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The Stacking Benjamins Show

Redefining Retirement with Benjamin Brandt (SB1639)

The Stacking Benjamins Show

Joe Saul-Sehy | Cumulus Podcast Network

Investing, Business, Self-improvement, Education

4.21.9K Ratings

🗓️ 3 February 2025

⏱️ 70 minutes

🧾️ Download transcript

Summary

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-1639 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

This episode is brought to you by Navy Federal Credit Union. Navy Federal, our mission is to help members of the military veterans and their families achieve their financial goals.

0:08.4

That's why we offer great savings and investing options like our certificates.

0:12.6

Certificates come with sky high rates and some even have the flexibility to add money anytime during your term.

0:19.0

Whether you're saving for a home, a new car, or your future, our options could help you

0:22.5

get there.

0:23.6

And certificates are just the beginning.

0:25.4

Navy Federal also provides financial advisor to help you manage your investment portfolio,

0:29.8

along with online tools to guide your savings plan.

0:33.4

With our support, you'll have everything you need to take charge of your finances.

0:37.7

So don't wait.

0:38.9

The sooner you start building your financial future with Navy Federal's savings and investing options,

0:44.0

the better off you could be in the long run.

0:47.1

Sign up at NavyFederal.org.

0:49.8

Navy Federal Credit Union, our members are the mission.

0:53.6

Savings products insured by NCUA, investment

0:55.8

products are not insured, not obligations of Navy Federal and may lose value. And now word from our

1:01.0

sponsors at Betterment. When investing your money starts to feel like a second job, Betterment steps

1:06.8

in with a little work-life balance. There, the automated investing and savings app that handles your money so you don't have to.

1:13.5

It's diversified and optimized day after day again and again, all while you focus on what

1:19.6

matters most.

1:20.8

Because your money doesn't need a work-life balance, you do.

1:24.1

Make your money hustle with Betterment.

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