Social Security, I-Bonds, Roth Conversions, Pension Benefits, and Advice For New Financial Planners: Q&A #2152
December 25, 2021
Jim and Chris sit down to discuss Social Security, I-Bonds, Roth conversions, pension benefits, and advice for new financial planners.
(16:00) A New Jersey listener looks for advice on collecting, suspending, and restarting his spouses Social Security benefit.
(30:00) Jim and Chris respond to listener feedback from last weeks EDU show regarding I-Bonds.
(35:45) Jim and Chris address a listener observation regarding Jim’s stroke and his bad habit of misusing people’s names.
(37:00) Jim and Chris follow-up on a listener’s previous email asking about a possible 5-year penalty with Roth conversions.
(45:15) A Floridian listener asks about the pros and cons of using a Roth account to leverage Roth conversions.
(1:00:30) A listener looks for clarification on benefits surrounding her government pension.
(1:16:35) A younger CFP hopeful looks for advice on transitioning into the industry of financial planning.
Podcast: Play in new window | Download (Duration: 1:33:44 — 42.9MB)
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