Jim and Chris sit down to discuss listeners questions relating to Social Security delayed benefits, rolling a pension excess to an IRA, HSAs, and when to turn on an annuitys living benefit. (15:00)

Jim and Chris welcome Estate Planning Attorney, Shelly Thompson to discuss the basics of estate planning.

In this episode Chris and guest Paul Neiffer, CPA will tackle listener tax questions. (3:45) A listeners conversation with their sister has them wondering what strategies are recommended for the last

Jim and Chris discuss listener submissions with advice on how we can describe our retirement planning approach in 10 minutes or less.

Jim and Chris sit down to discuss listener questions relating to COLA, WEP, the Roth Conversion Pro Rata Rule, and Inherited Roth IRAs. (15:30) In part 1 of Georges 3 email questions Chris goes into

Jim and Chris say goodbye to their Annuity Awareness Month and pick up where they left off discussing their process. In this episode they respond to an email from a listener who feels they might be ov

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs. (13:00) Georgette has been getting mixed messages about her survivor and spousal benefit

Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity.

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs. (3:45) A listener asks if her pension benefit will reduce her spouses Social Secu

Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2.