Joe and Al welcome on the show Joe Saul-Sehy, host of the top-rated personal finance podcast show “Stacking Benjamins.” Joe talks about what investors or anyone interested in personal finance can learn from his unorthodox show focused on headlines and impressive guest perspectives. Check out his show here. Joe and Al close this hour by answering listeners’ investing questions.
2:29 Start of Interview with Joe Saul-Sehy
3:01 Joe Anderson: “What is the genesis behind the podcast and tell us a little bit about it.”
3:41 Joe Saul-Sehy: “Our goal is headlines – it’s a magazine-style show…we have great discussions about current events, financial planning and making sure people have the type of great advice that’s out there.”
6:02 Joe Saul-Sehy: “That’s kind of how “Stacking Benjamins” was born – it allowed me to talk about money in a way where we kind of learn through play.”
6:35 Joe Anderson: “You’re the number one ranked financial podcast. How did that happen?”
6:43 Joe Saul-Sehy: “Kiplinger just called us number one last week, Art of Manliness put us on 27 podcasts men should listen to…all we’ve ever focused on is putting out the best product we possibly can, and people seem to come.”
8:05 Joe Saul-Sehy: “There’s all this noise going on – you’ve got big media outlets with talking heads…everyone is talking about what you need to do now, yet you know most of the time the thing you should do is absolutely nothing. Study after study shows that the thing a great advisor brings to the table is convincing you that holding the line is the perfect thing for you to do.”
12:44 Joe Saul-Sehy: “When I was an advisor, every smart person that was a client of mine could have done my job on their own but they always went to an advisor to look over their shoulder.”
15:12 Joe Saul-Sehy: “I found that the more blunt I got, and the more I challenged people about their thinking when I disagreed with it, the more they wanted to hire me. That’s probably who you should be searching for when you’re looking for an advisor.”
16:00 End of Interview with Joe Saul-Sehy
19:25 “What are some examples of a value-added tax?”
21:26 “I am 60 years old and plan to retire at 67. I have a 403(b), a HSA, and a couple mutual funds, but I keep hearing I should start a Roth IRA. Why would I want to start a Roth on the home stretch?”
24:30 “If you’re in a low tax bracket right now, you might even want to look at Roth conversions relative to your retirement. There a lot of things we’d have to know about you to see if that’s a good idea or not.”
27:29 “How much income can I make a year before my Social Security payments reduce?”
30:23 “Can I apply to have 401(k) funds pay for a home purchase instead of an existing loan?”
Listen to the YMYW podcast:
Amazon Music
AntennaPod
Anytime Player
Apple Podcasts
Audible
Castbox
Castro
Curiocaster
Fountain
Goodpods
Google Podcasts
iHeartRadio
Apple iTunes
iVoox
Luminary
Overcast
Player FM
Pocket Casts
Podbean
Podcast Addict
Podcast Index
Podcast Guru
Podcast Republic
Podchaser
Podfriend
PodHero
Podknife
podStation
Podverse
Podvine
Radio Public
Rephonic
Sonnet
Spotify
Subscribe on Android
Subscribe by Email
RSS feed
