Social Security, Savings Advice, and Annuities: Q&A #2028

July 11, 2020

Social Security, Savings Advice, and Annuities: Q&A #2028

Jim and Chris discuss questions regarding Social Security, how to save early on in your career, and annuities.

(5:30) A Californian asks about which month they’ll be able to receive their full Social Security payment.

(15:05) A listener from Massachusetts wonders if she can claim a Social Security spousal benefit before full retirement age and carry it through retirement until age 70.

(20:15) A young listener interested in the FIRE movement asks Jim and Chris for advice on how to save early on in your career.

(42:30) Georgette from California finally gets the question she asked (over a year and a half ago!) about annuities answered.

 

 

Podcast: Play in new window | Download (Duration: 1:10:12 — 32.1MB)

Subscribe: Apple Podcasts | Android | RSS

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

© 2018 Jim Saulnier, LLC. All rights reserved.

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.