Retirement

Different Approaches To Retirement Planning Continued: EDU #2406

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Home » Podcasts » Different Approaches To Retirement Planning Continued: EDU #2406 February 7, 2024 Jim and Chris sit down to continue their discussion from last week on a listeners do-it-yourself retirement plan. Podcast: Play in new window | Download (Duration: 1:18:02 — 35.7MB) Subscribe: Check out the background of firms and investment professionals on … Read more

AARP Statement on Social Security 2024 COLA Announcement

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WASHINGTON—AARP Chief Executive Officer Jo Ann Jenkins released the following statement in response to today’s announcement of a 3.2% cost-of-living adjustment (COLA), or an average of $59 more per month, in Social Security income: “Retirees can rest a little easier at night knowing they will soon receive an increase in their Social Security checks to help … Read more

Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405

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Home » Podcasts » Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405 February 3, 2024 Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs. (3:30) A Californian listener wonders if Roth conversions are subject to the Social Security earnings test. (9:30) Georgette from … Read more

Gratitude for 2024 – Retire by 40

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Happy Holidays, everyone! I hope you are enjoying the holidays as much as RB40Jr. He loves winter break because he doesn’t have to go to school. Life is so simple for a kid. This year, we are flying to California to visit families for a week. Normally, I don’t like to travel during Christmas because … Read more