Home » Podcasts » Annuities, Pensions, and Social Security: Q&A #2422 June 1, 2024 June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities. (21:30) A fellow advisor and listener looks for clarification on a clients Social Security benefit statement. (49:00) … Read more
What’s the surest way to become a millionaire? I can tell you right now – max out your 401k contribution every year. It will take a while, but I guarantee you will get there. This is the easiest way to build wealth. The problem is you have to start investing young and most of us … 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
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