankrate found nearly half of Americans who helped out loved ones expecting to get paid back, got burned. Bobbi and guest co-hosts The Debt Free Guys get into the best ways to help friends in financial need- and share audience comments and (sometimes very creative) advice on the issue as well.
New data finds the majority of parents admit to sending kids to school sick, and to working while sick largely for economic reasons. Bobbi and guest co-hosts The Debt Free Guys John Schneider and David Auten, get into the high cost of being sick, and reveal the results of our Money with Friends audience poll on the issue.
Walmart is encouraging more of its employees to head to college, specifically for health-related degrees as it attempts to go big in the pharmacy and other health-related businesses. Is this Walmart's way of helping employees earn more or just another way for them to control another facet of retail? Joe and Bobbi will break down a recent post on the topic on today's show!
Investigators have found that Wall Street scam artists have found new ways to dupe borrowers who are desperate to get out of crushing student debt and avoid defaulting on their loans. Bobbi and Joe explain the new ways victims are being scammed, and reveal the results of the latest money friends quiz.
An airport baggage handler recently got caught after building an advisory business of more than 900 clients, who gave him $172 million to manage. They were all duped into believing he was the real thing, in part because of his popular Facebook group.
ON today's podcast Joe and Bobbi will share who the thought leaders are that you'll be hearing from the next four months on the show. There will be FIVE members of "team Bobbi" and FOUR members of "team Joe." We'll also maybe share why there's a difference.... As you'll see, we're excited to share leaders from all over the spectrum of financial media, from seasoned journalists, to shopping experts, to debt payment gurus and financial wizards, we cover the gamut for you these next few months.
WeWork Founder Adam Neumann was forced out late Tuesday, according to the New York Times and other sources. What lessons can YOU learn about your career and your money from this situation? It turns out there are many, as Joe & Bobbi point out on today's episode. Enjoy!
Thomas Cook, the travel company that's over 180 years old, collapsed on Sunday, leaving thousands of vacationers with no way home and no accommodations. We'll share the story details and how YOU can prevent against this type of catastrophe on today's show!
Vacation site AirBnB announced last week that they'd be going public in 2020. We'll dive into the company, taking a look at their business model, past problems, and how they're getting ready to go public. Plus, we'll look at other IPOs and wonder, "Will this one be better?"
Ally is entering the robo-advisory market in a big way, with a new product that's free...but with a catch. We'll explain the hook and exactly whether we think you should jump in or not, on today's show.
A recent study shows that millennials are likely to love paying with plastic, but many have no idea what the true cost of carrying a balance on the card represents. On today's show, Rich Jones from Paychecks and Balances joins Joe for a discussion about interest rates, annual fees, credit card hacking, ideas to determine the best credit card strategy for you, and more!
United Auto Workers are striking General Motors, causing the company to lose up to $100M per day. If you're an investor in this company, what should you do? If you aren't an investor, but are thinking about investing, what should you think about? If you're a UAW worker with GM, how do you live through this? If you aren't a GM worker, don't worry....as always we have plenty of takeaways for you as well!
As if tuition and room and board were not enough- now college students are spending big bucks to deck out their dorm rooms for instagram. Bobbi and guest co-host Chad "Coach" Carson get into how businesses are even popping up to capitalize on the trend -and what is says about how we all spend our money.
A new piece by a prominent writer is raising controversial questions about whether the personal finance community should be paying more attention to politics when sharing advice and creating content. Bobbi and guest co-host Chad "Coach" Carson reveal a surprising audience poll, and share their takes on the story.
You're ready to move and have to decide: move in condition or fixer-upper? You could potentially find a deal on a fixer-upper. One recent publication did a little math on these two options, and their finding may surprise you. Joe and Bobbi will share details on today's show!
A recent 401k fight between participants in a 401k at MIT is devolving into a war of words, according to a recent Investment News piece. We'll describe what's going on, why participants are suing their 401k, and what that all has to do with your own retirement.
Facebook's new cryptocurrency called "Libra" is fighting an uphill battle in Washington D.C. with lawmakers and politicians. Other cryptos are trying to make sure that potential regulatory action against the Facebook crypto doesn't include them as well. What's the news on crypto and where's this debate headed? We'll answer that question with special guest David Stein on today's show!
Bonds have been a-rockin' lately, and nobody's talking about it. Well, today we do with thought leader David Stein from Money For The Rest of Us podcast. We'll talk about the recent upswing and dive into a New York Times piece which focuses on one investor's success...and learn maybe a few valuable lessons from it!
Most people want a job that makes them money, but also makes them happy. New data shows that does exist- and we'll explain why one job is so hot, and how to decide whether you should pivot to a better job. Plus: results of our audience quiz on what they thought was the mystery $108k job.
Who is buying the negative-yielding bonds that are swelling in number outside of the U.S.? What is their strategy to get positive returns from those negative yield? Bobbi and co-host Jim Wang of Wallet Hacks explain it all. Plus- we ask our friends how well they understand the concept of negative interest rates, and reveal the results of our poll.
Khloe Kardashian and one-year old daughter True showed off bracelets priced at more than $14k. Is this a lot of money to spend on a one-year old? Is there a learning opportunity here in the future for the child? We'll jump into the Instagram-star fueled debate about wise spending choices and teachable moments on today's show with Bobbi & Joe!
A recent publication points the finger at Kirkland Premium, Costco's in-house brand, as the driver of Costco's success in the crowded retail/grocery market. How is Costco flexing it's in-house brand to drive company wide success? What does that have to do with your wallet, even if you aren't a Costco shopper? Joe and Bobbi will have some BIG takeaways on today's podcast.
Some of the top ETF suppliers including Vanguard have dialed back exchange traded fund production. What are exchange traded funds? Why would suppliers be making fewer of them? We'll talk ETFs (as they're popularly called) with Danielle Kunkle Roberts from Boomer Benefits on today's show.
Many millennials have struggled in adulthood. They entered the workforce with fewer opportunities and generations before them working longer. One recent study shows that more millennials than ever before are STILL receiving money and aid from parents long into adulthood. Danielle Kunkle Roberts from Boomer Benefits joins us on today's show to discuss with Joe this growing trend. Should YOU help adult children?
WeWork, known officially as the We Company is facing some haters ahead of their IPO. Bobbi and guest co-host CFP® and CFA Tara Falcone of ReisUp go over the red flags that have raised concerns, and go over the specific things WeWork has done well that has resulted in getting much higher valuations than some of its more profitable peers.
With a major hurricane lurking off the coast of Florida, residents up and down the east coast are bracing for the worst and hoping for the best. But how do you prepare financially? Bobbi is joined by thought leader Tara Falcone from ReisUp.com to discuss a recent CNBC piece that dives into this very topic.
When stock prices drop people immediately think, BUY! BUY! BUY! However, stock prices being down isn't alone a reason to buy a stock. We'll review a piece on today's show that focuses on four giant companies with stocks that are underperforming the market...but that may not really be attractive. We'll dive in on today's episode!
A new thrifting site, which Gen Z is gobbling up, is not only allowing people to purchase name-brand items for deep discount prices, but it's also creating some very young entrepreneurs. What is it? What are the benefits of "playing" entrepreneur? Whether you're teaching children or diving in yourself, we'll have all the details on today's show!
Really? Come on....yet in a recent CNBC piece, Grant Sabatier says that it's not only possible, but realistic for lots of people. Sandy Smith from Yes, I Am Cheap, joins Joe today to dive into a discussion on early retirement.
Football quarterback Andrew Luck announced his retirement from football at age 29 this week. The owner of his Indianapolis Colts football team, Jim Irsay, says that Luck is missing out on half a billion dollars. Should he stick around? What would you do? How does this affect your planning overall? Maybe more than you think. Today Joe's joined by the Retirement Answer Man, Roger Whitney, in a wide-ranging discussion about retirement, money, and values.
Would you pay more to be able to stand in a faster line to buy overpriced movie popcorn? Some of us already pay up for early boarding on airlines, and movie theaters are getting ideas from watching other industries. Bobbi and guest co-host Danielle Town of the Invested podcast jump into many new ways movie theaters are pushing up the cost of seeing a film by charging you for things you maybe have taken for granted in the past.
Faith based funds have a unique place in the investment universe, but historically, many investors have thought that it's "investing with one-arm tied behind your back." Is that still the case?
When did you secure your first credit card? Bobbi and co-host Danielle Town of the Invested podcast break down new data on the pros and cons of giving teens credit cards at all. Plus our Instagram and Facebook audiences chime in with some very strong opinions on the topic. We'll share all of them on today's show!
Interest rates have taken a dive recently. Is this a great time to refinance? Joe and Bobbi will dive into the pros and cons of refinancing, even as one publication implies that it's a no-brainer. Plus, on today's show there's a BIG announcement right at the top. You'll want to hear what's in store for Money With Friends!
A recent study shows that your children's social media habits might affect their need for more stuff when you head to the store for school supplies. How do you head off the huge FOMO going on in your kid's head? Today's lessons will not only help you with kids, but also help your own shopping habits. Plus, in our second story, CBS News reports that middle and lower income children are participating in fewer organized sports. What does that mean? We'll cover this and more on today's episode featuring thought leader Rich Jones from the Paychecks and Balances podcast.
New rules for home buyers could make it easier to get a mortgage at the best rate. We'll discuss how it works. Plus, how do you trick yourself into shopping less? Bobbi and special guest thought-leader Chad (Coach) Carson will tackle these headlines and more on today's show!
The great investment debate: real estate vs. stocks as the best place to put your money. What people think is not what the data says. But then again the past is not the future. Plus Joe and Bobbi get into why healthcare is gobbling up even more of your pay than you probably thought, and what you can do about it.
Some of the most valuable financial lessons are learned in hindsight. Joe and guest co-host David Stein discuss how to avoid the most common financial foibles. Plus, how negative treasury yields in the U.S. could become a reality.
How’s the market been treating your retirement savings? Today we'll talk about a piece with "expert" advice on what to do with your 401(k) when the market takes a dive. Plus, Bobbi and guest co-host Tara Falcone of ReisUp discuss CNBC Mad Money’s Jim Cramer new venture that has everybody talking. What is it? Cramer's going to be yelling, "Sell, sell, sell!!!!" in a whole new way.
It's long been a big part of the American Dream: every child goes to college. Now, with the cost of education skyrocketing and trade jobs begging for workers, American attitudes toward education may be changing....or are they? Today Joe and Bobbi dive into college costs, designing an education, and the changing world of higher ed. Plus, a recent study shows that the people who operate 401k plans and the people contributing might not be on the same page. There's good news in these numbers, hidden between several disconnects.
Disney recently raised their theme park prices, flexing their ability again to remove even more money from people's wallets while they visit the "happiest place on earth." Yet, there are some great lessons we can learn from Disney's park admission prices over the years. What are they? Danielle Kunkle Roberts joins Joe Saul-Sehy today to not only talk about that, but also about potential changes to HSAs coming down the road. Will Congress change the HSA? Maybe...but there are some bigger takeaways we'll explore...MUCH bigger takeaways.
The Fed rate cut and the escalating trade war with China seem to be weighing the financial markets. Is there is too much risk in your portfolio? One piece says...maybe. Plus, we’re sharing 5 easy ways to teach young kids about personal finance. On today's show we'll share all of this with a very special Money Friend guest co-host, who makes her debut on the podcast. Tori Dunlap joins us today from Her First 100k.
Parents are dropping custody of their children to get financial aid for college. GM's new corvette is nearly sold out. Find out what that means for you and your wallet on today's episode of Money With Friends!
The Equifax settlement has finally reached the point where the average person may claw back some compensation in exchange for their role in the data breach. The federal government has set up a website where you can easily determine if you were affected by the problem and claim $125, free credit monitoring, or if you were more damaged, possibly more money. In our second story, is a target date fund right for you? We'll discuss a recent Kiplinger piece which explains how target date funds work, and of course both Sandy and Joe will have their own opinions.