The Fun Number Part 2: EDU #2303
January 18, 2023
Jim and Chris continue their discussion on the concept of the Fun Number to explain the rational behind the concept. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E03.mp3 Podcast: Play in new window | Download (Duration: 1:17:00 — 35.2MB) Subscribe:...
Listen NowSocial Security, 401(a)’s, RMDs, Taxes, and 401(k) Loans: Q&A #2302
January 14, 2023
Jim and Chris sit down to discuss listeners questions regarding Social Security, 401(a)’s, RMDs, taxes and 401(k) loans. (10:30) A listener from New Jersey asks a couple of general questions to try and understand some additional facts about Social Security. (25:30) A listener from Colorado looks for help with calculating an accurate projection for their age 70 Social Security benefit given...
Listen NowThe Fun Number Part 1: EDU #2302
January 11, 2023
Jim and Chris begin their detailed discussion on the concept of the fun number and WHY we focus on it as part of our approach. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E02.mp3 Podcast: Play in new window | Download (Duration: 1:12:36 — 33.2MB) Subscribe:...
Listen NowStolen Identities, Social Security, RMDs, and Roth Conversions: Q&A #2301
January 7, 2023
Jim and Chris sit down to discuss listeners questions and topics relating to stolen identities, Social Security, RMDs, and Roth Conversions. (Intro) Jim gives an update on his recent operation, and also shares information on his identity being stolen recently. (34:30) George from Maryland looks for clarification on if his wife can claim a Social Security spousal benefit. (43:00) Jim discusses an...
Listen NowPrologue To Discussing The Fun Number: EDU #2301
January 4, 2023
Jim and Chris sit down to discuss the concept of the “Fun Number” and how we go about estimating the fun number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E01.mp3 Podcast: Play in new window | Download (Duration: 1:12:48 — 33.3MB) Subscribe:...
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