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The Stacking Benjamins Show
Mastering Retirement Planning (plus Real Estate Commission Negotiation) SB1575
Sep 16, 2024
Christine Benz, Morningstar's Director of Personal Finance and Retirement Planning, shares invaluable insights on retirement, emphasizing the importance of purpose, health, and social connections. She discusses the pivotal factors influencing retirement decisions and addresses misconceptions around income sources. The conversation also dives into the evolving real estate landscape, highlighting recent changes in commission structures and the need for negotiation skills, offering practical tips for buyers and sellers navigating this new normal.
01:15:49
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Quick takeaways
- Christine Benz underscores that successful retirement hinges on purpose, relationships, and health, which often outweigh financial assets in significance.
- The podcast reveals recent changes in real estate commissions, empowering buyers to negotiate and vet agents based on actual value provided.
Deep dives
The Role of State Farm in Supporting Small Businesses
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