Jim and Chris sit down to discuss listener questions relating to Social Security, PIA, IRMAA, MDF, and annuities. (5:15) A Californian listener looks for clarification on a potential Social Security s

Jim and Chris sit down to continue their dialogue on feedback from listeners about how theyre doing their own retirement planning.

Jim and Chris sit down to discuss listener questions relating to Social Security, SSA-44, Secure Act 2.0, and income annuities. (6:45) A Virginian listener mentions a personal experience with personal

Jim and Chris sit down to continue their dialogue on feedback from listeners about how theyre doing their own retirement planning.

Jim and Chris sit down to discuss listener questions regarding Social Security, IRMAA, fun spending, and MDF. (7:30) A Massachusetts listener looks for clarification on WEP and his person Social Secur

Jim and Chris sit down to continue their dialogue on feedback from listeners about how theyre doing their own retirement planning.

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, MDF, and fun spending. (6:45) A listener looks for clarification on his wifes spousal Social Security benefit

Jim and Chris sit down to continue their discussion on the concept of the fun number, minimum dignity floor (MDF), and secure income.

Jim and Chris discuss listeners questions relating to Social Security, IRMAA, Roth conversions, life insurance, MDF, and the fun number. (7:00) Georgette from Michigan asks for the best, free Social S

Jim and Chris sit down to discuss and reexamine the concept of the fun number, minimum dignity floor (MDF), and secure income.