Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436
September 7, 2024

Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Minimum Dignity Floor, Reverse Mortgages, and Inherited IRAs… (4:00) George wonders if he continues to work and his Social Security benefit is reduced to $0, if that also make his wife’s spousal benefit and child’s disability benefit $0. (16:15) Chris answers another SS Disability...
Listen NowOur Retirement Planning Process Questions Answered: EDU #2435
August 28, 2024

With Jim out sick, one of the other planners at Jim Saulnier & Associates, Jake Turner, joins Chris to discuss some questions that have come in about the retirement planning process. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E35.mp3 Podcast: Play in new window | Download (Duration: 1:19:20 — 36.3MB) 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 NowAll About The Minimum Dignity Floor (MDF) Part 6: EDU #2236
September 7, 2022

Jim and Chris sit down to wrap up their discussion on the Minimum Dignity Floor (MDF) series and answer a few listeners questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E36.mp3 Podcast: Play in new window | Download (Duration: 1:22:06 — 37.6MB) Subscribe:...
Listen NowAll About The Minimum Dignity Floor (MDF) Part 5: EDU #2235
August 31, 2022

Jim and Chris sit down to continue their discussion on the Minimum Dignity Floor (MDF) and answer a couple of listeners questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E35.mp3 Podcast: Play in new window | Download (Duration: 1:10:21 — 32.2MB) Subscribe:...
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