Investing Mistakes – EP 08

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martinis and your money

Investing Mistakes

In this episode, I speak with my good friend, Joe Saul-Sehy of Stacking Benjamins about common investing mistakes that people make, and since he was a financial advisor for 16 years, he definitely has a few good ones.

Mule-Tini

This martini is based off of the drink, The Moscow Mule, which is typically served in a copper mug, but I drank mine out of a martini glass.

1.5 oz Vodka

3 oz Ginger Beer

1 tsp Simple Syrup or Agave Nectar

Lime Juice from half a lime

1 slice of mint

Shake Vodka, Simple Syrup, Lime Juice and Mint over ice. Pour into a martini glass and top with Ginger Beer.

Podcast Notes

Joe sold his financial advisory practice and then shared what he almost did before starting his Stacking Benjamins empire.

How he actually became a financial advisor

Joe’s worst mistake as a financial advisor

5 Investing Mistakes to Avoid (You will have to listen to the show to hear what Joe thinks are the top 5 investing mistakes people make.)

Random Three Questions Joe Answered

  1. When you were a kid, what did you want to be when you grew up?
  2. What is a book that has influenced your life?
  3. Who is your oldest friend and how long have you known this person?

What are any investing mistakes you have made?

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Shannon is a financial planner who left a “traditional” financial services firm to start her own company, The Financial Gym, because she felt traditional financial services firms did not have the tools or resources to help people in their 20s and 30s who are starting out and trying to build assets while also managing debt. She realized that the key to long-term personal financial success is a commitment to financial fitness and making smart financial choices. Through her blog, Financially Blonde, her book, Train Your Way To Financial Fitness, her podcast, Martinis and Your Money and The Financial Gym, Shannon is committed to making financial fitness fun, easy and accessible for everyone.

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