Buffered Products In A Retirement Portfolio Part 1: EDU #2314
April 5, 2023

Jim and Chris discuss a listeners question on how brokered buffered products compare to insurance buffered products and how could he decide if he should consider them as part of his retirement portfolio. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E14.mp3 Podcast: Play in new window | Download (Duration: 1:32:50 — 42.5MB)...
Listen NowSpousal Benefits, Investing, Roth Conversions, Trusts, and MYGAs: Q&A #2247
November 19, 2022

Jim and Chris sit down to discuss listeners questions relating to spousal benefits, investing, Roth conversions, trusts, and MYGAs. (7:45) Georgette from New York looks for clarification on the possible reduction of spousal Social Security benefits. (15:30) A Californian listener wonders if it makes sense to sell some of his bond funds that are currently down or if it’s better to hold them...
Listen NowClarification On Asset Positioning: EDU #2217
April 27, 2022

Jim and Chris sit down to discuss and clarify listeners questions relating to our asset management concept of positioning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E17.mp3 Podcast: Play in new window | Download (Duration: 1:05:02 — 29.8MB) Subscribe:...
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