Mastering Retirement Planning (plus Real Estate Commission Negotiation) SB1575
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 16 September 2024
⏱️ 70 minutes
🧾️ Download transcript
Summary
Joe and OG dive into retirement planning with Christine Benz, Morningstar's Director of Personal Finance and Retirement Planning. Christine shares her insights on pivotal retirement lessons and the importance of purpose, relationships, and health in retirement.
In our headline segment, the team also explores the recent changes in real estate commission structures, emphasizing the need for negotiation skills and knowledgeable agents. Lively banter and tips for financial well-being abound in this packed episode.
The Weekend Football Struggle
Salute to the Troops and Podcasting Life
Introducing the Stacking Benjamin Show
Hair Loss and Financial Planning
Christine Benz on Retirement Planning
The Importance of Purpose in Retirement
Social Interactions and Technology in Retirement
Fritz Gilbert's Retirement Journey
The Right Retirement Date and Financial Considerations
Ramit Sethi on Retirement Spending
Morningstar Trivia and Walden
Thoreau's Influence and Real Estate in the News
New Etiquette in Real Estate Negotiations
Changes in Realtor Compensation
Impact on Buyers and Sellers
Navigating the New Real Estate Landscape
Balancing Commission and Sales Strategy
Real Estate Fees and Market Dynamics
Rules of Thumb for Home Buying
The Future of Real Estate and Consumer Choices
Conclusion and Final Thoughts
FULL SHOW NOTES: https://stackingbenjamins.com/master-your-retirement-plan-christine-benz-1575
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
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Transcript
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| 0:00.0 | You know how hard it is to sit on the couch the entire weekend and just watch college football and then NFL football? |
| 0:07.5 | Oh, gee, it's exhausting. |
| 0:08.9 | Takes the life right out of you. |
| 0:10.3 | Oh, my goodness. |
| 0:11.7 | You got calling sick on Monday. |
| 0:13.6 | Yeah. |
| 0:14.2 | Well, I was going to, but then I realized that there are people working harder than you and me. |
| 0:18.3 | Like the troops that defend us weekends, weekdays, working their butt off. |
| 0:23.6 | I can't not show up for this. |
| 0:25.4 | I've got to do my duty, OG. |
| 0:27.4 | He said duty. |
| 0:28.6 | He said duty. |
| 0:30.4 | On behalf of the men and women making podcast at Mom's Basement and the men and women |
| 0:35.8 | serving our military members at Navy Federal Credit |
| 0:39.7 | Union. Big salute to our troops. Thank you for all that you do. Let's go stack some |
| 0:44.2 | Benjamin's this week now, shall we? You know, I don't understand this podcasting thing. How come |
| 0:51.0 | you boys can't have those keg parties and chase girls like all the other nice boys do? |
| 0:56.8 | Y'all are nerds. |
| 1:03.0 | Live from Joe's Mom's Basement, it's The Stacking Benjamin Show. |
| 1:08.8 | Yeah. The Stacking Benjamin Show. |
| 1:21.8 | I'm Joe's Mom's Neighbor, Doug, and how's your retirement plan coming along? |
| 1:27.1 | Well, today we'll make it a heck of a lot better with Morning Stars's director of personal finance and retirement planning, |
... |
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