Social Security, WEP, The Fun Number, and Positioning: Q&A #2307
February 18, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, WEP, the fun number, and positioning. (6:30) An Indiana listener looks for clarification on a Social Security survivor benefit and the affects of WEP. (12:30) George from Maryland asks for clarity on his Social Security benefit. (23:00) A listener wonders how to adjust her fun number in the middle of a down stock...
Listen NowSocial Security, The Fun Number, and Secure Income: Q&A #2306
February 11, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, the fun number, and secure income. (11:00) A listener asks if any Social Security earnings and taxes paid at age 62 onward will impact their future Social Security benefit calculation. (20:00) A Wisconsin listener looks for clarification on her estimated Social Security PIA and if it includes the 8.70%...
Listen NowFun Number Follow Up: EDU #2306
February 8, 2023
Jim and Chris sit down to discuss and follow-up on a few remaining items surrounding the concept of the Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E06.mp3 Podcast: Play in new window | Download (Duration: 1:03:29 — 29.1MB) Subscribe:...
Listen NowThe Fun Number Part 4: EDU #2305
February 1, 2023
Jim and Chris wrap up their discussion of the Fun Number and what to do once you’ve arrived at your Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E05.mp3 Podcast: Play in new window | Download (Duration: 1:34:06 — 43.1MB) Subscribe:...
Listen NowThe Fun Number Part 3: EDU #2304
January 25, 2023
Jim and Chris continue their discussion on the concept of the Fun Number and explain HOW they arrive at determining the Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E04.mp3 Podcast: Play in new window | Download (Duration: 1:12:24 — 33.1MB) Subscribe:...
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