Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
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Content provided by Roger Whitney and RMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Whitney and RMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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What Income Sources are Included for the IRMAA Calculation?
Manage episode 430538815 series 2415308
Content provided by Roger Whitney and RMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Whitney and RMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your questions.
Make sure to listen to the pension or lump sum question to see how Taylor and I arrived at our differing opinions on what this listener should do with his pension.
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS- [2:11] Which income sources are included in the IRMAA calculation?
- [10:12] On the retirement podcast network
- [12:35] How to use home equity as a retirement resource
- [22:35] Which rules should be used for this inherited IRA?
- [23:39] Why should I do a Roth conversion if I don’t want to?
- [30:47] What can I do with my small annuity?
- [36:01] Are closed-end funds good or bad?
- [47:10] Pension or the lump sum?
- [57:18] What have you been talking about more than doing? Take action.
Stay Wealthy Podcast with Taylor Schulte
Retirement Planning Education Podcast with Andy Panko
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center
559 episodes
Share
Manage episode 430538815 series 2415308
Content provided by Roger Whitney and RMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Whitney and RMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your questions.
Make sure to listen to the pension or lump sum question to see how Taylor and I arrived at our differing opinions on what this listener should do with his pension.
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS- [2:11] Which income sources are included in the IRMAA calculation?
- [10:12] On the retirement podcast network
- [12:35] How to use home equity as a retirement resource
- [22:35] Which rules should be used for this inherited IRA?
- [23:39] Why should I do a Roth conversion if I don’t want to?
- [30:47] What can I do with my small annuity?
- [36:01] Are closed-end funds good or bad?
- [47:10] Pension or the lump sum?
- [57:18] What have you been talking about more than doing? Take action.
Stay Wealthy Podcast with Taylor Schulte
Retirement Planning Education Podcast with Andy Panko
Roger’s YouTube Channel - Roger That
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559 episodes
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Similar to Retirement Answer Man
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
…
continue reading
You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
…
continue reading
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…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
The latest news from the world of personal finance plus advice for those trying to make the most of their money.
…
continue reading
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The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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continue reading
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
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