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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: 2023
Jan 16, 2023

Welcome back to Retirement Starts Today Radio! Today we have an extra special episode for two reasons. 

Today, you’ll finally meet our newest advisor, Bret Mulvaney. He joins me today to discuss the most recent legislation regarding tax and retirement planning. 

This entire episode is dedicated to reviewing the Secure Act 2.0. Listen in to learn what’s changing in retirement planning and how the Secure Act 2.0 will change your retirement tax situation.

Outline of This Episode

  • [2:12] The age for RMDs is changing
  • [7:58] Qualified Charitable Distributions have not changed
  • [10:35] Roth 401k or 403b no longer needed RMD
  • [12:00] An update to 529 plans
  • [16:58] Key takeaways

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Jan 9, 2023

Do you ever wish you could sneak a peek into someone else’s retirement financial plan? Our retirement headline this week does just that. The article, Some Now More Later, takes a look into Richard Connor’s decision-making process as he examines how best to allocate his retirement funds and how he and his wife decided how to claim their Social Security benefits.

After the retirement headlines segment, we’ll discuss the best way to rebalance a portfolio in retirement. And lastly, in the personal development segment, you’ll hear our first audio submission from Linda on how she made an investment in herself by committing to learning a foreign language in retirement. Don’t miss out on this informative episode!

Outline of This Episode

  • [1:52] Deciding how to claim Social Security with multiple sources of income
  • [9:32] Connor and Vicky’s retirement income plan
  • [17:18] A rebalancing question
  • [23:20] Linda has started to learn Spanish in retirement

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Jan 2, 2023

Welcome back to a new year or Retirement Starts Today Radio! Just as you have been envisioning your retirement, I’ve been envisioning exciting new things for this podcast. 

This year we are kicking off a couple of new additions to the show that I’m particularly excited about. After the retirement headlines, we’ll have our new Lead Financial Advisor, Bret, join us as an occasional co-host for the listener questions segment. In addition to our original segments, you’ll hear from listeners like yourself in our new personal development segment. 

On this episode, you’ll hear the latest news on the Social Security front, I’ll answer a question about the best investment options for mid-term investments in a retirement portfolio, and one listener, Frank, will describe how he is investing in his health to improve his retirement. Make sure to stick around until the end to hear the latest addition to your second favorite retirement podcast!

Outline of This Episode

  • [2:12] The number of American retirees is outpacing the number of workers
  • [3:52] There are really only two ways to solve this problem
  • [10:15] My thoughts on claiming Social Security
  • [11:40] The best investment options for short and intermediate-term
  • [17:39] Frank is proud of exercising every day in retirement

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Subscribe to Retirement Starts Today on

Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

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