Social Security, Spousal Benefits, Aging Reserve, and Fun Expenses: Q&A #2309

March 4, 2023

Social Security, Spousal Benefits, Aging Reserve, and Fun Expenses: Q&A #2309

Jim and Chris sit down to discuss questions relating to Social Security, spousal benefits, aging reserve, and fun expenses.

(9:15) A Californian listener asks about his Social Security claiming strategy for spousal and survivor benefits.

(20:45) A listener in Georgia looks for clarification on spousal Social Security benefits following a divorce.

(35:00) Georgette from South Carolina wonders how to go about investing an 81-year old’s aging reserve.

(1:09:45) A listener from California asks for clarification on deciding what’s considered a fun expense versus a minimum dignity floor expense.

Podcast: Play in new window | Download (Duration: 1:20:39 — 36.9MB)

Subscribe: RSS

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

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

© 2024, Jim Saulnier & Associates All rights reserved.

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.