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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: March, 2024
Mar 25, 2024

Due to last year's poor market returns, you’ve probably seen the headlines that the 60/40 portfolio is dead. But is that really the case? 

This week’s retirement headline explores the history of this classic retirement investment strategy. After we tackle the headlines, Bret and I team up to consider the best places to move in retirement. Listen in to hear where not to move. 

Outline of This Episode

  • [1:52] A history of the 60/40 portfolio
  • [8:09] Why I like 60/40
  • [15:10] Where should retirees consider moving to for a great retirement?

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Mar 18, 2024

There are many ways that could threaten your financial security in retirement. Knowing the common issues can ensure that you don’t fall into the traps. 

Today’s financial headline comes from Yahoo Finance and is called 8 Ways Baby Boomers Become Poor in Retirement. Listen in to learn what they are so that you don’t drive yourself into the poorhouse. 

Outline of This Episode

  • [1:22] 8 ways to become poor in retirement
  • [10:58] How can we determine the biases in an advisor

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Mar 11, 2024

We all want to retire, but have you considered how you would like to transition to retirement?

This week’s retirement headline article shares some interesting statistics on phased retirements: who is thinking about them, who is utilizing them, and what people think about them.

Listen in to learn the findings. Then stick around for our listener question surrounding stock positions, diversification, and taxes. 

Outline of This Episode

  • [1:42] Exploring the idea of a phased retirement
  • [7:12] Can a phased retirement allow you to have your cake and eat it too?
  • [11:38] A book update
  • [13:10] Weighing risk vs tax consequences

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Mar 4, 2024

Once upon a time, there was a prediction that the baby boomer generation would face a retirement crisis. So how did this gloom and doom projection turn into the wealthiest generation in history? Listen in to find out.

Make sure to stay tuned for the listener question: What is the best way to fund a large expense without a large tax bill?

Outline of This Episode

  • [1:37] The accuracy of predictions
  • [7:26] What is the best way to fund a large expense without a large tax bill

Resources & People Mentioned

Connect with Benjamin Brandt

Subscribe to Retirement Starts Today on

Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify

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