Discussion of the Financial Planning Industry CONTINUED: EDU #2038
September 23, 2020
Jim and Chris continue the discussion from last week’s EDU show about their thoughts on the financial planning industry. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E38.mp3 Podcast: Play in new window | Download (Duration: 1:21:54 — 36.3MB) Subscribe:...
Listen NowClaiming Strategies, Taxes, HSA Contributions, and the CARES Act: Q&A #2038
September 19, 2020
Jim and Chris cover questions on Social Security claiming strategies, taxes, HSA contribution rules, and the CARES Act. (8:00) An Indianaian asks a question about claiming ages for Social Security benefits. (19:10) Georgia from Minnesota wonders what the appropriate balance to hold in her, “Always Taxable” accounts would be. (45:40) A listener from Ohio asks a question about health...
Listen NowA Discussion About the Financial Planning Industry: EDU #2037
September 16, 2020
Jim and Chris discuss a Texan’s email regarding his experience with a financial advisor and the financial planning industry as a whole. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E37.mp3 Podcast: Play in new window | Download (Duration: 1:02:10 — 27.6MB) Subscribe:...
Listen NowSocial Security, Private Lending, Income Annuities, and Asset Management: Q&A #2037
September 12, 2020
Jim and Chris discuss a few questions on Social Security, Private Lending, Income Annuities, Asset Management, and more. (4:05) A listener would like to know more about how to calculate Social Security survivor benefits. (20:50) George and Georgette from Georgia ask a question about private lending from retirement accounts. (41:35) A listener wants advice on which type of income annuity he...
Listen NowAsset Positioning and Distribution Planning: EDU #2036
September 9, 2020
Jim and Chris discuss a listener’s topic of asset positioning and asset distribution planning throughout retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E36.mp3 Podcast: Play in new window | Download (Duration: 1:37:13 — 43.4MB) Subscribe:...
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