Home » Podcasts » Rollover 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). Podcast: Play in new window | Download (49.9MB) Subscribe: Check out the … Read more
Hey Everyone! Did you have a good month? April was a hectic month at the RB40 household. RB40Jr was busy with school, debate, Ultimate Frisbee, martial arts, and socializing with friends. I had my ceramic class, open studio, catering delivery, and driving RB40Jr around. Mrs. RB40 retired and spent a lot of time baking and … Read more
Home » Podcasts » Kicking 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. Podcast: Play in new window | Download (45.2MB) Subscribe: Check out the background of firms and investment professionals on … Read more
Home » Podcasts » Annuities, 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) … Read more
What’s the surest way to become a millionaire? I can tell you right now – max out your 401k contribution every year. It will take a while, but I guarantee you will get there. This is the easiest way to build wealth. The problem is you have to start investing young and most of us … Read more
Home » Podcasts » Our 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. Podcast: Play … Read more
Home » Podcasts » Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421 May 25, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, WEP, Lifecycle funds, and retirement planning. (8:30) A listener looks for clarification on when WEP will be applied to his Social Security benefit. (25:30) A … Read more