176: Confessions, Mistakes and Insights from Former Financial Advisor Joe Saul-Sehy
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 7 December 2020
⏱️ 62 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
Joe Saul-Sehy is the creator and co-host of The Stacking Benjamins Podcast and the Money With Friends podcast, a CNBC contributor, a speaker, and a coach. He's been a financial advisor, a brand ambassador, and a media spokesperson.
Joe struggled with credit card debt, student loans, and failing to plan for retirement, as well as issues with the IRS - and worked through all of it, carving out a new career for himself along the way.
Today, Joe joins the podcast to talk about how his experience as a financial advisor informs his work as a coach and podcaster, what an effective planning framework looks like, and the big mistakes that people make when they consume financial advice and put it into practice.
Show Notes: Howardbailey.com/176
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Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.3 | His newest book, Job Optional, is a Wall Street Journal |
| 0:21.5 | bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on |
| 0:27.9 | Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven by |
| 0:34.0 | meaning and purpose. Join me this week and every week as we discuss thoughts and ideas |
| 0:40.3 | with some of today's foremost experts in the field of finance and retirement, as well as discussing |
| 0:46.2 | trending topics that could impact your bottom line. These discussions can help you make |
| 0:51.7 | better financial decisions so you can live the lifestyle you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:00.1 | Today's guest is Joe Sal C-high. |
| 1:03.1 | Joe is the creator and co-host of the Stacking Benjamin's podcast and the Money with Friends podcast, one of the top financial podcasters in the world. |
| 1:12.6 | He's also a CNBC contributor, a speaker, and a coach. He's been a financial advisor, a brand ambassador, |
| 1:17.8 | and a media spokesperson. Joe, just like some of us, he's a normal dude. He struggled with |
| 1:24.1 | credit card debt, student loans, and failing to plan for retirement, as well as issues with the IRS, and he's worked through all of it, carving out a new career for himself along the way. |
| 1:34.1 | Today, Joe will join us to discuss his experience as a financial advisor and how is it informed his work as a coach and a podcaster. |
| 1:42.6 | What an effective planning framework looks like and the big mistakes that people make when |
| 1:46.6 | they consume bad financial advice and put it into practice. |
| 1:50.1 | One more thing before we get into our interview, to catch live recordings of future guests. |
| 1:54.5 | Be sure to head on over to our Facebook page, Facebook.com slash Howard Bailey Financial. |
| 1:59.8 | Like our page, click the events tab for our upcoming lineup of |
| 2:03.9 | live stream interviews. You'll be able to watch them live and also our world-class guests such as |
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