Best Rata Podcasts (2024)

1
COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427 1:21:28

4d ago1:21:28

1:21:28

Jim and Chris sit down to discuss listener questions relating to COLA, WEP, the Roth Conversion Pro Rata Rule, and Inherited Roth IRAs. (15:30) In part 1 of George’s 3 email questions Chris goes into how to properly apply COLA to your Social Security calculations. (24:00) Chris talks about determining whether you are subject to WEP to answer part 2…

1
විනෝදාස්වාදය සහ අනුර vs සජිත් #109 28:55

24d ago28:55

28:55

Episode 109 බොහොම කාලෙකට පස්සේ අපි අද අලුත් එපිසෝඩ් එකක් publish කරනවා. ඉතින් අද අපි මුලින්ම කතා කරන්නේ අලුත් එපිසෝඩ් එක්ක රෙකෝඩ් කරන්න මෙච්චර දවසක් ගත වෙන්න හේතුව. දෙවනුවට අපි කතා කරන්නේ අනුර සහ සජිත් විවාදය ගැන.

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Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428 1:24:09

3h ago1:24:09

1:24:09

Jim and Chris discuss listener submissions with advice on how we can describe our retirement planning approach in 10 minutes or less. The post Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
Is There a Simpler Approach to Retirement Planning?: EDU #2427 58:02

7d ago58:02

58:02

Jim and Chris say goodbye to their Annuity Awareness Month and pick up where they left off discussing their process. In this episode they respond to an email from a listener who feels they might be overcomplicating it. The guys discuss his simplified retirement planning approach and how people’s spending strategy may change throughout the course of…

1
Social Security, Roth Withdrawals, and IRAs: Q&A #2426 1:28:10

11d ago1:28:10

1:28:10

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs. (13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options. (26:30) A couple reevaluates when to begin taking Social Security. (42:00) A listener looks for clarification on Roth Conversion rules. (58:3…

1
Covering MDF With Lifetime Secure Income: EDU #2426 1:18:43

14d ago1:18:43

1:18:43

Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity. The post Covering MDF With Lifetime Secure Income: EDU #2426 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425 1:11:43

18d ago1:11:43

1:11:43

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs. (3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit. (14:30) A listener wonders if there’s anything they need to be aware of when considering IRMAA and Roth conversions. (24:00) George asks…

1
Insurance Companies and Annuities: EDU #2425 1:14:08

21d ago1:14:08

1:14:08

Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2. The post Insurance Companies and Annuities: EDU #2425 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424 1:24:08

25d ago1:24:08

1:24:08

Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) A listener looks for clarification on calculating spousal Social Security benefits and what happ…

1
Income Benefits Of Non-Annuitized Annuities: EDU #2424

28d ago

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Jim and Chris continue their discussion from last weeks QA show regarding the income benefits of a non annuitized annuity. The post Income Benefits Of Non-Annuitized Annuities: EDU #2424 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
Rollover Issues and Income Annuities: Q&A #2423

1M ago

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Jim and Chris take a deep dive on a listener question relating to a problem with a rollover and provide their thoughts on purchasing a Deferred Income Annuity (DIA). The post Rollover Issues and Income Annuities: Q&A #2423 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
Kicking Off Annuity Awareness Month: EDU #2423

1M ago

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Jim and Chris kick off annuity awareness month in 2024 by chatting about annuities, where they fit into retirement and retirement planning. The post Kicking Off Annuity Awareness Month: EDU #2423 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
What's love PT.1: IT all comes full circle 15:05

1M ago15:05

15:05

"The next chapter is the hardest" It's not that I care for myself so little that I would subject myself to such overwhelming trauma it's just that I'm grown enough to say that I'm ready....... Thank you for the gift of you With love :Nathan Love is a journey not a destinationBy NATHAN_THE_CREATOR

1
Annuities, Pensions, and Social Security: Q&A #2422

1M ago

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June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities. (21:30) A fellow advisor and listener looks for clarification on a clients Social Security benefit statement. (49:00) George wonders, if more people think of annuities like pensions, would they be a more popula…

1
BONUS: Interview with Former Journalists Rochelle and Lee 38:14

1M ago38:14

38:14

In this interview episode we speak to two former journalists behind two newspaper articles from December 1993 that proved pivotal to our investigation. We hear from former NZ Herald writer Rochelle Lockley about her time at Aotearoa's biggest paper (and how she went on to work for Telecom's biggest rival), as well as Dunedin-based Lee Harris, a for…

1
Our Retirement Planning Process and Philosophy Part 6: EDU #2422

1M ago

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Jim and Chris continue their walk through of our philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. The post Our Retirement Planning Process and Philosophy Part 6: EDU #2422 appeared first on The Re…

1
Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421

2M ago

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Jim and Chris sit down to discuss listener questions relating to Social Security, WEP, Lifecycle funds, and retirement planning. (8:30) A listener looks for clarification on when WEP will be applied to his Social Security benefit. (25:30) A listener looks for thoughts on his Social Security claiming strategy. (35:30) The same listener as above asks…

1
Our Retirement Planning Process and Philosophy Part 5: EDU #2421 1:38:46

2M ago1:38:46

1:38:46

Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. The post Our Retirement Planning Process and Philosophy Part 5: EDU #2421 appeared first on The …

1
IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420 1:08:37

2M ago1:08:37

1:08:37

Chris and Paul sit down to answer listeners questions regarding IRAs, HSAs, QCDs, taxes, and rolling forward passive losses. (3:30) George asks about being able to take an IRA distribution and rolling it into an HSA. (22:00) Georgette wonders if she can delay taking her first RMD to benefit from the timing of her current qualified charitable distri…

1
Our Retirement Planning Process and Philosophy Part 4: EDU #2420 1:00:24

2M ago1:00:24

1:00:24

Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. The post Our Retirement Planning Process and Philosophy Part 4: EDU #2420 appeared first on The …

1
Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419 1:07:55

2M ago1:07:55

1:07:55

Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF. (5:45) George looks for clarification on the Social Security survivorship benefits. (11:15) A listener asks about how much their Social Security benefit will be reduced by not working up to full retirement age. (…

1
MAZE 4:16

2M ago4:16

4:16

By NATHAN_THE_CREATOR

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Our Retirement Planning Process and Philosophy Part 3: EDU #2419 1:19:13

2M ago1:19:13

1:19:13

Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. The post Our Retirement Planning Process and Philosophy Part 3: EDU #2419 appeared first on The …

1
Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418 1:18:06

2M ago1:18:06

1:18:06

Jim and Chris sit down to discuss listener questions relating to cognitive decline, minimum dignity floor (MDF), taxes, inflation, and fun spending. (7:15) Jim and Chris begin by discussing several listener emails regarding cognitive decline in retirement and items to be aware of. Link to New York Times podcast on cognitive decline: CLICK HERE (26:…

1
Episode 30: Waiting for COVID by Lucy O’Hagan 1:37:26

2M ago1:37:26

1:37:26

How well do you remember those early days of the COVID-19 pandemic when New Zealand watched in apprehension as overseas the virus spread uncontrolled in Italy, health workers died on the job, and morgues ran out of room for the bodies of the dead. Specialist GP and writer Lucy O’Hagan remembers. In Waiting for COVID, Dr O’Hagan takes a personal jou…

1
Our Retirement Planning Process and Philosophy Part 2: EDU #2418 1:11:08

2M ago1:11:08

1:11:08

Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. The post Our Retirement Planning Process and Philosophy Part 2: EDU #2418 appeared first on The …

1
Driving Alpha: Seed Stage Investing and the Importance of Pro Rata Rights with Jason Calacanis 1:17:00

2M ago1:17:00

1:17:00

Jason Calacanis is the Founder and CEO of early-stage investment firm LAUNCH and real-time business news app Inside.com. A serial entrepreneur, angel investor, and former Sequoia Capital scout, Jason has invested in hundreds of startups, including Uber and Calm, a meditation app now valued at $1 billion. He previously launched Venture Reporter — fo…

1
Driving Alpha: Redefining Venture Capital and the Future of AI with Steve Brotman and Ron Insana 23:03

2M ago23:03

23:03

Steve Brotman is the Managing Partner at Alpha Partners, a company that co-invests with the world’s best VCs by sharing economics with early-stage VCs. With extensive experience in venture capital, Steve co-founded and managed venture capital firms such as Greenhill SAVP and Silicon Alley Venture Partners, with notable investments in companies like…

1
Driving Alpha: Exploring Early Tech Ventures and the Evolution of Financial Media with Ron Insana 29:30

2M ago29:30

29:30

Ron Insana is an award-winning financial analyst and commentator at CNBC, where he shares insights into economic trends. In addition to writing for Money magazine and USA Today, Ron has hosted two nationally syndicated radio programs. He previously served as the CEO of Insana Capital Partners, which, at its peak, managed the $125 million Insana Cap…

1
Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417 1:00:18

3M ago1:00:18

1:00:18

Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security survivor benefit. (20:45) A listener wonders if she can qualify for child-in-care spousal benefits as an adoptive parent. (27:30) A listener asks how they…

1
BONUS: Interview with Ephemera Expert Rata 25:18

3M ago25:18

25:18

In the first of our Bonus Interview series, we korero with Rata - an expert in Ephemera, who we heard from in Episode Three, Front Page News. During our conversation Rata talks us through what ephemera is, the role that it plays in learning about our social and cultural past, and why it is important to preserve it. Check out the Alexander Turnbull …

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Our Retirement Planning Process and Philosophy Part 1: EDU #2417 1:03:43

3M ago1:03:43

1:03:43

Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. The post Our Retirement Planning Process and Philosophy Part 1: EDU #2417 appeared first on The …

1
Episode 30: Educate Long Read: Hand-arm vibration 10:59

3M ago10:59

10:59

Hand–arm vibration syndrome develops in stages and prevention is critical; when function deteriorates, it is necessary to consider it lost, unless a lot of hard work is put into rehabilitation, professor in occupational and environmental medicine David McBride explains. He reminds listeners of the usual occupational health algorithm: identify the h…

1
Episode 30: Educate Long Read: Full-body vibration 10:57

3M ago10:57

10:57

Exposure to high levels of whole-body vibration, such as that caused by driving forklifts and other forms of material handling equipment, can and does cause intervertebral disc degeneration. Professor in occupational and environmental medicine David McBride explains

1
Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416 1:12:56

3M ago1:12:56

1:12:56

Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. (4:10) Chris and Paul chat about an IRS notice. (10:00) A listener asks about the sale of a house and the possible capital gains exclusions allowed for single/married people. (17:45) George wonders if IRMAA avoidance and a large Roth…

1
TO EL MUNDO SE DOBLA - DJ ADONI METIÓ LA PATA. 1:24:58

3M ago1:24:58

1:24:58

Esta semana vamos a hablar de todo y de nada, pero lo más importante es que vamos a tirar plepla sobre DJ Adoni y otras cosas interesantes. También estamos haciendo laundry y doblando ropa mientras chismeamos. --- Send in a voice message: https://podcasters.spotify.com/pod/show/david2671/message

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Our Retirement Planning Process and Philosophy Intro: EDU #2416 58:00

3M ago58:00

58:00

This is the introductory show of a series Jim and Chris are calling ”Revealing the Secure Retirement Income Process”. On the next several shows they will walk you through their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and…

1
Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415 1:18:02

3M ago1:18:02

1:18:02

Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. (17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada. (25:45) George wonders if he can let the SSA know about discontinuing Roth conversions to avoid the associated IRMAA surc…

1
Our Retirement Planning Process Prequel: EDU #2415 1:22:14

3M ago1:22:14

1:22:14

Jim and Chris sit down to revisit our retirement planning process and a recent article written by Bloomberg. Link to article: Wall Street Just Doesn’t Get It on Retirement – Bloomberg The post Our Retirement Planning Process Prequel: EDU #2415 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414 1:12:04

3M ago1:12:04

1:12:04

Jim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. (15:00) A listener asks about the timing behind an increase in his IRMAA premiums. (24:30) George looks for clarification on the rules surrounding a spousal Social Security benefit. (34:15) George wonders if Jim and Chris are g…

1
Capital Gains and Wash Sale Rule: EDU #2414 57:05

3M ago57:05

57:05

Jim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work. The post Capital Gains and Wash Sale Rule: EDU #2414 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
DIDDY, MORENO, CARA DE PUPUSA: LOS HUELE BICHO! 1:45:28

3M ago1:45:28

1:45:28

En este episodio, vamos a hablar del arresto de Puff Daddy, Moreno, el tipo que chapea casas y anda dándole clases a los panas venezolanos de cómo joder el sistema gringo mientras hace TikTok con esa info, y la famosa Cara de Pupusa de Frontier. Pero, mano, las vainas se ponen calientes con el mensaje de voz de Paola, la colombiana que está con bar…

1
Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413 1:24:04

3M ago1:24:04

1:24:04

Jim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts. (12:00) Georgette asks a question on how to calculate her net of tax future IRA distributions correctly without being “double taxed” in her projections. (19:00) A listener looks for the teams thoughts on whether or not Roth conversions whil…

1
Retirement Planning Dialogue Series 3: EDU #2413 1:11:00

4M ago1:11:00

1:11:00

Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. The post Retirement Planning Dialogue Series 3: EDU #2413 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
Social Security, Rollovers, Annuities, and Trusts: Q&A #2412 1:15:31

4M ago1:15:31

1:15:31

Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the associated spousal benefit. (14:00) A listener from Maine looks for help calculating his wives Soc…

1
BONUS: Mailbag and Update 1:00:35

4M ago1:00:35

1:00:35

Craig and Luke sit down to read and respond to listener correspondence - as well as announce plans for future content. Prank of the Year is produced by Luke Watkinson and Craig Major. Email: telecomsux1993@gmail.com Join the Prank of the Year Facebook page Follow Prank of the Year on Instagram Opening theme song is “Let Go” by Kong Fooey Hosted on …

1
Retirement Planning Dialogue Series 2: EDU #2412 1:18:43

4M ago1:18:43

1:18:43

Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. The post Retirement Planning Dialogue Series 2: EDU #2412 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

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