Retirement 101: Planning, Risks, and Smooth Sailing (SB1696)

You can’t plan a great retirement if you haven’t first planned what you’re retiring to. In this episode, Joe Saul-Sehy, OG, and Neighbor Doug open up Retirement Week in the basement with a Monday that’s equal parts insight, weekend recap, and questionable vehicle decisions.

🚪 Start with the most overlooked part of retirement: your lifestyle vision. What are you actually going to do all day—and will it make you happy?

📊 Then they dive into financial strategy, from coordinating pre-tax, Roth, and taxable funds to dodging sneaky IRMAA fees that show up like glitter—impossible to get rid of and oddly expensive.

🏎️ Thinking about a new car? Joe and Doug wrestle with the age-old question: maintain or upgrade, and how your answer could affect your wallet (and maybe your driveway credibility).

💼 Curious about investment leverage? Meet Basic Capital—a platform that might sound like a good idea… until it doesn’t. Joe and OG explain when leverage can help—and when it’s just risk in a tuxedo.

🎧 Plus:

• Saluting the troops

• What not to do when your retirement plan involves TikTok

• A sneak peek at the Nerdy Round Table

• And entertainment recs to round out your week like a pro

Start your week smarter and get a little closer to a retirement you actually want.

FULL SHOW NOTES: https://stackingbenjamins.com/creating-a-better-retirement-1696

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.