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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
Home » Podcasts » Our Retirement Planning Process and Philosophy Part 5: EDU #2421 May 22, 2024 Jim and Chris continue their walk through of their 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 » IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420 May 18, 2024 Chris and Paul sit down to answer listeners questions regarding IRAs, HSAs, QCDs, taxes, and rolling forward passive losses. (3:30) George asks about being able to take an IRA distribution and rolling it into an HSA. (22:00) Georgette … Read more
Whew! Another crazy week in the USA is over; only 197 left to go. Student visa revoked. ICE tracking down and detaining international students. Legal resident deported. Inflation up. Social Security offices closing and official messaging only on X. Probationary government workers reinstated. Nope, they’re still fired. Tariffs increased by an insane percentage. The stock … Read more
Home » Podcasts » Our Retirement Planning Process and Philosophy Part 4: EDU #2420 May 15, 2024 Jim and Chris continue their walk through of their 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
May 11, 2024 Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF. (5:45) George looks for clarification on the Social Security survivorship benefits. (11:15) A listener asks about how much their Social Security benefit will be reduced by not working up to full retirement age. … Read more
New National Survey: More Than Half of Veterans Are Unaware of Their Housing Benefits and a Quarter Need Financial Help for Home Modifications New AARP resource connects veterans to adapted housing grants from the U.S. Department of Veterans Affairs WASHINGTON–More than half (60%) of veterans ages 45 and older are unaware that the U.S. Department … Read more