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Jim Roth

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The Retirement and IRA ShowThe Retirement and IRA ShowOhio, Medicare, Social Security, Roth 401k, and Annuities: Q&A #2531Jim and Chris discuss Jim’s relocation experience to Ohio, a listener PSA on Medicare, questions about Social Security payment timing and divorce eligibility, Roth 401k withdrawals under the rule of 55, and close with an annuity comparison answer so long it practically qualifies as a mini EDU. (17:00) A listener PSA reminds others that Medicare Part A only covers hospital costs and that Parts B, C, and D must still be actively enrolled in. (24:30) A listener asks whether it’s normal for his Social Security payment date—initially based on spousal benefits—to remain the same after sw...2025-08-021h 58White Coat Investor PodcastWhite Coat Investor PodcastWCI #430: Backdoor Roth - Standard and MegaToday we are talking about everyone's favorite topic - the Backdoor Roth! We are answering questions about common mistakes for the Backdoor Roth IRA as well as having a larger discussion around what the Mega Backdoor Roth is, who it makes sense for, and how to make the most of it. Today’s episode is brought to us by SoFi, the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that’s where SoFi can help — they have exclusive, low rates designed to help m...2025-07-311h 04The Retirement and IRA ShowThe Retirement and IRA ShowSocial Security, Transition Planning, Positioning, Roth Conversions, IRMAA: Q&A #2530Chris is joined by Jake and Jacob to answer listener questions on Social Security, followed by a PSA about unexpected Social Security payment timing, then additional questions on transition planning, asset positioning across account types, weighing Roth conversions against the senior deduction, and planning around IRMAA.(6:15) George asks what percentage of taxes he should have withheld from his 2025 Social Security income if that is his only source of income.(22:45) A listener PSA describes how their spouse’s first Social Security payment arrived earlier than expected and shares a 40-day approval timeline.(29:45) Chris and the Jacobs respond to...2025-07-261h 22The Retirement and IRA ShowThe Retirement and IRA ShowSocial Security, SPIA Taxation, IRMAA, Roth Conversions: Q&A #2529Chris and Jake address listener questions on Social Security, single premium immediate annuity (SPIA) taxation, IRMAA impacts from NQDC payments, and Roth conversions. (9:45) George asks whether the restricted application strategy for Social Security spousal benefits is still possible, and if so, whether birth year requirements apply, along with what changed after the 2015 law change. (22:15) The guys share a PSA about a listener’s experience with the Social Security application process, explaining how failure to submit a marriage certificate caused delays when applying for spousal benefits. (31:00) A listener asks whether untaxed tip income affects th...2025-07-191h 25The Retirement and IRA ShowThe Retirement and IRA ShowSocial Security, Annuities, Roth and Roth TSP 5-Year Rule: Q&A # 2528Jim and Chris answer listener questions on Social Security filing and its effect on HSA eligibility, Social Security means testing, the timing of annuity purchases in IRAs, the Roth and Roth TSP 5-year rule.(7:30) Georgette asks whether the six-month Medicare Part A lookback is triggered by her husband’s Social Security application date or benefit eligibility date, and how that affects HSA contributions.(22:45) A listener worries about possible future Social Security means testing for those who are past full retirement age but not yet claiming.(36:30) George questions whether buying a Fixed Indexed Annuity inside an IRA is...2025-07-121h 21The Jim Reith Show UnleashedThe Jim Reith Show UnleashedThe Jim Reith Show UNLEASHED Episode 35 - 6/12/25Another great slate of guests on UNLEASHED!!! We start off "back in the day" with CNY Central's Brandon Roth. Brandon tells us his story on how he landed in CNY from being a Californian. He also talks about his family and what famous venue his father ran. That Roth name .. it sounds rock n roll...  He also talks about his cousin, the one and only, David Lee Roth.   https://cnycentral.com/station/people/brandon-roth   and unfortunately we talk to Onondaga County Sheriff, Toby Shelly. The Onondaga County Sheriff's arrested Rya...2025-06-1246 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #423: Rollovers, Roth, and InvestingToday we are back to our most asked about topic: Roth. We answer a question about rollovers, then we talk about Mega Backdoor Roth and then the regular backdoor Roth and the pro rata rule. We then switch gears and talk about high yield dividend funds and answer a question about asset allocation and asset location. We end the episode talking about what to do if you are averse to the S&P500 including Coinbase. Laurel Road is committed to serving the unique financial needs of residents and doctors. We want to help make your money work...2025-06-1247 minOpen Forum in The Villages, FloridaOpen Forum in The Villages, FloridaFrom Stage Dreams to Reality: Luanne Hunt and Jim Bellacera at Grand OaksSend us a textExploring Entertainment Ventures in The Villages: A Talk with Luanne Hunt and Jim BellaceraIn this episode of 'Open Forum in The Villages, Florida,' host Mike Roth interviews Luanne Hunt and Jim Bellacera about their backgrounds and their new theater venture at the Grand Oaks Resort. Luanne shares her extensive experience in the entertainment industry, while Jim talks about his background in personal development and event organization. Together, they discuss their plans for innovative dinner theater shows, including original musical compositions and themed events. They also touch on...2025-06-0629 minThe Retirement and IRA ShowThe Retirement and IRA ShowSocial Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522Jim and Chris answer listener questions on Social Security filing, a PSA on SSA’s online application process, the Roth 5-Year Rule, HSA strategy, and bond principal risk. (8:00) A listener asks whether Social Security’s claim that delayed retirement credits aren’t applied until the end of the following year is accurate, and whether anyone receives them without persistent follow-up. (29:15) The guys share a listener PSA with their experience applying for Social Security online and highlights the confusing communications around application status and approval timelines. (18:15) George asks how and when to apply for Social...2025-05-311h 16Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®EP 274: Retirement Planning Smart: Roth Conversions with Peak WealthIn a recent episode of the Trust the Plan Podcast, Nick Hopwood, CFP®, and Jim Pilat, CFP®, of Peak Wealth Management, delve into the strategic decision of Roth conversions in retirement planning. They present a case study comparing the financial outcomes of converting traditional IRA funds to Roth IRAs versus maintaining the traditional structure. Through detailed charts, they illustrate how Roth conversions can potentially reduce future tax liabilities and provide tax-free income in retirement.  — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we in...2025-05-2807 minThe Retirement and IRA ShowThe Retirement and IRA ShowSocial Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521Jim and Chris answer listener questions on Social Security timing, the Earnings Test, nondeductible IRA basis, and the Roth 5-Year Rule. (16:15) Georgette asks whether filing retroactively in December, with Social Security payments issued in January, ensures that all income—including the retroactive amount—will be reported on the following year’s tax return. (28:00) A listener working in a State job who is eligible for a Social Security widow benefit asks whether large pre-tax contributions to 403(b) and 457(b) plans would reduce his earnings under the Earnings Test. (42:30) The guys address whether IRA basis can be...2025-05-241h 35The Retirement and IRA ShowThe Retirement and IRA ShowSocial Security, IRMAA, IRA Beneficiary, and the Roth 5-Year Rule: Q&A #2519 Jim and Chris respond to listener emails on Social Security record accuracy, IRMAA repayment options, naming a Trust as an IRA beneficiary, and the Roth 5-year Rule. (12:00) Georgette shares five important Social Security lessons from her family’s experience, prompting a PSA-style discussion on earnings record errors, divorce and remarriage rules, survivor benefit delays, and claiming strategies. (40:15) A listener offers a PSA about what happens if your IRMAA appeal lowers surcharges, but your income later exceeds expectations. (45:15) Jim and Chris address a question about naming a Trust as IRA beneficiary, discussing both how to complete a beneficiary designation fo...2025-05-101h 34The Retirement and IRA ShowThe Retirement and IRA ShowIRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518Jim and Chris are joined by Jake and Paul to discuss tax-related listener questions on IRA contributions from self-employment income, special needs trusts, year-of-death Roth conversions, Cost Basis, and IRMAA. (9:00) George asks how QBI and self-employed health insurance deductions affect how much he can contribute to a traditional IRA.(20:00) Jim, Chris, Jake, and Paul respond to a question about whether creating multiple special needs trusts can multiply the $5,000 federal tax deduction.(28:00) The guys weigh in on a year-of-death strategy involving large Roth conversions and other planning considerations for a surviving spouse.(49:45) A listener wants...2025-05-031h 30White Coat Investor PodcastWhite Coat Investor PodcastWCI #417: Get Rich Fast as a Millionaire with Roth ConversionsToday we are talking with our friend and Roth expert, Chris Davin. He is joining us to answer some of your questions and then get way into the Roth weeds with Dr. Dahle. Chris knows more about the intricacies of Roth considerations than anyone we know. They discuss when to choose Roth and why, mega backdoor Roth, choosing Roth as an independent contractor and so much more! Brought to you by Laurel Road for Doctors. Laurel Road is committed to serving the unique financial needs of residents and doctors. We want to help make your money work...2025-05-011h 33The Retirement and IRA ShowThe Retirement and IRA ShowTax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516Jim and Chris discuss listener questions relating to tax planning at full retirement age, the minus-one method for RMDs, inherited Roth RMDs, and early Social Security. (9:10) A listener jokes about the state trivia and offers a suggestion for Chris’s benefit.(11:10) Another listener shares a PSA about delays in online Social Security applications and recommends visiting a local office.(20:15) Georgette asks whether delaying her husband’s Social Security filing would be beneficial for Roth conversions.(39:30) Jim and Chris address whether the minus-one method for RMDs was paused during the IRS’s waiver period.(59:20) The gu...2025-04-191h 37Enlightened Wealth StrategiesEnlightened Wealth StrategiesEP 7 - The A B C's of Roth IRA'sIn our latest podcast, Enlightened Wealth Strategies, James and Jim discuss the A B C's of Roth IRAs.2025-04-1730 minThe Retirement and IRA ShowThe Retirement and IRA ShowSocial Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515Jim and Chris discuss listener questions relating to Social Security, origins of the RMD age, the tax planning window, and RMDs from Inherited Roth IRAs. (11:00) Georgette asks how to qualify for child-in-care survivor benefits if her ex-husband, who has been missing for seven years, is legally declared deceased. (23:00) A listener wonders when to file for her Social Security benefit to ensure no reduction in the first payment. (32:00) The guys share a listener’s PSA about why the IRS originally chose age 70½ as the starting point for RMDs. (46:30) A listener questions whether the...2025-04-121h 13White Coat Investor PodcastWhite Coat Investor PodcastWCI #414: Roth IRAs and 401(k)sToday we are answering more of your Roth IRA and 401(k) questions. We talk about the difference between Roth and Traditional IRAs and then answer a question about Roth IRAs for your kids. We talk about some things to think about when changing your business 401(k) plan administrator and then explain what to do if you over contribute to your 401(k). Today’s episode is brought to us by SoFi, the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that’s where SoFi...2025-04-1055 minThe Retirement and IRA ShowThe Retirement and IRA ShowSocial Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514This week’s is a bit of a non-traditional Q&A episode where Jim and Chris address two listener questions on Social Security but then move into Public Service Announcement mode. For the first PSA they discuss a listener email about a potential state-level Roth conversion tax saving strategy. Then, to wrap up the episode, Jim shares a continuation of the payday loan saga from last week. Jim and Chris are also joined by Jacob Vonloh from the office (who you have heard Jim mention many times), who shares a scam he recently encountered himself. (13:00) George asks ab...2025-04-051h 43The Retirement and IRA ShowThe Retirement and IRA ShowRoth 5-Year Rules and the Tax Planning Window: EDU #2513Chris’s SummaryJim and I continue our review of interesting and sometimes confusing retirement planning facts, mostly drawn from Jim’s recent Ed Slott conference. We focus on the two Roth five-year rules and how they apply to Roth IRAs versus Roth 401(k)s. I explain the key distinctions between tax-free earnings and penalty-free access. Jim goes further into how “seasoning” from a Roth 401(k) carries over to a Roth IRA. We also touch on pro rata distribution rules in Roth 401(k)s, the IRS’s strict interpretation of the age 55 exemption, and the unique planning window between 59...2025-03-261h 16Smart Wealth and RetirementSmart Wealth and RetirementShould You Ever Use Your Roth IRA? (Hint: Yes!)Maximizing Your Roth IRA: When and How to Tap Into Your Retirement Treasure In this episode, financial advisor Jim Martin and Casey from Martin Wealth Solutions tackle the myths and realities surrounding Roth IRAs. You'll learn the pros and cons of Roth IRAs, why the industry often recommends not touching these accounts, and when it might actually make sense to withdraw from them. The hosts provide insights into strategic Roth IRA distribution, addressing topics like avoiding higher tax brackets, Medicare costs, and Social Security impacts. Additionally, they explore using Roth IRAs for legacy planning and achieving financial independence. The episode...2025-03-2421 minMake Retirement GreatMake Retirement GreatBreaking the Myth: Why 'Never Touch Your Roth IRA' Is Wrong Ever heard the advice "never touch your Roth IRA"? In this episode, Jim Martin and Casey from Martin Wealth Solutions unpack the truth behind that common piece of wisdom. They’ll guide you through the pros and cons of Roth IRAs, discuss why the financial industry typically warns against withdrawals, and highlight specific situations when tapping into your Roth can actually be a smart move. You'll discover how strategic Roth IRA distributions can help you avoid bumping into higher tax brackets, reduce Medicare costs, and minimize impacts on your Social Security benefits. Plus, Jim and Casey share in...2025-03-2421 minThe Retirement and IRA ShowThe Retirement and IRA ShowSocial Security Benefits, Roth Conversions, and Annuities: Q&A #2512Jim and Chris discuss listener questions relating to Social Security strategies, spousal benefits, Roth conversions, and annuities. (8:15) George asks whether a widow who was widowed before age 60 has two Social Security claiming strategies available based on the FRA benefit of each spouse.(20:30) The guys address a question about how spousal benefits are calculated when one spouse took Social Security early and the other has a PERA pension.(29:30) Georgette wonders how she and her husband should approach Roth conversions given their $4 million in IRAs, her larger balance, and concerns about future RMDs and legacy planning.(1:03:30...2025-03-221h 15The Retirement and IRA ShowThe Retirement and IRA ShowQualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510Jim and Chris are joined by Paul Neiffer, CPA to answer listener questions on qualified dividends, gifting strategies, Roth conversions, and trust taxation. (09:00) George wonders if frequent rebalancing in his taxable brokerage account is causing more of his dividends to be classified as unqualified. (21:30) A listener asks for guidance on which accounts to withdraw from when planning a large financial gift to an adult son. (37:15) The guys offer their perspective on doing Roth conversions early in retirement in order to reduce RMDs, and thus taxes, later in retirement. (59:30) Georgette seeks clarity...2025-03-081h 20Open Forum in The Villages, FloridaOpen Forum in The Villages, FloridaJim Bodenner - Medicare Options and Heart Health in The VillagesSend us a textMedicare Options and Heart Health in The VillagesIn this episode of Open Forum in The Villages, Florida, host Mike Roth interviews Jim Bodenner, the president of the National Retiree Legislative Network. They explore the differences between Medicare Advantage Plans and traditional Medicare, the significant issues surrounding Advantage Plans, and recent terminations affecting 1 to 2 million participants. Jim shares his personal experience with a heart health crisis while traveling and the critical care he received due to traditional Medicare and a Medicare G supplement plan. He further delves into plant-based...2025-02-2829 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #408: Roth IRAs, 457(f)s, and Other Retirement Account QuestionsToday we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k). We discuss 457(f)s and 457(b)s. We talk about when to do Roth contributions and 401(k) contribution limits and more! Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for resi...2025-02-2751 minThe Retirement and IRA ShowThe Retirement and IRA ShowSocial Security, IRMAA, IRA Distributions, Roth Contributions, Catch-up Contributions, and Inherited IRA RMDs: Q&A #2507Jim and Chris discuss listener questions relating to Social Security benefits, IRMAA, IRA distributions, Roth contributions, catch-up contributions, and inherited IRA RMDs. (6:30) George asks how inflation adjustments apply when a reduced Social Security benefit converts to a spousal benefit. (13:45) The guys address whether the end of non-qualified deferred compensation qualifies as a life-changing event for IRMAA purposes. (22:00) Jim and Chris discuss whether taking IRA distributions in a lump sum or spreading them out over time is the better approach for someone retiring at 63. (35:45) A listener explores the idea of making an...2025-02-151h 11The Retirement and IRA ShowThe Retirement and IRA ShowSocial Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502Jim and Chris sit down to discuss Social Security, inherited Roth IRAs, an inherited IRA RMD case, and reporting Roth withdrawals. (12:45) The guys answer a question about earning enough Social Security credits while working overseas and how this impacts Medicare eligibility and spousal benefits. (22:45) Georgette asks whether taking a Child-in-Care benefit now will allow her to switch to a higher survivor benefit later. (33:00) A listener wonders if a trust can preserve the tax-free growth of an inherited Roth IRA beyond the 10-year withdrawal rule. (46:15) Jim and Chris talk about a very...2025-01-111h 21The Retirement and IRA ShowThe Retirement and IRA ShowIRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451Jim and Chris discuss listener questions relating to IRMAA, Social Security benefits, 457B plans, Qualified Charitable Distributions, and Roth conversions. (8:30) The guys address a listener question about using form SSA-44 to appeal IRMAA surcharge. (20:45) George seeks clarity on whether and how his wife’s 457 plan distributions will impact their Social Security benefits. (42:00) A PSA from Georgette shares her experience with using check-writing from an IRA for QCDs. (46:00) Jim and Chris weigh in on advice given to a widow about converting her late husband’s SIMPLE IRA to a Roth IRA. (1...2024-12-211h 37The Retirement and IRA ShowThe Retirement and IRA ShowIRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450Jim and Chris discuss listener questions relating to IRMAA, SS Spousal Benefits, IRA withdrawals, Qualified Charitable Donations, and Roth contributions. (6:45) A listener looks for assistance filling out form SSA-44 to have his IRMMA surcharge reevaluated. (24:15) George wonders if his wife claiming her Social Security benefits early will reduce her spousal benefit when he takes his SS at full retirement age. (36:00) Jim and Chris share a listener’s perspective on the advantages of paying federal taxes with an IRA withdrawal. (39:15) The guys weigh in on using the check-writing ability from an IRA to...2024-12-1459 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAsToday we are answering your retirement account questions. We answer questions about the mega backdoor Roth, Roth conversions, solo 401(k)s, individual IRAs and what to do with an inherited IRA. Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com...2024-12-1249 minThe Retirement and IRA ShowThe Retirement and IRA ShowRoth Conversions and RMDs: EDU #2447Jim and Chris sit down for a Discussion edition of the EDU series to talk through some listener questions on RMDs in relation to Roth Conversions (’tis the season!). The post Roth Conversions and RMDs: EDU #2447 appeared first on The Retirement and IRA Show. 2024-11-201h 10The Retirement and IRA ShowThe Retirement and IRA ShowSocial Security Benefits, Roth Conversions, and RMDs: Q&A #2446Jim and Chris discuss listener questions relating to Social Security, Roth conversions, and RMDs. (11:00) George wonders if his wife is eligible for Social Security benefits while taking care of an adult disabled child even if he is still working and has not applied for SS yet. (19:00) Chris tackles an interesting Social Security survivor benefits strategy question. (28:15) A listener looks for clarity on timing his Roth conversion in relation to his monthly IRA SPIA payouts. (49:45) The guys expand on RMD rules and how they apply to MYGAs. (1:00:00) Jim and Chris...2024-11-161h 11The Retirement and IRA ShowThe Retirement and IRA ShowMedicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444Jim and Chris (and Jake too!) sit down to answer some listener questions about Medicare, Roth conversions, Social Security, and 401k catch up contributions… (10:00) George wonders how his wife’s ACA premium tax credits will be affected for the first part of the year if he increases his income after she turns 65 and enrolls in Medicare. (23:45) The guys discuss a listener’s query on how much to convert to a Roth now that she is in a low tax bracket. (48:30) A listener looks for answers on his wife’s Social Security benefits strategy. ...2024-11-021h 40The Retirement and IRA ShowThe Retirement and IRA ShowQualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442Jim and Chris sit down to discuss listeners questions relating to Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions. (6:45) The guys clarify the meaning of the word qualified when it applies to retirement accounts as pointed out by a listener to their podcast (13:00) Georgette is curious how child-in-care family max is affected by divorce. (25:00) Listeners provide some clarification on Medicare Part G, signing up for Medicare, and the Medicare Part D cap (see below for a link to more info). (38:00) The guys weigh in on HSA contributions prior to Medicare e...2024-10-1955 minThe Retirement and IRA ShowThe Retirement and IRA ShowSocial Security Benefits and Roth IRA Annuities: Q&A #2441Jim and Chris sit down to discuss listener questions relating to Social Security benefits then return to a question from last week to take a deeper look at Roth IRA Annuity payments… (18:00) A listener asks if he might be able to collect full Social Security benefits while working part-time for a local government job. (25:45) Georgette hopes for some help before she meets with Social Security to determine if she should take survivor benefits now. (38:00) Jim and Chris revisit a question from last week. This week they dive deeper into the listener’s question addr...2024-10-121h 36The Retirement and IRA ShowThe Retirement and IRA ShowSocial Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440Jim and Chris sit down to discuss listener questions relating to Social Security benefits, planning with the potential for an SO, funding a 529 savings account, losses in a Roth IRA, and Fixed Indexed Annuities… (9:00) A listener hopes Chris can tell him if having a different name on his Birth Certificate and Social Security card is going to be an issue when he applies for benefits. (14:30) Georgette asks for advice on filing Social Security survivor benefits and spousal benefits. (34:30) A fellow single asks how Jim budgets and plans for the potential of a future pa...2024-10-051h 25The Financial Puzzle PlaybookThe Financial Puzzle PlaybookMaximize Your Retirement Savings: Tips on 401(k) and Roth 401(k) (Ep. 11)Are you making the most of your company’s benefits? Dive in to uncover how to maximize your 401(k), 403(b), and other investment options within your employee benefits package. In this episode of The Financial Puzzle Playbook, Jim Sumpter dives into the intricacies of 401(k) and 403(b) plans, comparing Roth and traditional options. He discusses the … Read More Read More2024-10-0239 minThe Retirement and IRA ShowThe Retirement and IRA ShowSocial Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks. (6:30) George hopes Chris can confirm his Social Security math and give some input on when his wife should claim her benefits. (17:30) A listener looks for clarification on whether his wife can claim her Social Security Benefits early then switch to full spousal benefits when he takes his full benefit. (25:00) Jim and Chris share a listener’s joke – punny stuff! (31:00) George asks why an annual SPIA payment ends up being less than...2024-08-311h 15White Coat Investor PodcastWhite Coat Investor PodcastMtoM #182: Pharmacist Pays Off Student Loans in Two Years and Finance 101: Mega Backdoor RothThis pharmacist tackled his student debt with extreme focus and paid off over $170,000 in only 2 years! He said he and his wife had the goal to get rid of the debt quickly and discussed it in depth before they got married. The student loan pause was a huge motivator to keep plowing as much money as possible towards the loans while they were not accruing interest. This couple is inspiring and shows what you can accomplish with a solid plan and some motivation! After the interview we will be talking about Mega Backdoor Roth IRA for Finance 101. ...2024-08-0528 minThe Virtual Memories ShowThe Virtual Memories ShowEpisode 590 - Jim MoskeWith his amazing new book, Deaths of Artists (Blast Books), archivist Jim Moske explores art, mortality, media, fame and our secret lives. We talk about his chance discovery in the Met Museum's archives of century-old scrapbooks filled with artists' obituaries, his attraction to the obits' tabloid poetry, and how he fell down the rabbit-hole of figuring out the scandalous, redemptive life of their compiler, Arthur D'Hervilly. We get into what these obits — and D'Hervilly's life — can teach us about art and artistic reputation, the challenges of working with 100+-year-old newsprint, the aesthetic pleasure of historical records, and why Jim cons...2024-05-211h 09Digital Marketing StoriesDigital Marketing StoriesConfessions of Digital Marketing Missteps with Dave RothIn episode 10 Jim delves into the twists and turns of agency life, working in-house with 20 year digital marketing veteran Dave Roth and his bumpy journey as a digital marketer. Discover the high-stakes world of managing campaigns with an insider's perspective from his time at Yahoo and realtor.comLearn about Dave's early involvement in "that search engine thing" which led to a decade at Yahoo managing substantial search engine marketing budgets for their internal paid media channels and delivering over 3 billion page views a day for their many web properties.We explore the...2024-04-0344 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #359: Tax Deferred vs. Roth Contributions: A Deep DiveToday Chris Davin, engineer and self taught master of all things Roth, joins Dr. Dahle on the podcast. For anyone who has ever wanted to get all the way into the Roth weeds, this episode is for you. We talk about Roth IRAs, the Backdoor Roth, the Mega backdoor Roth, Roth conversions, and what all of those things mean. We discuss how to determine if you should be doing pre or post tax contributions and why, and how your taxes and tax rate should be considered when deciding what kind of contribution to make. We start with a 101 level...2024-03-211h 14The Year You RetireThe Year You RetireTo Convert or Not to Convert: How to Know if a Roth Conversion is Right for YouAre you looking for a tax strategy that may help reduce the amount of taxes you pay during retirement? How about a strategy that may help increase the lifespan of your retirement portfolio? If so, then a Roth conversion may be the right move for you.In this episode of The Year You Retire, hosts John Bever and Jim Uren delve deep into the world of Roth conversions. They reveal the potential tax savings that a well-timed Roth conversion can provide during the retirement years. Through their insightful conversation you’ll gain valuable knowledge and practical strategies to hel...2024-03-1837 minMaximizing OutcomesMaximizing OutcomesThe Roth IRA Playbook: From Basic Rules to Advanced Tactics (Ep. 43)What are the real advantages of Roth IRAs for long-term savings? Are you missing out? Join host Jim McGovern in the latest episode of Maximizing Outcomes as he dissects the world of Roth IRAs. This episode is packed with useful information, offering unique insights into this essential tool for the potential for tax-free retirement income. Whether you’re among the 32 million Americans already using Roth IRAs or considering it, this episode is crucial for understanding the rules, clarifying misconceptions, and learning lesser-known tactics. Key Discussion Points: ● Roth IRA Basics: Dive into the uniq...2024-03-1534 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #357: Roth IRAs, Conversions and Backdoor ContributionsToday our friend Chad Chubb is joining us for our next Friends of WCI episode. It is Roth season they answer more of your Roth questions. They cover Roth IRAs, conversions and contributions. They also talk about the difference between wants and needs, particularly around things like cars, or in Jim's case a big ole' F-250. Before wrapping up Jim and Chad debate the merits of living like a resident. Love what you hear on the podcast? Looking for more great White Coat Investor content? Head over to our YouTube channel where you can watch video recordings...2024-03-0758 minY-Option: College Football with Yogi RothY-Option: College Football with Yogi RothJim Nagy: The Senior BowlYogi is joined by the Reese's Senior Bowl Executive Director, Jim Nagy, fresh off of the 2024 Senior Bowl. Jim talks about his journey to becoming the Executive Director of the Senior bowl, how the college landscape has shifted and its impact on the Senior Bowl and he recaps some Pac-12 players that stood out this year.The Afterglow discusses further after the interview.Come discover the 'it factor' of the Senior Bowl on "The It Factory: Pac-12 Football with Yogi Roth." You can also watch this episode on Pac-12 Insider and on YouTube. Go to www...2024-02-1334 minFund FlowFund FlowImpact Investing: Generating Positive Impact Plus Financial Return, with Jim Roth of Zamo CapitalImpact investing is different from ESG in that ESG is what you don't do, what you don't invest in. Impact investing, however, is what you affirmatively and intentionally do.In this episode of Fund Flow, host Jon Finger speaks with guest Jim Roth, the founder and managing partner of Zamo Capital, an impact investor based in London. Jim was also the co-founder of Leapfrog Investments and is currently a member of the Investment Committee of the University of Edinburgh Endowment. Tune in to hear Jon and Jim discuss strategies and approaches in the impact investment s...2024-02-0133 minExperts of ExperienceExperts of Experience#15 Jim Roth's Masterclass on Salesforce's Customer Success StrategiesExplore the evolving landscape of customer experience with Jim Roth, President of Customer Success at Salesforce, in this episode of Experts of Experience.Join host Lauren Wood as she delves into the strategies of Salesforce to revolutionize customer interactions and organizational efficiency. Jim Roth shares his expertise on breaking down functional silos and integrating customer services to provide a seamless experience. Discover how Salesforce leverages digital technologies and AI to empathize with and better serve their customers. Gain insights into the importance of simplifying processes and understanding customer needs in large organizations....2024-01-3152 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #346: Roth IRAs are NOT a Bad InvestmentToday Dr. Dahle debunks an article recently published titled "Why a ROTH is a Bad Idea (Yes, You Can Lose Money)". You can find that article here: https://lifeandmyfinances.com/investing/why-roth-ira-is-bad  He spends time educating on why ROTH is a fantastic place to put your money and why this article should never have been published. We also answer a few questions about buying houses now that interest rates are going up. We talk about 401(k) loans, ROTH conversions, how much you need to donate to justify a DAF and more! Getting quality disability and l...2023-12-2147 minOpen Forum in The Villages, FloridaOpen Forum in The Villages, FloridaNavigating Retirement: Jim Bodenner on Long-term Care, Emergency Preparedness and Outsmarting Medicare FraudSend us a textGet ready for a riveting dialogue with Jim Bodenner, the insightful president of The Villages chapter of the National Retiree Legislative Network (NRLN). We'll navigate through a multitude of topics, including the hefty cost of long-term care, the significance of insurance, and an innovative concept known as "plan C" - the zero-step home! Additionally, we'll explore the paramount importance of emergency preparedness, from the value of a Knox box to the life-saving AED program in the Villages. We'll unveil the revolutionary Smart911 app that provides 911 operators with crucial information during emergencies. A...2023-11-1729 minOpen Forum in The Villages, FloridaOpen Forum in The Villages, FloridaNavigating the Medicare Maze with Expert Jim BodennerSend us a textPromised to be a fountain of knowledge for all things Medicare, our episode guest, Jim Bodenner, doesn't disappoint. An active member of The Villages, Jim's invaluable insights into Medicare plans will prove essential, whether you're new to the system or just looking to stay updated. We delve into the meaty differences between traditional Medicare and Medicare Advantage plans, and extensively discuss the pertinent questions to ask when comparing a Medicare supplement to an Advantage Plan. Jim also highlights how these plans have transformed over the years, and gives us an insight into the...2023-11-1027 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #338: Is It Ever a Good Idea to Over Fund a Roth IRA?Today we talk about are if it is reasonable to use 457(b) money to help fund your child's college education, how to do a 401(k) rollover and then how to rebalance it, and we talk about if it makes sense to do Roth contributions in your peak earnings years if you plan to retire early and we answer a question about if it is ever a good idea to over fund a Roth IRA. These questions and more are answered on our episode this week. No more wading through dozens of books at the library, scrolling through...2023-10-2625 minThe Private Equity Podcast, by Raw SelectionThe Private Equity Podcast, by Raw SelectionJim Roth discusses greenwashing, how to define impact investing, and growing two Private Equity firmsIntroducing Jim RothJim Roth is the Founder and CEO of Zamo Capital, Europe’s first specialist investor inimpact, private equity, and venture capital firms. Founded in early 2018, Zamo invests in impact managers, providing capital, expertise, and an established network of investors to help raise new capital. Jim’s ability to identify and develop untapped market opportunities previously led to their co-founding LeapFrog Investments in 2007, a world-leading private equity manager that was ranked by Fortune as one of the top 5 Companies Changing the World. The fund was also endorsed by President Bill Clinton, who obse...2023-06-0624 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #316: Roth Contributions and ConversionsWe have continued to get a lot of your questions about all things Roth so we are dedicating another episode to your Roth questions. We answer questions about SEP IRA conversions, Roth IRA contributions, Roth contributions in a 401(k) vs. a backdoor Roth, Mega Backdoor Roth questions, how taxes affect Roth conversions and more! If you are finding our podcasts informative and helpful, check out our website! Since 2011 we have been working hard to provide valuable personal finance and investing information through thousands of blog posts written by an array of authors. You can find information on...2023-05-2536 minAudio – Cap\'t Jim Palmer, The Dream Business CoachAudio – Cap't Jim Palmer, The Dream Business CoachFind Your Inner Groove – Kevin RothOn this week’s Dream Business Radio Show, I interview Kevin Roth. Kevin Roth began playing the dulcimer in 1972 at thirteen and at sixteen he recorded his first album. Between 1974 and 1984 Kevin recorded ten albums and established himself as a prominent folk singer and dulcimer player. And just when everything was going so [...]2023-04-0533 minThe Boobie Docs: The Girlfriend’s Guide to Breast Cancer, Breast Health, & BeyondThe Boobie Docs: The Girlfriend’s Guide to Breast Cancer, Breast Health, & BeyondPATIENT 2 CAREGIVER: Live Life Like Jim (part 2️⃣)This is part ✌️ of my incredible conversion with my friend, Kristina Burke, on navigating the complexities of a cancer diagnosis as both a patient & caregiver (if you missed part ☝️- start there!). Trigger alert, this is a heartbreaking but very important conversation. 💔 Kristina was battling her own breast cancer diagnosis when her beloved husband, Jim Burke, a young, previously healthy, renowned chef at Wm. Mulherin & Sons, was diagnosed with a rare form of metastatic lung cancer (EGFR positive). 🥺We reflect on how they navigated cancer together with their young family, & Krist...2023-03-0936 minThe Virtual Memories ShowThe Virtual Memories ShowEpisode 514 - Jim OttavianiWriter Jim Ottaviani rejoins the show to celebrate his new graphic biography, EINSTEIN (First Second)! We get into his collaboration with artist Jerel Dye & colorist Alison Acton on telling Einstein's story, the chutzpah involved in tackling the bio of the man whose name is a synonym for genius, and how he kept from falling into the rabbit hole of Too Much Research. We talk about how Jim used Einstein's major theories as a way of exploring the man and his times (and why this book is more of a story than a biography), the way 20th century popular culture...2022-11-191h 35White Coat Investor PodcastWhite Coat Investor PodcastWCI #279: Roth Options and QuestionsThis episode we dive deep into all things Roth. We give a general review of what Roth is and then answer your questions about the backdoor Roth, different Roth accounts, when the backdoor process won't work, why we hate simple IRAs and more. We also discuss why so many docs are looking into side gigs and FIRE right now. Read the full show notes here: https://www.whitecoatinvestor.com/roth-options-and-questions-279  Did you know that the White Coat Investor not only has a podcast and a blog but several books that will help you on your way to f...2022-09-081h 01Smart Wealth and RetirementSmart Wealth and RetirementDoes a Roth Conversion make sense?On this weeks retirement podcast, Financial Advisor Jim Martin, talks about roth conversions and when investors should consider one.     Visit our website at:  www.retirementanswerstoday.com or:  www.planwellretirehappy.com 2022-08-2220 minRoofing SuccessRoofing Success102: 3 Keys to Success for Roofers: Consistency, Perfection, Developing Systems with Michael RothMike Roth, the owner of Thoroughbred Construction, always wanted to be an entrepreneur. He didn’t know which direction to go in at first. He understood that trades were dying and figured roofing was the best route to go because everyone has to have one. Mike runs all the finances and handles the marketing. The company has more certifications than most, but outside of that, the company delivers what they say they're going to. Thoroughbred Construction stands strong on its values and tries to deliver the best job every time. Mike is big on family and has two boys, Be...2022-05-3153 minMissional Money PodcastMissional Money PodcastRoth IRA Deadline; Missional Money Podcast Trailer; How to Setup Roth IRA in 5 Minutes Fund Your Roth IRA before Tax DayTax Day is Monday, April 18thChoose from a wide variety of investment productsRefine your retirement strategy with innovative tools and calculatorsTake advantage of potential tax benefitsIRA contribution limitsLearn about income and contribution limits for contributing to traditional and Roth IRAs.2021 and 2022 traditional & Roth IRA contribution limits Total annual contributions to your traditional and Roth IRAs combined cannot exceed:2021: $6,000, 2022: $6,000 (under age 50)2021: $7,000, 2022: $7,000 (age 50 or older)Roth IRA vs Traditional IRAContributing To My Roth IRA Vs. My Traditional IRAShould I Cont...2022-04-0315 minKramer Financial TalkKramer Financial TalkBack Door Roth IRAIn this episode Jim talks about Roth IRA's, and the strategy known as a "back-door Roth IRA".2022-03-2600 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #245: The Backdoor Roth Lives OnToday we discuss what happened in Congress and how, for now at least, the backdoor Roth lives on. You can proceed with your contributions as planned. Check out our tutorial to see how: https://www.whitecoatinvestor.com/backdoor-roth-ira-tutorial/ . If at some point Congress decides to make this retroactively illegal, we will walk you through the process of undoing those contributions. We also discuss whether it is worth refinancing your student loans if you are not going for PSLF despite the extension of the student loan holiday. With inflation and rising interest rates this is a more complex question than...2022-01-1337 minNot Most PeopleNot Most PeopleThe Power Of Saying Yes And Knowing Your Values with Jim Riley - 046Jim Riley has spent his entire life saying yes to career changes and unique opportunities that align with his foundational values.He runs a successful consulting business in Kalispell, Montana, and is known for smart strategic thinking, insightful operations, business growth, and high-pressure transitions.He is currently the host of two successful podcasts. “The Answer is “Yes” “The Liberty of Lose” podcast.In addition to overseeing two of his own business, Jim has also played a major role in helping to grow and market well-known brands such as In-N-Out, Kettle One Vodka, He is als...2021-12-2054 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #234: Roth Q&A: 401ks, Conversions, and What if the Backdoor Goes Away?This episode we answer all of your questions about Roth accounts. We talk a lot about retirement accounts and answer questions about Roth 401(k)s, the mega backdoor Roth, Roth conversions, backdoor Roth IRAs, 457 plans, and lump sum investing. We also take a few minutes to discuss inflation and what to do in times like these when inflation is on the rise. Learn more at https://www.whitecoatinvestor.com/inflation-basics/  I estimate that 80% of doctors need, want, and should use a financial advisor and/or an investment manager. Some investment gurus such as Dr. William Bernstein think m...2021-10-2848 minKramer Financial TalkKramer Financial TalkRoth IRA Conversions - What you need to know!In this episode Jim talks about the ins and outs of Roth IRA conversions, and how they can possibly help with your financial and retirement plans.2021-09-1800 minKramer Financial TalkKramer Financial TalkA Guide to Roth IRAsRoth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.2021-05-0800 minSpilled TheorySpilled TheoryEpisode 7: Jim Roth interview Part 2We continue talking with lead guitarist Jim Roth about Built to Spill, amps, lineup changes, recording gear, internet prodigies, songwriting, amp modeling with guitarist and electronics guru Jim Roth. Ending song: Whitney - No Matter Where We Go --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/spilledtheory/support2021-04-0737 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #194: The Backdoor Roth IRA Made EasyEveryone should be contributing to a Roth IRA every year. This is retirement account space that you can't get back. Many of us need to contribute to the Roth IRA through the backdoor, which can be confusing. In this episode we discuss what a backdoor Roth IRA is, steps for successfully contributing to a backdoor Roth IRA, and how to fix errors that occur in each step. See full show notes here whitecoatinvestor.com/the-backdoor-roth-ira-made-easy-podcast-194. For those who have mastered the backdoor Roth IRA we also answer listener questions about adding new asset classes to your investment plan, tax i...2021-01-2145 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #187: How Much Should You Put in a Roth?Is there a recommended percentage of your portfolio that should be in Roth accounts when you retire? We are asked this question a lot. People think there must be an optimal mix. Is there? And is it worth the cost to get to it? These questions are discussed in this episode. There is a general rule of when to make pre-tax vs post-tax retirement contributions as well as when are good times to do Roth conversions. Listen to this show to better understand those as well. We also dive into listener questions about paying off the mortgage vs investing i...2020-12-0353 minThe Lost Ogle ShowThe Lost Ogle Show55. Talking OG&E & Ice Storms w/ Jim RothOn this week’s episode of The Lost Ogle Show, Marisa and Patrick chatted with Jim Roth – former Corporation Commissioner and Dean and Professor of Law at Oklahoma City University. We talked about OG&E’s monopoly on the electricity market and what can be done to manage resources at the state and local levels. We also chatted a bit about historic corruption with the Oklahoma County Commissioner’s Office. Jim doesn’t have a Twitter account anymore, and he doesn’t miss it.  Released 9 November 2020 Visit The Lost Ogle for more Great Content! Find Us Onlin...2020-11-091h 03Smart Wealth and RetirementSmart Wealth and RetirementWhat is a Roth IRA and do you need one? [Episode 16]A Roth IRA can be a great tool to help you get to where you want to be, come retirement. Many people do the bare minimum when planning for retirement, but there are so many options to consider when deciding where to put your retirement savings. A Roth IRA can be a great asset in your retirement plan by offering you a plethora of benefits. Roth IRAs are the vehicle to help you invest the money you save for retirement. However, what makes Roth IRAs so incredible is that your earnings grow tax-free, which is a great...2020-08-2420 minThe Chase DownThe Chase Down10-Time State Champion Football Coach, Jim Roth of Southern Columbia High SchoolJim Roth has coached the Southern Columbia High School football team in Catawissa, Pennsylvania for the past 36 years. In that time, Roth has led the Tigers to a state record 10 state championships. He's currently second place on the all-time wins list in Pennsylvania behind the late, great George Curry. What's Roth up to during the pandemic? How did he fall in love with football? How has he built and established a winning culture for nearly four decades after taking over a program that was in the basement when he arrived? Is the 2019 team the best he's ever coached? We...2020-04-2100 minThe Virtual Memories ShowThe Virtual Memories ShowCOVID Check-In with Jim OttavianiJim Ottaviani, award-winning & best-selling author of graphic novels about scientists (think Hawking, Feynman, Fossey, Turing), checks in from Ann Arbor, MI. We talk about how he's balancing his day job and comics writing with the compulsion to read the news and graph out infection rates. We also get into whether his science background has helped his perspective on the pandemic, how the university model might change when we're past this, and what new books he has coming (fingers crossed). You also get a story from me about the limits of risk mitigation plans. • More info at our site • Support The...2020-03-2732 minCoal Region CampfireCoal Region CampfireCOAL REGION CAMPFIRE - EPISODE 79 - Southern Columbia HC Jim RothPresented by CACL and Darren J. March Financial services. Jim Roth is on the Mount Rushmore of Coal Region football coaches. He's on the Mount Rushmore of PA Coaches. He's a legend, and he's built one of the most dominant and successful football programs in the entire country.2020-03-1042 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #146: The 5-Year Rule for Roth IRA ConversionsThe 5-year rule for Roth IRA Conversions can be confusing because there are two 5-year rules regarding Roth IRAs. We discuss the difference between them in this episode. See the full show notes here https://www.whitecoatinvestor.com/classic-blog/ . The first five year rule applies to Roth IRA contributions and determines whether the earnings will be tax free. The second rule applies to Roth conversions and applies to whether or not the principal that was converted will be penalty free when it comes out. In the case of conversions each conversion amount actually has its own five year time...2020-02-2047 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #142: Should You Raid a Roth IRA To Pay Off Your Loans?Should you raid your Roth IRA to pay off your student loans? No, I think raiding your Roth IRA for any reason is a bad decision. You only get so much Roth space in your life. Raiding the Roth IRA for anything except retirement is not a good idea because that money is compounding tax-free for years, and the longer you let it do that, the more valuable that benefit becomes. But the Roth IRA has other benefits too. It is great for estate planning. Even with the recent changes in the estate tax laws, you can still stretch...2020-01-2351 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #127: Understanding the Mega Backdoor Roth IRAThe Mega Backdoor Roth IRA allows you to contribute an additional amount into an Roth IRA due to the fact that some employer 401k plans allow after-tax contributions. Listen to this episode to see if and how you can take advantage of this opportunity. See the full transcription and links to everything talked about in this episode at https://www.whitecoatinvestor.com/classic-blog/. If you’re like most doctors, nobody taught you anything about personal finance or investing during your undergrad, professional school, or residency. And even though your family - and perhaps even your business - re...2019-10-101h 14Belmont-Story-ProjectBelmont-Story-ProjectMoon Memories with Jim RothChemist and teacher Jim Roth discusses his work on the Apollo program and his volunteer work with the Massachusetts Lions Eye Research Fund, and Belmont's Conservation Commission.2019-09-1936 minThe Virtual Memories ShowThe Virtual Memories ShowGil Roth AMABecause of a last-minute guest cancellation, I had no show lined up for this week! Rather than take a second week off this summer, I decided it was time for another Gil Roth AMA episode, since the last one was almost 5 years ago. Thirty-two past and upcoming guests and Patreon supporters came through with questions for me, including (in the order I answered them): Ken Krimstein, Hugh Ryan, Barry Corbett, Joe Ciardiello, Glynnis Fawkes, Kyle Cassidy, Ian Kelley, Kate Lacour, Dean Haspiel, Eddy Portnoy, Kate Maruyama, Tom Spurgeon, Jonathan Hyman, David Leopold, Paine Proffitt, David Townsend, Boaz Roth, Chris...2019-08-191h 57High School Football AmericaHigh School Football AmericaPodcast: Southern Columbia High School (Pennsylvania) head football coach Jim Roth - July 26, 2019On this edition of the High School Football America Podcast with Jeff Fisher, Southern Columbia High School (Pennsylvania) head football coach Jim Roth talks about one of the Keystone State's great programs. The Tigers have won a state record nine Pennsylvania high school football state championships. Coach Roth is the 15th all-time winningest high school football coach with 427 wins entering the 2019 season.2019-07-2646 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #113: Dare to be Dull with Allan Roth"Always ask yourself, where can your portfolio go wrong? And if you can't come up with lots of different reasons, you probably are too overconfident on it. I want everyone to have an exciting, fun, and thrilling life, I just don't want you to get it from your investments. If you're getting entertainment from your investing you're probably doing something very, very wrong. Your investing should be very, very boring." Allan Roth shares lots of wisdom like this in this episode. Read the show notes at https://www.whitecoatinvestor.com/  If you are in need of financial p...2019-07-0455 minY-Option: College Football with Yogi RothY-Option: College Football with Yogi RothJim Brown reflects on his life, NFL career, activism & moreKnown as one of the top 5 greatest American living athletes today, Jim Brown is in the NFL Hall of Fame, College Football Hall of Fame, the Lacrosse Hall of Fame and has accomplished much more in his life. Yogi was able to sit down with this sports icon in front of a live audience at a Thuzio event in Los Angeles. Jim Brown, who is also a complicated figure, has been in the middle of sport, entertainment, activism and conflict during his life. At 82, Jim Brown describes himself as a ‘driven person,’ and delves into why he a...2019-01-2848 minY-Option: College Football with Yogi RothY-Option: College Football with Yogi RothJim Jorden: Director of 'All or Nothing: The Michigan Wolverines' & elite sports storyteller‘Your show becomes their memory’ ~ Jim Jorden, storytellerJim Jorden is a storyteller. Known most recently for directing All or Nothing: The Michigan Wolverines on Amazon Prime, Jim has been in the sports filmmaking profession for over 30 years. He has listened to intimate conversations among coaches and players during Super Bowls, the college football playoffs and more as he has wired high performers in almost every sport. Beginning at NFL Films, Jim understood the power of writing and that skill has allowed him to create documentaries that have aired on ESPN, NFL Network, the Pac-12 Networks, SEC Network, the...2018-08-211h 02Macht der Empfehlung mit Jim MenterMacht der Empfehlung mit Jim Menter057 - Marco Roth im InterviewMarco Roth ist Finanzdienstleister, Unternehmer, Speaker & Business-Coach.  Mehr von Marco findest du unter: https://www.marco-roth.org/  https://www.instagram.com/marco_rother_faden/?hl=de    ----------------------------------------------------------------------- Jim Menter ist einer der erfolgreichsten Network Marketer im deutschsprachigen Raum. Als Leader eines Network Teams von über 550 Personen führt der 21-Jährige ein Business, das 3 Millionen Euro Umsatz schwer ist.    Du möchtest Jim persönlich kennenlernen ?  -> www.jim.life   Jims Podcast :  http://bit.ly/mdepodcastjimmenter   Facebook : http://bit.ly/jimmenterfb Instagram : http://bit.ly/jimmenterinsta   Jim Buch hier bestellen :    htt...2018-08-2000 minSid Roth\'s It\'s Supernatural!Sid Roth's It's Supernatural!Jim WoodfordJim Woodford was brain dead for 11 awesome hours. He was rescued from Hell, then shown the book of his life in Heaven. Jim was ashamed, but Jesus smiled and sent him back. There’s more to the story!2017-09-1828 minSid Roth\'s Messianic VisionSid Roth's Messianic VisionJim WoodfordJim Woodford was brain dead for 11 awesome hours. He was rescued from Hell, then shown the book of his life in Heaven. Jim was ashamed, but Jesus smiled and sent him back. There’s more to the story!2017-09-1800 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #11: Should You Make Roth or Traditional 401K Contributions?Should You Make Roth or Traditional 401K Contributions? Dr. Dahle get lots of questions from readers about whether or not they should take advantage of their new Roth 401K (or 403B) option or keep contributing to a traditional 401K.  They’re usually looking for an easy, straightforward answer.  Unfortunately, it isn’t that easy. In this podcast Dr. Dahle discusses the important things you should be considering as you make this decision. At some point in our financial lives, it will be time to buy a home. A physician mortgage can be a good vehicle for a...2017-03-2319 minWhite Coat Investor PodcastWhite Coat Investor PodcastWCI #7: Backdoor Roth IRAs and Why You Should Be Funding ThemBackdoor Roth IRAs and Why You Should Be Funding Them. If you have no idea what a Backdoor Roth IRA is, listen to this podcast. Seriously. You need to know what it is. Most physicians should be using a personal and spousal Backdoor Roth IRA.  Not only does this provide an additional $5,500 each ($6,500 each if you and your spouse are over 50) of tax-protected and (in most states) asset protected space, but it allows for more tax diversification in retirement. That allows you to determine your own tax rate as a retiree by deciding how much t...2017-02-1622 minThe Virtual Memories ShowThe Virtual Memories ShowEpisode 192 - Jim WoodringThe great Jim Woodring rejoins the show to talk art, comics and the Unifactor! During a break at SPX 2016, we sat down to discuss the importance of Fantagraphics on its 40th anniversary, Jim's move to Seattle in the 70s and his move away from there last year, camaraderie with the artists of his generation, what he'd do if he was just starting out as a cartoonist today, the experience of seeing Frank in 3-D, the joys of drawing with a six-foot pen, just what Art is there for, and more! More info at our site • Support The Virtual Memories Sho...2016-10-3158 minCincinnati Business TalkCincinnati Business TalkCincinnati Business Talk #270 Jim Wilson, CPA - Increase Sales and Lower TaxesIn today's show, we feature Jim Wilson, CPA and Mike Roth.  We will be talking about how Strategic Sales Experts can both lower your taxes and increase your sales and margins. Jim Wilson has been a CPA -  in a tax practice for the last 26 years.  He became a Sandler Lifetime President's Club member about 12 years ago.  Today he owns a Sandler Franchise, with Mike Roth as his General Manager.  Mike brings over 28 years of Sandler experience, both as a client and trainer. This unique combination will allow clients to experience the best of both worlds.  We are expensive, tough, and no...2016-09-3041 minThe Virtual Memories ShowThe Virtual Memories ShowEpisode 171 - Jim OttavianiJim Ottaviani joins the show to talk about his new graphic biography, The Imitation Game: Alan Turing Decoded, drawn by Leland Purvis (Abrams ComicArts). We get into how Jim went from nuclear engineering to writing comics about scientists, what drew him to the life of Alan Turing, why emotional truth plus factual truth must be greater than 100%, the challenge of conveying hard concepts and theories to lay-readers, the difference between ordinary geniuses and extraordinary geniuses, how his engineering background feeds his storytelling mode, and more! More info available at our site • Support The Virtual Memories Show via Patreon or Pa...2016-06-071h 12Sid Roth\'s It\'s Supernatural!Sid Roth's It's Supernatural!Jim RichardsWhen you hear things like "seed faith" or "God wants you to be a millionaire," you have to wonder. What’s the truth on lack and prosperity? Jim Richards has fresh understanding on how God sees it!2015-01-1228 min