Our Most Recent Show
Things to Know About Powers of Attorney
Powers of Attorney can be tricky documents if you don't get the wording just right. Jim, Chris and Peter discuss how best to set up a Power of Attorney in regards to issues like gifting, real estate and beneficiary designation changes. They also talk about the recent changes to Social Security and the file-and-suspend claiming strategy.
About the Show
What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor for two hours on Saturday morning you get the Retirement and IRA Radio Show, an informative, educational and entertaining radio program focused on retirement topics.
Looking for more information on a specific topic? Use the Search feature to find information on this site and Jim Saulnier and Associates’ business site.
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