Income Benefits Of Non-Annuitized Annuities: EDU #2424
June 12, 2024
Jim and Chris continue their discussion from last weeks QA show regarding the income benefits of a non annuitized annuity. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E24.mp3 Podcast: Play in new window | Download (41.0MB) Subscribe:...
Listen NowRollover Issues and Income Annuities: Q&A #2423
June 8, 2024
Jim and Chris take a deep dive on a listener question relating to a problem with a rollover and provide their thoughts on purchasing a Deferred Income Annuity (DIA). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y24E23.mp3 Podcast: Play in new window | Download (49.9MB) Subscribe:...
Listen NowKicking Off Annuity Awareness Month: EDU #2423
June 5, 2024
Jim and Chris kick off annuity awareness month in 2024 by chatting about annuities, where they fit into retirement and retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E23.mp3 Podcast: Play in new window | Download (45.2MB) Subscribe:...
Listen NowAnnuities, Pensions, and Social Security: Q&A #2422
June 1, 2024
June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities. (21:30) A fellow advisor and listener looks for clarification on a clients Social Security benefit statement. (49:00) George wonders, if more people think of annuities like pensions, would they be a more popular and accepted option for retirement. (57:45)...
Listen NowOur Retirement Planning Process and Philosophy Part 6: EDU #2422
May 29, 2024
Jim and Chris continue their walk through of our philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E22.mp3 Podcast: Play in new...
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