How to Prepare for an Unexpected Retirement?

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Hey Everyone! This one is for all the harried federal government workers out there. Most civil servants are dedicated and hardworking people. It’s a travesty they are treated like unwanted leeches by the president and his supporters. Thousands of workers have been fired and then rehired because the process was illegal. It’s a ridiculous mess. … Read more

IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414

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Home » Podcasts » IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414 April 6, 2024 Jim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. (15:00) A listener asks about the timing behind an increase in his IRMAA premiums. (24:30) George looks for clarification on the … Read more

February 2025 FIRE Update – Retire by 40

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Hey Everyone! Did you have a good month? February was another hectic month at the RB40 household. I was busy fixing up our rental condo. That’s done and it’s listed for sale. Unfortunately, the housing market is very slow. It’ll probably take a while to sell. Now it’s a waiting game. On the personal finance … Read more

Capital Gains and Wash Sale Rule: EDU #2414

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Home » Podcasts » Capital Gains and Wash Sale Rule: EDU #2414 April 3, 2024 Jim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work. Podcast: Play in new window | Download (Duration: 57:05 — 26.1MB) Subscribe: Check out the background of firms and investment … Read more

New AARP Survey: 1 in 5 Americans Ages 50+ Have No Retirement Savings and Over Half Worry They Will Not Have Enough to Last in Retirement

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New AARP Survey: 1 in 5 Americans Ages 50+ Have No Retirement Savings and Over Half Worry They Will Not Have Enough to Last in Retirement AARP is Working to Turn the Tide at the State and Federal Levels, With at Least 19 States Taking Action to Date WASHINGTON—A new AARP survey finds that … Read more