Những podcast Ssi Strategy hay nhất (2024)

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Listener Voicemails: Social Security, Trusts, and IRA Math Mysteries 35:17

11h ago35:17

35:17

In this episode we’re answering listener voicemails and tackling some tough questions about Social Security, RMDs, estate planning, and more. First up, we help Diane, whose husband is a minister, figure out why his Social Security benefits don’t include his housing allowance, even though he pays taxes on it. Then, we talk through a listener’s conce…

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Rare Diseases, Real Lives: Bridging Patient Needs and Drug Development - Dr. Edward M. Kaye : 36 26:42

3d ago26:42

26:42

On this episode of Emerging Biotech Leader, Kim Kushner sits down with Edward M Kaye, M.D., CEO and director of Stoke Therapeutics, to talk about his work in rare disease drug development. Throughout their conversation, Ed describes the challenges of first-in-class drug development. He explains the importance of understanding diseases thoroughly an…

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Kim Hamilton Duffy - From Learning Machine to DIF and the Evolution of Decentralized Identity 42:41

5d ago42:41

42:41

In this episode, I talk with Kim Hamilton Duffy, the Executive Director of the Decentralized Identity Foundation (DIF). Before her work at DIF, Kim served as the CTO at Learning Machine, an early pioneer in the self-sovereign identity space that was acquired in 2020. We cover a range of topics, including: - The early days at Learning Machine and ho…

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Listener Q&A: Navigating RMDs, Investment Strategies, and Retirement Income Planning 38:53

6d ago38:53

38:53

In this episode of Big Picture Retirement, Devin is joined by Alexander Davis, a financial advisor at Carroll Advisory Group, to address some of the most pressing questions from our listeners. Together, they answer a range of questions, including: Charles' query on the order and process of completing Required Minimum Distributions (RMDs) before mak…

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Listener Q&A: Tax Strategies, Inheritances, Annuities, and More 28:58

15d ago28:58

28:58

In this episode, Devin and John dive into a variety of listener questions, discussing annuities, maxing out retirement plans, why HSAs aren't widely talked about, IRMAA, and more. Tune in as we explore: Claudia's Situation: Understanding the distribution requirements for inherited qualified and unqualified MYGA accounts in light of recent tax law c…

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Real-World Evidence and Putting Patients at the Center of Drug Development - Dr. Chantal van Gils : 35 22:46

21d ago22:46

22:46

Summary: In this episode, host Kim Kushner is joined by Dr. Chantal van Gils, a leading expert in evidence and value strategy at SSI Strategy. Building on the previous podcast discussion with Christian Howell of Cognito, this episode delves into three key themes:1) differing evidentiary requirements for medical devices versus pharmaceuticals, 2) th…

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Listener Q&A: Navigating Taxes, Trusts, and More 42:55

22d ago42:55

42:55

In this episode of Big Picture Retirement, we’re back answering more of our listener-submitted questions. Join us as we cover: Anna's Query: When will NESARA begin? Ron's Question: Clarification on calculating taxes on Social Security benefits using our Cheat Sheet, specifically addressing whether AGI already includes SS benefits or if an additiona…

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Navigating Social Security: Listener Questions Answered 35:51

29d ago35:51

35:51

In this episode of the Big Picture Retirement podcast, we dive into listener questions about Social Security, tackling a wide range of scenarios to help you navigate the complexities of your benefits. Lois asks about the earnings limit for survivor benefits versus other benefits for someone born in 1955. She’s been told she must repay two months of…

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Listener Questions Answered: Reverse Mortgages, Healthcare Before Medicare, and More! 44:28

1M ago44:28

44:28

In this episode, we tackle a diverse range of listener questions from reverse mortgages, annuities, Roth conversions, healthcare before the Medicare age, and a lot more. Tune in as we discuss: Al's Question: Recommendations for reverse mortgages and the conditions under which they can be beneficial. Paul's Inquiry: Using deferred annuities, specifi…

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Daring to Fail Forward: The Mindset Catalyzing Healthcare Breakthroughs - Christian Howell : 34 39:30

1M ago39:30

39:30

This episode features an interview with Christian Howell, Chief Commercial Officer at Cognito Therapeutics, a biotech company pioneering a neurotechnology approach to treat Alzheimer's disease. Christian draws on his diverse background spanning the military, medical device giant Medtronic, and now the biotech industry. The conversation covers Cogni…

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Answering Listener Questions on Social Security 40:22

1M ago40:22

40:22

In this episode, Devin dives deep into the Social Security questions sent in by our listeners. Topics include questions on the earnings limit, spousal benefits, survivor benefits, and the big one...how future benefit cuts could impact retirees If you’re thinking, "I love the Big Picture Retirement podcast!” please consider rating and reviewing this…

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Avoiding Common Pitfalls in the Biotech Development Process - Dr. Thomas Lönngren : 33 31:13

2M ago31:13

31:13

Episode Overview: In this podcast interview, Ramin Farhood hosts Dr. Thomas Lönngren, an expert in drug regulation, approval, and market access. Thomas has an impressive career spanning over three decades, including a transformative tenure as the executive director of the European Medicines Agency (EMA). He currently serves as a strategic advisor, …

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Redefining Roles: From Medical Practice to Biotech Ventures - Keith Gottesdiener : 32 42:56

2M ago42:56

42:56

In this episode of the Emerging Biotech Leader podcast, hosts Kim Kushner and Ramin Farhood interview Keith Gottesdiener, President and CEO of Prime Medicine. They discuss Keith's unconventional career path, which spans roles as a physician, research scientist, drug development leader at Merck for over 16 years, and entrepreneurial biotech CEO at R…

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The Power of Donor Advised Funds 30:59

2M ago30:59

30:59

If you regularly donate to your church or other charities, donor advised funds (DAFs) might be something you want to look into. These funds offer some big perks. First off, you get a potential tax deduction in the year you contribute, even if the money is given out to charities gradually. Secondly, you have the freedom to decide when to donate. Thi…

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Special Episode - Trinsic Update 10:06

2M ago10:06

10:06

One of the most frequent requests that we get is to record an episode about Trinsic. So this week we’re doing just that because we recently announced the launch of our identity acceptance network in partnership with CLEAR, Yoti, IDVerse, Airside, Dentity, and more than a dozen others. This episode will outline what identity acceptance is, how Trins…

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Unpacking the New IRS Estate Planning Memo 39:04

3M ago39:04

39:04

In today's episode, we examine the recent IRS Chief Counsel Memorandum, which introduces significant changes to one of the cornerstone strategies in estate planning. We explore how these new guidelines impact assets placed in trusts like intentionally defective grantor trusts (IDGTs) and spousal lifetime access trusts (SLATs). These trusts have tra…

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Balancing Current Needs and Long-Term Goals in Biotech : 31 23:16

3M ago23:16

23:16

In this engaging episode of the Emerging Biotech Leader podcast, Kim Kushner, Ramin Farhood, and Jackie Levine discuss the key lessons learned from the previous conversation with Dr. Dan Bloomfield, CMO at Anthos Therapeutics. The trio focuses on the challenges biotech companies face when building organizations with evolving goals, the important ro…

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Too Much of a Good Thing? 22:58

3M ago22:58

22:58

Lots of investors use the S&P 500 index as a key part of their investment plan, thinking it spreads their money out well among America's biggest companies. But in this episode, we're going to question that idea by looking at the risks of having too much money in just a few of the index's top companies. Even though the index includes 500 stocks, a b…

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When Roth IRA Conversions Go Too Far 31:21

3M ago31:21

31:21

Roth IRA conversions can be a powerful tool for retirement planning, offering tax-free growth and withdrawals. However, there's a fine line between optimizing and overdoing it. In this episode, we talk about the dangers of over-converting to a Roth IRA. We'll explore how converting too much can lead to higher taxes in retirement and cause missed op…

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Growing Early Biotech Startups Through Connection - Dan Bloomfield : 30 38:54

3M ago38:54

38:54

In this episode of the Emerging Biotech Leader podcast, hosts Kim Kushner and Ramin Farhad speak with Dr. Dan Bloomfield, Chief Medical Officer of Anthos Therapeutics. Dan generously shares insights from his diverse career that has spanned academia at Columbia University, over a decade at big pharma giant Merck across multiple leadership roles, and…

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Estate Planning Lessons from the Rockefellers and Vanderbilts 26:41

3M ago26:41

26:41

Are there lessons we should learn from the comparison of the Rockefellers and the Vanderbilts? In this episode, we look at the contrasting estate planning tactics of two of America's wealthiest dynasties. While both families amassed incredible fortunes, their legacies diverged significantly due to their different approaches to wealth management and…

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The Five Phases of Retirement 29:53

4M ago29:53

29:53

Retirement has five distinct phases and each of them have their own unique challenges and opportunities. Understanding these distinct phases is important for anyone who is approaching retirement or has retired within the past year or two. If you know what to expect on the road ahead, it should lead to a much smoother and more fulfilling transition …

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The Secret Power of Investment Location 32:48

4M ago32:48

32:48

In this episode, we dive into the concept of investment location—a tactical approach in asset allocation across various accounts like IRAs and joint accounts, which can significantly influence your tax liabilities. If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support mo…

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Adrian Field - OneID’s Approach to Driving BankID Adoption in the UK 46:55

4M ago46:55

46:55

In this episode we talk with Adrian Field, the Director of Market Development at OneID, which is a bank-based identity verification product focused on the UK market. We cover a range of topics, including: How they apply a revenue-share model to incentivize banks to participate in their ecosystem The main use cases they’re focusing on in their go-to…

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Taylor Liggett - ID.me’s Strategy for Adoption, Monetization, and Brand for 100 Million Wallets and Beyond 29:14

5M ago29:14

29:14

In today’s episode we spoke with Taylor Liggett, Chief Growth Officer of ID.me, which is the largest reusable ID network in the United States and may be the largest private digital ID network in the world. With over 100 million user wallets and $150 million in revenue, ID.me has figured some things out about reusable ID adoption and monetization. W…

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The Home Buying Earthquake That Changes Everything 31:56

5M ago31:56

31:56

In today's episode, we discuss the landmark $418 million settlement involving the National Association of Realtors (NAR) and its potential implications for the real estate industry. As retirees and others look to buy or sell homes, they're facing a big shift in how real estate services will be priced and delivered. Danny Devito video-https://www.am…

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3 Types of Investors Who Should Avoid A Flat Fee Financial Advisor 23:47

5M ago23:47

23:47

Flat-fee financial advisors aren’t for everyone. In fact, there are three types of investors who should steer clear of flat-fee financial advisors. In today’s episode, we’ll talk about who should avoid hiring a flat fee advisor and either do it on their own or hire a traditional % of AUM advisor. If you’re thinking "I love the Big Picture Retiremen…

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Eric Scouten - Adobe’s Leading Role in the Content Authenticity Boom 36:17

5M ago36:17

36:17

On today’s episode we talked with Eric Scouten, Senior Engineering Manager at Adobe, who has been working for the last four years on solving content authenticity. What does that mean? We’ll get into it in the episode, but suffice it to say that it’s an effort to bring trust to content online. Was the pope really photographed in that puffy jacket? W…

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The Surprising Way to Save Social Security (Without Raising Taxes or Cutting Benefits) 27:38

5M ago27:38

27:38

Could the solution to saving Social Security be so glaringly obvious that it has been overlooked, or perhaps even ignored, due to political power dynamics? The concern about the insolvency of the Social Security trust fund looms large as the program faces financial instability, raising fear of increased taxes or reduced benefits for future benefici…

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Adam Gunther - Tactical Insights from Equifax and IBM on Driving Reusable Identity Adoption 30:42

6M ago30:42

30:42

On today’s episode we spoke to Adam Gunther, SVP and General Manager of Digital Solutions at Equifax. This was a fascinating conversation about Adam’s journey leading decentralized identity at IBM, moving into an operating role within Equifax, and how their reusable identity strategy has evolved over time. We talk about tactical factors that are ne…

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The Unplanned Journey: Grandparents Raising Grandchildren in Retirement 41:13

6M ago41:13

41:13

Description: In todays episode, we talk about the unexpected turns retirement can take, particularly when individuals find themselves in the role of raising a grandchild. This shift in family dynamics can significantly alter one’s retirement experience, extending far beyond the obvious impact on travel plans. We'll explore the various aspects that …

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Lessons In Biotechs with Bold Missions - Bob Honigberg : 29 26:18

6M ago26:18

26:18

In this episode of the Emerging Biotech Leader podcast, hosts Kim Kushner and Ramin Farhad are joined by Bob Honigberg to further discuss the considerable challenge of achieving bold missions in healthcare. Building on their discussion from Episode 28 where they interviewed Cleerly Health founder Dr. Jim Ninh, the episode provides useful perspectiv…

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The Risk of Grey Divorce 29:43

6M ago29:43

29:43

In today's episode, we'll dive into the intriguing phenomenon of Grey Divorce, which refers to divorces occurring among individuals aged 50 and above. Surprisingly, while the overall divorce rate is on the decline, Grey Divorce is on the rise. Join us as we explore the reasons behind this trend and provide a few thoughts on how to proactively preve…

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Phil Windley - Identity Metasystems and Lessons from Building the Sovrin Foundation 35:02

6M ago35:02

35:02

In this episode we talk with Phil Windley, Sr. Software Development Manager at AWS, Cofounder of IIW, former Chair of Sovrin Foundation. We talked about his experience building and leading the Sovrin Foundation, which at one point was almost synonymous with the term self-sovereign identity. It was set up to be an identity metasystem that would rein…

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How to Determine Your Risk Tolerance 21:43

6M ago21:43

21:43

In this episode, we explore an unrefined, yet accurate, approach to determining your risk tolerance. Beyond traditional risk tolerance questionnaires that often fluctuate with market conditions, we introduce two key criteria: Freak Out Number - Discover how to assess your decline tolerance in dollar terms, examining at what point you'd feel the nee…

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Lessons In Clinical Trials With The Unlikely Entrepreneur - Jim Min : 28 38:06

6M ago38:06

38:06

"I believe that we can eradicate heart attacks from this world...If we can leverage these tools to accomplish those three goals, whether it's in coronary heart disease, valvular heart disease, myocardial disease, et cetera, et cetera, I think that's going to not be a slight improvement. I think it's going to be a game changer in terms of improving …

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Unlocking the Ex-pat Dream: Debunking Myths and 2024's Top Destinations 31:31

6M ago31:31

31:31

Ever dreamed about retiring to a sunny beach or quaint village in another country? How about living a life of luxury for less than $3,000 per month? In today's episode, we're debunking common myths and discussing the challenges of living abroad, while also highlighting the top destinations to consider moving to in 2024. If you’re thinking "I love t…

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Nick Thomas: Finicity’s Journey from Personal Finance App to $985M Acquisition for their Open Banking Platform 38:21

6M ago38:21

38:21

Today we talked with Nick Thomas, cofounder of Finicity, which was acquired by Mastercard, where Nick went on to be the EVP of Global Open Finance Innovation. Nick has a fascinating career that has paralleled digital identity for a long time, as a cofounder of Bluetooth and FDX, the major open banking standards body in the US. These are both organi…

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5 Things Nobody Tells You About Retirement 33:41

7M ago33:41

33:41

We’ve heard this hundreds of time... 'I wish someone had warned me about this when I retired.' More often than not, they're referring to one of five key challenges that catch many retirees by surprise. In today's episode, we're diving into each of these five areas. If you're on the cusp of retirement, this is crucial viewing to help you steer clear…

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Building A Biotech - Adriana Valenciano : 27 23:07

7M ago23:07

23:07

“I think outcomes for a lot of people means meeting milestones. So hitting that next clinical milestone, CMC milestone, et cetera, and that's, I think, one way of looking at it. Still, it's also about the culmination of outcomes and achieving something greater than bringing together one discipline and one win." ~ Adriana Valenciano, SVP, SSI Strate…

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Jacques von Benecke: Launching National-Scale Self Sovereign Identity in Bhutan 52:32

7M ago52:32

52:32

In this episode, we talk with Jacques von Benecke, CTO of DHI, the commercial and investment arm of the government of Bhutan. If you haven’t heard, Bhutan has launched one of the most complete SSI ecosystems in the world! We spent most of the time diving in to how it’s going since launching just a few months ago. We get into metrics, like how many …

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3 Reasons You Should Choose A Flat Fee Financial Advisor 40:23

7M ago40:23

40:23

In today's episode, Devin reveals a significant transformation in his professional approach — the transition to a flat fee structure. After a period of subtle hints, the change is now official and marks a new chapter for his firm. Join Devin and John as they discuss the motivations behind this decision, the considerable reduction in firm revenue to…

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Jon Gelsey: Identity Product GTM Insight from Auth0’s Early Days 36:43

7M ago36:43

36:43

In this episode, we talk with Jon Gelsey, founding CEO of Auth0 Inc, which sold to Okta for $6.5B, as well as the CEO of Xnor.ai which he sold to Apple for $200m. Jon told the story of the early days of Auth0, including how they got their first $1m of revenue. Then we spent time diving in to how new technologies get adopted—Jon even went as far as …

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Beyond Billionaires: The Ripple Effect of Taxing Unrealized Gains 21:06

7M ago21:06

21:06

Taxing the richest's unearned income—why should it matter to you? This episode peels back the complexities of the proposed legislation targeting billionaires' unrealized capital gains to examine its broader consequences. We get into how this potential tax shift could create waves that may lap at the financial foundations of everyday investors. If y…

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Encore: The Retirement Tax Torpedo 43:14

8M ago43:14

43:14

The calculation the IRS uses to determine how you pay taxes on retirement income creates this danger zone where taxes can be SIGNIFICANTLY amplified. And if you fall into this danger zone, you could pay a MUCH higher tax rate on some of your retirement income. In this encore episode, we talk about how you can avoid the pitfall of paying way too muc…

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Encore: Asset Protection for Personal Property 39:32

8M ago39:32

39:32

How about this for a New Year's resolution - PROTECT YOUR ASSETS! In today's show, we bring back one of our most downloaded episodes where John covered the details on what to do with your personal property that could be exposed to creditors and ambulance-chasing attorneys. Although this show does not provide specific tax, legal, or financial advice…

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Encore: 6 Social Security Mistakes That Can Damage Your Retirement 50:48

8M ago50:48

50:48

In today's encore episode, we're talking about how to avoid the six most common Social Security mistakes. Some of these mistakes can be easily corrected. However, others can result in long-term or even permanent damage. In today's episode, John and I talk about: Small missteps that cause overpayment notices Miscalculating spousal and survivor benef…

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Recalibrating Early Stages of Corporate Build - Johan Strömquist : 26 27:33

8M ago27:33

27:33

“Getting a drug to market is a change journey. The whole process is a change journey. And we pass through so many different stages and gates on the way there: we need to adapt almost regardless of circumstances, even if everything goes according to plan, we have to shift.” Johan Stromquist, President, NDA Group As the quote above alludes, launching…

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Encore: Tax Loss (and Gain!) Harvesting with Andy Panko 35:19

8M ago35:19

35:19

Another special encore episode just in time for year end. Managing taxes in retirement may have a greater impact than any other single cost-saving measure you take. Today, we're replaying our epsiode with Andy Panko for a discussion into tax loss harvesting, and one that doesn't get a lot of attention...tax GAIN harvesting. Visit Andy's Facebook gr…

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Encore: The Fine Print of Beneficiary Designations 40:09

9M ago40:09

40:09

Today we're bringing back a fan favorite from 2022. The Fine Print of Beneficiary Designations. This is something that seems straightforward at first glance - just fill out a form naming the people you wish to inherit your account in the event that you pass away. Seems simple enough, right? What lurks in the background is some nuance contained with…

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