Best Benjamin Brandt Cfp Podcasts (2025)

1
11 Ways to Grow Your Wealth in 2025 21:56

1d ago21:56

21:56

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

3d 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
Shut up and listen! with Matt Halloran 30:24

3d ago30:24

30:24

It's easy to think that we are all expert communicators...but is it true? This week, Steven is joined by Matt Halloran, author, podcast host, keynote speaker, and an all-around incredible resource when it comes to the way advisors communicate, to share insight and personal experiences when it comes to how a person goes about communicating more effe…

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

7d 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

10d 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
Your team is a cheat code for success: What are you doing about it? With Amy Kizer 28:35

11d ago28:35

28:35

This week Steven is joined by Amy Kizer from TalentLink Solutions to talk recruiting, hiring, delegating, and so much more related to having a team. Amy focuses exclusively on the financial services industry, so she brings a wealth of knowledge and experience that will resonate with financial advisors nationwide. Amy thoughtfully shares actionable …

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

15d 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

17d 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
Be selfish! Make sure you have your own tax plan! with Ted Jenkin 25:58

18d ago25:58

25:58

In this episode, Steven is rejoined by Ted Jenkin of JPTD Partners to talk all things tax planning related to enterprise value and business sales. Ted shares from his own experience of growing and selling a firm himself, along with the numerous times he's helped other people do the same thing. Taxes are a top expense and concern for most everyone, …

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

22d 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

24d 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
There's more to taxes than just numbers with Jerome Myers 30:03

25d ago30:03

30:03

Jerome Myers, founder of Exit to Excellence, joins Steven this week to talk about all the "other" things that a business owner should think about when it comes time to sell (yes, they talk about taxes, too). Tax planning is important for so many things in life, but as Steven is fond of saying, "There is more to live than taxes". Jerome spends his t…

1
Retirement Starts Today! with Benjamin Brandt 19:53

29d 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
Do annuities suck or do you suck at annuities? with Brian Smith 29:15

1M ago29:15

29:15

This week, Steven is joined by Brian Smith from Foundational Income Associates to dive into the (unnecessarily) divisive topic of annuities. Brian and the team at Foundational Income Associates are so committed to helping as many advisors as possible on the topic of annuities that they have partnered with us on our annual Summit to make sure adviso…

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
Becoming the Uber of tax planning with Libby Greiwe 34:05

1M ago34:05

34:05

Steven is once again joined by Libby Greiwe to talk all things process and client experience. Libby shares her first-hand experiences with building an incredibly successful and efficient practice that emphasized creating remarkable client experiences, even on topics like tax planning. Steven and Libby discuss the importance of continually leveling …

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

1M 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
Navigating International Tax Waters with Renato Baccaro 26:07

2M ago26:07

26:07

This week, Steven dives into international waters with special guest Renato Baccaro. Renato has spent years dedicated to creating a tool to help people navigate the rules and regulations of tax jurisdictions the world over. While it's not a simple question and one that might feel best left to the experts, where are you going to find those experts? …

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
You can't provide value if no one is listening with Ryan Fitzgerald 30:34

2M ago30:34

30:34

This week, Steven is joined by Belay's Head of Marketing (and a client of a Financial Advisor), Ryan Fitzgerald. Ryan's background and expertise is in marketing, but as the client of a financial advisor, he also is uniquely positioned to share how marketing effected who he ultimately chose as his advisor and what that means in the relationship. Ste…

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
Why I said NO to financial advisors! with Chad Huebsch 30:39

2M ago30:39

30:39

In this episode, Steven is joined by a fellow tax pro to talk about turning down financial advisors. Chad Huebsch is a tax firm owner specializing in working with business owners and shares his experience with financial advisors proposing in-house and white-label partnerships, that he ultimately turned down. It's nothing against financial advisors …

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
Tax Planning for Entrepreneurs with Julia Carlson 30:17

2M ago30:17

30:17

In this episode, Steven is joined by Julia Carlson, an entrepreneur herself and a financial advisor focused on helping other entrepreneurs learn from her early "bumps". Steven and Julia talk through tax planning for beginners (new business owners just starting out) as well as tax planning that should be considered no matter how long you have been i…

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

2M 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

2M 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
Crypto Taxes: Yes, you need to care about this with Tyrone Ross 31:58

2M ago31:58

31:58

In this episode Steven is joined by a financial advisor who has been all about Crypto for over a decade, Tyrone Ross. Tyrone joins the join to talk about the tax implications of clients owning crypto and why all financial advisors need to be on top of this topic. Regardless of your opinions on the future of crypto, the reality is that more and more…

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
Tax Planning Legend: Robert Keebler 29:50

3M ago29:50

29:50

This week, Steven is joined by a legend of tax planning and fellow CPA Robert Keebler. Bob has decades of experience helping create valuable client outcomes by understanding and navigating the opportunities the tax code presents. Drawing on that experience, Bob shares the importance of advisors taking a proactive role, the state of the current CPA …

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…

Podcasts Worth a Listen

Benjamin Brandt Cfp Podcasts

Podcasts Worth a Listen

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