The Art and Science of Making Work Optional (with Tanja Hester) DETAILS

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

🗓️ 11 February 2019

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Tanja Hester realized at a young age that even though she loved her career, she was still helping an organization chase THEIR goals instead of her own, and that's when her plan to make work optional was hatched. On today's show she'll talk about not only her story, but also about how she and her husband tracked their progress (dual spreadsheets!), discussed the timing of leaving, and downsizing her lifestyle. She also shares potential struggles she sees down the line, like rising health care costs. Whether you wish to retire early, or just retire someday, this is an interview for you. Plus, attorney Leslie Tayne will help us answer the Haven Life line call for help from Vince, who is worried that his mother is going to be on the hook for some loans she's co-signed. How does she remove herself if the main signer is nowhere to be found? In our headlines segment, we'll discuss 401(k) jargon. What terms do you must struggle with? We'll also share some advice for the upcoming Valentine's day holiday. And don't worry... we'll still have time for Doug's trivia. Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings. Thanks to OnDeck for sponsoring the show. For a free consultation with one of their US-based loan specialists, go to OnDeck.com/SB. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This episode is brought to you by Pepsi Max. Christmas is great, but there's loads of ways to make it better.
0:08.0	Like sneaking some chili into the gravy for some extra ink,
0:12.0	or building a playlist that will even get your
0:14.8	nann up on the table or just cracking open an ice cold Pepsi Max. Christmas better with Pepsi Max Christmas.
0:23.0	Better with Pepsi Max.
0:25.0	Take a deep breath.
0:28.0	Take a deep breath.
0:30.0	Relax.
0:31.0	Inhale through your nose. Relax. and close your eyes. Gradually release the tension, starting from your toes, working up your legs to your pelvis, and from your fingertips slowly up your arms to your shoulders.
0:57.0	The Stacking Benjamin's show, no matter how bad it gets is your favorite podcast.
1:07.0	I will count backwards from three and when I snap my fingers you'll be overcome with delight at hearing the start of this episode.
1:19.0	Three, two, one. Two One. Live from Joe's Mom's Basement. People I got big news for you. We got robbed. We got robbed down here in the basement. I'm not kidding. Last night we suffered another
1:54.7	snub by the Grammys and we were robbed. But that's okay because today is
2:00.8	take your guitar out day and later in the show I'll show those Grammy people
2:06.6	everything they missed why we deserved an award.
2:10.3	Anyway today you're not going to miss anything because here to help you make work optional, we welcome half of the Farrer-Sence podcast, Tanya Hester.
2:20.0	Plus, in our headline segment, what are the most confusing retirement plans?
2:25.0	We'll share one publications list.
2:27.0	Plus, we'll throw out the Haven Lifeline with some help from attorney Leslie Tane,
2:32.0	answer a letter from the mailbag and then. with some help from attorney Leslie Tain,
2:32.8	answer a letter from the mailbag and then triumphantly,
2:36.5	I'll play my guitar right after I deliver my incredible trivia.
	...

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