Capital Gains and Wash Sale Rule: EDU #2414
April 3, 2024
Jim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E14.mp3 Podcast: Play in new window | Download (Duration: 57:05 — 26.1MB) Subscribe:...
Listen NowSafe Withdrawal Rate Vs. Income Annuity: EDU #2345
November 8, 2023
Jim and Chris discuss a listeners email comparing a 4% safe withdrawal rate to purchasing an income annuity for covering his minimum dignity floor (MDF). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E45.mp3 Podcast: Play in new window | Download (Duration: 1:15:35 — 34.6MB) Subscribe:...
Listen NowDiscussing An Article On Traditional Retirement Models Continued: EDU #2343
October 25, 2023
Jim and Chris continue their discussion on an article titled, “How Traditional Retirement Models Cost Clients Millions” on Advisor Prospectives website. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E43.mp3 Podcast: Play in new window | Download (Duration: 1:10:34 — 32.3MB) 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:...
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:...
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