Comedians Bryan Yang and Josh Rosen choose a friend to hang out with for an hour! Hooray!
…
continue reading
Bryan Yang Podcasts
A show about not just the technologies, but the people and stories behind them. In every episode, Ronak and Guang sit down with engineers, founders, and investors to chat about their paths, lessons they’ve learned and of course, the misadventures along the way.
…
continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
What do you stan? Hosted by real Pop-Culture Professors, Caitlin Bitzegaio and Lauren Brickman, We Stan Together podcast is smart people about dumb topics. The history of pop culture is a rich, wild, and ever expanding playground. Not to mention, a full time job. Who has time to read every Insta post, think piece, and Twitter thread? Don’t worry, we did, so you don’t have to. We’ll be your CliffsNotes to pop culture. Listen in each week and you’ll be a hit at whatever happy hour, office func ...
…
continue reading

1
Your Questions Answered: Saving, Investing & Estate Planning, Stacker Style (Episode 1700!!!)
1:04:04
1:04:04
Play later
Play later
Lists
Like
Liked
1:04:04What’s the best way to save for a house without wrecking your retirement plan? That’s just one of the big questions Joe Saul-Sehy, OG, and Mom’s neighbor Doug tackle in this packed episode (number 1700!) of Stacking Benjamins. Whether you're trying to figure out where to park your emergency fund, how to handle inherited IRAs, or how to financially …
…
continue reading

1
AI’s Coming for Your Job? How to Outwit the Robots (SB1699)
58:39
58:39
Play later
Play later
Lists
Like
Liked
58:39The robots aren’t just coming—they’re already here. And if you’re not paying attention, they might not just take your job… they could take your personal data too. In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Doug dive into the rise of artificial intelligence, exploring whether it’s a threat, a tool, or something in between…
…
continue reading

1
Carving Out a Robust Retirement Spending Plan (SB1698)
1:29:56
1:29:56
Play later
Play later
Lists
Like
Liked
1:29:56So you’ve scaled the mountain, built the nest egg, and maybe even shouted “I’m done!” across a pristine beach... now what? In today’s Stacking Benjamins episode, Joe Saul-Sehy convenes a roundtable of heavy-hitters to tackle the most misunderstood phase of money management: decumulation—a.k.a. the art of spending what you’ve worked so hard to save.…
…
continue reading

1
The Shocking Retirement Hack That Has Nothing to Do With Money (SB1697)
1:10:03
1:10:03
Play later
Play later
Lists
Like
Liked
1:10:03What if the most important part of your retirement plan had nothing to do with your 401(k), IRA, or stock portfolio? In this episode of The Stacking Benjamins Show, Joe Saul-Sehy and OG are joined by filmmakers Pete Davis and Rebecca Davis, creators of the thought-provoking documentary Join or Die. They explore how community connection, not cash, m…
…
continue reading

1
Retirement 101: Planning, Risks, and Smooth Sailing (SB1696)
59:24
59:24
Play later
Play later
Lists
Like
Liked
59:24You can’t plan a great retirement if you haven’t first planned what you’re retiring to. In this episode, Joe Saul-Sehy, OG, and Neighbor Doug open up Retirement Week in the basement with a Monday that’s equal parts insight, weekend recap, and questionable vehicle decisions. 🚪 Start with the most overlooked part of retirement: your lifestyle vision.…
…
continue reading

1
Learning from 130 Years of Stock Market Crashes: Resilience, Strategy, and a Dose of Doug (SB1695)
1:08:38
1:08:38
Play later
Play later
Lists
Like
Liked
1:08:38Markets crashing? Interest rates spiking? Inflation roaring? Welcome to history. This week, we dig into 130 years of stock market meltdowns—from the panic of World War I to the Great Depression, 1970s stagflation, the dot-com collapse, and the 2008 financial crisis—to uncover timeless lessons that can fortify your financial future. Joe Saul-Sehy is…
…
continue reading

1
Rethinking Earning and Spending (with "Money With Katie"'s Katie Gatti Tassin) SB1694
1:11:18
1:11:18
Play later
Play later
Lists
Like
Liked
1:11:18What happens when you mix financial strategy with a healthy dose of cultural commentary? You get Rich Girl Nation. This week on The Stacking Benjamins Show, Joe Saul-Sehy and OG are joined by Katie Gatti Tassin, the powerhouse behind Money with Katie and author of the new book Rich Girl Nation. Together, they unravel the sneaky ways consumerism sho…
…
continue reading

1
Trapped in the Spend Cycle? How to Break Free from Consumerism SB1693
1:09:27
1:09:27
Play later
Play later
Lists
Like
Liked
1:09:27Is your wallet feeling lighter... but your closet’s full of regret? Joe, OG, and Mom’s neighbor Doug are throwing open the basement door to tackle one of the trickiest parts of personal finance: consumerism. Whether you're a recovering impulse buyer or knee-deep in buy-now-pay-later regrets, this episode’s got your back—and maybe your budget. 💸 Hea…
…
continue reading

1
11 Great Ways to Build Wealth (SB1692)
1:12:47
1:12:47
Play later
Play later
Lists
Like
Liked
1:12:47Can building wealth be as entertaining as a round of trivia in the basement? We think so—and today’s episode proves it. Joe Saul-Sehy is joined by Doc G, Paula Pant, and Jesse Cramer to play a fast-paced financial game show based on 11 expert-approved ways to grow your wealth. From boosting your income and dialing in your budget to the eternal tug-…
…
continue reading

1
Taking Your Portfolio Global: Expert Guidance from MarketVector's Joy Yang (SB1691)
1:08:01
1:08:01
Play later
Play later
Lists
Like
Liked
1:08:01After Monday’s primer on why your portfolio needs some international flavor, we’re following up with a deeper dive—this time with someone who lives and breathes global markets. Joe Saul-Sehy and OG welcome Joy Yang, Head of Index Product Management at MarketVector Indexes, to talk through how to actually invest beyond U.S. borders. Joy explains how…
…
continue reading

1
The Case for International Investing & The True ROI of Emergency Funds (SB1690)
1:00:41
1:00:41
Play later
Play later
Lists
Like
Liked
1:00:41How global is your portfolio, really? This week in the basement, Joe Saul-Sehy, OG, and the gang zoom out from the U.S. markets and take us on a whirlwind trip around the investing world. Spoiler alert: the case for international investing is stronger than you think—and it’s not just about chasing higher returns. It’s about risk reduction, smart di…
…
continue reading

1
Is Flourishing Tied to Financial Freedom? A New Study Reveals Insights (SB1689)
1:06:55
1:06:55
Play later
Play later
Lists
Like
Liked
1:06:55This week, we’re getting deep (like, basement-deep) into what it means to flourish. Join Joe, OG, Paula Pant, and special guest Ryan Doolittle as they unpack a brand-new study on happiness. Spoiler: it’s not just about stacking cash. From the influence of childhood experiences to the surprising power of community, autonomy, and faith, this episode …
…
continue reading

1
Here's An Easy Way To Save $3,000 Per Year (with Bryan Suddith) SB1688
1:20:08
1:20:08
Play later
Play later
Lists
Like
Liked
1:20:08Turns out, saving $3,000 a year might be easier (and tastier) than you think. This week, we’re dishing up big savings with Bryan Suddith, who turned his family’s runaway grocery bill into a budget-friendly game—complete with freezer hacks, local meat tips, and food waste strategies that actually work. He joins Joe, OG, and guest co-host Len Penzo (…
…
continue reading

1
Lies We're Told at Work (with NBC Universal Vice Chairperson Bonnie Hammer) and Climbing into the Driver's Seat with Your Money (with Beyond Finance's Dr. Erika Rasure)
1:21:41
1:21:41
Play later
Play later
Lists
Like
Liked
1:21:41Think you're being lied to at work? You probably are. From boardrooms to bank accounts, this episode pulls no punches. We’re stacking double the wisdom on this special Memorial Day episode, as Joe Saul-Sehy interviews two powerhouse guests: Bonnie Hammer, former vice chair of NBCUniversal and bestselling author, and Dr. Erika Rasure from Beyond Fin…
…
continue reading

1
Our Favorite Summer Travel Tips (SB1686)
1:07:33
1:07:33
Play later
Play later
Lists
Like
Liked
1:07:33Memorial Day weekend is here, which means it’s officially time to break out the grill, the beach bag… and maybe that travel budget spreadsheet. But don’t worry—this isn’t a guide from travel influencers who hike barefoot with artisanal backpacks. Nope. This episode is brought to you by your favorite money geeks in Joe’s mom’s basement. Joe Saul-Seh…
…
continue reading

1
The Simple Path To Contentment (with JL Collins)
1:24:27
1:24:27
Play later
Play later
Lists
Like
Liked
1:24:27What do cupcakes, frosting, and financial independence have in common? This week in the basement, Stacking Benjamins welcomes legendary personal finance thinker JL Collins, author of The Simple Path to Wealth, to connect the dots between simple investing and sweet, stress-free success. In a lively conversation with Joe Saul-Sehy, OG, and Mom’s neig…
…
continue reading

1
Make Your Next Theme Park Experience Worth the Money (with Theme Park Insider's Robert Niles)
1:30:00
1:30:00
Play later
Play later
Lists
Like
Liked
1:30:00Is it summer already, or is that just our theme park budget melting in the sun? Either way, we’re kicking off the season with our annual guide to roller coasters, churros, and how not to hurl after one too many loops. Theme Park Insider’s Robert Niles returns to share the biggest news in amusement park land—from a new Disney park in Abu Dhabi (what…
…
continue reading
What really moves the needle on your happiness—making more money or saving more of what you’ve got? This week, Joe Saul-Sehy and OG are joined by Paula Pant, Jesse Cramer, and the guy who still owes money on his Beanie Baby collection—Doug—for a roundtable filled with bold financial takes and even bolder choices. It’s a rapid-fire round of “either-…
…
continue reading

1
Is Any Expense Really "Worth It"? (with Leisa Peterson) SB1682
1:18:05
1:18:05
Play later
Play later
Lists
Like
Liked
1:18:05Ever feel like money is a never-ending game of not enough? Today, we're rewiring that thinking. Our special guest, Leisa Peterson—author of The Mindful Millionaire and now The Money Catalyst—joins us to talk about abundance, scarcity, and how to stop living life like you're budgeting for armageddon. (Hint: It's okay to order the nice wine now.) Joe…
…
continue reading

1
Learning to Think Like a Multi-Millionaire (with Sam Dogen) SB1681
1:22:43
1:22:43
Play later
Play later
Lists
Like
Liked
1:22:43What do most millionaires have in common? No, it’s not a yacht named “Compound Interest.” It’s mindset. In this episode, Joe Saul-Sehy and OG kick off Mindset Week by welcoming Sam Dogen, the Financial Samurai himself, to help you start your journey toward a million-dollar net worth—one intentional step at a time. Sam shares why building wealth is …
…
continue reading

1
Grocery Bill Tips and Budget Bites SB1680
1:07:58
1:07:58
Play later
Play later
Lists
Like
Liked
1:07:58If your grocery bill has you doing double-takes at the checkout line, you’re not alone—and this episode of The Stacking Benjamins Show is packed with practical ways to take control of your food spending. Joe Saul-Sehy is joined by Janice Torres of the Yo Quiero Dinero podcast, regular contributor OG, and the always-frugal Len Penzo to serve up real…
…
continue reading

1
Our Advice For Beginning Investors and Recent Graduates (SB1679)
1:26:25
1:26:25
Play later
Play later
Lists
Like
Liked
1:26:25Your burning questions fuel this episode! Joe Saul-Sehy, OG, and special guest Christine Benz of Morningstar unpack some of the biggest questions facing investors today—especially those just starting out. We kick things off by diving deep into target date funds. They promise simplicity—but do they deliver long-term results? We explore when they wor…
…
continue reading

1
Becoming a Financial Badass with Jen Sincero (SB1678)
52:43
52:43
Play later
Play later
Lists
Like
Liked
52:43Joe Saul-Sehy sits down with bestselling author Jen Sincero, the powerhouse behind You Are a Badass and You Are a Badass at Making Money. If you've ever felt stuck in financial quicksand or caught in a loop of scarcity thinking, Jen brings the fire (and the funny) to help shift your mindset and start building wealth from the inside out. You’ll hear…
…
continue reading

1
The Great Debate: Buying vs Renting Your Home (SB1677)
1:08:00
1:08:00
Play later
Play later
Lists
Like
Liked
1:08:00Buying vs. renting: it’s one of the most emotionally charged—and financially misunderstood—topics in personal finance. This week on The Stacking Benjamins Show, Joe Saul-Sehy, OG, and guests Jesse Cramer and Chris Luger enter the ring to challenge the conventional wisdom behind homeownership. It’s not just a polite chat. It’s a full-on basement deb…
…
continue reading

1
Retirement Roadblocks & Resilient Planning: The Squirrels Gone Wild Edition (SB1676)
1:08:43
1:08:43
Play later
Play later
Lists
Like
Liked
1:08:43Retirement might be the goal, but the journey? Full of curveballs. On today’s episode, Joe Saul-Sehy is joined by special guest co-host Len Penzo of LenPenzo.com, along with OG and Neighbor Doug, for a no-holds-barred look at what really derails retirement plans—and how to build a strategy that can handle the chaos. From unexpected job loss to risi…
…
continue reading

1
Fitness Meets Finances: Your Questions for Angelo Poli from Metpro (SB1675)
1:30:44
1:30:44
Play later
Play later
Lists
Like
Liked
1:30:44When it comes to living your best financial life, good health isn't a nice-to-have—it’s a must-have. In today’s episode, we welcome Angelo Poli from MetPro, who shows us why smart fitness and nutrition choices are just as important as smart money moves. Drawing on insightful listener questions, Angelo shares: How consistent habits—not extreme diets…
…
continue reading

1
Lessons from the Trenches: Career Branding Good, Bad, and Ugly (SB1674)
1:06:39
1:06:39
Play later
Play later
Lists
Like
Liked
1:06:39What do zipper injuries, holiday party mishaps, and servant leadership have in common? They’re all part of today’s wide-ranging look at careers—what to do, what not to do, and how to make your next move smarter (and safer). Joe Saul-Sehy, OG, and Neighbor Doug are joined by contributors Sandy Smith, Jesse Cramer, and a few classic career stories fr…
…
continue reading

1
Elevate Your Career (with Lorraine K. Lee) SB1673
1:06:19
1:06:19
Play later
Play later
Lists
Like
Liked
1:06:19How do you stand out in a competitive workplace—without shouting or burning out? In this episode, Joe and OG sit down with Lorraine K. Lee, a sought-after keynote speaker and former LinkedIn and Prezi leader, to dig into the real strategies behind building a career brand that lasts. Lorraine shares what she’s learned from coaching thousands of prof…
…
continue reading

1
Craft Your Career Brand: Actionable Tips for Influence and Success (SB1672)
1:14:26
1:14:26
Play later
Play later
Lists
Like
Liked
1:14:26Today’s episode blends career strategy with financial know-how, because who says you can’t build your personal brand and your balance sheet at the same time? Joe Saul-Sehy and OG explore what it really means to shape your professional reputation—from the way you show up in meetings to how you set (and measure) your career goals. Whether you're clim…
…
continue reading

1
Building Wealth Through Every "Era" of Your Life
1:04:30
1:04:30
Play later
Play later
Lists
Like
Liked
1:04:30Some people master reinvention. They move from one stage of life to the next with confidence, purpose, and an eye on long-term success. What if your financial plan could do the same? In today’s roundtable, Joe is joined by Alyssa Maes, Roger Whitney (The Retirement Answer Man), and OG to talk about what it takes to build wealth that lasts—not just …
…
continue reading

1
Harvard Business Review's Kevin Evers on the Genius of Taylor Swift (SB1671)
1:15:56
1:15:56
Play later
Play later
Lists
Like
Liked
1:15:56What Taylor Swift teaches us about strategy, long-term thinking, and building an empire. Taylor Swift isn’t just a pop icon—she’s a master strategist. And in this episode, we unpack exactly how she built a cultural and financial empire with smart moves that offer powerful lessons for any Stacker. Joe Saul-Sehy sits down with Kevin Evers of Harvard …
…
continue reading

1
Money and Business Lessons from the Career of Taylor Swift (and a BIG Roth IRA rule clarified) SB1670
1:14:51
1:14:51
Play later
Play later
Lists
Like
Liked
1:14:51It’s Taylor Swift week in the basement, and we’re kicking things off by looking at the business behind the beats. Joe, OG, and the gang pull back the curtain on the intentional, savvy moves that took Taylor from breakout teen artist to industry powerhouse—and why her playbook might just work for your financial life, too. We’re talking about more th…
…
continue reading

1
Conquering Investment Fears and Risks (SB1669)
1:11:41
1:11:41
Play later
Play later
Lists
Like
Liked
1:11:41Feeling anxious about where your money’s going? You’re not alone—and you’re not without a plan. In today’s episode, Joe is joined by OG, Mom’s neighbor Doug, and two sharp minds from the personal finance world: Paula Pant from Afford Anything and Dr. Jordan Grumet from Earn and Invest. Together, they take a deep dive into the many faces of investme…
…
continue reading

1
How To Smooth Out Your Investing Ride...or not (SB1668)
1:04:21
1:04:21
Play later
Play later
Lists
Like
Liked
1:04:21Market volatility, overthinking portfolios, and why simple might be smarter. Trade wars. Tariffs. Tumbling markets. When headlines scream and your portfolio wobbles, what’s a Stacker to do? Today, we tackle how to invest confidently during uncertain times—without overcomplicating your strategy or losing sleep. We start by breaking down smart ways t…
…
continue reading

1
Special Episode: Tariff Fallout - What Should You Do?
26:29
26:29
Play later
Play later
Lists
Like
Liked
26:29Tariffs got you sweating? We’ve got the strategy (and the LaCroix) to help you chill. Markets are wobbling, headlines are screaming, and you’re wondering if your portfolio is about to implode. Take a deep breath—and head down to the basement. In this episode, Joe Saul-Sehy, OG, and Mom’s neighbor Doug tackle the turbulence triggered by recent tarif…
…
continue reading

1
From Basement Beginnings to Million-Dollar Dreams (with Rudy Mawer) SB1666
1:18:43
1:18:43
Play later
Play later
Lists
Like
Liked
1:18:43Entrepreneurship, financial anxiety, and a guinea pig (yes, really). When you’ve got a stuffed guinea pig on your desk and a mic in front of you, it’s only a matter of time before you talk about that one time you ate guinea pig in Peru. (Spoiler: It was pretty good.) That’s how we open today’s show—but from there, things get real. Today’s main even…
…
continue reading

1
BIG Questions In Finance: Are You IN or OUT? (SB1665)
1:08:33
1:08:33
Play later
Play later
Lists
Like
Liked
1:08:33Is good debt a myth? Should we all chase FIRE? The basement panel weighs in. In today’s Financial Concepts Friday roundtable, Joe brings the basement crew together for a lively “In or Out” debate on some of the most polarizing personal finance topics out there. Are we in or out on the idea of “good debt”? Do budgets really matter when you’re just s…
…
continue reading

1
Top 5 Eye-Roll Financial Tips You Should Ignore SB1664
1:14:08
1:14:08
Play later
Play later
Lists
Like
Liked
1:14:08Ever been told to buy the biggest house you can afford... to “motivate yourself”? Or to skip insurance because “nothing bad will happen”? Yeah—us too. And we’ve got some thoughts. In this episode, Joe, OG, and Doug break down the Top 5 Worst Financial Tips they’ve ever heard—and more importantly, why taking them seriously could leave your finances …
…
continue reading

1
Tiffany Aliche on Connections and Financial Wholeness (with a side discussion on recent DoorDash/Klarna news) SB1663
1:13:57
1:13:57
Play later
Play later
Lists
Like
Liked
1:13:57Is financial literacy missing from your life like that sock you swear went in the dryer? Tiffany Aliche, AKA The Budgetnista, is here to help you find it—minus the lint. She shares her journey to financial wholeness and takes us behind the scenes of her brand-new PBS special. Meanwhile, Joe and OG break down why financial education starts with comm…
…
continue reading

1
Better Investing Using Horrible Investment Products (SB1662)
1:04:54
1:04:54
Play later
Play later
Lists
Like
Liked
1:04:54Ever fallen for an investment that seemed like a sure thing... until it wasn’t? You’re not alone. Today, we shine a light on some of the worst investment advice out there—and help you steer clear of it. Joining Joe at the roundtable are: Paula Pant from Afford Anything Jesse Cramer from Personal Finance for Long-Term Investors And Don McDonald, fin…
…
continue reading

1
How NOT To Invest: Lessons from Barry Ritholtz SB1661
1:18:29
1:18:29
Play later
Play later
Lists
Like
Liked
1:18:29Ever wondered how the top financial minds avoid disaster while the rest of us are busy panic-Googling “best investments 2024”? Today, Joe welcomes Barry Ritholtz of Ritholtz Wealth Management down to Mom’s basement for a conversation that flips typical investment advice on its head. It’s not about what to do—it’s about what not to do if you want to…
…
continue reading

1
10 Ways to Stop Blowing Up Your Investment Portfolio (SB1660)
1:07:12
1:07:12
Play later
Play later
Lists
Like
Liked
1:07:12What do weddings, wineries, and Whoppers have to do with smart investing? This week, Joe, OG, and Doug kick off the episode with stories from the road—including a surprise credit card confession that somehow involves a Burger King (because of course it does). But then the gang shifts gears and dives into real money talk, breaking down investing wis…
…
continue reading

1
How Pros Build Motivation Into an Effective Financial Plan (SB1659)
1:04:39
1:04:39
Play later
Play later
Lists
Like
Liked
1:04:39Ever wonder why some people crush their financial goals while others keep hitting snooze? Today, we’re talking about the secret sauce behind sticking to a financial plan—and no, it’s not just “wanting it more” (though that helps). Joining Joe in the basement is OG, alongside personal finance expert Jesse Kramer from The Best Interest and CFP Dana A…
…
continue reading

1
Climb Out of Your Rut: Molly Fletcher on Creating Sustainable Motivation (SB1658)
1:21:59
1:21:59
Play later
Play later
Lists
Like
Liked
1:21:59Ever feel like you're stuck in a rut, spinning your wheels, or just running low on motivation? Today, we crack the code on sustaining drive and avoiding complacency with former sports agent Molly Fletcher, who’s worked with some of the biggest names in sports and has been dubbed the female Jerry Maguire. She breaks down the fine line between conten…
…
continue reading

1
How to Use Process to Create Sustainable Drive (SB1657)
1:07:44
1:07:44
Play later
Play later
Lists
Like
Liked
1:07:44Ever start a new financial goal feeling unstoppable, only to lose momentum when life gets in the way? Staying motivated isn’t just about working harder—it’s about working smarter. Today, Joe and OG take a deep dive into Dynamic Drive, the key to keeping your financial momentum going without burnout. We’ll break down the seven essential pillars—mind…
…
continue reading
Ever feel guilty about that $7 airport coffee or the mystery fees that somehow turn your $15 DoorDash order into a $40 financial regret? You’re not alone. This episode, Joe Saul-Sehy is joined by Paula Pant (Afford Anything) and Justin Peters (The Struggle Is Real) to unravel the sneaky ways convenience drains our wallets. In this episode: Airport …
…
continue reading

1
The Best Tax Prep Software of 2025 (SB1655)
1:10:05
1:10:05
Play later
Play later
Lists
Like
Liked
1:10:05Choosing the Best Tax Software for Your Needs Tax season is here—so which software should you trust with your hard-earned Benjamins? Eric Rosenberg from The College Investor joins us to break down the best options, whether you're a side hustler, crypto investor, or just looking for a free filing solution. Will TurboTax take the crown again, or is t…
…
continue reading

1
Dream Big, Live Free: Grant Sabatier's Guide to Entrepreneurship (SB1654)
1:20:02
1:20:02
Play later
Play later
Lists
Like
Liked
1:20:02Ever wondered if working for yourself could be the game-changer your finances need? Grant Sabatier thinks so, and today, he’s diving into the realities of entrepreneurship—from smart strategies to potential pitfalls. Where to start if you’re considering entrepreneurship – Not every side hustle is a winner, so how do you know if this path is right f…
…
continue reading

1
The Surprising Benefits of Financial Inaction (SB1653)
1:11:46
1:11:46
Play later
Play later
Lists
Like
Liked
1:11:46Feeling the pressure to constantly tweak your investments? Today, we uncover the surprising benefits of financial inaction with insights from CFP Dana Anspach, Len Penzo, and OG. We dive into the wisdom of sometimes doing nothing—because, as it turns out, sitting on your hands (financially speaking) can be a power move. Why lazy portfolio managemen…
…
continue reading

1
Our Top 5 Favorite Parts of a Well-Crafted Financial Plan SB1652
1:12:01
1:12:01
Play later
Play later
Lists
Like
Liked
1:12:01A great financial plan isn’t just about numbers—it’s about creating a roadmap that turns dreams into reality. Today, Joe and OG take a trip down memory lane, reflecting on their favorite parts of building a great financial plan. Whether you're tackling long-term goals, fine-tuning your tax strategy, or simplifying complex decisions, they’ll walk yo…
…
continue reading