Jill on Money with Jill Schlesinger Stacking Benjamins Part Two
Dec 29, 2024
Joe Saul-Sehy, the host of the popular "Stacking Benjamins" podcast, dives into personal finance strategies that resonate with many. He discusses the common challenges of seeking financial advice, emphasizing the importance of personalized service. The conversation shifts to the intersection of AI and finance, unpacking how AI can aid podcast production while warning against its pitfalls in providing financial guidance. Joe also highlights creative methods to align financial goals with life milestones, stressing the value of strong advisor-client relationships.
AI Snips
Chapters
Transcript
Episode notes
Finding the Right Advisor
- Seek advisors who prioritize your needs and values over product pushing.
- Look for a focus on process, asking probing questions about your situation.
Visualizing Financial Goals
- Start financial planning with a visual timeline of your goals and milestones.
- This helps identify potential conflicts and prioritize effectively.
Goal Conflicts and Values
- When goals are visualized on a timeline, conflicts become apparent.
- This leads to discussions about values and trade-offs.