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Content provided by Joe Saul-Sehy | Cumulus Podcast Network and StackingBenjamins.com | Cumulus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Saul-Sehy | Cumulus Podcast Network and StackingBenjamins.com | Cumulus Podcast Network 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://podcastplayer.com/legal.
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5 Steps to Your Best Retirement (with Jeremy Keil, CFP) SB1742

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Manage episode 509437278 series 30345
Content provided by Joe Saul-Sehy | Cumulus Podcast Network and StackingBenjamins.com | Cumulus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Saul-Sehy | Cumulus Podcast Network and StackingBenjamins.com | Cumulus Podcast Network 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://podcastplayer.com/legal.

Think your retirement plan is bulletproof? Think again. In this eye-opening episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug are joined by certified financial planner Jeremy Keil, CFP® to walk you through the steps to building a retirement plan that won’t crack under pressure. From mapping out your spending before you ever leave the workforce to crafting a tax strategy that keeps more money in your pocket, this conversation is your blueprint for making your golden years actually golden.

But just when you think you’ve got retirement handled, we throw a curveball: private equity. With giants like Goldman Sachs and T. Rowe Price trying to slip these complex investments into your 401(k), it’s time to ask whether “more opportunity” is really a good thing — or a trap for the unprepared. Joe and OG break down the risks, the realities, and what you need to know before you sign on the dotted line.

As always, we serve it all with a side of basement banter — from Doug’s trivia about the first issue of Playboy to a TikTok football moment you didn’t know you needed — plus real-life stories that prove retirement planning is as much about mindset as it is about math.

What You'll Learn In Today's Show:

  • The five key steps to building a retirement plan that works for you, not just a generic spreadsheet.

  • Why starting with your spending habits (not investments) can make or break your retirement success.

  • How to prepare for the emotional side of retirement — including those pesky “what now?” questions.

  • The surprising risks of private equity creeping into your 401(k) — and how to decide if it’s worth it.

  • Smart tax strategies to make your retirement money last longer.

  • How long-term care, market volatility, and unexpected expenses should factor into your plan.

    Questions to Ponder During the Episode (and discuss with other Stackers!)

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

1930 episodes

Artwork
iconShare
 
Manage episode 509437278 series 30345
Content provided by Joe Saul-Sehy | Cumulus Podcast Network and StackingBenjamins.com | Cumulus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Saul-Sehy | Cumulus Podcast Network and StackingBenjamins.com | Cumulus Podcast Network 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://podcastplayer.com/legal.

Think your retirement plan is bulletproof? Think again. In this eye-opening episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug are joined by certified financial planner Jeremy Keil, CFP® to walk you through the steps to building a retirement plan that won’t crack under pressure. From mapping out your spending before you ever leave the workforce to crafting a tax strategy that keeps more money in your pocket, this conversation is your blueprint for making your golden years actually golden.

But just when you think you’ve got retirement handled, we throw a curveball: private equity. With giants like Goldman Sachs and T. Rowe Price trying to slip these complex investments into your 401(k), it’s time to ask whether “more opportunity” is really a good thing — or a trap for the unprepared. Joe and OG break down the risks, the realities, and what you need to know before you sign on the dotted line.

As always, we serve it all with a side of basement banter — from Doug’s trivia about the first issue of Playboy to a TikTok football moment you didn’t know you needed — plus real-life stories that prove retirement planning is as much about mindset as it is about math.

What You'll Learn In Today's Show:

  • The five key steps to building a retirement plan that works for you, not just a generic spreadsheet.

  • Why starting with your spending habits (not investments) can make or break your retirement success.

  • How to prepare for the emotional side of retirement — including those pesky “what now?” questions.

  • The surprising risks of private equity creeping into your 401(k) — and how to decide if it’s worth it.

  • Smart tax strategies to make your retirement money last longer.

  • How long-term care, market volatility, and unexpected expenses should factor into your plan.

    Questions to Ponder During the Episode (and discuss with other Stackers!)

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

1930 episodes

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