Fee Based Annuities: EDU #2226
June 29, 2022
Jim and Chris continue their discussion from a previously asked question about annuities under the new fee based platform. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E26.mp3 Podcast: Play in new window | Download (Duration: 1:11:10 — 32.6MB) Subscribe:...
Listen NowSocial Security Benefits and Fixed-Indexed Annuities: Q&A #2226
June 25, 2022
Jim and Chris sit down to discuss listener questions about Social Security benefits and fixed-indexed annuities. (26:00) A listener follows-up on a question from a previous show to ask about how divorce would affect her Social Security benefits. (33:30) PSA about our monthly newsletter. (42:00) A listener looks for thoughts and advice on commission-free fixed-indexed annuities....
Listen NowStruggles Spending Down Nest Egg In Retirement: EDU #2225
June 22, 2022
Jim and Chris sit down to discuss a recent Barron’s article about retirees struggles to spend down their nest egg in retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E25.mp3 Podcast: Play in new window | Download (Duration: 1:23:04 — 38.0MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, and Mortality Credits: Q&A #2225
June 18, 2022
Jim and Chris sit down to discuss listeners questions about Social Security, Roth conversions, and annuity mortality credits. (3:30) George in North Carolina looks for clarification on his spouses Social Security benefit and whether or not it will be WEP/GPO affected. (8:30) A listener from Wisconsin asks about the calculation for the pro-rata amount on a Roth conversion. (23:15) George from...
Listen NowThe Current Investment Market and Retirement: EDU #2224
June 15, 2022
Jim and Chris sit down to discuss the current state of the investment market and how it potentially coincides with your retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E24.mp3 Podcast: Play in new window | Download (Duration: 1:22:33 — 37.8MB) Subscribe:...
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