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...

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Altering The Fun Number In A Small Portfolio: EDU #2308

February 22, 2023

Altering The Fun Number In A Small Portfolio: EDU #2308

Jim and Chris sit down to discuss the approach to the fun number concept and how it can be altered/used in a much smaller portfolio. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E08.mp3 Podcast: Play in new window | Download (Duration: 1:19:04 — 36.2MB) Subscribe:...

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Fun Number Follow Up: EDU #2306

February 8, 2023

Fun Number Follow Up: EDU #2306

Jim and Chris sit down to discuss and follow-up on a few remaining items surrounding the concept of the Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E06.mp3 Podcast: Play in new window | Download (Duration: 1:03:29 — 29.1MB) Subscribe:...

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The Fun Number Part 4: EDU #2305

February 1, 2023

The Fun Number Part 4: EDU #2305

Jim and Chris wrap up their discussion of the Fun Number and what to do once you’ve arrived at your Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E05.mp3 Podcast: Play in new window | Download (Duration: 1:34:06 — 43.1MB) Subscribe:...

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The Fun Number Part 2: EDU #2303

January 18, 2023

The Fun Number Part 2: EDU #2303

Jim and Chris continue their discussion on the concept of the Fun Number to explain the rational behind the concept. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E03.mp3 Podcast: Play in new window | Download (Duration: 1:17:00 — 35.2MB) Subscribe:...

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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.