Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417

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Home » Podcasts » Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417 April 27, 2024 Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security survivor benefit. (20:45) A listener wonders if she can qualify for child-in-care spousal … Read more

Spring Break 2025 – Retire by 40

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Hey Everyone! I hope you’re enjoying Spring Break! This year, we are flying to visit my brother and his family in North Carolina. I haven’t seen my nephew and niece for a while so I’m really looking forward to it. We don’t have many plans for this trip. We’ll probably visit Raleigh and Seagrove (a … Read more

Our Retirement Planning Process and Philosophy Part 1: EDU #2417

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Home » Podcasts » Our Retirement Planning Process and Philosophy Part 1: EDU #2417 April 24, 2024 Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. Podcast: Play … Read more

5 Things to Do Before a Recession

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Things are not looking good. Consumer confidence is falling like a rock. Eggs are $10.99/dozen at Safeway. Inflation is going up all over the place. The Atlanta Fed estimates GDP will turn negative in the first quarter. Unemployment will explode next month due to the purge of government workers. Businesses are holding off on hiring … Read more