Home » Podcasts » Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428 July 10, 2024 Jim and Chris discuss listener submissions with advice on how we can describe our retirement planning approach in 10 minutes or less. Podcast: Play in new window | Download (Duration: 1:24:09 — 38.5MB) Subscribe: Check out the background … Read more
Home » Podcasts » COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427 July 6, 2024 Jim and Chris sit down to discuss listener questions relating to COLA, WEP, the Roth Conversion Pro Rata Rule, and Inherited Roth IRAs. (15:30) In part 1 of George’s 3 email questions Chris goes … Read more
Hey Everyone! Did you have a good month? May was another hectic month at the RB40 household. I felt like I was a full-time chauffeur for the family. There was an activity or an appointment almost every day. I need a vacation from retirement. Luckily, summer is coming up. I’m looking forward to having fewer … Read more
Home » Podcasts » Is There a Simpler Approach to Retirement Planning?: EDU #2427 July 3, 2024 Jim and Chris say goodbye to their Annuity Awareness Month and pick up where they left off discussing their process. In this episode they respond to an email from a listener who feels they might be overcomplicating it. … Read more
Home » Podcasts » Social Security, Roth Withdrawals, and IRAs: Q&A #2426 June 29, 2024 Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs. (13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options. (26:30) A couple reevaluates when to begin taking Social … Read more
Hey everyone! I hope you had a good Memorial Day Weekend. I heard on NPR it was one of the busiest travel days ever. We didn’t do much, though. We needed a relaxing weekend. Mrs. RB40 said I’ve been going full out lately. Life has been so busy. I have to hit the gym, go … Read more
Home » Podcasts » Covering MDF With Lifetime Secure Income: EDU #2426 June 26, 2024 Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity. Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe: Check out the background of firms and investment … Read more