When Do You Reboot Everything? (with Jason Tartick) - (REWIND SB1483)

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 February 2024

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We continue Rewind Week with an episode where interviews Jason Tartick. How happy are you, truly, with your job and life? Many people go through the motions in a career they don’t like, never taking the leap to find something they actually enjoy. The average life expectancy is 79 years, so here’s a question: how many of those years are you willing to waste doing something you don’t love? Jason Tartick is well known for being on The Bachelorette but his story is much deeper than what we saw on TV. He was secretly having panic attacks at work as a banker and was stressed beyond belief. Instead of digging deep to find the reason why, he initially tried to mask and ignore the emotions. He’s here today to share his story and how he ultimately restarted his life and career to do what he loves.

During our headline segment, Rita Assaf from Fidelity Investments joins the fun to share the results of Fidelity’s State of Retirement Planning survey. She shares the biggest concerns on investors’ minds and the impacts the pandemic has had on our financial confidence. Later, we’ll also answer Kevin’s question about an excess Roth IRA contribution. And, of course, Doug will share his amazing trivia.

This show originally aired on April 6, 2022, so ignore any mention of current events. To see the original show notes, visit When Do You Reboot Everything? (with Jason Tartick) » The Stacking Benjamins Show.

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

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Transcript

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0:00.0	Pre-recorded from Joe's Mom's Basement,
0:06.8	welcome to a greatest hits rewind episode of the Stacking Benjamin Show.
0:10.6	Hey everyone, I'm Griffin the Intern,
0:12.5	but because we're all friends here, you can just call me the Fintern.
0:15.9	One of the most popular questions we get is,
0:18.5	do you really record from Joe's Mom's Basement?
0:22.4	Well, if you saw how these guys messed up the place and then took off for a week away, you wouldn't even ask. It's not
0:26.8	pretty down here. I'm fairly certain Doug hasn't even ever used a straw before with a drink.
0:31.7	You might call this place a mess. I call it job security. Today, we're rolling back the
0:36.8	Stacking Benjamin's show to 2022 when the Bachelor star Jason Tartick joined us.
0:41.8	He also has a money podcast, and between him and the discussion with Fidelity, this episode was really a great listen about retirement, doing work you love, and finding meaning.
0:50.7	This is from 2022, so ignore any mentions of current events or giveaways. Enjoy the show.
0:56.5	Let me just press. Let's see. It's this button to get it rolling. Finn turn out.
1:04.7	Hey, shake in back, cow! Woo! Shake in bike!
1:12.8	Live from Joe's Mom's basement, it's the stacking Benjamin show.
1:27.4	I'm Joe's Mom's Neighbor, and you're not going to believe it. It's the most shocking stacking Benjamin's in history. Today, to tell you things you would have never imagined, we welcome Bachelorette participant, investor, and host of the business podcast, Trading Secrets, Jason Tardick.
1:47.0	Oh man, I hope I get to do the interview. I mean, it's probably going to be Joe, but I really just
1:52.1	thought that Jason and I had this connection, you know? In our headlines, the new Fidelity State
1:58.0	of Retirement Survey is out. Here to share the good, the bad, and the ugly, we welcome Fidelity's vice president of
2:05.3	retirement leadership, Rita Asoff.
2:08.4	Plus, we'll throw out the Haven Lifeline to Kevin, who's filing separately and looking
2:12.8	to sneak his retirement contribution in under the radar.
	...

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