Quarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352
December 27, 2023
Jim and Chris continue their quarterly dialogue discussing listener emails relating to funding the MDF while considering SPIAs, interest rates, inflation, risk tolerance and planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E52.mp3 Podcast: Play in new window | Download (Duration: 1:32:47 — 42.5MB) Subscribe:...
Listen NowSocial Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350
December 16, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, Medicare, IRMAA, annuities, and MDF. (6:00) A listener wonders about his sister’s unique income situation and asks a handful of Social Security related questions. (22:15) George from Pennsylvania looks for clarification on Medicare and IRMAA. (38:45) A listener from Pennsylvania asks about taking some of the...
Listen NowInflation, MDF, and Bond Ladders: EDU #2347
November 22, 2023
Jim and Chris continue their discussion from last week on funding the Minimum Dignity Floor (MDF) and addressing inflation using bond ladders. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E47.mp3 Podcast: Play in new window | Download (Duration: 1:13:01 — 33.4MB) Subscribe:...
Listen NowFunding MDF and Addressing Inflation: EDU #2346
November 15, 2023
Jim and Chris continue their discussion from last week on funding the Minimum Dignity Floor (MDF) and addressing inflation using their approach. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E46.mp3 Podcast: Play in new window | Download (Duration: 1:24:18 — 38.6MB) 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:...
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