You can’t plan a great retirement if you haven’t first planned what you’re retiring to. In this episode, Joe Saul-Sehy, OG, and Neighbor Doug open up Retirement Week in the basement with a Monday that’s equal parts insight, weekend recap, and questionable vehicle decisions.
🚪 Start with the most overlooked part of retirement: your lifestyle vision. What are you actually going to do all day—and will it make you happy?
📊 Then they dive into financial strategy, from coordinating pre-tax, Roth, and taxable funds to dodging sneaky IRMAA fees that show up like glitter—impossible to get rid of and oddly expensive.
🏎️ Thinking about a new car? Joe and Doug wrestle with the age-old question: maintain or upgrade, and how your answer could affect your wallet (and maybe your driveway credibility).
💼 Curious about investment leverage? Meet Basic Capital—a platform that might sound like a good idea… until it doesn’t. Joe and OG explain when leverage can help—and when it’s just risk in a tuxedo.
🎧 Plus:
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Saluting the troops
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What not to do when your retirement plan involves TikTok
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A sneak peek at the Nerdy Round Table
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And entertainment recs to round out your week like a pro
Start your week smarter and get a little closer to a retirement you actually want.
FULL SHOW NOTES: https://stackingbenjamins.com/creating-a-better-retirement-1696
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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