May 2025 FIRE Update – Retire by 40

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

Social Security, Roth Withdrawals, and IRAs: Q&A #2426

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

Get Ready for Summer 2025!

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

Covering MDF With Lifetime Secure Income: EDU #2426

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