Stacking Washingtons in Joe’s Mom’s Basement and The Efficient Frontier | Joe Saul-Sehy | 091
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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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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.
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