What If Your Retirement Math Doesn’t Work?

The Stacking Benjamins Show

Joe Saul-Sehy | Cumulus Podcast Network

Investing, Business, Self-improvement, Education

4.2 • 1.9K Ratings

🗓️ 5 February 2020

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

JT and Tamzon had a great start. After paternity leave from a fantastic job, JT thought he knew that with his burgeoning side-gig, he could quit his job and live happily ever after without going back to full-time work. Then, he found out that the math wasn't working. What would you do? We'll share one family's story of taking control of your goals and then rebooting when the math still doesn't make sense. On today's show early-retirees JT and Tamzon join us to talk about adding flexibility into your planning. Plus, are you a Medicare recipient? If so, it's an important open enrollment time for many. If not, you should plan ahead for the (ahem) increasing cost of healthcare. Danielle Kunkle Roberts from Boomer Benefits joins us to chat about all things Medicare. And in our second headline, we'll share how much your peers have saved for retirement. Want to gauge how you're doing? We'll have all the numbers. Of course, we're also going to toss out the Haven Life Line and we'll still make room for Doug's trivia. Step aside, people! There's a new episode coming! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:24.5	Learn more at Discover.com slash credit card.
0:27.3	Limitations apply.
0:29.0	My God, dukes are going to corner
0:32.0	the entire frozen orange juice market.
0:34.0	Live from Joe's mom's basement,, it's The Stacking Benjamin Show. I'm Joe's mom's neighbor Doug and today is Western monarchy day.
0:58.0	And you know with all the news of problems in a certain palace in London, I think it's time people for Doug to
1:05.4	stake his claim here in the basement. And as they say, Spring is coming.
1:10.4	Am I right? They say that, right? They do.
1:14.0	While I plot my rise toward the throne, please join me in welcoming one couple, downsizing their
1:19.8	life, kind of like Harry and Megan. We welcome J. T. and Tamsen. How hard is it to
1:26.1	downsize your palace or house in this case when you find out you won't have enough
1:31.1	to make it? We're about to find out. Plus, it's open enrollment
1:35.4	for some Medicare age stackers. We'll talk to Danielle Kunkel Roberts from Boomer Benefits
1:41.3	about what you need to know.
1:43.0	And don't worry, we'll still toss the Haven Lifeline to Dylan
1:47.1	and you'll get a great slice of monarchy-themed trivia.
	...

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