Longevity Risk Beyond Money: EDU # 2638

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

Sep 23, 20261:07:47Business

Chris’s Summary Jim and I use a Life Annuity Specialist article on pension risk transfer mortality models to examine longevity risk for individual retirees. These models weigh sub-ZIP codes, income, and over 200 so...

Related Episodes

Continue listening to more episodes from The Retirement and IRA Show.

Social Security, TIPS Ladder, Investment Positioning, Buffered ETFs: Q&A #2638

Sep 19, 2026 - 1:24:40

Chris and Jacob discuss listener emails on Social Security survivor benefits, a TIPS ladder paired with a...

Power of Attorney Mistakes: EDU #2637

Sep 16, 2026 - 1:06:19

Chris’s Summary Jim and I discuss five common power of attorney mistakes flagged in an estate plann...

Heart Screening, Healthy Aging in Retirement: Q&A #2637

Sep 12, 2026 - 1:20:11

Jim and Chris are again joined by Dr. Phillip Snider. They discuss listener emails on coronary artery cal...

Review of a DIY Retirement Plan: EDU #2636

Sep 9, 2026 - 1:34:14

Chris’s Summary Jim and I continue our Fun Number series with a listener email laying out a DIY ret...

IRMAA Brackets, Social Security, Annuity Inflation, QCDs, Listener PSAs: Q&A #2636

Sep 5, 2026 - 1:25:38

Jim and Chris discuss listener emails on IRMAA brackets after a spouse’s death, Social Security cla...

Investment Positioning Questions: EDU #2635

Sep 2, 2026 - 1:30:21

Chris’s Summary Jim and I are joined by Jacob as we tackle four listener questions on Investment Po...

Social Security, Social Security, Home Purchase, Fun Spending: Q&A #2635

Aug 29, 2026 - 1:31:06

Jim and Chris discuss listener emails on Social Security survivor benefits and earnings records, financin...

Spending Retirement Savings: EDU #2634

Aug 26, 2026 - 56:26

Chris’s Summary Jim and I continue our discussion on the Fun Number , this time as a dialogue episo...