Social Security, Spending In Retirement, and The BBB Act: Q&A #2201

January 1, 2022

Social Security, Spending In Retirement, and The BBB Act: Q&A #2201

Jim and Chris sit down to discuss listener questions relating to Social Security, spending in retirement, and the Build Back Better Act.

(7:45) A California listener looks for thoughts/opinions on a recently suggested Social Security claiming strategy.

(28:45) A Texan listener brings up our thoughts/philosophy that money unspent in retirement, is potentially money unlived.

(43:30) George from New Jersey asks about a Social Security claiming and optimization website.

(51:00) A couple listeners look for clarification relating to the current status of the Build Back Better Act (BBB Act).

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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.