Long Term Care: Q&A #2104

January 23, 2021

Long Term Care: Q&A #2104

Jim and Chris sit down with in-house long term care (LTC) specialist, Greg Darden to discuss the details of long term care and aging assistance. (Intro) Jim, Chris, and Greg discuss and address listeners’ comments relating to long term care insurance. (32:45) A Coloradoan asks for clarification on a long term care partnership policy. (44:20) A listener shares her own long term care story...

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Self-Funding LTC Expenses and Aging Assistance: EDU #2102

January 13, 2021

Self-Funding LTC Expenses and Aging Assistance: EDU #2102

Jim and Chris sit down with in-house long term care (LTC) expert, Greg Darden, to discuss self-funding LTC expenses and aging assistance. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E02.mp3 Podcast: Play in new window | Download (Duration: 1:30:33 — 41.4MB) Subscribe:...

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LTC Policies and Considerations: EDU #2101

January 6, 2021

LTC Policies and Considerations: EDU #2101

Jim and Chris sit down with in-house long term care (LTC) specialist, Greg Darden, to discuss different LTC policies and considerations. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E01.mp3 Podcast: Play in new window | Download (Duration: 1:30:30 — 41.4MB) Subscribe:...

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Medical Issues, LTC, and Retirement Planning: EDU #2051

December 30, 2020

Medical Issues, LTC, and Retirement Planning: EDU #2051

Chris welcomes Jim back to the podcast to discuss his medical issue and the long term effects medical issues can have on retirement plans. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E51.mp3 Podcast: Play in new window | Download (Duration: 1:08:18 — 31.3MB) Subscribe:...

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Social Security, IRMAA, Home Equity, and LTC: Q&A #2051

December 19, 2020

Social Security, IRMAA, Home Equity, and LTC: Q&A #2051

Chris sits down to answer questions about Social Security, IRMAA, home equity, Roth conversions, and LTC (long-term care). (3:15) A Virginian listener asks a question relating to delayed retirement credits and rules surrounding the claiming of Social Security. (15:10) A listener from Indiana asks for clarification on the impacts of IRMAA. (22:45) A Michigan listener wonders how the equity...

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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.