Some people master reinvention. They move from one stage of life to the next with confidence, purpose, and an eye on long-term success. What if your financial plan could do the same?
In today’s roundtable, Joe is joined by Alyssa Maes, Roger Whitney (The Retirement Answer Man), and OG to talk about what it takes to build wealth that lasts—not just through one season of life, but through all of them.
🎯 Inside the episode:
- What starting strong in your 20s and 30s really looks like
- How to fight lifestyle creep and sharpen your personal brand mid-career
- Why simplifying cash flow in retirement can be a game-changer
- The power of habits, automation, and adaptability across all stages
- And what consistent, thoughtful choices can do for your long-term success
The thread running through it all? Knowing who you are, where you're going—and letting your financial decisions reflect that.
We also sneak in a bit of trivia involving the most expensive comic book ever sold and a certain pop icon with a track record of breaking records (you can probably guess who).
This episode is about more than music or money—it’s about making every era of your life count.
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
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