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Investment Positioning Explained: EDU #2631
If you’d like to skip past Jim, Chris, and Jacob’s opening chat about Jacob relocating to Iowa, Jim’s hiking plans, weather, office dog Apollo, and g…
2 months, 1 week ago
Social Security, Estate Planning, Annuity Safety: Q&A #2631
Jim and Chris discuss listener emails on Social Security survivor benefits after the GPO repeal, estate planning for minor children, and annuity safe…
2 months, 2 weeks ago
Covering Retirement Income Gaps: EDU #2630
Chris’s Summary
Jim and I continue our discussion on the Fun Number, this time tackling what comes out first and how we plan for covering retirement …
2 months, 2 weeks ago
Social Security, Roth 401k, HSA Reimbursement, Pension Options, Trust Planning: Q&A #2630
Jim and Chris discuss listener emails on Social Security survivor benefit strategies, a Roth 401(k) catch-up rule loophole, HSA reimbursement for Med…
2 months, 3 weeks ago
Retirement Budgeting – The Fun Number: EDU #2629
Chris’s Summary
“Jim and I begin a multi-part discussion on the Fun Number, a retirement budgeting concept for how much someone can spe…
2 months, 3 weeks ago
Social Security, Pension RMDs, Interest Taxation, Portfolio Strategy: Q&A #2629
Jim and Chris discuss the new PROMISE Act’s potential impact on Social Security before covering listener emails on pension RMD timing, interest taxat…
2 months, 4 weeks ago
A Potpourri of Beneficiary Disputes and Tax Laws: EDU #2628
Chris’s Summary
Jim and I dig into two beneficiary disputes as part of what we’re calling a “potpourri” EDU show: the 1930s Goodman Triangle life ins…
3 months ago
Healthspan and Retirement Planning for Longevity with Dr. Snider: Q&A #2628
Jim and Chris welcome back returning guest Dr. Phillip Snider for a Q&A episode that plays a little differently than usual. Listener emails open a br…
3 months ago
Funding Essential Expenses in Retirement: EDU #2627
Chris’s Summary
Jim and I review a reader-submitted article on funding essential expenses in retirement, examining how one engineer split his portfol…
3 months, 1 week ago
Social Security, 403b Variable Annuities, Converting Inherited IRAs: Q&A #2627
Jim and Chris discuss listener emails on Social Security spousal benefit calculations, variable annuities in a 403(b), converting Inherited IRAs, and…
3 months, 1 week ago