Best Benjamin Brandt Cfp Podcasts (2025)

1
Should We Move to Save $$$ on Taxes? 14:07

17h ago14:07

14:07

What are the perceived benefits of moving to a low-tax state in retirement? Is it all it’s cracked up to be? We’re gonna cover a Wall Street Journal article by Debbie Carlson that delivers an important dose of nuance: “Don’t let the income-tax tail wag the total-spending dog.” I also answer a very thoughtful question from Lynn about sequence of ret…

1
11 Ways to Grow Your Wealth in 2025 23:28

5d ago23:28

23:28

Jeremy Keil explores Kiplinger magazine’s article “11 Ways to Grow Your Wealth” and how to apply these strategies to retirement planning. Whether you’re planning your retirement, already enjoying it, or helping your children get there, wealth-building principles don’t stop applying once you retire. In fact, they generally transform from growth prin…

1
9 Smart Moves to Make During Market Volatility 20:20

8d ago20:20

20:20

How do you stay calm and confident when the markets get messy? In today's Retirement Headlines we go through Cullen Roche's article from Discipline Funds - "Finding Certainty in a Sea of Uncertainty". With tariffs, global uncertainty, and market volatility making headlines again offers nine practical steps to help you stay grounded, focused, and on…

1
How to Retire Intentionally: Leave Fear Behind | Zac Larson 31:47

10d ago31:47

31:47

Learn how to build a retirement marked by intentional effort instead of fear with author Zac Larson. You know the phrase “life comes at you fast”? All too often retirees find out that this phrase applies all too well to the retirement lifestyle. My guest on this week’s “Retirement Revealed”, author Zac Larson explains the thought process behind his…

1
When Does Sequence of Return Risk Go Away? 16:24

15d ago16:24

16:24

One of the biggest and often overlooked risks facing retirees is sequence-of-returns risk. The risk of experiencing investment losses early in retirement can have an impact on the sustainability of savings over the long term. Morningstar researchers dug into this in their latest State of Retirement Income study. Their findings confirm what many ret…

1
Should You Stop Renting Your Vacation Home and BUY in 2025? 16:24

20d ago16:24

16:24

Exploring the 4 major factors that need to be considered when deciding whether to buy your vacation home in retirement or continue renting. The warm weather. The beachside views. Or perhaps a winter escape. Retirement opens the door for many people to make that vacation escape a fixture in their lives. However, once you’ve narrowed down the dream d…

1
What We’ve Learned From 150 Years of Stock Market Crashes 18:44

22d ago18:44

18:44

It’s no secret that market volatility can feel especially nerve-wracking when you’re no longer earning a paycheck. But what if I told you that, historically, every single crash has ended the same way—with a recovery? That's what happened after the Covid-19 market crash, the 2021 downturn, and even the Great Depression. We're going to discuss an art…

1
The 3 Biggest Retirement Mistakes—and How to Avoid Them 23:02

27d ago23:02

23:02

How you can avoid the 3 biggest retirement mistakes and set yourself up for a secure and meaningful retirement. After helping hundreds of people transition into retirement, I’ve noticed a few common patterns—the same mistakes come up again and again. And unfortunately, they can lead to stress, financial instability, and a retirement that doesn’t qu…

1
How To Protect Your 401(k) from a Stock Market Crash 23:35

29d ago23:35

23:35

Is your 401(k) prepared for a market crash? With market volatility on the rise, many investors are wondering how to protect their portfolios. In this episode, I share an article from Go Banking Rates on how to safeguard your retirement savings during turbulent times. I’ll highlight key takeaways from the article, share my own insights on where I ag…

1
Retirement Starts Today! with Benjamin Brandt 19:53

1M ago19:53

19:53

Author Benjamin Brandt explains how retirement planning starts with the practice during your working years in order to prepare for a successful retirement Remember when you graduated high school and you got all these books about planning for your future and advice pouring in from every direction? My guest on this week’s episode of “Retirement Revea…

1
Sneaky Retirement Taxes (The Tax Traps You Never Saw Coming), Ep #394 19:51

1M ago19:51

19:51

Most people assume their tax burden lightens in retirement, but what if I told you that some taxes are actually designed to creep up on you year after year—without Congress passing a single new law? In this episode, we expose the sneaky taxes that can quietly erode your retirement income, from Social Security taxation to Medicare IRMAA surcharges. …

1
2025’s Biggest Long-Term Care Health Insurance Update with Mike Smith 40:19

1M ago40:19

40:19

Insurance expert Mike Smith breaks down how long-term care health insurance options have evolved in 2025 to provide a wider variety of coverage choices in retirement. The way we think about long-term care insurance has evolved–is your retirement health plan up to date? In this episode of the Retirement Revealed podcast, I sat down with Mike Smith, …

1
Five Key Retirement Challenges (and Solutions), Ep #393 18:46

1M ago18:46

18:46

Most people focus on saving for retirement, but what happens when you actually get there? Retirement isn’t just about having enough money—it’s about managing risks that can threaten your financial security and lifestyle. In this episode, we explore Five Key Retirement Challenges (and Solutions), inspired by a Kiplinger’s Personal Finance article by…

1
Leave the Middle Class Mindset | Derrick Kinney 32:53

2M ago32:53

32:53

Author Derrick Kinney explains how to escape a middle class mindset and become a millionaire. For many, the idea of becoming a millionaire has felt like a dream instead of a goal. But what if the things that stand in your way have less to do about your life circumstances and more to do with your mindset? On this episode of Retirement Revealed, I sa…

1
Top 3 Retirement Mistakes - An Interview with Mr Retirement, Ep #392 21:50

2M ago21:50

21:50

Click here to work with us! Most people plan for retirement by focusing on their savings and investment returns—but what if some of the most important decisions happen after you stop working? In this episode, I sit down with Jeremy Keil, also known as Mr. Retirement, to discuss the three biggest mistakes retirees make—mistakes that can cost them fi…

1
How to Retire and Be Reasonably Happy with Paul Ollinger 26:39

2M ago26:39

26:39

Author and stand-up comedian Paul Ollinger shares how seeking a reasonably happy retirement makes for a greater sense of satisfaction. From growing up in a Depression-era mindset to retiring early to becoming an author and full-time comedian, Paul Ollinger’s story is quite a journey. On this week’s episode of “Retirement Revealed,” Paul joins the s…

1
The 2% Trap: Why Retirees Spend Far Less Than They Could, Ep #391 15:42

2M ago15:42

15:42

Click here to work with us! Many retirees enter their golden years with the goal of financial security, but what if the biggest risk isn’t running out of money—it’s not spending enough of it? A surprising new study reveals that retirees are withdrawing just 2% a year from their savings—barely half of what’s traditionally considered safe. This cauti…

1
How to Teach Your Grandchildren About Money with Jamie Bosse 21:14

2M ago21:14

21:14

Children’s book author and CERTIFIED FINANCIAL PLANNER® Jamie Bosse explains how to teach your grandchildren about money. When it comes to teaching kids about money, we often struggle to find the right words, the right methods, and the right time to start. But what if I told you that a cartoon dog could help? In this episode of Retirement Revealed,…

1
From Saver to Spender: How to Confidently Use Your Nest Egg, Ep 390 16:32

2M ago16:32

16:32

Click here to work with us! For decades, you've been focused on saving—watching your retirement accounts grow, sticking to a budget, and making smart financial decisions to ensure a secure future. But now that the time has come to actually enjoy your hard-earned money, spending it feels... unsettling. You’re not alone. Many retirees struggle with t…

1
How Middle-Income Retirees Are Winning at Retirement with Jean Chatzky 28:37

2M ago28:37

28:37

Jean Chatzky explores how retirement trends indicate that the middle class is winning at retirement and shares practical tips to prepare for retirement in 2025. We could all use some good news when it comes to retirement, and my guest on this week’s episode of Retirement Revealed brings us exactly that. I sat down with Jean Chatzky, the founder and…

1
7 Inefficiencies on Rich Retirees' Tax Returns, Ep #389 22:27

2M ago22:27

22:27

Click here to work with us! A lot of retirees assume their tax situation gets simpler once they stop working, but that’s not always the case. There are plenty of ways high-net-worth retirees end up paying more than they need to—sometimes without even realizing it. Maybe it’s interest and dividend income getting taxed at higher rates, or IRA withdra…

1
Retirement Planning for Police and Fire with Kimberly Stratman 30:01

3M ago30:01

30:01

Exploring the unique challenges and needs of first responders in retirement with retirement coach and former police lieutenant Kimberly Stratman.When we need them most, first responders rise to answer the call. But what is waiting for them on the other side of the finish line once their career is over? It's a unique challenge, and one that deserves…

1
The 5 Pillars of a Fulfilling Retirement (That Nobody Talks About) with Dr. Daniel Crosby, Ep #388 27:27

3M ago27:27

27:27

Click here to work with us! Most people plan for retirement by focusing on their finances—building up a nest egg, securing passive income, and minimizing taxes. But what if that’s only part of the equation? Many retirees find themselves financially secure yet feeling unexpectedly lost, disengaged, or even unhappy. The truth is, money alone doesn’t …

1
The Wisdom of Regret with Lori Emerick 31:27

3M ago31:27

31:27

Learn how to turn regrets into motivation to build a better retirement with guest Lori Emerick of Aspen Group Consulting.

1
Are Retirement Income Worries Overblown? Ep 387 22:09

3M ago22:09

22:09

Click here to work with us! Many people fear running out of money in retirement, assuming they'll struggle financially once they stop working. But a recent Gallup poll shows 80% of retirees have enough to live comfortably, despite concerns about Social Security, longevity risk, and pension declines. Why the difference between expectation and realit…

1
For Canadian Eyes Only (bonus episode!) 25:09

3M ago25:09

25:09

Listen in to this BONUS episode as Canadian CFP and host of the Your Retirement Planning Simplified Podcast, Joe Curry, interviews me (Benjamin) about: The non-financial aspects of retirement planning Shifting from a scarcity to an abundance mindset Retiring to something rather than from something and embracing creativity to design a fulfilling pos…

1
Retirement Life After Public Service – Dream or Nightmare!?! 29:27

3M ago29:27

29:27

Learn how to find meaning and purpose in retirement after a life in public service with retired librarian and current retirement coach Susan Hawk Schneider.

1
Joe Saul-Sehy Shares How to Get the Most from Your Employee Benefits, Ep 386 30:14

3M ago30:14

30:14

Click here to work with us! 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, host of Stacking Benjamins, to uncover the hidden value in workplace benefits. From d…

1
The Hidden Risks and Rewards of Retirement with Karen Carr 24:13

3M ago24:13

24:13

Discover the power of viewing retirement as a rebirth instead of an ending with retirement coach Karen Carr.

1
Peter Lazaroff’s Options for Reducing Taxes on Deferred Gains Pre-Retirement, Ep #385 22:39

3M ago22:39

22:39

Click here to work with us! What if you could turn those green numbers in your investment account into retirement income while paying as little in taxes as possible? That’s exactly what we’re covering today with Peter Lazaroff, Chief Investment Officer at PlanCorp. We’re tackling the challenge many of us face: managing deferred gains in our portfol…

1
Investing in 2025: Sensible Market Strategies with Joseph Hogue 30:46

3M ago30:46

30:46

Unlocking the power of relationships to enrich your retirement and reap the health & wealth benefits of social fitness with Susan Hogan.

1
Fired After Announcing Retirement? Ep # 384 22:40

4M ago22:40

22:40

Click here to work with us! Can you be fired after announcing your retirement? It's a question that raises eyebrows and stirs concern for anyone nearing the end of their career. A recent article highlights the legal and financial implications of being terminated after sharing retirement plans, and it’s a scenario more common than you might think. E…

1
Curing Retirement Loneliness: How to Stay Connected and Thrive 35:57

4M ago35:57

35:57

Unlocking the power of relationships to enrich your retirement and reap the health & wealth benefits of social fitness with Susan Hogan.

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Benjamin Brandt Cfp Podcasts

Podcasts Worth a Listen

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