Best Benjamin Brandt Cfp Podcasts (2024)

1
Index Funds Have Officially Won, Ep #344 16:27

19m ago16:27

16:27

Do you have index funds in your portfolio? Chances are you do! Our retirement headline today describes the rise of index funds over active funds and why that’s important. Discover how index funds connect with my investment philosophy by pressing play now. Outline of This Episode [1:22] Index funds have grown exponentially over the years [2:23] What…

1
Mastering "The Language of Referrals" to Drive Organic Growth with Bill Cates 1:03:44

2h ago1:03:44

1:03:44

Guest: Bill Cates, a Hall of Fame speaker, author, and referral coach. Bill's latest book is The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients. In a Nutshell: When it comes to creating and sustaining organic growth, clicks and "likes" are important. But turning your existing clients into superfans…

1
The 529 to Roth IRA Rollover, Ep # 343 17:45

1d ago17:45

17:45

Recent legislation has made everyone’s favorite college savings plan a little more flexible. Funds in a 529 plan aren’t as locked up as they used to be now that your children’s unused college funds can be rolled into a retirement account. In this episode, we’ll discuss an article from the White Coat Investor which explores how the 529 can be rolled…

1
The 4 Phases of Retirement, Ep #342 19:49

8d ago19:49

19:49

It may be easy to define success in your working career, but defining success in retirement can be more difficult. What does success look like in retirement? What will you do daily or weekly to get the most out of your retirement? In this episode of Retirement Starts Today, we’ll explore a TEDx talk about the 4 phases of retirement that many (but n…

1
A Short History of the 60/40 Portfolio, Ep #341 23:26

19d ago23:26

23:26

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 …

1
8 Ways to Become Poor in Retirement, Ep #340 20:58

23d ago20:58

20:58

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.…

1
How Concierge Wealth Management Services Can Improve Your Clients' Return on Life with Alex Miele 58:40

29d ago58:40

58:40

Guest: Alex Miele, CFP®, a Managing Director and Partner with Hierax Wealth Partners. Alex’s fifteen years of service in the wealth management industry has focused on advocating for her clients throughout every permutation of their financial lives. Alex prides herself in finding solutions for her clients’ seemingly unsolvable problems, while provid…

1
More Than Half of Americans Want to Retire Gradually, Ep #339 21:59

1M ago21:59

21:59

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 ques…

1
The Retirement Crisis That Wasn’t, Ep #338 16:49

1M ago16:49

16:49

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…

1
Using an Outsourced Chief Investment Officer (OCIO) to Deliver Enhanced Investment Services and Free Your Time for Other High-Value Pursuits with Mario Nardone 50:01

1M ago50:01

50:01

Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning and relationship-focused financial advisors. In a Nutshell: The human side of financial planning is, increasingly, where financial planners are delivering the most value to clients. Building th…

1
Using Guardrails For The 4% Rule, Ep #337 22:33

1M ago22:33

22:33

You’ve heard of the 4% rule, and if you’ve listened to this podcast before, you’ve heard of Guyton’s guardrails strategy. But have you ever heard of using them together? Today’s retirement headline explores this idea. Overall, the article highlights the importance of considering sequence-of-returns risk in retirement planning and adopting flexible …

1
The Challenges of Retiring from a High-Powered Job, Ep #336 19:34

2M ago19:34

19:34

Is it possible to suddenly step away from a high-powered job and into a life of leisure? This may not be the best idea for your retirement if you work at the executive level. In this episode of Retirement Starts Today, we’ll explore an article from Harvard Business Review that outlines several pitfalls that could come with retiring from a high-powe…

1
Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity 52:03

2M ago52:03

52:03

Guest: Benjamin Brandt, a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast. In a Nutshell: Many advisors think about tech and marketing in terms o…

1
5 Expenses Retirees Wish They Spent More Money On, Ep # 335 22:37

2M ago22:37

22:37

There are two ways to mess up retirement: run out of money or die with regret. Oftentimes, people in the retirement space only focus on the running out of money part. In an effort to help you live an even better retirement, today’s retirement headline discusses the regret part. Join me to learn five expenses that retirees wish they had spent more m…

1
2 Social Security Mulligans, Ep # 334 17:34

2M ago17:34

17:34

If you want to spend more money in retirement you’ll want to understand how to maximize your Social Security benefits. Many people think that there is no going back once you’ve decided to collect your Social Security benefits. However, today’s retirement headline discusses two options in case you’d like a do-over. In our listener question segment, …

1
Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm 1:06:08

2M ago1:06:08

1:06:08

Guest: Matt Reiner, a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. In a Nutshell: Nobody likes to fail, nobody likes to admit they failed,…

1
Save Money with These Tax Tips, Ep #333 20:44

2M ago20:44

20:44

Tax season is here so when I found this article from Morning Star to share some tax tips for you. Your tax bill will be the largest bill you pay in retirement. If you want to reduce it, make sure to press play. Helping clients save money on taxes and avoid common investment mistakes is an important task for financial planners. If you don’t have a f…

1
A Tax Break Worth the Hassle, Ep # 332 18:10

3M ago18:10

18:10

Some tax breaks aren’t worth the hassle of pursuing them, however, today’s example is definitely worth the hassle! If you are charitably minded you’ll want to listen to learn about the advantages of making qualified charitable distributions. Discover how to increase your standard deduction while enjoying charitable tax benefits. Stick around for th…

1
Welcome to the Jungle: Mark Hurley on Thriving During the Next Evolution of the Wealth Management Industry 1:19:36

3M ago1:19:36

1:19:36

Guest: Mark Hurley, founder of Fiduciary Network and now CEO of Digital Privacy & Protection LLC, a cybersecurity company. In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs woul…

301
We Need to Talk About Your Retirement Spending, Ep #331 17:49

3M ago17:49

17:49

Planning retirement spending is tough to do since there are so many unknowns. Many people tend to take a fear-based approach and rely on the 4% rule. Some even take a step further and spend less of their nest egg. Today’s Retirement Headline urges you to take a different approach. Listen in to hear what the article advises and my thoughts on the ma…

1
I Don’t Want To Be Old When I Am Old, Ep # 330 16:09

3M ago16:09

16:09

I don’t know about you, but I want to stay active and healthy for as long as possible. That’s why when I saw this Forbes article I knew I wanted to share it with you. If you want to learn how to age gracefully and maintain your vitality, you won’t miss this episode. Then, stick around to hear my answer to the question: why do some people have a har…

1
Lessons Learned from Fall Tax Meetings, Ep #329 19:39

3M ago19:39

19:39

As you probably know by now, Bret and I are here to help you spend more money and spend less in taxes so that you can live an even better life in retirement. This week we’re helping you do that by sharing some lessons that we learned from our clients’ fall tax meetings. If you enjoyed our Lessons in Estate Planning episodes last spring, you’ll love…

1
My 3 Words for 2024 27:34

3M ago27:34

27:34

For the ninth time, I begin the New year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my best year yet. It’s the My 3 Words exercise. My 3 words are printed at the top of my Daily Outcomes sheet (my prioritized to-do list) so I see them multiple times a day. By being thoughtful when I ident…

1
How to Pay 0% on Capital Gains [Rebroadcast] 16:39

4M ago16:39

16:39

Would a 0% tax rate help you live an even better retirement? In this week’s Retirement Headline, we’ll explore a WSJ article titled How You Can Grab a 0% Tax Rate. If that doesn’t pique your interest, I don’t know what will! Listen in to hear how you can learn to plan so that you can take advantage of a 0% tax rate on capital gains income. This epi…

1
Connor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client Experience 52:52

4M ago52:52

52:52

Guest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor. In a Nutshell: It's been about seven months since I asked ChatGPT if I could retire without running out of money. Since then, the intersection of financial psychology and technology continues to advance rapidly -- not just in how advisors use AI, but in how they're improving …

1
3 Tricks to Help Retirees Spend More [Rebroadcast] 18:58

4M ago18:58

18:58

If you have diligently saved throughout your career, you may be ready to retire, yet still feel uncertain about spending your savings. To truly live your best life in retirement you need to learn how to shift from a saving mindset to a spending mindset. In this episode of Retirement Starts Today, we’ll help you do just that. This episode was first …

1
12 Reasons to Rent in Retirement [Rebroadcast] 22:17

4M ago22:17

22:17

One of the greatest financial assumptions is that it’s always better to own than to rent. However, in retirement, this may not be true. Once you are financially independent it is important to realize that not every dollar you spend needs to yield a return. Join me for this episode of Retirement Starts Today to question traditional thinking and to s…

1
Explosive YouTube Growth Strategy: How James Conole Added $120 Million in AUM From YouTube in Just 12 Months 1:09:06

4M ago1:09:06

1:09:06

Guest: James Conole, CFP®, Founder of Root Financial Partners and star of a very successful YouTube channel with over 61,000 subscribers. In a Nutshell: When prospects watch your YouTube videos, read your newsletters, listen to your podcasts, and click on your website, within seconds they should think, "These guys are reading my mind!" Understandin…

1
A Few Simple Tricks Turn Humble HSAs Into Wealth Builders [Rebroadcast] 18:08

4M ago18:08

18:08

Do you have an HSA? If so, do you simply use it to pay for your medical expenses? Or do you use it as a way to build your wealth? Today we’ll look at an article from Financial Advisor Magazine that will help us identify opportunities for wealth creation. Listen in to learn how to maximize the triple benefit of the humble HSA. This episode was first…

1
The Puzzling Gap Between How Old You Are and How Old You Think You Are [Rebroadcast] 14:52

5M ago14:52

14:52

We are spending some extra time off from the podcast over this holiday season to spend time with family. I hope you're using this opportunity to spend some time with family as well. I've gone through my favorite episodes of 2023 to bring you some fantastic rebroadcasts. So here's one and I hope you enjoy it! The Puzzling Gap Between How Old You Are…

1
Marketing Expert John Wernz On Digital Marketing, SEO, Media Efficiency Ratio, and a ChatGPT-4 Marketing Plan 1:09:41

5M ago1:09:41

1:09:41

Guest: John Wernz, one of the top marketers on the planet. John was the Chief Marketing Officer of Wealth Enhancement Group (WEG) (listen to my podcast with WEG CEO Jeff Dekko) as that company grew rapidly through some sophisticated organic marketing programs. He’s currently Executive-in-Residence at Great Hill Partners, Executive Director and Boar…

1
Spend Your Principal! Ep #323 20:04

5M ago20:04

20:04

Most people are worried about spending too much and running out of money in retirement. However, few people worry about spending too little. In this week’s episode of Retirement Starts Today, you’ll learn why you should spend your principal in retirement. Our retirement headline comes from Dr. Jim Dahle at the Whitecoat Investor and shows us why ma…

1
Boost Your Retirement Confidence by 17% with One Simple Trick, Ep #322 20:27

5M ago20:27

20:27

Would you like to have more confidence in your retirement plan? In the retirement headlines segment, you’ll learn one simple way to increase your certainty about what you can accomplish in retirement. In the listener questions segment, Bret helps answer what the essential aspects of an estate plan include. If you are ready to get serious about reti…

1
Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning 48:41

5M ago48:41

48:41

Guest: Jon Dauphiné, Esq. is the CEO of the Foundation for Financial Planning, the U.S.'s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Dave Mantell, CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA. In a Nutshell: In fields like medicine, law,…

1
5 Alternatives To The 4% Retirement Withdrawal Rule, Ep #321 21:44

5M ago21:44

21:44

Do you wish you had more optionality when it comes to designing your retirement? In this episode of Retirement Starts Today, we’ll explore an article from Forbes that poses five alternatives to the 4% rule that you may want to explore for your retirement withdrawal strategy. In our retirement headlines segment Bret and I team up to answer a questio…

1
I Saved Too Much for Retirement, Ep # 320 22:22

5M ago22:22

22:22

What happens if you get to retirement age and realize that you saved too much? Believe it or not, this does happen and has its own set of problems. In this episode, we’ll explore those problems along with some potential solutions. Stick around until the end of the episode to hear our listener question about deciding whether to do Roth conversions o…

1
Dr. Preston Cherry on Using the "Relationship Quality Index" to Give Clients What They Value Most 37:42

6M ago37:42

37:42

Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., the Founder and President of Concurrent Financial Planning, a comprehensive financial planning firm serving households and business owners across generations. Dr. Cherry is also Head of the Financial Planning Program and Director of the Charles Schwab Center for Personal Financial Planning at th…

1
Bad Timing Cost Fund Investors 17% Ep #319 26:09

6M ago26:09

26:09

Would you like to make $170,000? On this episode, you’ll learn what you can do to save yourself 17% in lower returns over a decade. On a million-dollar portfolio that comes to $170,000! In the Retirement Headline segment, we’ll dive into an article from Financial Advisor Magazine which explores Morningstar’s annual Mind the Gap study analyzing the …

1
Ways to Use Home Equity in Retirement, Ep #318 22:09

6M ago22:09

22:09

Have you thought about using your home’s equity to help you fund a portion of your retirement? In this episode of Retirement Starts Today, we’ll explore a Morningstar article that examines ways to use this supersized emergency fund. If you are ready to start thinking about retirement outside the box, listen to this episode to hear how you can suppl…

1
Plan on Living to 100, Ep # 317 21:51

6M ago21:51

21:51

Do you remember when you were a kid and were fascinated by the thought of living to be 100? It seemed like such a far-fetched idea, but now with advances in technology, nutrition, and medicine, this far-flung notion increasingly seems like a real possibility. As you may have guessed, today’s retirement headline discusses planning to live until age …

651
Traveling After 65 with Danielle Roberts from Boomer Benefits, Ep #316 28:19

6M ago28:19

28:19

Medicare’s open enrollment is starting soon, so I’ve invited Danielle Roberts from Boomer Benefits to join me today. In this episode, we’re discussing what’s new with Medicare in 2024, the important dates to remember for open enrollment, when to reevaluate your health insurance options, and how to ensure you have health coverage when traveling abro…

1
Manisha Thakor on Escaping the Cult of "Never Enough" and Finding "MoneyZen" 52:54

6M ago52:54

52:54

Guest: Manisha Thakor, MBA, CFA, CFP®, a national thought leader and personal finance expert with more than 25 years of experience working in the worlds of personal finance and investing. She's also the author of a great new book, MoneyZen: The Secret to Finding Your "Enough." In a Nutshell: Society trains us to believe that the answer to all of ou…

1
401K Millionaires are Back! Ep # 315 22:02

7M ago22:02

22:02

As retirement super savers, you all know that slow and steady wins the race. According to this Wall Street Journal article, that race is paying off again for many Americans. In the retirement headlines segment, we’ll take a look at this article. Then in the Listener Questions segment, Bret and I will discuss the merits of having one firm handle inv…

1
The Problems with Monte Carlo Are in Your Mind, Ep #314 26:20

7M ago26:20

26:20

Even if you aren’t familiar with Monte Carlo analyses, you’ve probably used it. Monte Carlo drives math behind the retirement planning software that you use. Monte Carlo software is truly amazing, however, the way people look at it is wrong. In this episode, you’ll hear the pros and cons of Monte Carlo analysis and how you can use a Monte Carlo cal…

1
Louis Barajas on Transforming Mindsets and Navigating Money's Complexities in the Latino Community 1:06:09

7M ago1:06:09

1:06:09

Guest: Louis Barajas, an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors, where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries. Louis also serves as the founder and CEO of Business Management…

1
Why Are the Notes Found in Aretha Franklin’s Couch a Valid Will? Ep #313 20:11

7M ago20:11

20:11

Aretha Franklin can teach you more than a little R-E-S-P-E-C-T. On this episode of Retirement Starts Today, you’ll learn from her estate plan (or lack thereof). After hearing about this estate plan gone haywire Bret and I will team up to answer a listener’s question on how you can transition from a saving to a spending mindset. Listen in to ensure …

1
Overdoing Delayed Gratification, Ep #312 17:06

7M ago17:06

17:06

Here at Retirement Starts Today, we are always looking for ways to teach you how to spend more money so that you can enjoy an even better retirement. However, many times our clients and listeners have trouble loosening their purse strings. After years of being diligent savers, instead of enjoying the fruits of their labor, retirees reaching financi…

1
7 Tips to Maintain a Sense of Purpose in Retirement, Ep #311 20:09

8M ago20:09

20:09

I’ve always said that it’s important to retire to something rather than away from something. To do that means finding a sense of purpose. In this episode, we’ll explore an article from PhysicianOnFIRE.com that discusses how retirees can discover and maintain a sense of purpose in their lives after leaving the workforce. Make sure to stick around fo…

1
John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape 58:41

8M ago58:41

58:41

Guest: John Furey, Founder and Managing Partner of Advisor Growth Strategies. John also created the Alliance for Registered Investment Advisors, a think tank including seven of the most successful firms that are dedicated to improving the RIA industry through a culture of continuous learning and sharing. In a Nutshell: The large RIA firms and the p…

1
How to Pay 0% on Capital Gains, Ep #310 17:26

8M ago17:26

17:26

Would a 0% tax rate help you live an even better retirement? In this week’s Retirement Headline, we’ll explore a WSJ article titled How You Can Grab a 0% Tax Rate. If that doesn’t pique your interest, I don’t know what will! Listen in to hear how you can learn to plan so that you can take advantage of a 0% tax rate on capital gains income. Outline …

Podcasts Worth a Listen

Benjamin Brandt Cfp Podcasts

Podcasts Worth a Listen

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