In-Depth Principal Protected Structured ETFs: EDU #2430
July 24, 2024
Jim and Chris welcome special guest Matt Kaufman from Calamose 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 NowSocial Security Benefits and Fixed-Indexed Annuities: Q&A #2226
June 25, 2022
Jim and Chris sit down to discuss listener questions about Social Security benefits and fixed-indexed annuities. (26:00) A listener follows-up on a question from a previous show to ask about how divorce would affect her Social Security benefits. (33:30) PSA about our monthly newsletter. (42:00) A listener looks for thoughts and advice on commission-free fixed-indexed annuities....
Listen NowSocial Security, Fixed Index Annuities, Rollovers, and Inherited Annuities: Q&A #2216
April 16, 2022
Jim and Chris discuss listener questions relating to Social Security, fixed index annuities, Roth rollovers, and inherited annuities. (4:30) Georgette looks to follow-up on a question asked in Q&A #2215 regarding the forfeiture of SSA funds if an individual dies prior to claiming. (12:30) George from California looks for opinions and advice on fixed index annuities (FIAs). (45:30) A listener...
Listen NowSpousal Benefits, Fixed Annuities, and Coronavirus Distributions: Q&A #2107
February 13, 2021
Jim and Chris sit down to discuss questions relating to Social Security spousal benefits, books for retirement planning, fixed annuities, and Coronavirus related distributions. (3:45) A Coloradoan asks about Social Security spousal benefits and the timing relating to his wife claiming spousal benefits. (16:00) A listener asks a question with regard to the previous EDU #2106 show on fixed...
Listen NowQ&A: Roth TSP and Fixed Annuities
February 16, 2019
Listen in as Jim and Chris respond to a listener’s email where they ask if they should continue to max out their Roth TSP and whether to convert money from their non-deductable IRA. Another listener looks for clarification on his Fixed Annuities’ commencement dates....
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