If you’ve reached the age of 62, you may expect to start receiving Social Security benefits. However, there are several reasons why this may not be the case, even if you’ve met the minimum age requirement. As of November 2024, it’s important to understand that age alone doesn’t guarantee eligibility for benefits. Other factors, such … Read more
Home » Podcasts » Our Retirement Planning Process and Philosophy Intro: EDU #2416 April 17, 2024 This is the introductory show of a series Jim and Chris are calling ”Revealing the Secure Retirement Income Process”. On the next several shows they will walk you through their philosophy and approach to retirement planning while sharing details … Read more
Home » Podcasts » Insurance Companies and Annuities: EDU #2425 June 19, 2024 Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2. Podcast: Play in new window | Download (Duration: 1:14:08 — 33.9MB) Subscribe: Check out … Read more
By Laila Kearney and Paul Carsten NEW YORK/LONDON (Reuters) -Oil prices rose more than 1% on Tuesday, reversing the prior session’s losses on a brightening short-term outlook tied to the prospect of slightly tightening supplies as trade thinned ahead of the Christmas and Hanukkah holidays. Brent crude futures settled at $73.58, rising 95 cents, or … 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
Quantum computing stocks have emerged as one of 2024’s hottest investment themes, with the Defiance Quantum ETF (NASDAQ: QTUM) soaring 49.4% year to date, nearly doubling the S&P 500‘s robust 24.3% gain. While widespread commercial quantum computers might take years to develop, major technological breakthroughs have sparked an early rush into what many see as … Read more
January 13, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, MDF, beneficiaries, and taxes. (5:30) A Washington listener wonders if stock options should be counted towards earnings when considering Social Security. (20:15) A New York listener comments on trying to discuss his form SSA-44 with the local Social … Read more