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Podcasts » Social Security, WEP, The Fun Number, and Positioning: Q&A #2307
Social Security, WEP, The Fun Number, and Positioning: Q&A #2307
February 18, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, WEP, the fun number, and positioning.
(6:30) An Indiana listener looks for clarification on a Social Security survivor benefit and the affects of WEP.
(12:30) George from Maryland asks for clarity on his Social Security benefit.
(23:00) A listener wonders how to adjust her fun number in the middle of a down stock market.
(41:15) George from Maryland asks about how to plan for a prolonged Go-Go phase and how to break up your Go-Go, Slow-Go and No-Go breakdowns.
(1:03:45) A listener from Minnesota wonders how to position his 401(k) assets when his investment options are limited.
Podcast: Play in new window | Download (Duration: 1:11:42 — 32.8MB)
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