Addressing Concerns Posed In Financial Planning Article Part 2: EDU #2333
August 16, 2023
Jim and Chris continue their discussion of an article and provide their opinion on how they would attack some of the concerns proposed in the article. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E33.mp3 Podcast: Play in new window | Download (Duration: 1:30:05 — 41.2MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, MDF, HSAs, and Financial Advisors: Q&A #2251
December 17, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, MDF, HSAs, and financial advisors. (6:00) George asks a question on the mechanics of Social Security auxiliary benefits. (15:15) A listener wonders if he can still do a 60-day rollover for a Roth conversion if he has no earned income. (18:00) George from the UK looks for clarification on how to...
Listen NowSocial Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245
November 5, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, 72t IRA rules, and the timing for hiring a financial advisor. (16:15) George from Texas looks for clarification on the effects WEP will have on his spouses Social Security estimated benefit. (33:30) A Michigan listener wonders about Social Security amounts in high and low inflationary environments when turning age...
Listen NowConflicting Financial Advice: EDU #2131
August 4, 2021
Jim and Chris sit down to discuss a listeners email concerning the topic of conflicting advice in the financial planning world. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E31.mp3 Podcast: Play in new window | Download (Duration: 1:18:53 — 36.1MB) Subscribe:...
Listen NowA Discussion About the Financial Planning Industry: EDU #2037
September 16, 2020
Jim and Chris discuss a Texan’s email regarding his experience with a financial advisor and the financial planning industry as a whole. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E37.mp3 Podcast: Play in new window | Download (Duration: 1:02:10 — 27.6MB) Subscribe:...
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