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The Stacking Benjamins Show

Stacking Health or Wealth? Your Retirement Dilemma (SB1586)

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

🗓️ 11 October 2024

⏱️ 63 minutes

🧾️ Download transcript

Summary

Today's show tackles the age-old dilemma: is it better to have good health or more money during your retirement years? Join our lively roundtable as we discuss balancing financial planning with health priorities, featuring insights from Jesse Cramer of 'The Best Interest Podcast', Paula Pant from 'Afford Anything', and OG. Learn how different retirement stages can affect your spending habits, and explore creative ways to integrate health expenses into your financial plan. Plus, discover actionable tips on motivating yourself to stick to a healthy lifestyle and whether to invest in gym memberships or home equipment. Don't miss our contributors' take on the potential misuse of Health Savings Accounts (HSA) and their hilarious anecdotes about life and fitness. Run of Show: Introduction and Show Opening Panel Introduction and Health vs. Wealth Debate Segway and Scooter Anecdotes State Farm Advertisement and Personal Stories Health and Retirement Planning Trivia Question and SNL Discussion Comedian Salaries Revealed SNL Cast Member Earnings HSA: The Health Savings Account Debate Navigating Healthcare Plans Choosing the Right Workout Routine Podcast Highlights and Upcoming Guests Final Takeaways and Closing Remarks FULL SHOW NOTES: https://www.stackingbenjamins.com/good-health-vs-more-money-retirement 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

Small Business owners, State Farms there with Small Business Insurance to fit your specific needs.

0:06.0

Whether you're starting a new venture or growing an existing one, State Farm helps you choose the right coverage

0:12.0

to protect what matters most.

0:13.7

Working with the local State Farm agent helps you understand your coverage options,

0:17.5

offering local support to help you achieve your goals.

0:20.4

Focus on turning your passion into a thriving business knowing your insurance can change as your business grows.

0:27.0

Stay Farm here to help you succeed with your business. Like a good neighbor, State Farm is there.

0:33.0

Raving up your planning for the holidays, traveling gifts, everyday living,

0:38.0

you know those expenses add up.

0:40.0

Navy Federal Credit Union's here to help with Navy Federal Credit Union's new

0:44.8

Cash Awards Plus Card. You'll earn unlimited 2% back on every purchase.

0:49.2

Every day purchases like groceries, trips to the pharmacy, eating out and more earn you 2% cash back.

0:57.0

Another great thing about the new cash rewards plus card is you never have to pay attention

1:00.4

to changing spend categories. Plus with a $2,000 spend you receive

1:05.0

$200 cash back and a one-time discount on a Walmart plus annual membership.

1:10.5

Remember you don't want to worry about any of these points

1:13.3

stackers unless you pay off your cards in full. Don't get in trouble with

1:17.3

points, but ma'am once you do 2% cash back and the Walmart plus annual membership amazing.

1:24.3

Navy Federal Credit Union never limits how much you can earn from your spending.

1:28.0

Sounds good to be true.

1:29.5

It's real and it's part of the mission.

1:31.6

Navy Federal Credit Union, our members are the mission.

...

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