Best Benjamin Brandt Podcasts (2024)

1
How to Avoid This IRS Penalty, Ep # 358 15:40

3h ago15:40

15:40

We may think of many things when it comes to rising interest rates, but often we fail to understand how that could lead to rising IRS penalties. In this episode of Retirement Starts Today, we’ll take a look at an informative article from the WSJ about how to avoid rising IRS penalties. Make sure to stick around for the listener questions segment wh…

1
Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig 46:57

32m ago46:57

46:57

Guest: Amy Koenig, a financial advisor coach and the Chief of Operations at ROL Advisor. In a Nutshell: Amy Koenig was the first coach I hired back in 2004 when I was running Peak Advisor Alliance-now Carson Coaching. She coached advisors, operations leaders, and she developed the entire systems manual that was a key part of our coaching offering b…

1
My Ex Has Your Inheritance… Ep # 357 17:45

1h ago17:45

17:45

When was the last time you checked your beneficiaries on your retirement account? After listening to today’s episode, I guarantee you’ll be logging in to verify. In the retirement headlines segment, we’ll check out a Yahoo Finance article titled ”They Broke Up In 1989, But Now His Ex-Girlfriend Is Inheriting His $1 Million Retirement Account After …

1
Triple Tax Advantage Ep.69 19:02

1h ago19:02

19:02

In this episode Ben and Steven share insight on Health Savings Accounts (HSAs) specifically prompted by listener questions. In addition to covering the basics of what everyone should know about contributing to, investing in and using an HSA, the guys also cover some more unique situations that come up with HSAs. In particular they give you the run …

1
I Just Retired. Why Am I Unhappy? Ep #356 23:05

5d ago23:05

23:05

While, for some people, the transition to retirement goes perfectly smoothly, that’s not the case for everyone. Most of us are counting the days until retirement. We’re excited by all the prospects this new stage in life will bring. However, some people struggle with the change. In this episode of Retirement Starts Today, we’ll look at a common iss…

1
From Spreadsheets to Yoga Mats: How to Slow Down, Find Inner Peace, and Recharge with Shannon Warwick 50:27

10d ago50:27

50:27

Guest: Shannon Warwick, Certified Personal Trainer, Yoga Teacher, & Sports Nutritionist. In a Nutshell: There's a profound connection between our physical health and the stress that we carry around with us every day. Today's show is a bit different from my usual focus on financial advisor practice management. Shannon and I dive deep into the topic …

1
Semi-Retire to Spend More $$$?! Ep #355 15:08

12d ago15:08

15:08

It’s no secret that I want you to spend more money in retirement. Why? Because you’ve worked for it! Retirement is about living the life that you have saved for all these years, so I’m looking for any way I can find to help you get out there and enjoy it. One way that has been gaining popularity in recent years is semi-retirement. In this episode o…

1
IRS Dirty Dozen Ep.68 18:50

12d ago18:50

18:50

Once again (this is their third year!) Ben and Steven are giving you the highlights of the IRS Dirty Dozen, an annual list of frauds, schemes and scams to be on the look out for. This episode is not meant to scare, just make you aware. Steven and Ben share insight on what's out there and what you can do to help protect yourself from bad actors and …

1
How To Spend Your Money To Maximize Happiness, Ep # 354 17:38

19d ago17:38

17:38

We’ve all heard the saying, “Money can’t buy happiness.” However, research suggests that while money may not buy lasting joy, it can certainly enhance our lives if spent wisely. The key lies in how we spend our money. On this episode of Retirement Starts Today, we’ll explore a recent article on spending money to maximize your happiness. Stick aroun…

1
From Elton John to Taylor Swift: Applying Music Industry Lessons to Financial Advising with Matt Ackermann and Andree Mohr 53:29

24d ago53:29

53:29

What can Elton John, Van Halen, and Taylor Swift teach financial advisors about running a successful firm? On today's show, Matt Ackermann and Andree Mohr discuss their unique spin on writing about practice management, which examines stories about how famous musicians hone their craft and applies those lessons to what we do as advisors.…

1
Your AI Retirement, Ep #353 22:04

28d ago22:04

22:04

By now, we’ve all heard of AI, but many people still have mixed feelings about this revolutionary tool. Since I’ve been using it in my life on a daily basis, I have been wanting to share how you all can use AI to help with retirement planning. When I came across this article from Business Insider, I knew I found my opportunity. Even if you’ve never…

1
Your questions answered Ep.67 20:20

29d ago20:20

20:20

Summary: In this episode Steven and Ben are back together and answering questions sent in by great listeners like you. Covering a variety of topics Ben and Steven take the time to give specific answers to these situations along with broader insight that will benefit everyone listening in. Stay tuned to the end as Steven and Ben talk about tax filin…

1
Social Security's 'Biggest Myth' & Jury Duty Scams, Ep # 352 25:33

1M ago25:33

25:33

Many factors should come into play when deciding when to take your Social Security benefit but doomsday headlines shouldn’t be one of them. On this episode, you’ll hear how Social Security’s biggest myth is costing retirees a lot of money. Don’t get caught unaware! Make sure to stick around until the end to hear about a jury duty scam that even I h…

1
Is the 4% Rule Too Safe? Ep #351 21:45

1M ago21:45

21:45

The 4% rule is the “golden rule” of retirement planning. Everyone is familiar with it and it’s easy to work out for some quick, back-of-the-napkin math. Since it is so easy to calculate and implement, many use it as their retirement withdrawal rule. However, this approach may be overly conservative. While using a significantly higher withdrawal rat…

1
It's on my return, but what does it mean? Ep.66 19:36

2M ago19:36

19:36

Continuing the theme of sharing lessons learned from recent client conversations, Steven and Ben share common things they see on tax returns that are just as commonly areas for confusion and questions. The tax code can feel like a mystery but with a little help it can be less intimidating. The guys share some of the things they regularly see, like …

1
Tom Rieman on Accelerating Organic Growth and Elevating the Financial Advice Experience 1:18:50

2M ago1:18:50

1:18:50

Guest: Tom Rieman, the Founding Partner and CEO of Practice Intel, a company dedicated to empowering advisors to deliver truly impactful advice. Tom has held leadership roles at J. D. Power and Associates, Brinker Capital, and J. P. Morgan Asset Management. In a Nutshell: Tom and I explore three themes that are crucial to all advisors' success: org…

1
Gold and Groceries, Ep #350 16:33

2M ago16:33

16:33

Did you know that you can buy gold at your local Costco? However, just because it’s easy to buy doesn't mean it’s easy to sell. In this episode of Retirement Starts Today, we’re exploring gold and its role in your retirement portfolio. To do that, we’ll take a look at a retirement headline from WSJ and i’ll share my thoughts on the latest gold rush…

1
Risk Management: Spring Client Meetings, Ep #349 29:13

2M ago29:13

29:13

Risk is what is left over after you think you’ve thought of everything. – Carl Richards Getting to financial independence is job #1, but staying financially independent comes a close second. To do so you’ll need to be aware of the risks that could empty your accounts. Being vigilant of these risks and having a plan to work through or avoid them cou…

1
I haven't filed my taxes...now what? Ep.65 18:33

2M ago18:33

18:33

In this episode our dynamic duo is back for more tax fun as Ben wrapped up his spring surge and Steven is passed the tax filing deadline. Fresh off of so many client meetings they both have stories to share and questions to answer. This episode's discussion focuses on what to do if you (or someone you know or are responsible for) haven't filed your…

1
Devin Martin: Integrating Spirituality and Science for a Holistic Approach to Personal Growth 1:21:39

2M ago1:21:39

1:21:39

Guest: Devin Martin, a transformation coach who specializes in helping individuals navigate major life and career transitions. In a Nutshell: Devin discusses his transformative journey from corporate success to a year of solitude on a mountain, his insights into personal growth, and his approach to transformational coaching. The episode explores th…

1
Spend More Money! Ep #348 17:13

2M ago17:13

17:13

There are two ways you can ruin your retirement: running out of money and dying with regret. If you are listening to this podcast, chances are, you’ve been a diligent saver and probably aren’t in danger of the first one. That’s why, today, we’re exploring an article from the White Coat Investor on ways to spend more money. Don’t risk ending your da…

1
Medicare Mistakes, Ep #347 20:06

3M ago20:06

20:06

It can be easy to forget your age as the birthdays roll around. However, when you’re about to turn 65 you’ll know. Medicare and all of their relevant service providers won’t let you forget. You may feel inundated with the amount of mail, emails, and even phone calls and text messages, but rather than ignoring all the excess information, it’s import…

1
What the heck is "tax resolution"? with Kristine Stevenson Ep. 64 28:55

3M ago28:55

28:55

In a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. Th…

1
The Four Unique Risks in Decumulation, Ep #346 21:00

3M ago21:00

21:00

You’ve been accumulating your savings your entire life, but when the time comes to draw down your investments, there are new risks. In this episode, we’ll discuss four risks that come with the decumulation phase of retirement. Press play to learn how to avoid these risks in retirement. Are you looking for a new advisor? One of our listeners is look…

1
More Muscles = Better Retirement, Ep #345 16:10

3M ago16:10

16:10

A lot of us are looking to get in shape in retirement. This is a good thing since part of living an even better retirement is looking after your health and muscle mass. Staying healthier and more active longer will ensure that you are making the most out of your retirement. In addition, maintaining a healthy muscle mass is a huge part of keeping yo…

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

3M 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
Psychology and Taxes with Ashley Quamme Ep.63 29:56

3M ago29:56

29:56

This week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what that is) and specializes in helping financial planning firms go beyond the numbers and understand how their clients think, feel and d…

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

3M 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

3M 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

4M 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
It's April! What should I be doing about taxes? Ep.62 20:01

4M ago20:01

20:01

Benjamin Brandt is back on the join this week and rejoins Steven Jarvis to talk tax topics that are relevant in April. Whether you've already filed your return or still need to get it across the finish line the guys have some great information for you. They also dive into what it means to file an extension and when it makes sense to do just that (s…

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

4M 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

4M 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
Understanding Your Tax Return: Part 3 Ep.61 19:45

4M ago19:45

19:45

In this episode resident "Least Boring CPA" Steven Jarvis wraps up his walkthrough of a 1040 providing insight and information to make sure you understand your tax return. Steven covers both technical details as well as reminders on what might be most relevant to you and changes to watch out for from year to year. This is as "hands on" as a podcast…

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

4M 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

4M 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

4M 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
Understanding your tax return: Part 2 Ep.60 18:33

5M ago18:33

18:33

In this episode resident "Least Boring CPA" Steven Jarvis continues taking you through the first part of a 1040 providing insight and information to make sure you understand your tax return. Steven covers both technical details as well as reminders on what might be most relevant to you and changes to watch out for from year to year. This is as "han…

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

5M 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

5M 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

5M 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
Understanding your tax return: Part 1 Ep.59 19:16

5M ago19:16

19:16

In this episode resident "Least Boring CPA" Steven Jarvis takes you through the first part of a 1040 providing insight and information to make sure you understand your tax return. Steven covers both technical details as well as reminders on what might be most relevant to you and changes to watch out for from year to year. This is as "hands on" as a…

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