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 » 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
Home » Podcasts » Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406 February 10, 2024 Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the … Read more
Home » Podcasts » Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416 April 20, 2024 Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. (4:10) Chris and Paul chat about an IRS notice. (10:00) A listener asks about the sale of a house and the … Read more
President-elect Donald Trump speaks at a news conference at his Mar-a-Lago resort in Palm Beach, Fla., on Dec. 16. Andrew Harnik/Getty Images hide caption toggle caption Andrew Harnik/Getty Images This week, President-elect Donald Trump told reporters that “tariff” is “the most beautiful word in the dictionary” and claimed that tariffs would “make our country rich.” … Read more
Hey Everyone! Have you seen the movie Wicked? We watched it at home last week. It was so good! We saw Wicked on stage about 16 years ago. I loved it then and wasn’t sure if the movie adaptation would be good. Fortunately, the movie version was magnificent. You can tell everyone involved put their … Read more