Financial Adviser Fees, Part 1: EDU #1933

September 11, 2019

Financial Adviser Fees, Part 1: EDU #1933

Can Jim and Chris really spend more than one episode on Financial Adviser Fees? (You might be thinking the real question might be “Should they?”.) According to the guys, the answer to both questions is a resounding “Yes!”. Join Jim and Chris as they begin to explain the many types of fee structures that Advisers and Planners use as well as the regulations behind those...

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Child-in-Care Spousal Benefits, Trusts, Benchmarking – Q&A #1934

September 7, 2019

Child-in-Care Spousal Benefits, Trusts, Benchmarking – Q&A #1934

This week Jim and Chris answer questions on Child-in-Care Spousal Benefits, types of Trusts and how to protect assets from long-term care costs, and their benchmarking recommendations. 8:30 Chris answers a Virginia listener’s question regarding Social Security Child-in-Care Spousal Benefits. 15:00 A listener asks about types of Trusts and the best way to protect assets from long-term care...

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How Retirement Planning is Different – EDU #1932

September 4, 2019

How Retirement Planning is Different – EDU #1932

When you retire your life changes, so you need to look at your assets differently. In this “The Opposite Episode”, Jim and Chris explain how retirement planning is different than the financial planning you use to get to retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E32.mp3 Podcast: Play in new window |...

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