Home » Podcasts » Retirement Planning Dialogue Series 1: EDU #2411 March 13, 2024 Jim and Chris kick off a dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. Podcast: Play in new window | Download (Duration: 1:13:56 — 33.8MB) Subscribe: Check out the background of firms and investment … Read more
Hey Everyone! January was a hectic month for me. Our rental is vacant and I’ve been getting it ready for sale. Mrs. RB40 and I also had some health issues last month. It has been more stressful than usual around here. On the personal finance side, we had a rough month. Repair and maintenance at … Read more
March 9, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs. (8:30) George from Colorado asks for clarification on a couple of questions regarding the effects of GPO. (25:20) A listener provides some helpful input on converting funds from a taxable account into an … Read more
March 2, 2024 Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the Wednesday’s EDU show of prohibited transactions completed inside an IRA and whether or not SECURE Act 2 impacted the previous prohibited transaction rules. … Read more
Hey everyone! I got sick last week, but life is too busy to stay down for long. The tenant at our rental condo chose not to renew the lease and moved out. Now, I’m busy prepping the condo for sale. We owned this condo since 2011. It has been a good rental, but I no … Read more
Home » Podcasts » Taking The 2024 Ed Slott Quiz Continued: EDU #2409 February 28, 2024 Jim and Chris sit down to continue their discussion on the annual quiz given out by the Ed Slott program for 2024. Podcast: Play in new window | Download (Duration: 1:13:54 — 33.8MB) Subscribe: Check out the background of … Read more
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