Podbean logo
  • Discover
  • Podcast Features
    • Podcast Hosting

      Start your podcast with all the features you need.
    • Podbean AI Podbean AI

      AI-Enhanced Audio Quality and Content Generation.
    • Blog to Podcast

      Repurpose your blog into an engaging podcast.
    • Video to Podcast

      Convert YouTube playlists to podcasts, videos to audios.
  • Monetization
    • Ads Marketplace

      Join Ads Marketplace to earn through podcast sponsorships.
    • PodAds

      Manage your ads with dynamic ad insertion capability.
    • Apple Podcasts Subscriptions Integration

      Monetize with Apple Podcasts Subscriptions via Podbean.
    • Live Streaming

      Earn rewards and recurring income from Fan Club membership.
  • Podbean App
    • Podcast Studio

      Easy-to-use audio recorder app.
    • Podcast App

      The best podcast player & podcast app.
  • Help and Support
    • Help Center

      Get the answers and support you need.
    • Podbean Academy

      Resources and guides to launch, grow, and monetize podcast.
    • Podbean Blog

      Stay updated with the latest podcasting tips and trends.
    • What’s New

      Check out our newest and recently released features!
    • Podcasting Smarter

      Podcast interviews, best practices, and helpful tips.
  • Popular Topics
    • How to Start a Podcast

      The step-by-step guide to start your own podcast.
    • How to Start a Live Podcast

      Create the best live podcast and engage your audience.
    • How to Monetize a Podcast

      Tips on making the decision to monetize your podcast.
    • How to Promote Your Podcast

      The best ways to get more eyes and ears on your podcast.

    • Podcast Advertising 101

      Everything you need to know about podcast advertising.
    • Mobile Podcast Recording Guide

      The ultimate guide to recording a podcast on your phone.
    • How to Use Group Recording

      Steps to set up and use group recording in the Podbean app.
  • All Arts Business Comedy Education
  • Fiction Government Health & Fitness History Kids & Family
  • Leisure Music News Religion & Spirituality Science
  • Society & Culture Sports Technology True Crime TV & Film
  • Live
  • How to Start a Podcast
  • How to Start a Live Podcast
  • How to Monetize a podcast
  • How to Promote Your Podcast
  • How to Use Group Recording
  • Log in
  • Start your podcast for free
  • Podcasting
    • Podcast Features
      • Podcast Hosting

        Start your podcast with all the features you need.
      • Podbean AI Podbean AI

        AI-Enhanced Audio Quality and Content Generation.
      • Blog to Podcast

        Repurpose your blog into an engaging podcast.
      • Video to Podcast

        Convert YouTube playlists to podcasts, videos to audios.
    • Monetization
      • Ads Marketplace

        Join Ads Marketplace to earn through podcast sponsorships.
      • PodAds

        Manage your ads with dynamic ad insertion capability.
      • Apple Podcasts Subscriptions Integration

        Monetize with Apple Podcasts Subscriptions via Podbean.
      • Live Streaming

        Earn rewards and recurring income from Fan Club membership.
    • Podbean App
      • Podcast Studio

        Easy-to-use audio recorder app.
      • Podcast App

        The best podcast player & podcast app.
  • Advertisers
  • Enterprise
  • Pricing
  • Resources
    • Help and Support
      • Help Center

        Get the answers and support you need.
      • Podbean Academy

        Resources and guides to launch, grow, and monetize podcast.
      • Podbean Blog

        Stay updated with the latest podcasting tips and trends.
      • What’s New

        Check out our newest and recently released features!
      • Podcasting Smarter

        Podcast interviews, best practices, and helpful tips.
    • Popular Topics
      • How to Start a Podcast

        The step-by-step guide to start your own podcast.
      • How to Start a Live Podcast

        Create the best live podcast and engage your audience.
      • How to Monetize a Podcast

        Tips on making the decision to monetize your podcast.
      • How to Promote Your Podcast

        The best ways to get more eyes and ears on your podcast.

      • Podcast Advertising 101

        Everything you need to know about podcast advertising.
      • Mobile Podcast Recording Guide

        The ultimate guide to recording a podcast on your phone.
      • How to Use Group Recording

        Steps to set up and use group recording in the Podbean app.
  • Discover
    • Log in
    Sign up free
The Retirement and IRA Show

The Retirement and IRA Show

Business:Investing

Our Retirement Planning Process Prequel: EDU #2415

Our Retirement Planning Process Prequel: EDU #2415

2024-04-10
Download Right click and do "save link as"

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.

view more

More Episodes

Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A 2502
2025-01-11
Retirement Planning Dialogue: EDU #2502
2025-01-08
Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501
2025-01-04
Developing Confidence With Retirement Spending: EDU #2501
2025-01-01
Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452
2024-12-28
Individualized Retirement Planning Strategies: EDU #2452
2024-12-25
IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
2024-12-21
Charitable Remainder Trusts: EDU #2451
2024-12-18
IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450
2024-12-14
Retirement Planning Philosophy and Process Dialog: EDU #2450
2024-12-11
Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449
2024-12-07
Common Estate Planning Mistakes: EDU #2449
2024-12-04
Social Security, Annuity RMDs, and Being a CFP: Q&A #2448
2024-11-30
60-day Rollover Conversion Strategy: EDU #2448
2024-11-27
Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
2024-11-23
Roth Conversions and RMDs: EDU #2447
2024-11-20
Social Security Benefits, Roth Conversions, and RMDs: Q&A #2446
2024-11-16
SECURE Act Updates: EDU #2446
2024-11-13
Social Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445
2024-11-09
Stretch IRA Rules and More: EDU #2445
2024-11-06
  • ←
  • 1
  • 2
  • 3
  • 4
  • 5
  • →
012345678910111213141516171819

Get this podcast on your
phone, FREE

Download Podbean app on App Store Download Podbean app on Google Play

Create your
podcast in
minutes

  • Full-featured podcast site
  • Unlimited storage and bandwidth
  • Comprehensive podcast stats
  • Distribute to Apple Podcasts, Spotify, and more
  • Make money with your podcast
Get started

It is Free

  • Podcast Services

    • Podcast Features
    • Pricing
    • Enterprise Solution
    • Private Podcast
    • The Podcast App
    • Live Stream
    • Audio Recorder
    • Remote Recording
    • Podbean AI
  •  
    • Create a Podcast
    • Video Podcast
    • Start Podcasting
    • Start Radio Talk Show
    • Education Podcast
    • Church Podcast
    • Nonprofit Podcast
    • Get Sermons Online
    • Free Audiobooks

  • MONETIZATION & MORE

    • Podcast Advertising
    • Dynamic Ads Insertion
    • Apple Podcasts Subscriptions
    • Switch to Podbean
    • YouTube to Podcast
    • Blog to Podcast
    • Submit Your Podcast
    • Podbean Plugins
    • Developers

  • KNOWLEDGE BASE

    • How to Start a Podcast
    • How to Start a Live Podcast
    • How to Monetize a Podcast
    • How to Promote Your Podcast
    • Mobile Podcast Recording Guide
    • How to Use Group Recording
    • Podcast Advertising 101

  • Support

    • Support Center
    • What’s New
    • Free Webinars
    • Podcast Events
    • Podbean Academy
    • Podcasting Smarter
    • Badges
    • Resources

  • Podbean

    • About Us
    • Podbean Blog
    • Careers
    • Press and Media
    • Green Initiative
    • Affiliate Program
    • Contact Us
  • Privacy Policy
  • Cookie Policy
  • Terms of Use
  • Consent Preferences
  • Copyright © 2015-2025 Podbean.com