The Fun Number Part 2: EDU #2303
January 18, 2023
Jim and Chris continue their discussion on the concept of the Fun Number to explain the rational behind the concept. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E03.mp3 Podcast: Play in new window | Download (Duration: 1:17:00 — 35.2MB) Subscribe:...
Listen NowThe Fun Number Part 1: EDU #2302
January 11, 2023
Jim and Chris begin their detailed discussion on the concept of the fun number and WHY we focus on it as part of our approach. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E02.mp3 Podcast: Play in new window | Download (Duration: 1:12:36 — 33.2MB) Subscribe:...
Listen NowPrologue To Discussing The Fun Number: EDU #2301
January 4, 2023
Jim and Chris sit down to discuss the concept of the “Fun Number” and how we go about estimating the fun number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E01.mp3 Podcast: Play in new window | Download (Duration: 1:12:48 — 33.3MB) Subscribe:...
Listen NowSocial Security, COLAs, PIAs, Annuities, and Fun Spending: Q&A #2240
October 1, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, COLAs, PIAs, annuities, and fun spending. (7:30) A listener asks about the restricted application strategy for Social Security and how it’s monitored/regulated. (16:30) George from Ohio looks for clarification on his spouses Social Security benefit and cost of living adjustment (COLA) for being born in 1961....
Listen NowSocial Security, Pro-Rata Rule, Roth Conversions, and Positioning: Q&A #2150
December 11, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, the pro-rata rule, Roth conversions, and positioning. Intro: Jim and Chris discuss the recent court case involving gold within an IRA as well as the delay to complete 2021 Roth conversions and some potential strategies to combat this. (31:15) George from Texas looks for confirmation on his Social Security claiming...
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