5 Things You Should Know Before You Retire (SB1472)

The Stacking Benjamins Show

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

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

4.4 • 2K Ratings

🗓️ 2 February 2024

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What do the happiest retirees share in common? What are some of the steps you can take to get ready for retirement before you actually reach your number? On today's special roundtable discussion, we welcome Wes Moss from the Retire Sooner podcast. He joins Crystal Hammond from our sister real estate investing show, Stacking Deeds, and Len Penzo from the award-winning blog LenPenzo.com.

Stick around for Doug's DIY-themed trivia! Don't worry, no effort is required on your part.

FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-roundtable-countdown-to-retirement-1472

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

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

Click on a timestamp to play from that location

0:00.0	All right, here we go. Hold your ears, folks. It's showtime.
0:19.0	Live from Joe's Mom's Basement, it's The Stacking Benjamin Show. I'm a B'AWRour
0:21.0	B'AW
0:24.0	B'AW I'm Joe's Mom's Neighbor, Doug, and today you'll learn the five things you need to know before you retire with author and host of the Retire Sooner podcast, Wes Moss.
0:36.4	Plus, you'll also learn from the woman who wants to help you retire in your dream home.
0:41.6	It's the co-host of stacking deeds, Crystal Hammond.
0:45.7	And finally, the guy who invented the Roomba, it's...
0:49.3	Wait a minute.
0:50.6	This guy totally sweeps the dirt floor of his bunker all by himself like he's some
0:54.6	kind of pioneer. It's just Len Penzo. But that's not all halfway through the show. I'll share my
1:01.0	do-it-yourself trivia question. And now a guy who's doing all he can to bring you the best
1:07.2	personal finance advice in the world, It's Joe Sal C-high. Wow, that's a high bar today, Doug. That is a... In the world. In the world. You know, we might as well just say universe. If we're going to say the world, let's say the universe. That wasn't even in the script, Joe. I just added that all by myself. That's how confident I feel. Well, you know what? It's because we have a lot of help today, Doug. That's exactly why. Welcome everybody to Friday. I am Joe Salsi. Hi. Every show money on X, Twitter, whatever you want to call it, and the social media places. And we've got a great team and a great topic and frankly three points of view. Let's start off with a gentleman who is in his bunker deep under Los Angeles, a guys who's experiencing retirement right now and is in the middle, kind of of that transition period himself. So we're going to hear a lot about that today. Len Penzo's here. How are you, man? Well, Joe, I have to say, frankly, I'm quite depressed.
2:05.2	Oh, no. Yeah, I came to the realization that I am really old. I'm really old.
2:11.2	You want to know how I came to that conclusion? Yeah, yeah. Well, last weekend I went to an antique auction
2:18.8	And three people actually placed a bit on me
2:22.6	You got to move once in a while, Len.
2:27.4	You can't just look like a piece of furniture.
2:29.3	Yeah, so anyways, I'm depressed.
2:32.1	God, that took forever.
2:34.0	Yeah. Well, the took forever. Yeah.
2:35.1	Well, the thoughts don't come as quickly when you're his age, Joe.
2:39.0	Just, man.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.