A Discussion on Simplified Retirement Planning: EDU #2506

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 5 February 2025

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

While Jim is at a conference, Jake joins Chris to discuss a listener’s simplified retirement planning approach. They examine their straightforward strategy, focusing on key points like living within your means, how finances often simplify in the mid-70s after covering the Minimum Dignity Floor™, and the impact of passing the delay period for larger withdrawals. […]

Transcript

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0:00.0	The retirement and IRA show represents the words and views of the show hosts exclusively and should not be construed as investment legal or tax advice.
0:06.8	All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy.
0:11.9	All economic and performance information is historical in nature and is not indicative of any future results.
0:16.4	Any indices mentioned on the show are unmanaged and cannot be invested indirectly.
0:19.8	Diversity and asset allocation strategies do not assure profit or protect against loss.
0:23.7	Never make any investment or financial decisions based on information offered on this show
0:26.8	without first consulting your financial legal or tax advisor.
0:29.6	Financial planning services offered through Jim Solnier and Associates LLC, a registered investment advisor.
0:47.0	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:52.6	Join us as certified financial planner Jim Sonier, as well as Colorado State University Finance instructorified Financial Planner Chris Stein teach you about IRAs,
0:58.0	borrow-in-case, annuities, Social Security, pension plans, and estate planning in a fun and enjoyable show.
1:05.0	Whether you are listening live in Colorado or streaming from their website or iTunes podcast,
1:10.0	Jim and Chris want you to know that they're
1:12.5	available to help you plan for your retirement. Just visit their website at Jimhelps.com.
1:18.3	That's Jim H-E-L-P-S dot com and click the Meet the Team button on the homepage. Now here's Jim
1:25.6	and Chris with today's show.
1:32.2	Well, hello and welcome to the Retirement and IRA show,
1:38.7	EDU edition for this week. I have to correct our little announcer there that it is Chris and Jake today on the show. Jim is traveling. He's at a conference, actually with Jacob in the office.
1:46.3	We have both a Jake and a Jacob. And he and Jacob are at a conference down in Florida,
1:53.1	where they're looking at all the new high-tech stuff in the world of financial planning,
1:59.9	all the software programs and that sort of thing
2:03.2	that are out there. There's a show that is dedicated to that each and every year. I forget the name of it,
	...

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