The Retirement and IRA Show

The Retirement and IRA Show


Latest Episodes

Social Security, IRMAA, Fun Number, and MDF: Q&A #2336
September 09, 2023

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

Reexamining The Fun Number, MDF and Secure Income Part 3: EDU #2336
September 06, 2023

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

Social Security, IRMAA, MDF, and Fun Spending: Q&A #2335
September 02, 2023

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

Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335
August 30, 2023

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

Social Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334
August 26, 2023

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

Reexamining The Fun Number, MDF and Secure Income: EDU #2334
August 23, 2023

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

Social Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333
August 19, 2023

Jim and Chris sit down to discuss questions relating to Social Security, survivor benefits, asset management, annuities and RMDs. (3:30) A listener from Washington looks for clarification on claiming

Addressing Concerns Posed In Financial Planning Article Part 2: EDU #2333
August 16, 2023

Jim and Chris continue their discussion of an article and provide their opinion on how they would attack some of the concerns proposed in the article.

Social Security, Annuities, Roth Conversions, IRMAA, and Buffered Investments: Q&A #2332
August 12, 2023

Jim and Chris discuss listener questions relating to Social Security, annuities, Roth conversions, IRMAA, and buffered investments. (2:45) Georgette from New York looks for some clarification on colle

Addressing Concerns Posed In Financial Planning Article: EDU #2332
August 09, 2023

Jim and Chris discuss an article and provide their opinion on how they would attack some of the concerns proposed in the article.