176: Confessions, Mistakes and Insights from Former Financial Advisor Joe Saul-Sehy

Retire With Purpose - The Retirement Podcast

English - December 07, 2020 11:00 - 1 hour - 67.4 MB - ★★★★★ - 440 ratings
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Previous Episode: 175: Year-End Tax Planning Under The Forthcoming Biden Presidency

Next Episode: 177: The D.O.S. Conversation - Setting and Achieving Your Goals

Joe Saul-Sehy is the creator and co-host of The Stacking Benjamins Podcast and the Money With Friends podcast, a CNBC contributor, a speaker, and a coach. He’s been a financial advisor, a brand ambassador, and a media spokesperson.

Joe struggled with credit card debt, student loans, and failing to plan for retirement, as well as issues with the IRS - and worked through all of it, carving out a new career for himself along the way.

Today, Joe joins the podcast to talk about how his experience as a financial advisor informs his work as a coach and podcaster, what an effective planning framework looks like, and the big mistakes that people make when they consume financial advice and put it into practice.

Show Notes: RetireWithPurpose.com/176

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