COLA, WEP, and Annuities: Q&A #2437
September 14, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities… (9:15) A listener wants to know if there is better way to project Social Security benefits since it does not appear the SS website takes COLA into account. (17:30) Georgette asks if the Social Security spousal benefit is also...
Listen NowOur Retirement Planning Process and Philosophy Part 12: EDU #2437
September 11, 2024
Jim and Chris continue the recent series on their philosophy/approach to retirement planning and their positioning approach for retirement spending. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E37.mp3 Podcast: Play in new window | Download (Duration: 1:10:29 — 32.3MB) Subscribe:...
Listen NowSocial Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436
September 7, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Minimum Dignity Floor, Reverse Mortgages, and Inherited IRAs… (4:00) George wonders if he continues to work and his Social Security benefit is reduced to $0, if that also make his wife’s spousal benefit and child’s disability benefit $0. (16:15) Chris answers another SS Disability...
Listen NowOur Retirement Planning Process and Philosophy Part 11: EDU #2436
September 4, 2024
Jim and Chris continue the recent series on their philosophy/approach to retirement planning and discuss how their “positioning” approach differs from the classic “bucket” approach to saving and budgeting. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E36.mp3 Podcast: Play in new window | Download...
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