Podcast Index
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The Retirement and IRA Show
Jim Saulnier, CFP® & Chris Stein, CFP®
The Glenn Beck Program
Mercury Radio Arts
Days of Praise Podcast
The Institute for Creation Research, Inc.
New Books Network
New Books
The Athletic NBA Daily
The Athletic
New Books in Biography & Memoir
Marshall Poe
New Books in Environmental Studies
Marshall Poe
The 1000 Hours Outside Podcast
1000 Hours Outside
New Books in Gender
New Books Network
New Books in African American Studies
New Books Network
Move Forth With Grace: A Discipleship for Women
Angela Grace Forth
Tom Bilyeu's Impact Theory
Impact Theory
Guy Kawasaki's Remarkable People
Guy Kawasaki
Retirement Coffee Talk
Charisse Rivers
Estadão Analisa com Carlos Andreazza
Estadão
DTV Audio
The Dice Tower
THE ED MYLETT SHOW
Ed Mylett
The Bobby Bones Show
Premiere Networks
The Big Story
Frequency Podcast Network
BrøndbyLyd
BrøndbyLyd
Podcasty Aktuality.sk
Ringier Slovakia Media s.r.o.
Old Time Radio Westerns
Andrew Rhynes
Passives Einkommen mit P2P Krediten
Lars Wrobbel
The Daily T
The Telegraph
New Books in Anthropology
New Books Network
New Books in Art
Marshall Poe
The Pindown: A Detroit Pistons Podcast
the staff of Detroit Bad Boys
Everyday MBA
Kevin Craine
Grace & Grit Podcast
Courtney Townley
The Sarah Fraser Show
Sarah Fraser
New Books in Psychology
Marshall Poe
New Books in Geography
Marshall Poe
The Lone Ranger | Old Time Radio Westerns
Andrew Rhynes
The Drunken Odyssey with John King: A Podcast About the Writing Life
John King
Perfect Guru
Corno
英語で雑談！Kevin’s English Room Podcast
ケビン (Kevin's English Room)
The Daily Sun-Up
The Colorado Sun
Todo
Jim Saulnier, CFP® & Chris Stein, CFP®
Jim and Chris welcome back returning guest Dr. Phillip Snider for a Q&A episode that plays a little differently than usual. Listener emails open a broader discussion of healthspan and lifespan, (including how wealth, gen...
Chris’s Summary Jim and I review a reader-submitted article on funding essential expenses in retirement, examining how one engineer split his portfolio into what we would call the Minimum Dignity Floor and Fun Number, us...
Jim and Chris discuss listener emails on Social Security spousal benefit calculations, variable annuities in a 403(b), converting Inherited IRAs, and the Social Security child-in-care provision’s effect on spousal benefi...
Chris’s Summary Jim and I continue our discussion on annuity insurer failures and state guarantee fund protections before turning to jointly owned annuities, examining how they differ from other jointly titled assets. We...
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. Phillip Snider, 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 h...
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...
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