Why We Manage Assets Our Way: EDU #2206
February 9, 2022
Jim and Chris sit down to discuss the first part in a new series discussing WHY we manage assets our way at Jim Saulnier & Associates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E06.mp3 Podcast: Play in new window | Download (Duration: 1:22:17 — 37.7MB) Subscribe:...
Listen NowSocial Security, Roth conversions, and 403(b) Accounts: Q&A #2206
February 5, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, 403(b)’s, and other retirement accounts. (26:00) An Indiana listener wonders about the Social Security COLA adjustment for disability benefits. (28:45) George from Georgia looks for suggestions on getting information regarding a SSA-1099 form. (35:00) A listener looks for clarification on...
Listen NowAll About Trusts: EDU #2205
February 2, 2022
Jim and Chris sit down to discuss and focus on the frequently asked questions relating to estate planning and Trusts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E05.mp3 Podcast: Play in new window | Download (Duration: 1:16:56 — 35.2MB) Subscribe:...
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