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The Stacking Benjamins Show

Stumbling Toward -- and achieving -- Your Goals (Live from Bali!) SB1422

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 16 October 2023

⏱️ 79 minutes

🧾️ Download transcript

Summary

Ever think that you aren't sure where you're headed with your money? Today we talk to TWO guests who began experimenting and found themselves much more prepared for the future than they'd thought. First, Annie decided it was time to experiment with "van life" during the pandemic. Her goal? To see if living and working from anywhere was actually viable. She'll share her stories, including what worked, what didn't and what she thinks about trying again long term. Plus, Tonia shares her story of how she realized she could actually quit her job! That was a welcome shock and now she shares what it's going to take for her to jump off the employment treadmill and into a new life. Think that's awesome? We're also joined by special guest co-host Becky Heptig, who along with her husband Stephen retired at 60 after only beginning the journey toward financial independence ten years earlier! She's the co-host of the hot new podcast "Catching Up To Fi," and she helps steer this ship today! Welcome to a very special edition of Stacking Benjamins! On today's show, LIVE from Bali, Indonesia, Joe shares interviews and stories with a live audience at Amy Minkley's FI Freedom Retreat, where he was a keynote speaker. Not only does Becky Heptig from the Catching up to FI Podcast co-host, but she also shares her and her husband's success story about how they achieved financial independence in a relatively short time, starting from zero at the age of 50. Joe's interview with attendee Annie is an eye-opening look at just how different financial independence can look for different people, with Annie's path fully embracing the location independence through #VanLife. Could camping, vagabonding, and generally roughing it be right for your financial independence? Annie shares the pros and cons of adopting this lifestyle. Joe also sat down to talk with Tonia, who's story about how she unknowingly stumbled her way to financial independence hopefully will help you realize that maybe you're closer than you think to success! Learn from Tonia how to make the right moves to secure your financial independence by starting early. Stick around when Doug calls in some Bali-related trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/live-from-bali-financial-independence-retreat-1422 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Tune in on Wednesday when we're going to help you see the world for less money (and to better splurge so that you create awesome memories) with the man behind the We Travel There podcast, Lee Huffman. Written by: Kevin Bailey Miss our last show? Listen here: The Money Tipping Point: When Do Saving, Spending and Earning Habits Go Too Far? (SB 1421). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:06.0

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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

0:25.9

Welcome to the editing bay

0:28.2

It is now a week since I returned from Bali and OG my

0:33.9

Pain in the ass partner. Yeah, no until I can't ability

0:39.0

They've lied to exactly I'm trying to think of the where it's jet lag

0:42.8

Holy cow my jet lag is just beginning to go away. So I can't even remember what that could what what do we do in OG?

0:48.3

Oh, we're gonna play a live from Bali episode today

0:52.2

Welcome to the family trip slideshow rate raise your glasses because we got a salute

0:57.6

Our troops as we do every Monday before we send us out to the retreat center where Amy Minkley had her five freedom retreat

1:06.6

So here's to our troops on behalf of the men and women making podcast

1:11.7

Well in this case from Indonesia and on behalf of the men and women and Navy federal credit union

1:19.2

Here's to our troops. Let's go stack some measurements together. Shall we cheers?

1:28.4

Live from

1:30.4

Wait, what?

1:31.6

He's he's where

1:33.8

Really?

1:35.0

Okay, never thought I'd be saying this one live from Bali, Indonesia. It's the stacking Benjamin show

1:43.8

I

1:53.0

Joe's mom's neighbor Duggan while we thought Joe just run out to the store for another six pack of tang but turns out

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