Charting Paths to Financial Independence (SB 1401)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.4 • 2K Ratings

🗓️ 28 August 2023

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

🧾️ 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 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Now your ideas don't have to wait now. They have everything they need to come to life
0:06.0	Dell technologies and Intel are creating technology that loves ideas loves expanding your business evolving your passions
0:13.4	We push what technology can do so great ideas can happen right now
0:20.2	Find out how to bring your ideas to life at Dell dot com slash welcome to now
0:26.1	It's Monday
0:30.0	Monday
0:32.7	Doug and I are just singing to stop OG from singing because before we hit record and we're like dude
0:38.2	Stop it with all the kiss's greatest hits tunes. It feels like a crappy Thursday
0:43.8	Isn't that sad when it's Monday morning and you're already to third well, that's good
0:48.7	It's almost a weekend and you're already to the weekend. Yes
0:53.2	You think it's Tuesday
0:55.4	Not for me. All right guys. You know how we start the week raise the glasses gents
1:00.1	Raising got my coffee ready
1:02.1	Sir, yes, I care boo coffee in here, which I picked up in Minnesota. Yeah, good. I might look at OGs getting all funky with his mug
1:08.7	This is a new one the Cayman Islands the other side say Ritz Carlton or four seasons
1:16.8	They don't have a four seasons
1:18.8	Minus mine is very close to the Cayman Islands Baltimore Public Library
1:23.2	I mean, it's a vacation spot that yes, sounds like the Garden of Eden
1:28.5	On behalf of the men and women making podcasts in the real Garden of Eden mom's basement eat even Eden garden
1:35.8	And the men and women at Navy federal credit union big salute to our troops. Thank you so much for your service
1:42.6	Let's head out and stacks and bichamas together now this week morning everybody. Let's do it
1:48.2	Here we go
	...

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