A Discussion About the Financial Planning Industry: EDU #2037
September 16, 2020
Jim and Chris discuss a Texan’s email regarding his experience with a financial advisor and the financial planning industry as a whole. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E37.mp3 Podcast: Play in new window | Download (Duration: 1:02:10 — 27.6MB) Subscribe:...
Listen NowSocial Security, Private Lending, Income Annuities, and Asset Management: Q&A #2037
September 12, 2020
Jim and Chris discuss a few questions on Social Security, Private Lending, Income Annuities, Asset Management, and more. (4:05) A listener would like to know more about how to calculate Social Security survivor benefits. (20:50) George and Georgette from Georgia ask a question about private lending from retirement accounts. (41:35) A listener wants advice on which type of income annuity he...
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 NowIndexed Universal Life Insurance as a Retirement Strategy: EDU #2013
April 1, 2020
Jim and Chris (mostly Jim!) share their opinion about using indexed universal life insurance (IUL) as a retirement strategy. Learn why the guys are not big fans of this often-sold strategy to fund retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E13.mp3 Podcast: Play in new window | Download (Duration: 1:15:11 —...
Listen NowSummary of the SECURE Act: EDU #1946
January 1, 2020
What is the SECURE Act? The acronym stands for “Setting Every Community Up for Retirement Enhancement,” and Jim and Chris discuss this recent Act and the 5 key changes that affect retirees in legislation passed in 2019—including the death of the stretch IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E46.mp3...
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