Social Security, Roth Withdrawals, and IRAs: Q&A #2426

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Home » Podcasts » Social Security, Roth Withdrawals, and IRAs: Q&A #2426 June 29, 2024 Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs. (13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options. (26:30) A couple reevaluates when to begin taking Social … Read more

Get Ready for Summer 2025!

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Hey everyone! I hope you had a good Memorial Day Weekend. I heard on NPR it was one of the busiest travel days ever. We didn’t do much, though. We needed a relaxing weekend. Mrs. RB40 said I’ve been going full out lately. Life has been so busy. I have to hit the gym, go … Read more

Covering MDF With Lifetime Secure Income: EDU #2426

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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

13 Years After Early Retirement

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Hey everyone! It’s been 13 years since I retired from my engineering career. Wow, has it really been that long? Hard to believe, but it’s true. Time flies. The big news this year is that Mrs. RB40 reluctantly took the leap into early retirement. She prefers to work, but her office environment turned extremely toxic … Read more

Insurance Companies and Annuities: EDU #2425

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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