Social 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:...
Listen NowHow to Get Straight Answers from Financial Advisors/Planners: EDU #2026
July 1, 2020
Jim and Chris discuss a listener’s email regarding what questions to consider when interviewing financial advisors/planners. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E26.mp3 Podcast: Play in new window | Download (Duration: 1:29:05 — 40.8MB) Subscribe:...
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