Shows
The 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 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 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 30
White 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 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 37
Enlightened 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 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 13
White 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 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 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 16
Retirement Answers TodayShould 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 min
Make 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 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 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 20
Open 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...2025-02-2828 min
White 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 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 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 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 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 min
White 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 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 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 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 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 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 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 25
The 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 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 15
White 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 Retirement and IRA ShowSocial Security, Annuities, and Inherited Roth IRAs: Q&A #2431Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, and inherited Roth IRAs.
(5:30) George asks about how he can determine the best time for his wife to claim her Social Security benefit.
(16:45) George wonders how his mother-in-law can get the Social Security Administration to use the monthly earnings test rather than the annual earnings test.
(28:00) Jim and Chris next tackle a question from a listener regarding their answer on the July 6th Q&A Show #2627 on how the 5-year rule on Roth qualified distributions impacts a non-spouse beneficiary...2024-08-031h 39The Retirement and IRA ShowSocial Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430Jim and Chris discuss listeners questions relating to Social Security, Roth IRAs, buffered products, and inherited IRAs.
(13:45) A listener looks for clarification on claiming a “child-in-care” Social Security benefit.
(25:00) A listener asks what happens to a spouse’s child-in-care benefit if the person passes away.
(28:30) A listener wonders about any repercussions for not reporting their children’s original Roth IRA contributions years ago.
(52:00) A listener asks if there are any buffered products offering terms longer than one year.
(1:07:15) A listener looks for clarification on how inherited IRAs are officially titled.2024-07-271h 28The Retirement and IRA ShowCOLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427Jim 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 of George’s email.
(27:15) To answer George’s third and final question, the guys discuss covering the gap between retiring and collecting Social Security.
(47:00) Jim and Chris address the Roth Conversion Pro Rata Rule for a list...2024-07-061h 21The Retirement and IRA ShowSocial Security, Roth Withdrawals, and IRAs: Q&A #2426Jim 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.
(58:30) Jim and Chris answer a Roth withdrawal quandary.
(1:02:45) George asks if multiple IRAs with different timeline and investment goals is part of the strategy.
The post Social Security, Roth Withdrawals, and IRAs: Q&A #2426 appeared first on T...2024-06-291h 28The Retirement and IRA ShowSocial Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425Jim 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 about the 5-year rule for taking distributions from a Roth IRA.
The post Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425 appeared first on The Retirement and IRA Show.
2024-06-221h 11
The 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 09
Digital 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 min
White 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 14
The 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 min
Maximizing 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 min
White 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 min
Y-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 min
Fund 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 min
Experts 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 min
White 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 min
Open 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...2023-11-1728 min