Our Retirement Planning Process Questions Answered: EDU #2435
August 28, 2024
With Jim out sick, one of the other planners at Jim Saulnier & Associates, Jake Turner, joins Chris to discuss some questions that have come in about the retirement planning process. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E35.mp3 Podcast: Play in new window | Download (Duration: 1:19:20 — 36.3MB) Subscribe:...
Listen NowSocial Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434
August 24, 2024
Chris discusses listener questions relating to Social Security, long-term care, child-in-care benefits, annuities, and tax credits. (5:00) Chris chats about a Social Security press release regarding the overpayment burden for Social Security beneficiaries. (12:15) A listener looks for clarification on how much long-term care (LTC) coverage we’d recommend based on their situation. (18:00)...
Listen NowOur Retirement Planning Process and Philosophy Part 10: EDU #2434
August 21, 2024
Jim and Chris continue their recent series on our philosophy/approach and discuss potentially using home equity to fund Aging/LTC needs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E34.mp3 Podcast: Play in new window | Download (Duration: 55:56 — 25.6MB) Subscribe:...
Listen NowSocial Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433
August 17, 2024
Jim and Chris sit down to discuss listener questions relating to child-in-care benefits, delayed retirement benefits, Inherited IRA RMDs, and timing RMDs and QCDs. (4:30) A listener wonders if she should have been collecting child-in-care benefits over the last 20 years of caring for her disabled son. (11:00) Georgette recalls Chris speaking about delayed retirements benefits and asks Chris what...
Listen NowOur Retirement Planning Process and Philosophy Part 9: EDU #2433
August 14, 2024
Jim and Chris continue their discussion of “seesaw assets” and leveraging a long-term care insurance policy to increase your Aging/LTC reserve. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E33.mp3 Podcast: Play in new window | Download (Duration: 1:27:31 — 40.1MB) Subscribe:...
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