Social Security, Private Lending, Income Annuities, and Asset Management: Q&A #2037

September 12, 2020

Social Security, Private Lending, Income Annuities, and Asset Management: Q&A #2037

Jim and Chris discuss a few questions on Social Security, Private Lending, Income Annuities, Asset Management, and more. (4:05) A listener would like to know more about how to calculate Social Security survivor benefits. (20:50) George and Georgette from Georgia ask a question about private lending from retirement accounts. (41:35) A listener wants advice on which type of income annuity he...

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Asset Positioning and Distribution Planning: EDU #2036

September 9, 2020

Asset Positioning and Distribution Planning: EDU #2036

Jim and Chris discuss a listener’s topic of asset positioning and asset distribution planning throughout retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E36.mp3 Podcast: Play in new window | Download (Duration: 1:37:13 — 43.4MB) Subscribe:...

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Social Security, Roth Conversions, Pensions/Annuities, and General Planning: Q&A #2036

September 5, 2020

Social Security, Roth Conversions, Pensions/Annuities, and General Planning: Q&A #2036

Jim and Chris discuss listeners’ questions involving Social Security, Roth conversions, pension/annuity distributions, and how rental properties are treated in our financial planning process. (6:20) A Virginian wants to know how to get his estimated Social Security benefit at age 70 while currently collecting a spousal benefit. (16:00) A listener asks for advice on when to collect Social...

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Retirement Planning Philosophies: EDU #2035

September 2, 2020

Retirement Planning Philosophies: EDU #2035

Jim and Chris discuss various retirement planning philosophies within the industry and elaborate on their own unique approach. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E35.mp3 Podcast: Play in new window | Download (Duration: 1:13:17 — 33.3MB) Subscribe:...

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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.