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Business

Retirement Starts Today

by Benjamin Brandt CFP®, RICP®
InvestingBusinessEducation

Today: #185 in Business on our combined chart.

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DateCombined RankApple Podcasts
Oct 6#185#178

About the show

Do you want to spend more money & pay less taxes on your way to an even better retirement? 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 "This Week in Retirement" newsletter for the best retirement content of the week, sourced by me: https://pages.thisweekinretirement.com/newsletter

Latest episodes

  • Are Super Savers Failing in Retirement? with Andy Panko [Rebroadcast]

    October 5, 2026 · 1 hr 2 min

    A special recording from Andy Panko for his Retirement Planning Education Podcast: We discuss how the financial industry is evolving, the common struggles of "super savers" in retirement, and the importance of aligning financial decisions…

  • How to Get the Most from Your Employee Benefits [Rebroadcast]

    September 28, 2026 · 28 min

    Employee benefits are one of the most overlooked aspects of financial planning. We often check a few boxes during open enrollment and move on—but are we truly maximizing what's available to us?  This week, we sit down with Joe Saul-Sehy…

  • Using IRAs To Reduce Estimated Tax Penalties

    September 21, 2026 · 18 min

    Did you receive a windfall late in the year and then get penalized for not paying estimated taxes on it earlier? It doesn't seem fair, but the IRS might levy a penalty for that. There is a way to fix it - and similarly for RMDs you might…

  • 6 Cases When a Roth IRA Conversion Isn't a Smart Move

    September 14, 2026 · 25 min

    A Barron's piece from Jonathan Shenkman shares 6 reasons to think twice before you convert a Roth IRA. I agree with some of them - but strongly disagree with others because they apply to Super Savers - listeners of this show…

  • Why I Object to 'Hitting a Number' for Retirement

    September 7, 2026 · 20 min

    Christine Benz got a text from a friend the other day. A mutual friend from college was retiring because he'd "hit his number in the stock market". Most people would read that and think, good for him. Benz says all her alarm bells went…

  • The 'Open Sandwich' Generation

    August 31, 2026 · 15 min

    The term "Sandwich Generation" has been around since the 80s. You're the one in the middle - with aging parents on one side and dependent kids on the other. Dan Haylett shared an article he calls The "Open Sandwich" Generation, which is…

  • Your $135,000 Retirement Risk

    August 24, 2026 · 18 min

    The 2025 Milliman Long-Term Care Index put a number on long-term care: $135,000, the lump-sum amount an average 65-year-old would need to set aside today to cover the expected lifetime cost of long-term care. But there are some details…

  • 38% of Retirees Underspend

    August 17, 2026 · 20 min

    A Corebridge Financial's decumulation study found 70% of American retirees say it's "very important" that their nest egg doesn't shrink in retirement. Another result found 38% say they've spent less than they wanted to-  but not because…