Social Security, IRMAA, Fun Number, and MDF: Q&A #2336
September 9, 2023
Jim and Chris sit down to discuss listener questions regarding Social Security, IRMAA, fun spending, and MDF. (7:30) A Massachusetts listener looks for clarification on WEP and his person Social Security benefit timing. (15:00) George in Maryland asks about IRMAA and the circumstances of a life changing event. (22:30) A listener from Wisconsin asks about the release of the IRMAA surcharge...
Listen NowSocial Security, IRMAA, MDF, and Fun Spending: Q&A #2335
September 2, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, MDF, and fun spending. (6:45) A listener looks for clarification on his wife’s spousal Social Security benefit. (12:30) A listener from Indiana asks about suspending her own Social Security benefit till age 70 while potentially claiming a spousal benefit in the meantime. (23:00) George from Missouri...
Listen NowSocial Security, Spousal Benefits, Aging Reserve, and Fun Expenses: Q&A #2309
March 4, 2023
Jim and Chris sit down to discuss questions relating to Social Security, spousal benefits, aging reserve, and fun expenses. (9:15) A Californian listener asks about his Social Security claiming strategy for spousal and survivor benefits. (20:45) A listener in Georgia looks for clarification on spousal Social Security benefits following a divorce. (35:00) Georgette from South Carolina wonders how...
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:...
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:...
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