Have you ever wondered if you’re handling your money right? Sure you have. More important, have you ever worried that you aren’t doing LIFE correctly? Our main guest has been there. She’s the best-selling author of the philosophical guide to life in the age of overwhelm titled, Am I Doing This Right?, Colleen Bordeaux. Colleen will share her deeply personal search for more meaning in life and lessons she learned along that way. We’ll talk about your personal philosophy, getting comfortable with who you are, figuring out your money from a deep level, and more. It’s a wide-ranging interview that we’re sure you’re going to enjoy as much as we enjoyed talking to her.

In our headlines segment, how much does it cost to be considered ‘middle class’ in a big city? It turns out that it might just cost a TON of money. How do you get ahead when everything is so expensive? We’ll talk about many factors, include the fact that where you live can change everything about whether you’re financially successful or not. In our second headline, do you prefer receiving money advice from a man or a woman? Well, according to the Wall Street Journal, in the past two years there has been a marked increase in requests from prospective clients who want to work with female financial advisers. We’ll talk diversity in the financial services ranks on today’s show!

After a little dose of Doug’s trivia, we’ll also save time to throw out the Haven Life Line to Nick. Nick asks if there is a specific ratio of money in each account (Roth and pre-tax) that is recommended? How does your tax strategy look? We’ll dive into that, and much more.

Thanks to Clearbanc for supporting Stacking Benjamins. Are you doing over $10,000 a month in revenue? Find out how you can receive Clearbanc capital by getting your 20 minute term sheet at clearbanc.com/SB.

Thanks also to HoneyBook for supporting Stacking Benjamins. If you run your own business, you’re used to doing it all. But if you’re struggling to get through your to-do list, HoneyBook can help. Go to HoneyBook.com/SB for 50% off your first year.

Show Notes:

Clearbanc

Thanks to Clearbanc for supporting our show. If you’re doing over $10,000 a month in revenue, find out how you can receive Clearbanc capital by getting your 20 minute term sheet at clearbanc.com/SB.

Check out Clearbanc

HoneyBook

Thanks to HoneyBook for supporting Stacking Benjamins. If you run your own business, you’re used to doing it all. But if you’re struggling to get through your to-do list, HoneyBook can help. Go to HoneyBook.com/SB for 50% off your first year.

<3:58> Headlines

• It now costs $350,000 a year to live a middle-class lifestyle in a big city—here’s a sad breakdown of why (CNBC)
• Clients Want to Work With Female Advisers, and Firms Are Taking Notice (Wall Street Journal)

<23:13> Colleen Bordeaux

Colleen Bordeaux is a best-selling author, speaker and human capital consultant based in Chicago.

She has been published everywhere from the Chicago Sun Times to the Huffington Post, and is also the author of a newly released non-fiction book: Am I Doing This Right? (KDP, 2019). She writes mainly about lifestyle, Millennial trends and well-being.

Her first book (called ‘brilliantly insightful’ and ‘a modern guide to life’) became an immediate Amazon bestseller, endorsed by New York Times columnist and author Barry Schwartz and Sunday Times bestselling author Louise Parker. Her popular blog has reached more than 200,000 readers. She also runs a women’s mastermind group in Chicago.

You can learn more on Colleen from her website: Colleen Bordeaux

Want to get yourself a copy of Colleen’s book? Order through our Powell’s link and you’ll be helping the show as well!

<49:21> Doug’s Trivia

• Which superhero as featured in the most comic book sales in 2018?

<55:05> Haven Life Line

• Nick asks is there is a specific ratio of money in each account that is recommended?

Want the guys to answer your question? You can call into the Haven Life Line and get your question answered on-air HERE.

Join us Friday!

Where we will talk to financial guru Sharita Humphrey and we’ll talk the best places for digital nomads to work and live abroad!