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Joe Saul-Sehy of Stacking Benjamins joins the show to discuss financial planning, overcoming debt, and the importance of surrounding yourself with the right people. Joe shares his personal journey of financial mismanagement as a young financial planner, the principles behind the efficient frontier, and his thoughts on target date funds. Tune in to learn and laugh with Joe, Bill, and Jackie.

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🌐 Stacking Benjamins

Benefits Guide

ChooseFI

EconoMe

Frank Vasquez

The Shockingly Simple Math Behind Early Retirement

CampFI

The Simple Path to Wealth by JL Collins

Of Dollars and Data

Paul Merriman

Efficient Frontier

Dr. Harry Markowitz 

The Retirement Answer Man

Rule of 72

Timestamps:

00:00 Living Two Lies: The Money Myth 00:29 The Fear of Making Mistakes 02:03 Welcome to Catching Up to FI 03:35 Introducing Joe Saul-Sehy 04:49 Ohio vs. Michigan: A Friendly Rivalry 09:38 Board Games and Life Lessons 14:04 Joe's Late Starter Story 23:53 Financial Planning Mistakes 32:37 Trivia Time: Swiss Cheese Production 33:26 Cheese and Roadside Attractions Trivia 35:22 Explaining the Efficient Frontier 37:11 The Simple Path to Wealth vs. The Optimal Path 42:22 Modern Portfolio Theory and Efficient Frontier 49:41 Listener Questions: Alternative Paths to Wealth 58:16 Target Date Funds: Pros and Cons 01:05:12 What's Next for Stacking Benjamins? 01:09:33 Final Thoughts and Farewell

 

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.