EPISODE · Feb 3, 2025 · 1H 5M
Redefining Retirement with Benjamin Brandt (SB1639)
from The Stacking Benjamins Show
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-1639Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Redefining Retirement with Benjamin Brandt (SB1639)
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