Risks Retirees Face In Retirement: EDU #2240
October 5, 2022
Jim and Chris sit down to discuss a recent paper from the Center For Retirement Research about retirees and the different risks they face in retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E40.mp3 Podcast: Play in new window | Download (Duration: 1:33:20 — 40.6MB) Subscribe:...
Listen NowDiffering Approaches To Retirement: EDU #2215
April 13, 2022
Jim and Chris sit down to discuss the rather philosophical topic of differing approaches to retirement and longevity of retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E15.mp3 Podcast: Play in new window | Download (Duration: 1:24:35 — 38.7MB) Subscribe:...
Listen NowRetirement Planning Philosophies: EDU #2035
September 2, 2020
Jim and Chris discuss various retirement planning philosophies within the industry and elaborate on their own unique approach. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E35.mp3 Podcast: Play in new window | Download (Duration: 1:13:17 — 33.3MB) Subscribe:...
Listen NowUnexpected Windfalls: EDU #2021
May 27, 2020
Jim and Chris discuss a topic brought to us by a listener’s question: what are some strategies one should consider when faced with expected windfalls such as suddenly inheriting a large sum of money? *Note: Near the end of the episode, Jim and Chris failed to mention that there’s a 10% early withdrawal penalty if you withdraw from an annuity while younger than age 59 1/2. Please...
Listen NowIRA Tax Strategy, Retirement Strategies, and Financial Stability of Pensions: Q&A #2012
March 21, 2020
Today Jim and Chris answer questions about a traditional IRA tax strategy, withdrawal vs. secure income strategies in retirement planning, and the financial stability of pensions. (6:00) A Georgian wonders if his traditional IRA tax strategy will get him in trouble. (23:00) A listener asks for advice for those who base their retirement funding on a withdrawal strategy, and how can he move to a...
Listen Now
