Home » Podcasts » Our Retirement Planning Process and Philosophy Part 1: EDU #2417 April 24, 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 » 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
Things are not looking good. Consumer confidence is falling like a rock. Eggs are $10.99/dozen at Safeway. Inflation is going up all over the place. The Atlanta Fed estimates GDP will turn negative in the first quarter. Unemployment will explode next month due to the purge of government workers. Businesses are holding off on hiring … Read more
Home » Podcasts » Our Retirement Planning Process and Philosophy Intro: EDU #2416 April 17, 2024 This is the introductory show of a series Jim and Chris are calling ”Revealing the Secure Retirement Income Process”. On the next several shows they will walk you through their philosophy and approach to retirement planning while sharing details … Read more
April 13, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. (17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada. (25:45) George wonders if he can let the SSA know about discontinuing Roth conversions to avoid … Read more
Hey Everyone! This one is for all the harried federal government workers out there. Most civil servants are dedicated and hardworking people. It’s a travesty they are treated like unwanted leeches by the president and his supporters. Thousands of workers have been fired and then rehired because the process was illegal. It’s a ridiculous mess. … Read more
Home » Podcasts » Our Retirement Planning Process Prequel: EDU #2415 April 10, 2024 Jim and Chris sit down to revisit our retirement planning process and a recent article written by Bloomberg. Link to article: Wall Street Just Doesn’t Get It on Retirement – Bloomberg Podcast: Play in new window | Download (Duration: 1:22:14 … Read more