Podcast Index
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The Retirement and IRA Show
Jim Saulnier, CFP® & Chris Stein, CFP®
The Lawfare Podcast: Patreon Edition
The Lawfare Institute
Growth Notes
Jason Frazier
The High Court Report
SCOTUS Oral Arguments
Chat GPT Infinite Intelligence
Sol Good Network
Chat GPT Podcast
Sol Good Network
Brushwood Media Network
Brushwood Media Network
The Daily Finance Brief | Markets, Business and Economic News
The Daily Finance Brief
Happy Work - Management & bien-être au travail
Gaël Chatelain-Berry
Abraham Hicks’s Podcast
Abraham Hicks
Jim Rohn Motivation Daily
Jim Rohn
Harvard Business Review
HBR
Evan Carmichael - Believe: Unlocking Your True Potential
Evan Carmichael
The Occupational Safety Leadership Podcast
Dr. Ayers/Applied Safety and Environmental Management
120 jaar IJsfabriek Strombeek
The Podcast Planet
Automotive News Daily Drive
Automotive News
The Ramsey Show Highlights
Ramsey Network
WSJ Your Money Briefing
The Wall Street Journal
The College Investor Audio Show
The College Investor
Home Service Millionaire with Mike Andes
Mike Andes
The Note Closers Show - The #1 Podcast for Note Investing
Scott Carson
Wealth Juice | Real Estate, Entrepreneurship & Investing
Cory Jacobson, Ryan Bevilacqua
財訊 《Wealth Magazine》
財訊雙週刊
Working Ranch Radio Show
Justin Mills
The KE Report
KE Report
The Unforget Yourself Show
Mark and Katie
The CJ Moneyway Show
CJ Moneyway, Bleav
Inspired Choice Podcast: The Conscious Founder’s Directory to Legacy
Dr. Caroline Biesalski
The Drive Car Show
The Drive with Lauren & Karl
AI News Podcast | Latest AI News, Analysis & Events | Daily Inference
AI Daily
AD7 Devocional - Diferente / Inverso
AD7 Devocional
寰宇#關鍵字新聞 Global Hashtag News
寰宇新聞台
Bob Proctor: The Science of Success
Bob Proctor
Ekantik Vartalap
Bhajan Marg
Tolkers Podcast
Tolkers
Geopolitical Cousins
Jacob Shapiro & Marko Papic
China Update
Tony
Business
Jim Saulnier, CFP® & Chris Stein, CFP®
Jim and Chris discuss listener emails on Social Security benefits for a disabled adult child, SPIA timing and funding, longevity assumptions, and QLAC planning. (15:15) A listener asks why Social Security appears to be p...
Chris’s Summary Jim and I examine an Annuity Collapse involving PHL Variable Insurance Company, a $99,000 annuity, private equity ownership, state guarantee funds, and the limits of what the article explains. We separate...
Jim and Chris discuss listener emails on delayed Social Security credits, annuity provider ratings, DIA versus QLAC income planning, and fixed indexed annuity (FIA) recommendations. (10:30) A listener shares a long delay...
Chris’s Summary Jim and I continue our discussion on Forced Annuitization in a highly appreciated non-qualified variable annuity owned by a 90-year-old listener’s mother. We examine LIFO taxation, IRD, IRMAA, period cert...
Jim and Chris discuss listener emails on Social Security earnings limits, and two emails relating to using annuities for LTC planning. (13:00) — A listener asks whether income from selling NSO stock counts as earned inco...
Chris’s Summary: Jim and I continue our discussion on annuity basics before turning to a listener’s email centered on forced annuitization, a maturity date built into every annuity contract requiring annuitization or ful...
Jim and Chris discuss listener emails on whether Social Security should be compared to an annuity, Rule of 55 distribution rules, using period-certain annuities during the delay period, QLAC timing and taxes, and using a...
Chris’s Summary Jim and I tackle annuity basics to start off another National Annuity Awareness Month. We cover what annuities are as insurance contracts, the four parties to a contract, the accumulation and distribution...
Jim and Chris discuss listener emails on Social Security survivor and ex-spouse benefits, using annuity income to satisfy RMDs, and annuity laddering strategies for both SPIAs and DIAs and MYGAs. (6:30) George writes in ...
Chris’s Summary Jim and I discuss income annuities in retirement as a lead-in to National Annuity Awareness Month, using a Fidelity Viewpoints article to frame the discussion. We walk through the article’s points on esse...
Jim and Chris discuss listener emails on Social Security spousal benefits, portfolio withdrawal strategy for early retirement, HSA and Medicare premiums, the 4% rule, Roth self-employed 401(k)s, Roth conversions, and ret...
Chris’s Summary: Jim and I discuss a listener’s strategy for funding the delay period in this dialog show. A 59-year-old chemical engineer shares his plan to transition from 100% equities by purchasing TIPS only when his...
Jim and Chris discuss listener emails on the SSA-44 and IRMAA process for a couple approaching Medicare, Social Security survivor benefit strategy, tax diversification for young investors, HSA vs. IRA prioritization and ...
Chris’s Summary Jim and I are joined by Dr. Philip Snyder, in what we hope is his first appearance of many, as we discuss what a healthy retirement requires. In this episode we discuss health span versus life span, or ho...
Jim and Chris discuss listener emails on IRMAA appeals, Social Security survivor benefits, a Venn Diagram PSA, Roth IRA spousal rollover and the five-year rule, and Rollover IRA protections. (8:15) A listener asks whethe...
Chris’s Summary Jim and I discuss the Safe Withdrawal Rate as a projection tool before retirement, but not as the distribution tool we would use for many retirees. We address Bill Bengen’s research, the 1968 retiree scen...
Jim and Chris discuss emails on Social Security survivor benefit strategies, IRMAA exceptions, Roth conversion timing during market downturns, and the implications of naming IRA beneficiaries directly versus routing asse...
Chris’s SummaryJim and I continue our discussion of the New York Times article titled “You Saved and Saved for Retirement. Now You Need a Plan to Cash Out,” focusing on Retirement Spending Phases as the article moves int...
Chris is joined by Jake Turner, while Jim is traveling, to discuss listener emails on Social Security spousal benefits, wash sales across brokerage and IRA accounts, estimated tax payments for Roth conversions, and tax w...
Chris’s Summary Jim and I discuss retirement spending plans through the lens of a New York Times article titled “You Saved and Saved for Retirement. Now You Need a Plan to Cash Out,” reviewing its key arguments about dec...
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