Chris discusses listener questions relating to Social Security, long-term care, child-in-care benefits, annuities, and tax credits. (5:00) Chris chats about a Social Security press release regarding t

Jim and Chris continue their recent series on our philosophy/approach and discuss potentially using home equity to fund Aging/LTC needs.

Jim and Chris sit down to discuss listener questions relating to child-in-care benefits, delayed retirement benefits, Inherited IRA RMDs, and timing RMDs and QCDs. (4:30) A listener wonders if she s

Jim and Chris continue their discussion of seesaw assets and leveraging a long-term care insurance policy to increase your Aging/LTC reserve.

Jim and Chris sit down to discuss listener questions relating to Social Security benefits, WEP, HSAs, MYGAs, and their retirement planning process. (9:15) Chris begins the show by describing a current

Jim and Chris continue their discussion of seesaw assets and balancing fun spending during the go-go years while keeping some reserves for aging expenses later in life.

Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, and inherited Roth IRAs. (5:30) George asks about how he can determine the best time for his wife to claim

Jim and Chris pick up where they left off discussing their retirement planning philosophy with fun money and the seesaw analogy. In this episode the guys talk about how and why Jim changed his positio

Jim and Chris discuss listeners questions relating to Social Security, Roth IRAs, buffered products, and inherited IRAs. (13:45) A listener looks for clarification on claiming a child-in-care Social

Jim and Chris welcome special guest Matt Kaufman from Calamos Investments. Together they take an in-depth look at the development, brief history (including structured notes, fixed indexed annuities, a