Our Retirement Planning Process and Philosophy Part 11: EDU #2436
September 4, 2024
Jim and Chris continue the recent series on their philosophy/approach to retirement planning and discuss how their “positioning” approach differs from the classic “bucket” approach to saving and budgeting. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E36.mp3 Podcast: Play in new window | Download...
Listen NowOur Retirement Planning Process Questions Answered: EDU #2435
August 28, 2024
With Jim out sick, one of the other planners at Jim Saulnier & Associates, Jake Turner, joins Chris to discuss some questions that have come in about the retirement planning process. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E35.mp3 Podcast: Play in new window | Download (Duration: 1:19:20 — 36.3MB) Subscribe:...
Listen NowOur Retirement Planning Process and Philosophy Part 10: EDU #2434
August 21, 2024
Jim and Chris continue their recent series on our philosophy/approach and discuss potentially using home equity to fund Aging/LTC needs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E34.mp3 Podcast: Play in new window | Download (Duration: 55:56 — 25.6MB) Subscribe:...
Listen NowOur Retirement Planning Process and Philosophy Part 9: EDU #2433
August 14, 2024
Jim and Chris continue their discussion of “seesaw assets” and leveraging a long-term care insurance policy to increase your Aging/LTC reserve. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E33.mp3 Podcast: Play in new window | Download (Duration: 1:27:31 — 40.1MB) Subscribe:...
Listen NowSS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432
August 10, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security benefits, WEP, HSAs, MYGAs, and their retirement planning process. (9:15) Chris begins the show by describing a current situation where he is trying to help someone with filing for Social Security and Medicare after spending most of their life going by a nickname that was not their legal name. (13:00) George wonders...
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