Quitting Your Job at 31 to Achieve a Life Goal (Your Letters)

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

🗓️ 17 April 2019

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today we're all about your letters. We'll start with a question about moving funds around to avoid some taxes, jump into helping a 25-year-old decide whether to max out his retirement accounts, answer a question about robo advisors, and then launch into helping kids with money, how to save for a house, and more.

In our headlines segment we'll talk to Joe Jiminez from The Alternate Life podcast. Maybe you've had the urge to quit your day job and go on a journey, but few of us have actually followed through. Joe Jiminez dumped the job and spent his summer walking the Continental Divide Trail. We might not be able to take the summer off ourselves, but we'll at least ask Joe what it's like.

Then later on, we'll throw out the Haven Life Line to Reggie, who's heard on the show that OG isn't particularly fond of Betterment or Wealthfront. Reggie has a bulk of his money in Wealthfront and Betterment, so he's wondering...what's the issue?

As always, we'll still save some time for Doug's trivia...which today is exceptionally epic.

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Transcript

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0:00.0	Hey, I'm Rob Berger when I'm not rolling in the dough.
0:02.4	That's right, I'm stacking Benjamins.
0:09.5	Live from Joe's Mom's Basement.
0:12.1	It's the Stacking Benjamin's Show.
0:14.3	I'm Joe's Mom's neighbor, Dug, and today we're huddled around the card table with you
0:27.9	to tackle some of the money issues you've been struggling with.
0:32.0	We'll talk estate planning, how to plan for a baby's arrival, problems with a financial
0:37.1	advisor, and more.
0:39.2	But first, in our headline segment, have you ever wondered what it'd be like to dump the job
0:44.6	and just head out on an adventure? Well, Joe Jimenez is doing just that, spending the summer
0:51.6	walking the Continental Divide Trail.
0:58.8	Really, Joe, is that responsible at a time when we need to bring this country together?
1:04.7	I'll be very interested to hear what he has to say, and sure we'll still throw out the Haven Lifeline to a lucky listener and dazzle you with my trivia, so don't you worry.
1:10.2	And now, two guys who are worried that it's only Wednesday and the beers are more than half gone,
1:15.5	it's Joe and O J-J-J-J-J-J-J-G.
1:24.2	I have this feeling the guy across the table from me's starting early.
1:27.9	Why do I have to be the raging alcoholic of the group?
1:30.4	I didn't say you were.
1:31.8	I'm just saying it probably isn't me.
1:34.3	So if there's only two of us, you don't have to be a math major to know.
1:39.2	So it must be me.
1:40.9	Yes.
	...

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