Our Retirement Planning Process and Philosophy Part 10: EDU #2434
Jim and Chris continue their recent series on our philosophy/approach and discuss potentially using home equity to fund Aging/LTC needs. The post Our Retirement Planning Process and Philosophy Part 10:...
View ArticleSocial Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax...
Chris discusses listener questions relating to Social Security, long-term care, child-in-care benefits, annuities, and tax credits. (5:00) Chris chats about a Social Security press release regarding...
View ArticleOur Retirement Planning Process Questions Answered: EDU #2435
With Jim out sick, one of the other planners at Jim Saulnier & Associates, Jake Turner, joins Chris to discuss some questions that have come in about the retirement planning process. The post Our...
View ArticleSocial Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks...
Jim 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...
View ArticleOur Retirement Planning Process and Philosophy Part 11: EDU #2435
Jim and Chris continue the recent series on their philosophy/approach to retirement planning and discuss how their “positioning” approach differs from the classic “bucket” approach to saving and...
View ArticleSocial Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs:...
Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Minimum Dignity Floor, Reverse Mortgages, and Inherited IRAs… (4:00) George wonders if he continues to work...
View ArticleOur Retirement Planning Process and Philosophy Part 12: EDU #2437
Jim and Chris continue the recent series on their philosophy/approach to retirement planning and their positioning approach for retirement spending. The post Our Retirement Planning Process and...
View ArticleCOLA, WEP, and Annuities: Q&A #2437
Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities… (9:15) A listener wants to know if...
View ArticleOur Retirement Planning Process and Philosophy Part 13: EDU #2438
Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning. The post Our Retirement Planning Process and Philosophy Part 13:...
View ArticleSocial Security Child-in-Care, Disability, and Survivor Benefits; and Conduit...
Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts… (20:00) A listener asks if he qualifies for...
View ArticleEstate Planning Special Edition: EDU #2439
Jim and Chris welcome back Estate Planning Attorney, Shelly Thompson in this special EDU edition turned Q&A… (8:30) A listener asks how to find a reputable estate lawyer and if there are any books...
View ArticleBuffered ETFs Special Episode: Q&A #2439
Jim and Chris welcome back special guest Matthew Kaufman, from Calamos Investments, to answer a series of listener questions on buffered/principle protected ETFs … (13:00) Georgette wants to know how...
View ArticleOur Retirement Planning Process: EDU 2440
Jim and Chris sit down for another EDU show dedicated to our retirement planning process. In this episode the guys dialog with listeners, answering questions and expounding on key ideas. The post Our...
View ArticleSocial Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and...
Jim 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...
View ArticleMedicare Insurance Special: EDU #2441
With Medicare open enrollment season approaching, Jim and Chris welcome a special guest, Tyler Haskell, CFP. Tyler has been a Medicare Insurance Broker for 12 years, helping people navigate the...
View ArticleSocial Security Benefits and Roth IRA Annuities: Q&A #2441
Jim 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...
View ArticleMedicare Enrollment Assistance Special Episode: EDU #2442
With Medicare open enrollment season here, Jim and Chris welcome a special guest, Brad Grier, who volunteers with the Nebraska State Health Insurance Assistance Program (SHIP). Brad talks with the guys...
View ArticleQualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions:...
Jim 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...
View ArticleQualified Annuities and IRA Deep Dive: EDU #2443
Jim and Chris first talk about the “Qualified Annuity Stretch” before starting a deep dive into the IRA portion of “The Retirement and IRA Show” with a discussion of 9 of Ed Slott’s “top 23 questions...
View ArticleSocial Security WEP and GPO Special: Q&A #2443
With Jim attending an Ed Slott conference, Chris takes some time to answer a WEP and GPO question before offering listeners general information on Social Security changes for 2025 and a detailed...
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