Clarification On Asset Positioning: EDU #2217
April 27, 2022
Jim and Chris sit down to discuss and clarify listeners questions relating to our asset management concept of positioning. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E17.mp3 Podcast: Play in new window | Download (Duration: 1:05:02 — 29.8MB) Subscribe:...
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/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E06.mp3 Podcast: Play in new window | Download (Duration: 1:22:17 — 37.7MB) Subscribe:...
Listen NowSocial Security, Pro-Rata Rule, Roth Conversions, and Positioning: Q&A #2150
December 11, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, the pro-rata rule, Roth conversions, and positioning. Intro: Jim and Chris discuss the recent court case involving gold within an IRA as well as the delay to complete 2021 Roth conversions and some potential strategies to combat this. (31:15) George from Texas looks for confirmation on his Social Security claiming...
Listen NowAsset Positioning and Distribution Planning: EDU #2036
September 9, 2020
Jim and Chris discuss a listener’s topic of asset positioning and asset distribution planning throughout retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E36.mp3 Podcast: Play in new window | Download (Duration: 1:37:13 — 43.4MB) Subscribe:...
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