Podcast Episodes

Cash Balance Plans Part 2: EDU #2606

Chris’s Summary
Jim and I are joined by Steve Sansone as we revisit Cash Balance Plans and respond to listener follow-up emails.

(8:30) A CPA asks whe…

8 months ago

IRMAA, Early Withdrawal Penalty, 403b Distributions: Q&A #2606

Jim and Chris discuss listener emails on IRMAA appeals using Form SSA-44, avoiding the 10% early withdrawal penalty, and whether a 403(b) distributio…

8 months, 1 week ago

Retirement Spending Anxiety: EDU #2605

Chris’s Summary
Jim and I discuss spending anxiety in retirement using a Washington Post article written by a personal finance columnist describing he…

8 months, 1 week ago

Social Security, SPIAs, SEPP 72(t): Q&A #2605

Jim and Chris discuss listener emails on Social Security timing for HSA contributions, investing in a SPIA vs buffered ETFs, and using SEPP 72(t) inc…

8 months, 2 weeks ago

Asset Positioning for Retirees: EDU #2604

If you’d like to skip over the guys chatting about cold weather and football you can to (8:15).

Chris’s Summary
Jim and I are joined by Jacob as we co…

8 months, 2 weeks ago

Social Security, ERISA, LTC: Q&A #2604

Jim and Chris discuss listener emails on Social Security survivor benefits and the earnings test, share a listener PSA on Social Security timing and …

8 months, 3 weeks ago

Investing for Retirees: EDU #2603

If you want to miss all the fun banter about Jim’s Singo (song bingo) night and his trip to Kentucky and Amish country you can skip ahead to (16:00).…

8 months, 3 weeks ago

Social Security, HSA, and Annuities: Q&A #2603

Jim and Chris discuss listener questions on Social Security survivor benefits and divorce rules, a listener PSA on spousal benefits, HSA contribution…

8 months, 4 weeks ago

Roth IRA Mistakes, Part 2: EDU #2602

Chris’s Summary
Jim and I continue last week’s EDU discussion on Roth IRA mistakes from an Investopedia article. We cover direct versus 60-day rollove…

9 months ago

IRMAA, Inherited IRA, LTC, ACA Tax Credits: Q&A #2602

Jim and Chris are joined by Jake to discuss listener questions on SSA-44 and IRMAA surcharges, inherited IRA spousal rollover rules, long-term care i…

9 months ago