Home » Podcasts » Social Security, Rollovers, Annuities, and Trusts: Q&A #2412 March 23, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the … Read more
Are you ready for life to get more expensive? The January 2025 CPI report indicated inflation has ticked up. The year-over-year CPI is at 3%. That’s exactly what I chose when I took the consumer expectations survey last year. 3% inflation is not good because the Fed has been trying to reduce inflation to 2% … Read more
Home » Podcasts » Retirement Planning Dialogue Series 2: EDU #2412 March 20, 2024 Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe: Check out the background of firms and investment professionals … Read more
March 16, 2024 Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship. (13:15) A Michigan listener looks for clarification on when his wife can begin … Read more
WASHINGTON—According to a new AARP survey, more than 1 in 5 (22%) adults have no retirement savings. Nearly 2 in 3 (64%) are worried that they will not have enough money to last in their later years. Today, AARP and the Ad Council launched “This Is Pretirement,” a new, fully integrated campaign that encourages those … Read more
Life has been chaotic over the last few weeks if you work for the Federal government. The Trump administration promised to downsize the government and that’s one promise they are fulfilling. President Trump handed the task to Elon Musk. Predictably, Musk is bringing Silicon Valley Tech culture to the public sector. Musk established the Department … Read more
Home » Podcasts » Retirement Planning Dialogue Series 1: EDU #2411 March 13, 2024 Jim and Chris kick off a dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. Podcast: Play in new window | Download (Duration: 1:13:56 — 33.8MB) Subscribe: Check out the background of firms and investment … Read more