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How to Win at Insurance and More, with Joe Saul-Sehy

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Manage episode 407349008 series 3559581
Content provided by Tom Drake. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tom Drake or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Money can be complicated, even for the experts. It’s why my guest this week hires a financial planner, even though he was a financial advisor for more than 15 years. He joins the show to share some outside-the-box money tips, including how to win at insurance, the value of timelining your goals, why focusing on risk tolerance is a problem, and why you, too, need a financial planner.

Joe Saul-Sehy is the co-host of the popular Stacking Benjamins podcast, and co-author of the book called Stacked: Your Super Serious Guide to Money Management. I sat down with Joe this week to chat about the various money topics he tackles in his new book, and an interesting connection to the Hardy Boys.

You can find the show notes for this episode at https://maplemoney.com/189

Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio that focuses on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!

  continue reading

217 episodes

Artwork
iconShare
 
Manage episode 407349008 series 3559581
Content provided by Tom Drake. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tom Drake or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Money can be complicated, even for the experts. It’s why my guest this week hires a financial planner, even though he was a financial advisor for more than 15 years. He joins the show to share some outside-the-box money tips, including how to win at insurance, the value of timelining your goals, why focusing on risk tolerance is a problem, and why you, too, need a financial planner.

Joe Saul-Sehy is the co-host of the popular Stacking Benjamins podcast, and co-author of the book called Stacked: Your Super Serious Guide to Money Management. I sat down with Joe this week to chat about the various money topics he tackles in his new book, and an interesting connection to the Hardy Boys.

You can find the show notes for this episode at https://maplemoney.com/189

Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio that focuses on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!

  continue reading

217 episodes

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