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The Stacking Benjamins Show

When Do You Reboot Everything? (with Jason Tartick)

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 6 April 2022

⏱️ 77 minutes

🧾️ Download transcript

Summary

How happy are you, truly, with your job and life? Many people go through the motions in a job they don't like, never taking the leap to do something they actually enjoy. The average life expectancy is 79 years. 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 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 is here to share the results of Fidelity's State of Retirement Planning survey. She shares the biggest concerns on investor's minds and the impacts the pandemic has had on our financial confidence. We'll also answer Kevin's question about an excess Roth IRA contribution. And, of course, Doug will share his trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Hey, shake it back, cow!

0:02.0

Woo!

0:03.0

Shake it back!

0:08.0

Live from Joe's mom's basement,

0:11.0

it's the Stacking Benjamin Show.

0:23.0

I'm Joe's mom's neighbor, Doug, and you're not gonna believe it.

0:26.0

It's the most shocking stacking Benjamin's

0:29.0

in history.

0:31.0

Today, to tell you things you would have never imagined,

0:34.0

we welcome Bachelorette Participant,

0:36.0

Investor, and host of the Business Podcast,

0:39.0

Trading Secrets, Jason Tardic.

0:42.0

Oh, man, I hope I get to do the interview.

0:44.0

I mean, it's probably gonna be Joe,

0:46.0

but I really just thought that Jason and I had this connection, you know?

0:50.0

In our headlines, the new Fidelity State of Retirement Survey is out.

0:55.0

Here to share the good, the bad, and the ugly.

0:58.0

We welcome Fidelity's Vice President of Retirement Leadership, Rita Asaf.

1:03.0

Plus, we'll throw out the Haven Lifeline to Kevin,

1:06.0

who's filing separately and looking to sneak his retirement contribution

1:10.0

in under the radar.

1:11.0

And then I'll have my Bachelorette approved Rosie trivia.

...

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