Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF. (5:45) George looks for clarification on the Social Security s

Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolio

Jim and Chris sit down to discuss listener questions relating to cognitive decline, minimum dignity floor (MDF), taxes, inflation, and fun spending. (7:15) Jim and Chris begin by discussing several li

Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolio

Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security surv

Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolio

Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. (4:10) Chris and Paul chat about an IRS notice. (10:00) A listener asks about the s

This is the introductory show of a series Jim and Chris are calling Revealing the Secure Retirement Income Process. On the next several shows they will walk you through their philosophy and approac

Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. (17:30) George wonders if his Social Security benefit will be affected du

Jim and Chris sit down to revisit our retirement planning process and a recent article written by Bloomberg. Link to article: Wall Street Just Doesnt Get It on Retirement Bloomberg