Jim and Chris sit down to discuss listener questions relating to Social Security, spending in retirement, and the Build Back Better Act. (7:45) A California listener looks for thoughts/opinions on a recently suggested Social Security claiming strategy. (28:45) A Texan listener brings up our thoughts/philosophy that money unspent in retirement, is potentially money unlived. (43:30) […]

Jim, Chris, and Bob sit down to discuss and answer multiple tax-focused questions in the final EDU show of the year. (6:30) George from Texas asks about the potential taxation resulting from trading cryptocurrencies. (13:00) George from New York looks for clarification on Roth conversions, IMRAA, and tax filing status. (25:30) A Virginian listener looks […]

Jim and Chris sit down to discuss Social Security, I-Bonds, Roth conversions, pension benefits, and advice for new financial planners. (16:00) A New Jersey listener looks for advice on collecting, suspending, and restarting his spouses Social Security benefit. (30:00) Jim and Chris respond to listener feedback from last weeks EDU show regarding I-Bonds. (35:45) Jim […]

Jim and Chris sit down to discuss a listener prompted topic regarding secure income via SPIAs, CRATs, CRUTs, and automatic IRA distributions.

Jim and Chris sit down to discuss listener questions relating to Social Security, I-Bonds, 401(k) plans, and Roth conversions. (3:30) A Massachusetts listener looks for answers on a survivorship scenario involving his spouses pension and his Social Security benefit. (7:00) A listener from Idaho asks for advice on the optimal Social Security claiming strategy for […]

Jim and Chris sit down to discuss some input for a listener proposing a way to fund the minimum dignity floor (MDF).

Jim and Chris sit down to discuss listeners questions relating to Social Security, the pro-rata rule, Roth conversions, and positioning. Intro: Jim and Chris discuss the recent court case involving gold within an IRA as well as the delay to complete 2021 Roth conversions and some potential strategies to combat this. (31:15) George from Texas […]

Jim and Chris sit down to continue discussing our concept of the “Fun Number” and planning around a fun number.

Jim and Chris discuss questions relating to Social Security, inherited Roth IRAs, SEP IRAs, disability pay, and trusts as beneficiaries. (11:15) George from Michigan looks for clarification on Social Security spousal benefits. (21:15) A listener lists his concerns for spousal inheritance of a Roth IRA. (24:15) A listener asks about opening a SEP IRA to […]

Jim and Chris sit down to discuss a couple of listener emails regarding our “fun number” concept and planning around a fun number.