Ep.#112: Rebalancing Life and Money in Retirement with Benjamin Brandt, CFP®

In this episode of The Hawaii Retirement Show, host Jason Cutitta, CFP® is joined by Benjamin Brandt, CFP® to discuss how retirees and pre-retirees can think about balancing both life and money throughout retirement. They explore the role diversification and portfolio rebalancing can play in managing market volatility, along with the challenges of dealing with concentrated stock positions and highly appreciated investments. The conversation also covers key retirement planning decisions such as when to begin mapping out a retirement plan, strategies around claiming Social Security versus drawing from investments first, and how pensions and Social Security can shape the role of a retirement nest egg. Ben also shares thoughts on transitioning into retirement with part-time work, the emotional and lifestyle considerations that come with it, and how AI may impact the future of DIY retirement and tax planning. Benjamin Brandt, CFP®:  https://retirementstartstoday.com   Website: https://www.hiretirementshow.com Email Us: [email protected]