What’s your money story? What the heck IS a money story? Jean Chatzky from Her Money (and the Today Show money editor) joins us to talk about her money story, why it’s important, and how to use it to avoid making mistakes in the future and capitalize on your strengths. We’ll also talk about maximizing social security, why many women don’t consider themselves to be “investors,” and
Plus, in our headlines segment, we’ll cover one new story that suggests there’s
Later
As always, we’ll still save some time for Doug’s (completely epic) trivia.
Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/sb and get a $50 credit toward your first job post.


Show Notes:
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Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/sb and get a $50 credit toward your first job post.
<2:54> Headlines
- Is There Alphabeticity Bias in 401(k) Investing? (Napa-Net)
- 4 Psychological Tricks Stores Play to Get You to Buy More Stuff (Money)
<15:10> Jean Chatzky

- You can find Jean’s site at: JeanChatzky.com
- Want to follow Jean on Twitter: You can find her: @JeanChatzky
<35:27> Doug’s Trivia
- Which actor, who has famously played James Bond, turned down the role of Gandalf?
<43:17> Haven Life Line
- Tim has a traditional pension at work and an estimated monthly benefit. How does he calculate a value for his net worth statement?
<49:26> Letter
- Tyler is already maxing out his “regular” retirement accounts like his pension fund through his state government and his Roth IRA. He put his extra cash into Vanguard’s Total Stock Market ETF and Vanguard’s Small Cap ETF. Recently Tyler has read that you shouldn’t own small cap funds in a taxable brokerage account because of capital gains, but that ETFs are treated differently. Should this be something he’s worried about?
Hi guys,
You forgot to add a link to Laurence Kotlikoff’s website for the calculator. Happy manic Monday :-O