Jill on Money with Jill Schlesinger Stacking Benjamins Part One
Dec 28, 2024
Join Joe Saul-Sehy, host of the popular 'Stacking Benjamins' podcast and former financial planner, as he dives into the shifting dynamics of personal finance. He shares his inspiring journey from financial planner to educator and podcaster, emphasizing the importance of following one's passions. The discussion also highlights the evolution of the financial advisory landscape, the challenges aspiring advisors face, and the pitfalls of annuities. Get ready for insights on navigating investments and the necessity of mentorship in finance!
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Mentor's Inspiration
- Joe Saul-Sehy, a financial planner for 16 years, was inspired by a mentor's retirement letter.
- The mentor prioritized pursuing his passions, prompting Joe to reflect on his own career satisfaction.
Unconventional Entry into Finance
- Joe's entry into financial planning was unexpected, as he was a creative writing major.
- He found success by communicating financial concepts in a relatable, plain-spoken manner.
Selling the Franchise
- After his mentor left, Joe sold his financial planning franchise for over half a million dollars but under 1 million.
- This provided him with financial runway to pursue other interests.