Home » Podcasts » Insurance Companies and Annuities: EDU #2425 June 19, 2024 Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2. Podcast: Play in new window | Download (Duration: 1:14:08 — 33.9MB) Subscribe: Check out … Read more
Home » Podcasts » Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424 June 15, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) … Read more
As you may have surmised from the accompanying image, I spent some quality time with the toilet over the weekend. Earlier this year, I heard the toilet tank refill on its own a couple of times while painting the rental condo. I planned to let the new owner deal with the toilet, but I had … Read more
Home » Podcasts » Income Benefits Of Non-Annuitized Annuities: EDU #2424 June 12, 2024 Jim and Chris continue their discussion from last weeks QA show regarding the income benefits of a non annuitized annuity. Podcast: Play in new window | Download (41.0MB) Subscribe: Check out the background of firms and investment professionals on SEC’s Adviser … Read more
Survey reveals consumers’ changing attitudes toward age-friendly banking practices and what they want most from their financial institutions WASHINGTON—Half (48%) of American adults report having been a victim or intended victim of financial exploitation in the past, according to a new report from AARP. While adults ages 18 to 49 are more likely than older … Read more
Home » Podcasts » Rollover Issues and Income Annuities: Q&A #2423 June 8, 2024 Jim and Chris take a deep dive on a listener question relating to a problem with a rollover and provide their thoughts on purchasing a Deferred Income Annuity (DIA). Podcast: Play in new window | Download (49.9MB) Subscribe: Check out the … Read more
Hey Everyone! Did you have a good month? April was a hectic month at the RB40 household. RB40Jr was busy with school, debate, Ultimate Frisbee, martial arts, and socializing with friends. I had my ceramic class, open studio, catering delivery, and driving RB40Jr around. Mrs. RB40 retired and spent a lot of time baking and … Read more