Fun Number Follow Up: EDU #2306
February 8, 2023
Jim and Chris sit down to discuss and follow-up on a few remaining items surrounding the concept of the Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E06.mp3 Podcast: Play in new window | Download (Duration: 1:03:29 — 29.1MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, and Retirement Spending: Q&A #2305
February 4, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth conversions, and retirement spending. (13:00) Georgette from New York looks for clarification on her Social Security claiming strategy and if her spousal benefit will be reduced. (19:00) George asks for additional information on disabled children being able to inherit Social Security payments and tax efficient...
Listen NowThe Fun Number Part 4: EDU #2305
February 1, 2023
Jim and Chris wrap up their discussion of the Fun Number and what to do once you’ve arrived at your Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E05.mp3 Podcast: Play in new window | Download (Duration: 1:34:06 — 43.1MB) Subscribe:...
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