The Stacking Benjamins Show

How can kindness and a little math transform not just a company but an entire outlook on life? In this episode, we’re joined by James Rhee, who shares his remarkable journey from venture capitalist to CEO of a company dedicated to inclusivity and empowerment for plus-size Black women. James opens up about the values instilled by his Korean immigrant parents, the challenges of reviving a struggling business, and how empathy and cultural understanding can create impactful, lasting change. James also shares his leadership philosophy, emphasizing the power of kindness in decision-making and the surprising role of math in driving meaningful progress. From the red helicopter story to his thoughts on the importance of liberal arts education, James’ perspective is a refreshing reminder that true success starts with leading from the heart. On the financial side, Joe and OG tackle a listener’s question about mortgage recasting, explaining the differences between lowering monthly payments and paying down principal, and why understanding your financial goals is crucial. They also dive into wedding spending trends, including tips for managing costs without sacrificing the celebration. And because it’s the holiday season, the episode wouldn’t be complete without warm, festive stories. Joe and OG reminisce about early Christmas mornings, favorite holiday traditions, and the unexpected joys of giving (and receiving). What You’ll Learn Today: Leadership lessons from James Rhee, including the role of kindness and cultural understanding in personal and professional success. How recasting a mortgage works, when it makes sense, and how to align it with your goals. Practical strategies for managing wedding budgets and navigating the financial burden of attending events. Why intentionality is the key to handling major financial milestones. Episode Highlights: James Rhee’s journey from venture capitalist to CEO and his focus on empowering plus-size Black women. The power of kindness and math in leadership, with personal stories from James’ upbringing and career. Wedding spending trends, budgeting tips, and financial advice for planning big events. Joe and OG’s take on mortgage recasting and how to approach it strategically. Festive Christmas morning memories and holiday traditions. Why You Should Listen: Whether you’re looking for leadership inspiration, practical financial advice, or just a little holiday cheer, this episode has something for everyone. James Rhee’s story will leave you inspired to lead with kindness, while Joe and OG’s financial insights will help you tackle your goals with confidence—and maybe a few laughs along the way. Kindness and intentionality can change your finances—and your life. Tune in to this inspiring episode and make it a holiday season to remember. FULL SHOW NOTES: https://www.stackingbenjamins.com/beyond-the-numbers-james-rhee-success-through-kindness-greatest-hits-1621/ Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What happens when Doug gets visited by three ghosts in the basement? A classic holiday story gets a Stacking Benjamins twist in this special episode. Inspired by A Christmas Carol, we explore lessons from the past, present, and future to help you make smarter money moves. From learning to avoid past financial missteps to balancing life’s experiences with your financial goals, this episode blends memorable storytelling with practical advice. Along the way, Joe, OG, and Doug serve up clever banter, unexpected insights, and strategies you can put into action to ensure your finances stay merry and bright. What You’ll Learn Today: How reflecting on financial mistakes can help shape smarter decisions. The importance of balancing money with life experiences in the present. Why intentionality and automation are the secret weapons for future financial success. Practical strategies to avoid the consequences of inaction. Episode Highlights: The team kicks off by debating the best versions of A Christmas Carol. Doug’s journey begins with a visit from the Ghost of Christmas Past, offering lessons on overcoming financial missteps. The Ghost of Christmas Present emphasizes being mindful of your current financial habits and enjoying life without overindulgence. The Ghost of Christmas Future shows why planning and automating your finances now can save you from future regret. Practical advice on setting short- and long-term goals, creating financial intentionality, and balancing fun with financial responsibility. Why You Should Listen: If you’ve ever felt haunted by past money decisions, unsure about how to balance saving with spending, or overwhelmed by future financial planning, this episode is for you. It’s a thoughtful, engaging, and surprisingly relatable take on holiday classics—with plenty of tips to ensure your financial wellness story has a happy ending. Gather around, grab some eggnog, and join us for a holiday tale that’ll leave you inspired to tackle your finances with clarity and purpose. FULL SHOW NOTES: https://www.stackingbenjamins.com/doug-and-the-three-ghosts-1620 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

The holiday season is here, and while it’s a time for celebration, it can also throw a curveball at your health and financial goals. In this episode, we’re joined by Angelo Poli from MetPro, who shares his no-nonsense approach to managing holiday indulgences without sacrificing all the progress you’ve made. Think of it as building a resilient portfolio—you can enjoy the party but still limit the downside. From understanding your metabolism to navigating holiday feasts and weight loss medications like Ozempic, Angelo offers practical strategies to keep your health on track while enjoying the season. But we’re not stopping there. We also dive into estate planning essentials, including a cautionary tale about a video will gone wrong (yes, even your estate plan needs a solid foundation). And what’s a holiday episode without some laughs and trivia? We round out the show with listener questions, Nick from the North’s budget dilemma, and a fun discussion about flying around the world. What You’ll Learn Today: Smart strategies for balancing holiday cheer with health goals, including tips for managing alcohol and indulgent foods. How to leverage your metabolism for better weight management. The truth about weight loss medications and their real-life impact. Why estate planning matters more than ever in the digital age—and how to avoid common pitfalls. Practical advice for navigating holiday spending without blowing your budget. Episode Highlights: Reflecting on how fast time flies and gearing up for the holidays. Angelo Poli’s top tips for keeping holiday indulgences in check. Breaking down myths about weight loss medications and the importance of behavior over quick fixes. Estate planning essentials, including lessons from a case where a video will was invalidated. Fun banter, trivia, and Nick from the North’s relatable holiday budget dilemma. Why You Should Listen: This episode is a must for anyone juggling holiday festivities with long-term goals. Whether you’re strategizing for your health, wealth, or estate plan, you’ll find actionable advice wrapped in a festive package. Plus, it’s always good to know how to enjoy the season without feeling like you’ve set yourself back. Take control of your holiday season and start stacking those Benjamins—without sacrificing the things you enjoy most. FULL SHOW NOTES: https://stackingbenjamins.com/balancing-holiday-cheer-with-your-long-term-goals-1619 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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

Feeling like your wallet’s taking a holiday beating? Don’t sweat it. We’ve got eight clever strategies to keep your spending in check and set yourself up for a financially stronger new year. But wait—there’s more! We uncover the mind-blowing story of a 29-year-old living large in a mansion filled with luxury cars and Elton John's piano. What's his secret? (Hint: It’s not what you’d expect.) And because we love answering Stackers' burning questions, we tackle a double feature: Pensions: Are they still worth the hype? Should you pay off your mortgage before retirement? Sprinkle in some holiday stress hacks, thoughts on budget-friendly gift-giving, and why Tony the Tiger has something to do with the Grinch, and you've got a show packed with financial wisdom you can actually use. Episode Highlights How the Grinch Really Stole Christmas Welcome to the Stacking Benjamins Show Is Your Holiday Budget Already on Thin Ice? 8 Strategies to Tame Holiday Expenses A Mansion, Luxury Cars, and Elton John’s Piano? Handling Holiday Stress Without Losing It Travel Plans & Navigating Holiday Spending How to Leverage Debt (the Smart Way) Get Kids Involved in the Budget—Yes, It’s Possible Starting a 529 Plan? Why Family Might Help Gift Strategies That Won’t Break the Bank Today’s Date in History: Because Why Not? TikTok Minute: The Mansion Story That Broke the Internet Listener Questions: Pensions vs. Mortgages Corrections Dept: Football Teams Need a Map Final Thoughts and Big Takeaways Whether you're taming holiday expenses, dreaming of mansion living, or just trying to get through December with your finances intact, this episode's got something for you. Tune in, take notes, and finish the year strong. FULL SHOW NOTES: https://www.stackingbenjamins.com/sticking-to-your-financial-goals-during-holidays-1617/ Learn more about your ad choices. Visit podcastchoices.com/adchoices