Inflation, 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:...
Listen NowSocial Security, PIA, IRMAA, MDF, and Annuities: Q&A #2338
September 23, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, PIA, IRMAA, MDF, and annuities. (5:15) A Californian listener looks for clarification on a potential Social Security survivor benefit for his mother. (17:00) An Arizona listener wonders at what point his primary insurance amount (PIA) becomes “set”. (31:30) George from Texas asks about IRMAA and...
Listen NowReexamining The Fun Number, MDF and Secure Income Part 4: EDU #2337
September 13, 2023
Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E37.mp3 Podcast: Play in new window | Download (Duration: 1:25:39 — 39.2MB) Subscribe:...
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