Considering the Coronavirus While Retirement Planning: EDU #2011
March 18, 2020
In today’s EDU, Jim and Chris chat about retirement planning while considering “black swan events” such as the current coronavirus outbreak. Although the coronavirus is a hot topic right now, what can one do when facing other similar unexpected events while trying to plan retirement?...
Listen NowCovering the Minimum Dignity Floor, Preparing for a SS Asset Cap, and the Pro Rata Rule: Q&A #2011
March 14, 2020
In today’s episode, listeners have sent Jim and Chris questions about covering the minimum dignity floor, preparing for a possible Social Security asset cap, and the pro-rata rule. (4:20) A Texan asks how Jim and Chris would plan for covering the minimum dignity floor when considering inflation. (18:55) A listener from New Jersey would like to discuss the probability of an asset cap limit...
Listen NowThings to Consider when Considering a Roth Conversion: EDU #2010
March 11, 2020
Jim, Chris, and Bob all discuss this topic today brought to us by a listener’s email: things to consider when considering a Roth conversion. The simple question of “should I convert to a Roth?” comes with a multi-faceted answer! https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E10.mp3 Podcast: Play in new window...
Listen NowLive Caller: Reducing IRMAA, Bonds or Income Annuities, and Some Comments: Q&A #2007
February 15, 2020
A live caller and an email comment from a financial planner are featured on today’s podcast. Jim and Chris talk through a listener’s concerns about establishing less-volatile accounts while still keeping low income for tax strategies. (3:12) Live caller George would like to discuss how to reduce IRMAA early in retirement (35:45) George continues by asking how to establish secure...
Listen NowJim & Chris’s Retirement Planning Approach and Process Part 4: EDU #2006
February 12, 2020
This is Part 4 of the show series in which Jim and Chris continue to describe their retirement planning approach and process. In Parts 1 and 2 they discussed mostly the why and philosophy of their approach. In Part 3 they explained further how they begin their planning process, using a fictitious couple as an example. In this episode, Jim and Chris continue using this fictitious couple to...
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