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Redefining Retirement with Benjamin Brandt (SB1639)

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Manage episode 464658251 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.

Retirement planning isn’t about waiting until 65—it’s about setting yourself up for a life you love starting right now! Today, Certified Financial Planner Benjamin Brant joins us to challenge traditional retirement thinking.

What We Cover:

Retirement planning starts now, not later – Why waiting to plan is the biggest mistake you can make.

Dream big, but expect some ‘bad data’ – How testing financial plans (and life plans!) helps you refine your future.

Why trust beats performance in financial planning – A new study shows that your advisor’s returns matter less than their integrity.

The Monte Carlo simulation debate – What this financial tool actually tells you (and what it doesn’t).

Childhood dreams, stand-up comedy, and time travel? – How revisiting past joys can shape a meaningful retirement.

Choosing the right financial advisor – The #1 factor to look for before handing over your portfolio.

Key Takeaways:

💡 Retirement isn’t a number—it’s a mindset. The earlier you start thinking about what brings you joy, the better.

💡 Financial planning isn’t perfect science. Bad data, trial-and-error, and adjusting your plan over time? Totally normal.

💡 Trust is your biggest investment. A good financial advisor isn’t just about returns—they’re about guidance you can rely on.

Grab your favorite drink (coffee, bourbon—you choose!) and let’s stack some wisdom for your future self.

🎧 Hit play now and start building your best retirement today!

FULL SHOW NOTES: https://stackingbenjamins.com/find-your-fulfillment-in-retirement-Benjamin-Brandt-1639

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

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

  continue reading

1869 episodes

Artwork
iconShare
 
Manage episode 464658251 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.

Retirement planning isn’t about waiting until 65—it’s about setting yourself up for a life you love starting right now! Today, Certified Financial Planner Benjamin Brant joins us to challenge traditional retirement thinking.

What We Cover:

Retirement planning starts now, not later – Why waiting to plan is the biggest mistake you can make.

Dream big, but expect some ‘bad data’ – How testing financial plans (and life plans!) helps you refine your future.

Why trust beats performance in financial planning – A new study shows that your advisor’s returns matter less than their integrity.

The Monte Carlo simulation debate – What this financial tool actually tells you (and what it doesn’t).

Childhood dreams, stand-up comedy, and time travel? – How revisiting past joys can shape a meaningful retirement.

Choosing the right financial advisor – The #1 factor to look for before handing over your portfolio.

Key Takeaways:

💡 Retirement isn’t a number—it’s a mindset. The earlier you start thinking about what brings you joy, the better.

💡 Financial planning isn’t perfect science. Bad data, trial-and-error, and adjusting your plan over time? Totally normal.

💡 Trust is your biggest investment. A good financial advisor isn’t just about returns—they’re about guidance you can rely on.

Grab your favorite drink (coffee, bourbon—you choose!) and let’s stack some wisdom for your future self.

🎧 Hit play now and start building your best retirement today!

FULL SHOW NOTES: https://stackingbenjamins.com/find-your-fulfillment-in-retirement-Benjamin-Brandt-1639

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

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

  continue reading

1869 episodes

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