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The Stacking Benjamins Show

Redefining Retirement with Benjamin Brandt (SB1639)

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 3 February 2025

⏱️ 65 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!

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Transcript

Click on a timestamp to play from that location

0:00.0

Oh my goodness. It's Monday morning and you gentlemen know what we do on Monday morning?

0:04.0

Sleep in.

0:05.1

Well, besides that.

0:06.6

Have seven eggs.

0:07.8

Complain.

0:08.6

Besides that.

0:09.7

We salute the troops.

0:11.1

Well, we do all that.

0:12.1

Yes.

0:12.6

And we salute the troops.

0:14.3

So raise your mugs, gents.

0:16.5

Because it is Monday in America and across the world.

0:19.8

And you know what that means. On behalf of the

0:21.3

men and women at Navy Federal Credit Union who gave OG that damn big mug. Look at that big

0:26.5

mug. He's got a big coffee cup too. Did your mug grow? No. It looks longer than it used to be.

0:32.8

Oh, same size. On behalf of the men and women, I'm making podcast in Mama's basement and the men and women at Navy Federal Credit Union.

0:40.9

Here's to our troops.

0:41.8

Thank you for all you do.

0:43.2

Let's all go stack some benjamins together, shall we?

0:47.5

Bring out today.

0:51.2

Bring out your day.

0:53.1

Here's one.

...

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