In-Depth Principal Protected Structured ETFs: EDU #2430
July 24, 2024
Jim and Chris welcome special guest Matt Kaufman from Calamos Investments. Together they take an in-depth look at the development, brief history (including structured notes, fixed indexed annuities, and new exchange traded funds), function, and options trades in the background of Principal Protected Structured ETFs....
Listen NowTarget Outcome TIPS ETFs: EDU #2402
January 10, 2024
Jim and Chris sit down to continue to their discussion on some defined outcome treasury inflation protected securities (TIPS) ETFs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E02.mp3 Podcast: Play in new window | Download (Duration: 1:02:21 — 28.5MB) Subscribe:...
Listen NowIRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349
December 9, 2023
Jim and Chris sit down to discuss listener questions relating to IRMAA, Social Security, mutual funds and ETFs. (3:45) George from California asks for clarification on filing the form SSA-44 and the associated IRMAA costs. (13:30) A listener wonders if she should claim her Social Security benefit earlier than expected to cover some long-term care costs. (41:45) A listener from Kentucky asks...
Listen NowSocial Security, Inherited IRAs, and Buffered ETFs: Q&A #2228
July 9, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security benefits, inherited IRAs, and buffered ETFs. (12:15) Georgette from Connecticut asks about the rules surrounding when to claim a spousal Social Security benefit. (23:00) Georgette wonders is Social Security benefits only get increased annually after hitting full retirement age. (30:00) George from Tennessee looks...
Listen NowWhy We Manage Assets Our Way: EDU #2206
February 9, 2022
Jim and Chris sit down to discuss the first part in a new series discussing WHY we manage assets our way at Jim Saulnier & Associates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E06.mp3 Podcast: Play in new window | Download (Duration: 1:22:17 — 37.7MB) Subscribe:...
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