Transition Period Strategy Part 1 – Asset Positioning: EDU #2516
April 16, 2025
Chris’s Summary: Jim and I are joined by Jake and Jacob to discuss listener emails related to asset positioning for retirement and the transition period leading up to it. We break down how we think about asset allocation across account types, what a liquidity account is and why we use it, and how we handle year-end tax planning. It’s all part of how and why our Secure Retirement Income Process™...
Listen NowOur Retirement Planning Process and Philosophy Part 13: EDU #2438
September 18, 2024
Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E38.mp3 Podcast: Play in new window | Download (Duration: 1:39:03 — 45.3MB) Subscribe:...
Listen NowSocial 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:...
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