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The Stacking Benjamins Show

Your 7 Biggest Retirement Money Headaches (SB1531)

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

🗓️ 14 June 2024

⏱️ 73 minutes

🧾️ Download transcript

Summary

How are you preparing for retirement? Have you looked at all of the dimensions to ensure you have a successful, long runway of money always available? On today's special roundtable episode, we dive into a piece that claims there are seven things you need to do in order to be prepared for retirement. Joining us are: Don McDonald from the Talking Real Money podcast, Paula Pant from Afford Anything, and OG. In the second half of the show, sponsored by DepositAccounts.com, we dive into risk mitigation, the importance of maintaining adequate cash reserves while in retirement, and keeping a historical context of current events. Be sure to stick around for the yearlong trivia competition with Doug's baseball-themed trivia. FULL SHOW NOTES: https://stackingbenjamins.com/moves-to-make-before-retirement-1531 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

This episode sponsored by State Farm.

0:02.0

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0:06.0

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0:08.0

State Farm agents are not just insurance providers,

0:11.0

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0:16.0

They understand the unique challenges of running and protecting a small business.

0:19.7

When it comes to small business insurance, State Farm knows what it takes. Create a plan that

0:25.2

fits your needs and your budget. State Farm agents are ready to help you choose

0:28.8

personalized policies that truly understand your business.

0:33.4

Ensure your small business with a fellow small business owner.

0:36.4

Talk to a State Farm agent today and get started on personalized small business

0:40.0

insurance that fits your needs.

0:42.1

Like a good neighbor, State Farm is there. Talk to your local agent today.

0:47.5

This episode is brought to you by Shopify. Looking to start a site hustle or become your own boss, do it with Shopify.

0:53.7

Whether you're selling succulents or stilettoes, Shopify has the industry leading tools to help you create,

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1:08.8

or lowercase. That shopify dot-de-K slash special offer.

1:13.0

Good morning, Christopher Robin.

1:15.0

Oh, good morning, Winnie the Pooh.

1:18.0

Live from Joe's mom's basement, it's today's round table we're asking how are you preparing for retirement?

1:43.3

One popular money blogger claims there are seven things you should consider, not five, not

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