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The Stacking Benjamins Show

Why You Should Retire at 62 (or Before) (SB 1502)

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

🗓️ 12 April 2024

⏱️ 56 minutes

🧾️ Download transcript

Summary

How do you know when the time is right to walk away from a career? Do you even want to? Can you afford to? Our roundtable discussion centers around thinking about retirement and how to prepare yourself financially so you can stay retired. We welcome Founder/President of Capital City Wealth Management, CFP® Benjamin Brandt, to join Paula Pant and Len Penzo.

How do you factor paying for health insurance into your early retirement planning? What about debt payments? When you retire, there will be greater spending in some areas that you may not think about while still working.

FULL SHOW NOTES: https://www.stackingbenjamins.com/why-you-should-retire-by-62-1502

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

You know, I don't understand this podcasting thing.

0:03.8

How come you boys can't have those keg parties and chase the girls like all the other nice boys do?

0:10.2

Y'all are nerds.

0:16.2

Live from Joe's Mom's Basement, it's the Stacking Benjamin Show.

0:30.8

I'm Joe's mom's neighbor, Doug, and on today's roundtable, our team will talk about retirement,

0:36.7

as in, when's the right time to retire.

0:39.6

Here to help us is the founder and president of Capital City Wealth Management, Benjamin

0:44.3

Brandt. Plus, a woman who'd sometimes like to send us all to space, I'm talking like,

0:50.0

pow, right to the moon. It's Paula Pant. And finally, the first person to walk on the moon, Buzz Aldrin.

0:58.2

Wait, was that the other guy?

0:59.7

Anyway, we couldn't get either one of them.

1:01.9

We just got our resident space cadet, Len Penzo.

1:05.3

And now, a guy who'd traveled beyond the Earth's atmosphere

1:08.5

just to get another passport stamp.

1:10.6

It's Joe Saul Sihai. travel beyond the earth's atmosphere just to get another passport stamp.

1:13.4

It's Joe Sal Sihy.

1:19.5

I do think I need the bigger passport book.

1:21.7

Hey, happy Friday, everyone.

1:23.1

I am Joe Sal Seahide.

1:24.2

You know what we're going to do today?

1:25.9

Have you thought about retirement?

1:27.7

I'm sure you have if you're not retired already. And even if you are, have you thought about how to make your retirement better?

...

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