Redefining Retirement with Benjamin Brandt (SB1639)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K 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
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Transcript
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| 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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