Podcast Episodes
Back to SearchSocial Security, Wash Sales, Taxes: Q&A #2617
Chris is joined by Jake Turner, while Jim is traveling, to discuss listener emails on Social Security spousal benefits, wash sales across brokerage a…
5 months, 3 weeks ago
Retirement Spending Plans: EDU #2616
Chris’s Summary
Jim and I discuss retirement spending plans through the lens of a New York Times article titled “You Saved and Saved for Retirement. …
5 months, 3 weeks ago
Social Security, ERISA, Trusts: Q&A #2616
Jim and Chris discuss listener emails on Social Security benefits for a family with a disabled adult child, survivor benefits, ERISA vs. non-ERISA 40…
6 months ago
Tax Rules and Mistakes: EDU #2615
Chris’s Summary
Jim and I are joined by Jake as we discuss tax rules and mistakes through two tax-focused PSAs before moving into listener emails. Jak…
6 months ago
Social Security, Inheritance Strategy, SEP IRA Conversions: Q&A#2615
Jim and Chris discuss listener emails on Social Security claiming strategies, financial education electives for a college student, a listener PSA on …
6 months, 1 week ago
Retirement Lessons Learned: EDU #2614
Chris’s Summary
Jim and I share retirement lessons learned from a listener’s account of his mother. Her husband’s survivor pension elections, combine…
6 months, 1 week ago
Social Security, 5-year Rule, Conduit Trusts, Inherited IRAs: Q&A #2614
Jim and Chris discuss listener emails on Social Security claiming strategies, IRMAA income adjustments, a listener PSA on the Roth five-year rule, co…
6 months, 2 weeks ago
Buffered ETF Mechanics: EDU #2613
If you would like to skip over the guys’ banter this week about Jim’s experience going to a Cincinnati Reds game, you can go to (7:00).
Chris’s Summa…
6 months, 2 weeks ago
Social Security, Spendthrift Trust, Living Trust: Q&A #2613
Jim and Chris discuss listener emails on Social Security timing, whether you can “leave” your Social Security benefit to a spouse who doesn’t indepen…
6 months, 2 weeks ago
Ed Slott IRA Quiz Continued: EDU #2612
Note: In this episode some information regarding the 5-year rule was misstated – one must get through the fifth, not just be in the fifth year. Jim a…
6 months, 3 weeks ago