Annuities, Pensions, and Social Security: Q&A #2422

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 1 June 2024

⏱️ 97 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities. (21:30) A fellow advisor and listener looks for clarification on a clients Social Security benefit statement. (49:00) George wonders, if more people think of annuities like pensions, would they be a […]

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. All information is believed to be from reliable sources. However, we make no representation as to its completeness or accuracy. All economic and performance information is historical in nature and is not indicative of any future results. Any indices mentioned on the show are unmanaged and cannot be invested indirectly. Diversityiversification 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 Solnior and Associates LLC, a registered investment advisor.
0:44.0	This is the retirement and IRA show coming to you from beautiful Northern Colorado. Join us as certified financial planner Jim Saunier, as well as Colorado State University
0:48.7	Finance Instructor and Certified Financial Planner Chris Stein, teach you about IRAs, 401Ks, annuities, social
0:56.3	security, pension plans, and estate planning in a fun and enjoyable show. Whether you are listening
1:02.1	live in Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know
1:08.1	that they're available to help you plan for your retirement.
1:14.0	Just visit their website at Jimhelps.com.
1:20.1	That's Jim, H-E-L-P-S dot com, and click the Meet the Team button on the homepage.
1:23.0	Now here's Jim and Chris with today's show.
1:31.2	Hello and welcome to the Retirement and IRA show Q&A edition.
1:39.0	This is the first show of 2024's Annuity Awareness Month.
1:45.6	We are technically recording it on the last day of May, but it'll play June 1st, and because this will be released to you all in the public on June 1st, June being National Annuity Awareness
1:52.2	Month.
1:53.8	We're going to have some questions today, I'm sure, that are annuity base, but those out in the
1:59.4	listening audience who are not big fans of annuity talk, don't despair.
2:04.2	We will not be 100% annuities for the whole month.
2:08.9	We'll just have a little, little heavier focus maybe than a typical month on annuity issues,
2:15.6	questions, et cetera.
2:17.9	So I know today Jim's going to be digging up some annuity-style questions,
	...

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