Redefining Retirement with Benjamin Brandt (SB1639)

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!

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