Podcast Index
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The Retirement and IRA Show
Jim Saulnier, CFP® & Chris Stein, CFP®
Bitcoin Success School
Fin Creighton
Phastidio Podcast
Mario Seminerio
Scams, Money, & Murder
Crime House
AuDHD Flourishing
Mattia Maurée
Climate Economics with Fexingo: Carbon Pricing, Green Policy, and Sustainability Costs
Fexingo
Slate Daily Feed
Slate Podcasts
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Harry Stebbings
聞く経済ニュース - 海外メディア超多読ラジオ
聞く経済ニュース
#12minconvos with Jesus Believers
Engel Jones
The Brand Called You
The Brand Called You
Product Marketing with Fexingo: Launches, Positioning, and Go-to-Market Strategy
Fexingo
Gooaye 股癌
謝孟恭
Selling From the Heart Podcast
Larry Levine, Darrell Amy
Tony Robbins Podcast Daily
Tony
FuturePod
FuturePod
The CTO Podcast with Fexingo: Technical Leadership, Architecture, and Engineering Org
Fexingo
微习惯-书籍分享
终身都要成长
Coach8 教练吧（播客）
Coach8
The Cambridge Marketing Podcast
LightBlueMedia
Money Box
BBC Radio 4
THE ED MYLETT SHOW
Ed Mylett
Everyday MBA
Kevin Craine
鞠强教授：管理心理学
管理心理学教授鞠强
The Culture Matters Podcast
Jay Doran
TVBS財經
TVBS
Die Dunkelkammer – Der Investigativ-Podcast
DasKollektiv Medien
La Tech Made in Italy
Max Brigida
Business News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Entrepreneurs on Fire
John Lee Dumas of EOFire
ColdFusion
Dagogo
Mikroökonomen a.k.a. Mikrooekonomen
Marco Herack
HOGENT: kwaliteit dus!
The Podcast Planet
40 nuances de Next
FeuilleBlanche Studio
Leveraging AI
Isar Meitis
Pure Conversation, with Pure247Radio
Team Pure
The Michael and Patty Real Estate Show
Michael Poczynek & Powerhouse Patty Castle
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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