Social Security, Inherited IRAs, and Buffered ETFs: Q&A #2228
July 9, 2022

Jim and Chris sit down to discuss listeners questions relating to Social Security benefits, inherited IRAs, and buffered ETFs. (12:15) Georgette from Connecticut asks about the rules surrounding when to claim a spousal Social Security benefit. (23:00) Georgette wonders is Social Security benefits only get increased annually after hitting full retirement age. (30:00) George from Tennessee looks...
Listen NowWhy 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 NowTax Efficiencies of ETFs vs. Mutual Funds: EDU #2117
April 28, 2021

Jim and Chris sit down to discuss the tax efficiencies of exchange traded funds (ETFs) and the differences from mutual funds. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E17.mp3 Podcast: Play in new window | Download (Duration: 1:15:31 — 34.6MB) Subscribe:...
Listen Now