Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the Wed

Jim and Chris sit down to continue their discussion on the annual quiz given out by the Ed Slott program for 2024.

Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding. (7:15) George looks for some clarification on his Social Security claim

Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024.

Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor. (7:45) A listener from Oklahoma asks about his mother ability to

Jim and Chris sit down to continue their detailed discussion on the Secure Act 2.0, specifically, section 204.

Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spous

Jim and Chris sit down to continue their discussion from last week on a listeners do-it-yourself retirement plan.

Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs. (3:30) A Californian listener wonders if Roth conversions are subject to the

Jim and Chris take a deep dive on a listeners email describing their approach to retirement planning and provide their own input.