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The Stacking Benjamins Show

Mastering Retirement Planning (plus Real Estate Commission Negotiation) SB1575

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 16 September 2024

⏱️ 77 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 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

My dad works in B2B marketing. He came by my school for Career Day and said he was a big

0:05.3

Roas man. Then he told everyone how much he loved calculating his return on ad spend.

0:11.6

My friend's still laughing me to this day. Not everyone gets B2B, but with

0:16.2

LinkedIn you'll be able to reach people who do. Get a hundred dollar credit on your

0:20.0

next ad campaign. Go to LinkedIn.com slash results to claim your credit that's LinkedIn

0:24.8

dot com slash results terms and conditions apply LinkedIn the place to be to be

0:29.8

this episode sponsored by State Farm you a small business owner looking for insurance that fits your needs and budget?

0:36.0

Well, look no further than State Farm.

0:38.0

State Farm agents are not just insurance providers, they're also small business owners who live and work right here in your community.

0:46.1

They understand the unique challenges of running and protecting a small business.

0:49.8

When it comes to small business insurance, State Farm knows what it takes. Create a plan that

0:55.2

fits your needs and your budget. State Farm agents are ready to help you choose

0:58.9

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1:03.4

Ensure your small business with a fellow small business owner.

1:06.5

Talk to a State Farm agent today and get started on personalized small business

1:10.1

insurance that fits your needs.

1:12.2

Like a good neighbor, State Farm is there. Talk to

1:15.2

your local agent today. You know how hard it is to sit on the couch the entire

1:19.7

weekend and just watch college football and then NFL football.

1:24.6

Oh, gee, it's exhausting.

1:26.0

Takes the life right out of you.

1:27.4

Oh, my goodness.

...

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