In-Depth Principal Protected Structured ETFs: EDU #2430
July 24, 2024
Jim and Chris welcome special guest Matt Kaufman from Calamos Investments. Together they take an in-depth look at the development, brief history (including structured notes, fixed indexed annuities, and new exchange traded funds), function, and options trades in the background of Principal Protected Structured ETFs....
Listen NowDelayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
July 20, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security delayed benefits, rolling a pension excess to an IRA, HSAs, and when to turn on an annuity’s living benefit. (15:00) A listener wonders if Chris can clear up why his Social Security delayed benefits calculations don’t match the what the SSA website shows. (28:30) Georgette hopes the guys can help...
Listen NowEstate Planning 101: EDU #2429
July 17, 2024
Jim and Chris welcome Estate Planning Attorney, Shelly Thompson to discuss the basics of estate planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E29.mp3 Podcast: Play in new window | Download (Duration: 1:26:32 — 39.6MB) Subscribe:...
Listen NowTax Questions Answered: Q&A #2428
July 13, 2024
In this episode Chris and guest Paul Neiffer, CPA will tackle listener tax questions. (3:45) A listener’s conversation with their sister has them wondering what strategies are recommended for the last high-earning year before retirement. (19:00) George plans to sell his rental property and is trying to understand what tax forms he needs as well as the capital gains implications. (28:00) A...
Listen NowOur Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428
July 10, 2024
Jim and Chris discuss listener submissions with advice on how we can describe our retirement planning approach in 10 minutes or less. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E28.mp3 Podcast: Play in new window | Download (Duration: 1:24:09 — 38.5MB) Subscribe:...
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