A Social Security Special: EDU #2341

October 11, 2023

A Social Security Special: EDU #2341

Chris sits down on a solo episode to discuss several different listeners questions relating to a variety of Social Security topics. (3:00) George from Texas asks if avoiding the spousal offset from automatically kicking on is an option. (9:15) Georgette wonders if her future COLAs and deferred retirement credits will be calculated based on the benefit she was receiving prior to suspending her...

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Social Security, DIAs, QLACs, and Interest Rates: Q&A #2326

July 1, 2023

Social Security, DIAs, QLACs, and Interest Rates: Q&A #2326

Jim and Chris sit down to discuss listeners questions relating to Social Security, DIAs, QLACs, and interest rates. (4:30) A Texan listener looks for clarification on the rules surrounding the Social Security earning limit for self-employed people. (17:45) A listener asks if she’s missing anything in calculating the maximum and optimal time for her and her husband to claim their Social...

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Diving Deep On Social Security: EDU #2317

April 26, 2023

Diving Deep On Social Security: EDU #2317

Chris sits down solo while Jim is away traveling to dive deep into a couple of Social Security questions from listeners. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E17.mp3 Podcast: Play in new window | Download (Duration: 56:45 — 26.0MB) Subscribe:...

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Inflationary Effects on Social Security: EDU #2309

March 1, 2023

Inflationary Effects on Social Security: EDU #2309

Chris sits down to discuss the effects that the recent spike in inflation had on Social Security benefits. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E09.mp3 Podcast: Play in new window | Download (Duration: 52:26 — 24.0MB) Subscribe:...

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Social Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242

October 15, 2022

Social Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242

Chris sits down on a solo episode to discuss listener questions relating to Social Security, spousal benefits, PIA, and pensions. (5:00) A listener comments on wage inflation for Social Security benefits. (15:30) A listener wonders when to get married and how to strategize spousal Social Security benefits. (20:25) A listener looks for advice and clarification on their Social Security benefit...

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

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.