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March 2025 FIRE Update – Retire by 40

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Hey Everyone! Did you have a good month? March was a pretty good month at the RB40 household. We visited my brother during Spring Break and had a great time. We are back in town now, and Spring is here! The nicer weather and longer daylight hours improve my mood tremendously. RB40Jr is back with … Read more

Our Retirement Planning Process and Philosophy Part 3: EDU #2419

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Home » Podcasts » Our Retirement Planning Process and Philosophy Part 3: EDU #2419 May 8, 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

Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418

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Home » Podcasts » Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418 May 4, 2024 Jim and Chris sit down to discuss listener questions relating to cognitive decline, minimum dignity floor (MDF), taxes, inflation, and fun spending. (7:15) Jim and Chris begin by discussing several listener emails regarding cognitive decline in retirement and … Read more

Series Binge: Severance – Retire by 40

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Hey Everyone! I am back from Spring Break in North Carolina. We visited my brother and his family in Cary, a suburb of Raleigh. Wow, that town is incredible. The houses were huge. The streets were wide. The parks were clean and empty of tents and screamers. The strip malls were abundant. The people looked … Read more

Our Retirement Planning Process and Philosophy Part 2: EDU #2418

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Home » Podcasts » Our Retirement Planning Process and Philosophy Part 2: EDU #2418 May 1, 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

New U.S. Workforce Report: Nearly 70% of Family Caregivers Report Difficulty Balancing Career and Caregiving Responsibilities, Spurring Long-Term Impacts to U.S. Economy

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New U.S. Workforce Report: Nearly 70% of Family Caregivers Report Difficulty Balancing Career and Caregiving Responsibilities, Spurring Long-Term Impacts to U.S. Economy Access to caregiving benefits offered by US employers has increased nationwide since AARP and S&P Global’s 2020 report; there is more to be done, however, particularly for adult caregivers. WASHINGTON, DC, and NEW … Read more

Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417

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Home » Podcasts » Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417 April 27, 2024 Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security survivor benefit. (20:45) A listener wonders if she can qualify for child-in-care spousal … Read more