Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418
May 4, 2024
Jim and Chris sit down to discuss listener questions relating to cognitive decline, minimum dignity floor (MDF), taxes, inflation, and fun spending. (7:15) Jim and Chris begin by discussing several listener emails regarding cognitive decline in retirement and items to be aware of. Link to New York Times podcast on cognitive decline: CLICK HERE (26:00) A listener provides her input on the taxes...
Listen NowOur Retirement Planning Process and Philosophy Part 3: EDU #2418
May 1, 2024
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E18.mp3 Podcast: Play in new...
Listen NowSocial Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
April 27, 2024
Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security survivor benefit. (20:45) A listener wonders if she can qualify for child-in-care spousal benefits as an adoptive parent. (27:30) A listener asks how they calculate the maximum possible Social Security...
Listen NowOur Retirement Planning Process and Philosophy Part 2: EDU #2417
April 24, 2024
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E17.mp3 Podcast: Play in new...
Listen NowCapital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
April 20, 2024
Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. (4:10) Chris and Paul chat about an IRS notice. (10:00) A listener asks about the sale of a house and the possible capital gains exclusions allowed for single/married people. (17:45) George wonders if IRMAA avoidance and a large Roth conversion can be undone. (36:30) George looks...
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