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
Enjoy!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
