Joe Saul-Sehy: What Is Your Growing Season?

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 16 August 2022

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

The author and financial podcaster on financial independence, the 'scarcity mindset,' and the importance of time horizon in deciding how to invest.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.5	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning
0:37.5	for Morning Star.
0:39.0	And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.
0:43.3	Our guest on the podcast today is Joe Saul See High.
0:46.7	Joe is the co-host of the popular Stacking Benjamin's podcast, and he's also the co-author
0:51.7	of a new book called Stacked, Your Super Serious Guide to Modern Money Management,
0:56.9	which he co-wrote with Emily Guy Berkin.
1:00.1	Joe was a financial advisor for 16 years before embarking on his current career as a financial educator.
1:06.1	He received his BA in English from Michigan State University.
1:09.9	Joe, welcome to the Longview.
1:11.6	Well, thank you for having me. I think it's probably time for me to retire because I made the
1:16.0	long view and you go out on top, right? Well, thank you for saying that. And I've been a guest on your
1:21.8	podcast on a few occasions. So, Joe, we wanted to start with some stage setting. We wanted to talk about your own journey to being a financial podcaster and author. You were a financial advisor for many years. What made you want to pivot from that position to your current job as a, I guess I would call it kind of a money educator?
1:42.8	Yeah. After 16 years working with families and having not a
1:48.2	huge practice, but not a tiny one either, I managed about $65 million for other people and then did
1:55.4	fee-based financial planning as well. I one day received a letter from a guy who was a mentor of mine, who counseled a lot
	...

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