Our Retirement Planning Process and Philosophy Part 12: EDU #2437
September 11, 2024
Jim and Chris continue the recent series on their philosophy/approach to retirement planning and their positioning approach for retirement spending. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E37.mp3 Podcast: Play in new window | Download (Duration: 1:10:29 — 32.3MB) Subscribe:...
Listen NowOur Retirement Planning Process and Philosophy Part 9: EDU #2433
August 14, 2024
Jim and Chris continue their discussion of “seesaw assets” and leveraging a long-term care insurance policy to increase your Aging/LTC reserve. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E33.mp3 Podcast: Play in new window | Download (Duration: 1:27:31 — 40.1MB) Subscribe:...
Listen NowOur Retirement Planning Process and Philosophy Part 7: EDU #2431
July 31, 2024
Jim and Chris pick up where they left off discussing their retirement planning philosophy with fun money and the seesaw analogy. In this episode the guys talk about how and why Jim changed his positioning strategy to better adapt to their retirement spending philosophy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E31.mp3...
Listen NowBuffered 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 NowSocial Security, WEP, The Fun Number, and Positioning: Q&A #2307
February 18, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, WEP, the fun number, and positioning. (6:30) An Indiana listener looks for clarification on a Social Security survivor benefit and the affects of WEP. (12:30) George from Maryland asks for clarity on his Social Security benefit. (23:00) A listener wonders how to adjust her fun number in the middle of a down stock...
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