Bonds and Your Retirement Portfolio
October 28, 2017
Jim and Chris receive their first live caller on the new podcast. ‘Georgette’ from Iowa asks, “How much of your retirement portfolio should be in bonds?” And another listener emailed a Social Security question: How do Social Security survivor benefits work if you want to remarry?...
Listen NowFinancial Industry Insights
October 21, 2017
A listener from KY who wants to be a financial planner sent in a question that prompted a discussion by Jim and Chris regarding the inner workings of the financial industry. Also, a listener asks for clarification regarding the IRS’s rules on Inherited IRAs and Trusts....
Listen NowAffording Health Insurance if You Retire Early
October 14, 2017
Jim and Chris answer a question from a listener in Iowa: If you want to retire early but need to withdraw funds from retirement accounts to pay for health insurance, what’s the best way to do that? They also follow up on an email from a listener in TN who offered his opinion on retiring early....
Listen NowPension or Lump-sum?
October 7, 2017
Jim and Chris answer a question from a listener in Maine regarding whether or not a pension or a lump-sum payment would be a better idea. They also discuss a question from a New Hampshire listener regarding return of capital from a Utility Fund. Chris addresses a question from a listener in Shangai, China regarding the Social Security Delayed Retirement Credit....
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