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Retirement Starts Today

Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Now displaying: December, 2022
Dec 30, 2022

Answer four simple questions and schedule an introductory Zoom call: www.retirementstartstoday.com/meeting

Dec 26, 2022

2050 seems like a long way away, however, it is closer than we think. In this week’s retirement headline, I share an article from Richard Archer at FinanceInsights.net which explores the future of retirement and the impact that technology has had on the past, present, and future of retirement.

In the listener questions segment, I help Bruce with a question about using individual bonds vs bond funds in retirement. 

You only have a couple of weeks left to answer our annual listener survey. It only takes about 3 minutes of your time to state your opinion and make your voice heard!

Outline of This Episode

  • [2:02] Will retired life be better in the future?
  • [6:40] Technology can help retirees stay independent longer
  • [11:08] Individual bonds or bond funds in retirement?
  • [17:40] Using the portfolio immunization strategy

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Dec 19, 2022

Are you fed up with paying state income taxes? Before you pack your bags and move to a no income tax state you’ll want to listen to this episode. Moving to a different state to save money on taxes could cost more than you think. 

After listening to the retirement headline, make sure to stick around to hear Doug’s question about where to save extra money for retirement–my response may surprise you. 

Outline of This Episode

  • [1:22] Don’t move to save on income tax
  • [6:33] Should I invest additional money in my tax-deferred 457B account?

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Dec 12, 2022

Jim is only 3 weeks away from retiring and wants to know my top tips for someone approaching retirement. If you are on the countdown to retirement, make sure to listen to the listener's questions to hear what they are. 

In the retirement headlines segment, we’ll explore the benefits of using a bucket withdrawal strategy for investments. You may be surprised to hear what the actual benefit of using the bucket strategy is. Listen in to hear what the bucket strategy can do for your retirement. 

Outline of This Episode

  • [1:22] Do bucket withdrawal strategies work well in retirement?
  • [6:35] 3 Practical tips for someone retiring in 3-5 weeks

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Dec 5, 2022

What does a good night’s sleep have to do with retirement planning? Listen to this episode to find out. 

Today we’ll explore an article from Andrea Peterson over at the Wall Street Journal titled, To Get a Better Night’s Sleep, First Fix Your Day. After discussing how to apply her advice to retirement, we’ll tackle Bill’s questions. Since he has a few questions I’m trying something new and answering them in a lightning round style. Stick around until the end to discover if this method worked or if it was a flop. 

Outline of This Episode

  • [1:22] Findings from pandemic related sleep problems
  • [6:45] How journaling can help you sleep better
  • [11:00] When should Bill take Social Security?
  • [11:55] Should he take the lump sum or the lifetime annuity?

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Subscribe to Retirement Starts Today on

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