Exploring the Retirement Mindset with Kevin Sebesta: EDU #2520
May 14, 2025
Chris’s Summary:Jim and I welcome Kevin Sebesta from the Rock Retirement Club in this Dialogue EDU episode to explore the retirement mindset and why preparing for life after work goes beyond just the numbers. Kevin shares lessons from his own journey and the broader retirement community about identity, purpose, and what makes a fulfilling transition. Jim’s “Pithy” Summary: Chris and I welcome...
Listen NowSocial Security, IRMAA, IRA Beneficiary, and the Roth 5-Year Rule: Q&A #2519
May 10, 2025
Jim and Chris respond to listener emails on Social Security record accuracy, IRMAA repayment options, naming a Trust as an IRA beneficiary, and the Roth 5-year Rule. (12:00) Georgette shares five important Social Security lessons from her family’s experience, prompting a PSA-style discussion on earnings record errors, divorce and remarriage rules, survivor benefit delays, and claiming...
Listen NowRetirement Plans for Aging: EDU #2519
May 7, 2025
Chris’s Summary:Jim and I take a step back in this Dialogue EDU episode to explore how we design retirement plans for again. We talk through common misunderstandings around projections, explain how our See Through Portfolio™ helps people navigate retirement with more confidence, and clarify how simplicity is built into the process. Jim’s “Pithy” Summary: Chris and I use this EDU episode to have...
Listen NowIRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518
May 3, 2025
Jim and Chris are joined by Jake and Paul to discuss tax-related listener questions on IRA contributions from self-employment income, special needs trusts, year-of-death Roth conversions, Cost Basis, and IRMAA. (9:00) George asks how QBI and self-employed health insurance deductions affect how much he can contribute to a traditional IRA.(20:00) Jim, Chris, Jake, and Paul respond to a question...
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