Reexamining The Fun Number, MDF and Secure Income Part 5: EDU #2338

September 20, 2023

Reexamining The Fun Number, MDF and Secure Income Part 5: EDU #2338

Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E38.mp3 Podcast: Play in new window | Download (Duration: 1:11:36 — 32.8MB) Subscribe:...

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Reexamining The Fun Number, MDF and Secure Income Part 4: EDU #2337

September 13, 2023

Reexamining The Fun Number, MDF and Secure Income Part 4: EDU #2337

Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E37.mp3 Podcast: Play in new window | Download (Duration: 1:25:39 — 39.2MB) Subscribe:...

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Reexamining The Fun Number, MDF and Secure Income Part 3: EDU #2336

September 6, 2023

Reexamining The Fun Number, MDF and Secure Income Part 3: EDU #2336

Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E36.mp3 Podcast: Play in new window | Download (Duration: 1:31:11 — 41.7MB) Subscribe:...

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Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335

August 30, 2023

Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335

Jim and Chris sit down to continue their discussion on the concept of the fun number, minimum dignity floor (MDF), and secure income. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E35.mp3 Podcast: Play in new window | Download (Duration: 1:10:59 — 32.5MB) Subscribe:...

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Social Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334

August 26, 2023

Social Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334

Jim and Chris discuss listeners questions relating to Social Security, IRMAA, Roth conversions, life insurance, MDF, and the fun number. (7:00) Georgette from Michigan asks for the best, free Social Security claiming optimization tools. (30:45) Georgette in Colorado wonders if doing Roth conversions to avoid IRMAA impacts is really worth the trouble. (56:00) A listener in Ohio looks for the...

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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.