Social Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333
August 19, 2023
Jim and Chris sit down to discuss questions relating to Social Security, survivor benefits, asset management, annuities and RMDs. (3:30) A listener from Washington looks for clarification on claiming a Social Security survivor benefit and the timing of claiming her own personal benefit. (14:15) A listener from Michigan wonders if waiting till age 70 to claim Social Security makes sense in the...
Listen NowClarification On Asset Positioning: EDU #2217
April 27, 2022
Jim and Chris sit down to discuss and clarify listeners questions relating to our asset management concept of positioning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E17.mp3 Podcast: Play in new window | Download (Duration: 1:05:02 — 29.8MB) Subscribe:...
Listen NowWhy We Manage Assets Our Way Q&A Part 2: EDU #2212
March 23, 2022
Jim and Chris sit down to continue answering listeners questions relating to the five part series on why we manage assets our way. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E12.mp3 Podcast: Play in new window | Download (Duration: 1:03:16 — 29.0MB) Subscribe:...
Listen NowWhy We Manage Assets Our Way Q&A Part 1: EDU #2211
March 16, 2022
Jim and Chris sit down to answer listeners questions relating to the five part series on why we manage assets our way. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E11.mp3 Podcast: Play in new window | Download (Duration: 1:11:16 — 32.6MB) Subscribe:...
Listen NowWhy We Manage Assets Our Way Part 5: EDU #2210
March 9, 2022
Jim and Chris discuss the fifth part in our series discussing why we manage assets our way and how we structure our fees. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E10.mp3 Podcast: Play in new window | Download (Duration: 1:11:28 — 32.7MB) Subscribe:...
Listen Now
