How happy are you, truly, with your job and life? Many people go through the motions in a career they don’t like, never taking the leap to find something they actually enjoy. The average life expectancy is 79 years, so here’s a question: how many of those years are you willing to waste doing something you don’t love? Jason Tartick is well known for being on The Bachelorette but his story is much deeper than what we saw on TV. He was secretly having panic attacks at work as a banker and was stressed beyond belief. Instead of digging deep to find the reason why, he initially tried to mask and ignore the emotions. He’s here today to share his story and how he ultimately restarted his life and career to do what he loves.
During our headline segment, Rita Assaf from Fidelity Investments joins the fun to share the results of Fidelity’s State of Retirement Planning survey. She shares the biggest concerns on investors’ minds and the impacts the pandemic has had on our financial confidence. Later, we’ll also answer Kevin’s question about an excess Roth IRA contribution. And, of course, Doug will share his amazing trivia.
Fidelity’s State of Retirement Planning Survey. We welcomed Rita Assaf from Fidelity to share their findings. Listen to the full interview on our YouTube page:
Big thanks to Jason Tartick for joining us today. Hear more from Jason on his show, Trading Secrets. Get a copy of his book The Restart Roadmap: Rewire and Reset Your Career.
- What popular comedy cartoon series parodied The Bachelorette: Family Guy, The Simpsons, or South Park?
Need life insurance? You could be insured in 20 minutes or less and build your family’s safety net for the future. Use StackingBenjamins.com/HavenLife to calculate how much you need and apply.
- Kevin is married but filing taxes separately and made an excess contribution to his Roth IRA. He is reversing the contribution but wants to know how to report it and other consequences.
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Written by: Brooke Miller
Miss our last show? Listen here: The Basics: Buying Stocks (with Brian Feroldi)
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