Retirement

May 2025 FIRE Update – Retire by 40

by

Hey Everyone! Did you have a good month? May was another hectic month at the RB40 household. I felt like I was a full-time chauffeur for the family. There was an activity or an appointment almost every day. I need a vacation from retirement. Luckily, summer is coming up. I’m looking forward to having fewer … Read more

Social Security, Roth Withdrawals, and IRAs: Q&A #2426

by

Home » Podcasts » Social Security, Roth Withdrawals, and IRAs: Q&A #2426 June 29, 2024 Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs. (13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options. (26:30) A couple reevaluates when to begin taking Social … Read more

Get Ready for Summer 2025!

by

Hey everyone! I hope you had a good Memorial Day Weekend. I heard on NPR it was one of the busiest travel days ever. We didn’t do much, though. We needed a relaxing weekend. Mrs. RB40 said I’ve been going full out lately. Life has been so busy. I have to hit the gym, go … Read more

Covering MDF With Lifetime Secure Income: EDU #2426

by

Home » Podcasts » Covering MDF With Lifetime Secure Income: EDU #2426 June 26, 2024 Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity. Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe: Check out the background of firms and investment … Read more

13 Years After Early Retirement

by

Hey everyone! It’s been 13 years since I retired from my engineering career. Wow, has it really been that long? Hard to believe, but it’s true. Time flies. The big news this year is that Mrs. RB40 reluctantly took the leap into early retirement. She prefers to work, but her office environment turned extremely toxic … Read more