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The Stacking Benjamins Show

10 Things To Consider For Retirement

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Business, Financial Planning, Cfp, Education, Personal Finance, Retirement, Investing, Money

4.42K Ratings

🗓️ 20 July 2020

⏱️ 75 minutes

🧾️ Download transcript

Summary

Golfing, RV life, fishing, board games (of course), and a cushy portfolio... what else is there to retirement? It turns out: there's still a bunch! Not to worry though, today we're throwing our special guest out into the rain and instead delivering a feature-length discussion on every little thing you need to consider BEFORE retirement.

Plus, what's going on with the national coin shortage we've been hearing about everywhere? And why are financial advisors reporting having a hard time selling software? During our headlines we'll cover how social distancing has caused a coin shortage across the country, and also exposed how advisors may be approaching their business with the wrong focus.

Plus in our Haven Life Line, Mat's employer is stopping the 401k match. Mat is thinking about taking that money and moving it over to an IRA for more flexibility, do we have any thoughts on this? Turns out... Joe and OG have a few different ideas than Mat expected for his money.

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Transcript

Click on a timestamp to play from that location

0:00.0

Ladies and gentlemen, we have a big show, a real big shoe.

0:09.5

Live from Joe's Mob's basement, Doug, and ever wonder what piece of the puzzle your retirement plan is missing?

0:30.1

Oh, geez, that's the worst, isn't it?

0:31.9

Yeah, I was once working on this really difficult 32-piece puzzle in all of the corners.

0:40.7

Anyway, look no further because today we've got you covered joe and o g are going to be your tour guides and walk you through the 10

0:47.0

things you need to consider for retirement plus for no additional fee i just might even toss my hat

0:53.9

in the ring and chip in some of my favorites off my retirement checklist.

0:59.2

Plus, are you hoping for change?

1:01.3

Seriously, some Kroger customers are still looking for their change since the chain is no longer handing out change on cash purchases.

1:09.8

We'll share why in our headline segment.

1:12.7

Later, we'll toss out the Haven Lifeline to Matt, who has some questions about what

1:17.1

retirement fund to prioritize.

1:19.2

And, of course, I'll bestow upon you some of my spectacular trivia.

1:24.7

And now, two guys who pay every expense in nickels and pennies. It's Joe and

1:31.5

O. Jha, Jha, Jha, Jee. It's called cleaning out the car, Doug. Got to clean out the car, get all the nickels and pennies out. Do you remember that story about that hedge fund manager in Dallas, Kyle Bass, who figured out that the melt value of a nickel was worth more than a nickel? More than the nickels, so you bought 20 million nickels? That was so good. Or $20 million worth of nickels? Do you think that dude's just sitting on them right now going, what's up? Welcome to the arbitraging for the win podcast. I'm Joe Sol C. I'll see how I average Joe money on Twitter and across the card table from me today. It's my good friend, OG. Happy Monday, man. Not the fake OG closing in on a thousand. So if you're on Twitter. Oh, oh man i just have to 10 exit after that and then

2:18.7

i'll catch you i gotta say i don't like that by the way i mean not that you're catching me that's

2:23.1

fine that part's good i don't like the fact when when people go i need three more people to follow

2:27.9

me for me to get to x hold on i got to go ahead and follow me i got to delete something real quick

2:32.1

you know what we won't delete o? We're not going to delete your membership in the stacker because the stack. I've been cranking out a couple of those lately. You like I say a couple of them. I've been cranked out a couple. I've done at least two in the last month. But we are cobbling together a bunch of financial lessons for you. Head to

2:52.0

stacky benjamins.com forward slash stacker so that you can see as this COVID thing, hopefully

2:58.6

one day is going to end in OG and I make our way across the country. You'll find out what's going

3:03.3

on there. You're also going to find out we had that big online event a month ago, restacking your

...

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