Charting Paths to Financial Independence (SB 1401)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 28 August 2023
⏱️ 72 minutes
🧾️ Download transcript
Summary
Is the secret to achieving your financial independence in taking a never-ending sabbatical? We're thrilled to have sisters Sammie and Michelle Varghese to discuss what they've learned about financial independence and how taking time off work can lead to greater things in your life.
In addition to financial independence, what other life and/or career goals do you have? How did discovering the FIRE ("Financial Independence, Retire Early") change Sammie and Michelle's trajectory, what can you do to reach financial independence earlier, and what are the benefits to doing so?
And how can you get on the fast track to financial independence from only your 9-to-5 job? In our headline segment, we'll help you get closer to the financial independence you seek by sharing some best practices on how to ask for a deferred compensation arrangement - and demonstrate how it's in your employer's best interest to work with you. And in our Haven LifeLine segment, OG's self-restraint skills are put to the test when he answers a Stacker's request for backup to help his friend's mother respond correctly to a financial advisor's questionable recommendation.
FULL SHOW NOTES: https://www.stackingbenjamins.com/never-ending-sabbatical-Sammie-and-Michelle-Varghese-1401
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
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Transcript
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| 0:00.0 | It's Monday, Monday, Monday. |
| 0:03.2 | Monday, Monday. |
| 0:05.5 | O.G. |
| 0:06.5 | Doug and I are just singing to stop O.G. |
| 0:08.3 | from singing because before we hit record, we're like, dude, stop it with all the Kisses |
| 0:14.4 | greatest hits tunes. |
| 0:16.0 | Feels like a crappy Thursday. |
| 0:17.7 | Isn't that sad when it's Monday morning and you're already to third? Well, that's good. It's almost a weekend. And you're already to the weekend. Yes. Go team. You think it's Tuesday? Uh-uh. Not for me. All right, guys. You know how we start the week? Raise the glasses, gents. Raising. Got my coffee ready. Sir, yes, sir. A caribou coffee in here which i picked up in |
| 0:38.3 | minnesota yeah could die mate look at oh gee getting all funky with his mug this is a new one |
| 0:43.5 | the cayman islands the other side say ritz carlton or four seasons the hat says it they don't |
| 0:51.2 | have a four seasons mine is mine is very close to the Cayman Islands, Baltimore County Public Library. |
| 0:57.8 | I mean, it's a vacation spot. |
| 0:59.7 | That sounds like the Garden of Eden. |
| 1:02.4 | On behalf of the men and women making podcast in the real Garden of Even, Mom's basement, even Eden. |
| 1:10.0 | And the men and women at Navy Federal Credit Union. |
| 1:12.8 | Big salute to our troops. |
| 1:13.9 | Thank you so much for your service. |
| 1:16.5 | Let's head out and stack some bitchments together now this week. |
| 1:19.7 | Morning, everybody. |
| 1:20.5 | Let's do it. |
| 1:22.1 | All right, here we go. |
| 1:24.1 | Hold your ears, folks. |
... |
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