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.

 

 

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

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.