Chicago Sky coach Teresa Weatherspoon calls out to players during the first half of the team’s WNBA basketball game against the New York Liberty, May 23, 2024, in New York. Frank Franklin II | AP Startup basketball league Unrivaled announced on Monday it’s closed a Series A funding round, raising an additional $28 million before … Read more
Home » Podcasts » Covering MDF With Lifetime Secure Income: EDU #2426 June 26, 2024 Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity. Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe: Check out the background of firms and investment … Read more
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
Home » Podcasts » Section 204 Of Secure Act 2.0: EDU #2404 January 24, 2024 Jim and Chris take a deep dive into Section 204 of SECURE Act 2, and how an annuitized annuity held inside an IRA may be used to offset RMD’s from remaining IRA’s. Podcast: Play in new window | Download (Duration: … Read more
Home » Podcasts » Kicking Off Annuity Awareness Month: EDU #2423 June 5, 2024 Jim and Chris kick off annuity awareness month in 2024 by chatting about annuities, where they fit into retirement and retirement planning. Podcast: Play in new window | Download (45.2MB) Subscribe: Check out the background of firms and investment professionals on … Read more
Home » Podcasts » Our Retirement Planning Process and Philosophy Part 7: EDU #2431 July 31, 2024 Jim and Chris pick up where they left off discussing their retirement planning philosophy with fun money and the seesaw analogy. In this episode the guys talk about how and why Jim changed his positioning strategy to better … Read more
Home » Podcasts » Capital Gains and Wash Sale Rule: EDU #2414 April 3, 2024 Jim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work. Podcast: Play in new window | Download (Duration: 57:05 — 26.1MB) Subscribe: Check out the background of firms and investment … Read more