Home » Podcasts » Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408 February 24, 2024 Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding. (7:15) George looks for some clarification on his Social Security claiming strategy and personal benefit calculation. (26:00) A listener provides … Read more
2024 was a great year for investors. The S&P 500 went up more than 23%! I didn’t think 2024 could top 2023, but I was completely wrong. This is why you need to keep investing. Anyway, our passive income also performed pretty well. After all was said and done, we spent less than our annual … Read more
Home » Podcasts » Taking The 2024 Ed Slott Quiz: EDU #2408 February 21, 2024 Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024. Podcast: Play in new window | Download (Duration: 1:17:12 — 35.3MB) Subscribe: Check out the background … Read more
Home » Podcasts » Social Security, IRMAA, GPO, and Annuities: Q&A #2407 February 17, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor. (7:45) A listener from Oklahoma asks about his mother ability to claim a Social Security survivor and child in … Read more
Happy New Year! 2025 is here and it’s time for a fresh start. Isn’t it great to have this chance every year? The gym is already full of optimistic people, really full. I don’t like going to the gym in January at all. There are way too many people there. I swear they must be … Read more
Home » Podcasts » Secure Act 2.0 and Section 204 Continued: EDU #2407 February 14, 2024 Jim and Chris sit down to continue their detailed discussion on the Secure Act 2.0, specifically, section 204. Podcast: Play in new window | Download (Duration: 1:12:10 — 33.0MB) Subscribe: Check out the background of firms and investment professionals … Read more
Home » Podcasts » Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406 February 10, 2024 Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the … Read more