Home » Podcasts » Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418 May 4, 2024 Jim and Chris sit down to discuss listener questions relating to cognitive decline, minimum dignity floor (MDF), taxes, inflation, and fun spending. (7:15) Jim and Chris begin by discussing several listener emails regarding cognitive decline in retirement and … Read more
Hey Everyone! I am back from Spring Break in North Carolina. We visited my brother and his family in Cary, a suburb of Raleigh. Wow, that town is incredible. The houses were huge. The streets were wide. The parks were clean and empty of tents and screamers. The strip malls were abundant. The people looked … Read more
Home » Podcasts » Our Retirement Planning Process and Philosophy Part 2: EDU #2418 May 1, 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
New U.S. Workforce Report: Nearly 70% of Family Caregivers Report Difficulty Balancing Career and Caregiving Responsibilities, Spurring Long-Term Impacts to U.S. Economy Access to caregiving benefits offered by US employers has increased nationwide since AARP and S&P Global’s 2020 report; there is more to be done, however, particularly for adult caregivers. WASHINGTON, DC, and NEW … Read more
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
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
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