Podcast Index
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Business Models Explained with Fexingo: Subscription, Marketplace, SaaS, and Service Companies
Fexingo
New Manager Conversations with Fexingo: First 90 Days, Managing Former Peers, and Leadership Basics
Fexingo
Bitcoin Train Podcast
Federico Rivi
The Peter Schiff Show Podcast
Peter Schiff
c'est mon budget
franceinfo
Colazione a Wall Street: rilassati, parliamo di soldi!
Colazione a Wall Street
Инструкция к применению
Лина Борохова
Performance Marketing with Fexingo: Paid Ads, ROAS, and Direct Response Conversations
Fexingo
The Google Ads Podcast with Fexingo: Search Ads, Display, and PPC Campaign Strategy
Fexingo
The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy
Fexingo
La Story
Les Echos
The TikTok Marketing Podcast with Fexingo: Short Video, Creator Economy, and Viral Content
Fexingo
Gastronomics
Alex Mayyasi
Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains
Fexingo
De Vastgoedshow
Shou Xin Wu, Thomas van der Mark, Steven Tan-A-Kiam
Economic Indicators with Fexingo: GDP, CPI, PMI, and Reading the Macro Data
Fexingo
Security This Week
Carl Franklin
Business Development with Fexingo: Partnerships, BD, and Strategic Growth Conversations
Fexingo
Merschman Seeds Cup of Joe
Merschman Seeds
The AI in Business Podcast
Daniel Faggella
Ruck's Place
Charles Rucker
Creating a Family: Talk about Adoption, Foster & Kinship Care
Creating a Family
Black Box - La scatola nera della finanza
Guido Brera e Gian Luca Comandini - Chora Media
Playlist News : les meilleurs podcasts d'actualité
Acast France
The Retirement and IRA Show
Jim Saulnier, CFP® & Chris Stein, CFP®
S P 500 Şirketleri
Yücel SARIHAN
B2B Marketing with Fexingo: Enterprise Demand Gen, ABM, and Long Sales Cycles
Fexingo
Wade Keller Pro Wrestling Post-shows
Pro Wrestling Torch
The Demographics Podcast with Fexingo: Aging Populations, Birth Rates, and Economic Impact
Fexingo
Sales Leadership with Fexingo: Quota Carriers, Sales Managers, and Revenue Teams
Fexingo
Good Morning Mercati
Michele Seghizzi
Caffe 2.0
Valentino Spataro
Ostan Asuntoja Podcast
Harri Huru
Mission Money
FOCUS
RiskMasters | Trailblazing Risk Leadership
Julien Haye | Strategic Risk Leadership Expert | Author of The Risk Within
China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Fexingo
Negocios
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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