Social Security, The Fun Number, and Secure Income: Q&A #2306

February 11, 2023

Social Security, The Fun Number, and Secure Income: Q&A #2306

Jim and Chris sit down to discuss listeners questions relating to Social Security, the fun number, and secure income.

(11:00) A listener asks if any Social Security earnings and taxes paid at age 62 onward will impact their future Social Security benefit calculation.

(20:00) A Wisconsin listener looks for clarification on her estimated Social Security PIA and if it includes the 8.70% cost-of-living adjustment.

(23:30) A listener looks to comment on the concept of the fun number and gives an example of how they were able to implement the concept into their personal lives.

(49:30) A listener from Michigan wonders if the concept of the fun number has actually helped clients spend more in retirement as opposed to a safe withdrawal rate.

(1:01:30) A listener from Pennsylvania asks about how the fun number can account for fluctuating amounts of guaranteed income early in retirement.

Podcast: Play in new window | Download (Duration: 1:17:29 — 35.5MB)

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