Social Security, TIPS Ladder, Investment Positioning, Buffered ETFs: Q&A #2638
September 19, 2026
Chris and Jacob discuss listener emails on Social Security survivor benefits, a TIPS ladder paired with a QLAC, investment positioning across taxable, tax deferred, and tax-free accounts, and buffered ETFs for sequence of returns risk. (12:30) A listener whose spouse recently died asks whether they can claim child in care survivor benefits now while caring for their young daughter, and whether...
Listen NowPower of Attorney Mistakes: EDU #2637
September 16, 2026
Chris’s Summary Jim and I discuss five common power of attorney mistakes flagged in an estate planning attorney’s article, along with points from Peter Scott. We cover naming an alternative agent, the friction a springing agency can create, gifting authority that is either absent or overly broad, notifying old agents and financial institutions after a change, and the boilerplate real...
Listen NowHeart Screening, Healthy Aging in Retirement: Q&A #2637
September 12, 2026
Jim and Chris are again joined by Dr. Phillip Snider. They discuss listener emails on coronary artery calcium scoring, followed by a broader conversation on healthy aging. Dr. Snider revisits the five tests he recommended in a previous episode, explains what the calcium score ranges mean, and covers how to get the tests done. He then turns to the dietary patterns linked to a longer, healthier...
Listen NowReview of a DIY Retirement Plan: EDU #2636
September 9, 2026
Chris’s Summary Jim and I continue our Fun Number™ series with a listener email laying out a DIY retirement plan built account by account, each with an assigned purpose. We cover where her approach lines up with positioning dollars by spending need, where tax planning could change what comes from which account, and how declining ability to manage money shaped her decisions....
Listen NowIRMAA Brackets, Social Security, Annuity Inflation, QCDs, Listener PSAs: Q&A #2636
September 5, 2026
Jim and Chris discuss listener emails on IRMAA brackets after a spouse’s death, Social Security claiming and spousal benefits, annuities and inflation for a Minimum Dignity Floor™ shortfall, and a Qualified Charitable Distributio (QCD) funding a charitable gift annuity, followed by listener PSAs on expense tracking, home sale timing, and annuity flexibility. (10:00) A listener asks...
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