Podcast Index
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The Retirement and IRA Show
Jim Saulnier, CFP® & Chris Stein, CFP®
Real Estate News Today | 2 Min News | The Daily News Now!
The Daily News Now!
AI Fire Daily
AIFire.co
CFO Podcast
Peter De Roeck
ReThink Productivity Podcast
ReThink Productivity
MarTech Podcast ™ // Marketing + Technology = Business Growth
I Hear Everything
The Neurodivergent Entrepreneur
Patrick Casale
Staging Sips
Lori Fischer
Your Daily Real Estate Podcast with Tristan Ahumada
Tristan Ahumada
Planning your Financial Future
IG Wealth Management Inc., Mutual Fund Division
Abraham Hicks’s Podcast
Abraham Hicks
JIJI news for English Learners-時事通信英語学習ニュース‐
時事通信社
Optimizing Your Google Business Profile for Maximum Visibility
GMB Crush
Omni Talk Retail
Omni Talk Retail
Bourseko MOAT
Bourseko
CHER BON!
Louison Lagneaux
The Kings Code Podcast
Tate
Mindset Reloaded - Brian Tracy Motivation Daily
Motiv
The Rundown
Public.com
Veterans Corner Radio
Joe Muhlberger
Money Making Conversations Master Class
Rushion McDonald
Senior Housing Investors
Haven Senior Investments
Flipping Mastery Podcast
Jerry Norton
Property Prophets
Travis Wells
Good Morning, Money!
Rosha Entezari
Retire Well
Josh Bretl
Retire Ready with Nicholas Wealth
David Nicholas
Becker Private Equity & Business Podcast
Scott Becker
Economía Para Todos
esRadio
WW – William Waack
CNN Brasil
Le journal d'Europe 1
Europe 1
Token Metrics Daily Pulse
Token Metrics
Alfa Tu Camino (Ingeniería cuántica de seducción)
Hugo Cervantes
The Kapeel Gupta Career Podshow
Kapeel Gupta
Pirate Money
Kevin D. Freeman
박연미의 목돈연구소
SBS
Courageous Leadership with Virginia Prodan
Virginia Prodan
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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