Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335
August 30, 2023
Jim and Chris sit down to continue their discussion on the concept of the fun number, minimum dignity floor (MDF), and secure income. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E35.mp3 Podcast: Play in new window | Download (Duration: 1:10:59 — 32.5MB) Subscribe:...
Listen NowSocial Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334
August 26, 2023
Jim and Chris discuss listeners questions relating to Social Security, IRMAA, Roth conversions, life insurance, MDF, and the fun number. (7:00) Georgette from Michigan asks for the best, free Social Security claiming optimization tools. (30:45) Georgette in Colorado wonders if doing Roth conversions to avoid IRMAA impacts is really worth the trouble. (56:00) A listener in Ohio looks for the...
Listen NowReexamining The Fun Number, MDF and Secure Income: EDU #2334
August 23, 2023
Jim and Chris sit down to discuss and reexamine the concept of the fun number, minimum dignity floor (MDF), and secure income. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E34.mp3 Podcast: Play in new window | Download (Duration: 1:31:24 — 41.8MB) Subscribe:...
Listen NowBasement Remodeling Metaphor: EDU #2316
April 19, 2023
Jim and Chris sit down to discuss how Jim’s recent basement remodel sparked comparisons to his retirement planning philosophy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E16.mp3 Podcast: Play in new window | Download (Duration: 1:28:55 — 40.7MB) Subscribe:...
Listen NowAltering The Fun Number In A Small Portfolio: EDU #2308
February 22, 2023
Jim and Chris sit down to discuss the approach to the fun number concept and how it can be altered/used in a much smaller portfolio. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E08.mp3 Podcast: Play in new window | Download (Duration: 1:19:04 — 36.2MB) Subscribe:...
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