Retirement Starts Today

Benjamin Brandt CFP®, RICP®
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Sep 23, 2019 • 18min

How to Use the Bucket Strategy for Retirement, Ep #106

Do you understand how to use the bucket strategy for retirement? One listener has a question about how to use the bucket strategy and whether or not it is too conservative. I also answer another listener question about the 5-year rule for Roth conversions. And finally, we discuss a retirement headline about the shift from […]
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Sep 16, 2019 • 18min

Retirement Lessons from a 4-Hour Commute, Ep # 105

What retirement lessons can you learn from a 4-hour daily commute? On this episode of Retirement Starts Today I share an article I found on CNBC. The article isn't directly about retirement but there are lessons we can learn from it that apply to life and retirement. I also answer a listener question about Roth […]
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Sep 9, 2019 • 19min

How to Protect Yourself Against a Social Security Scam, Ep # 104

Do you know what to do if you fall victim to a Social Security scam? In the Retirement Headlines segment, we'll discuss a recent Market Watch article that shares some excellent tips for protecting yourself against social security scams and advice on how to minimize the damage if you fall victim to one. But before […]
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Sep 2, 2019 • 16min

Why I Hate the FIRE Movement, Ep # 103

Have you heard of the FIRE movement? In this episode, you'll hear why I hate it. We'll also discuss a listener question about spousal Social Security benefits and a CNBC article that compares retiring at different ages. You'll learn why it is important to work for as long as possible. Listen to this episode to […]
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Aug 26, 2019 • 22min

How to Retire Abroad with David Jacoby, Ep # 102

Do you know what you need to do to travel or retire abroad? We asked and you answered. The number one thing that our listeners would like to do in retirement is travel. That's why I found financial travel expert, David Jacoby from RemoteFinancialPlanner.com to help us understand all the nuances of travel and living […]
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Aug 19, 2019 • 26min

How to Navigate the Upcoming Changes in Medicare Supplement Plans with Danielle Roberts, Ep # 101

If you've seen then news lately, then you know that there are big changes in Medicare supplement plans coming in 2020. This is why I've invited Danielle Roberts on the show today. Danielle is a Medicare Expert with Boomer Benefits. Boomer Benefits is a Medicare broker that can help you navigate the complex world of […]
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Aug 12, 2019 • 25min

How to Offset the Rising Costs of Long-Term Care Insurance Premiums, Ep # 100

On episode 100 I answer listener questions including what to do about the rising costs of long-term care insurance premiums, what to do with old annuities, and SIPC protection. Thanks to all of you listeners for 100 amazing episodes! I have learned so much alongside you all. Your questions and feedback on the show have […]
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Aug 5, 2019 • 17min

What Can a Mullet Teach us About Portfolio Distribution? Ep #99

Are you ready to learn about portfolio distribution? I've got the perfect visual for you! Listen in to hear how to rebalance your portfolio in retirement. Thank you all for sending in your rebalancing spreadsheets! Several listeners sent in their own rebalancing spreadsheets and they all were fantastic. I'm working with an Excel wizard and […]
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Jul 29, 2019 • 18min

Donor-Advised Funds, Tax Planning in Retirement, and Roth IRA's Ep #98

On this week's episode of Retirement Starts Today we'll discuss whether donor-advised funds are a good fit, tax planning in retirement, and answer a listener question about Roth IRA's. Have you taken our listener survey? If you are signed up for the Every Day is Saturday email list then you've probably seen the listener survey. […]
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Jul 22, 2019 • 19min

What to do with Multiple Retirement Accounts, Ep #97

Do you have multiple retirement accounts lying around and don't know what to do with them? On this episode of Retirement Starts Today we answer 2 listener questions. One is about having multiple retirement accounts with multiple custodians, the other is about how to withdraw from a portfolio in retirement without adding additional risk. Then […]

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