How Can I Get an IRMAA Exception?
Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
4.6 • 1.2K Ratings
🗓️ 29 May 2024
⏱️ 52 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | The show is a proud member of the Retirement Podcast Network. |
| 0:03.6 | The show is dedicated to helping you not just survive retirement, |
| 0:09.8 | but to have the confidence because you're doing the work to go off and really rock retirement. |
| 0:16.0 | Hey there, Roger Whitney here. |
| 0:21.0 | By day I am a practicing retirement planner with over 30 years experience, |
| 0:26.3 | founder of agile retirement management. |
| 0:29.1 | And over the last 10 years on this show on a weekly basis, |
| 0:32.4 | I've had the honor of hanging out with you and |
| 0:34.1 | noodling on how do you do retirement planning right so you don't make it your new job in retirement, |
| 0:41.6 | but so you can put it aside and go off in really rock retirement. |
| 0:47.0 | So today on the show we're going to answer a question related to Irma surcharges as well |
| 0:51.3 | as other questions that people just like you have on their journey to |
| 0:54.7 | retire in our in the news segment we're going to talk about these new ETF |
| 1:00.1 | Principal Protected Securities that I've seen marketed. |
| 1:04.0 | And then lastly, but not leastly, in our rock life segment, we're going to talk about cultivating |
| 1:08.7 | curiosity so you have a growth mindset. |
| 1:12.4 | Before we get started, I got three things I want to talk about. |
| 1:15.0 | Number one is next week, you're going to meet Mike and Judy, |
| 1:19.0 | our new listener case study, their listeners just like you, that rose their hand and |
| 1:26.2 | we're going to meet them next week and over the course of June we're going to |
| 1:29.8 | hear what their |
| 1:35.0 | experience and preferences are from a investment standpoint |
... |
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