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The Retirement and IRA Show

Covering MDF With Lifetime Secure Income: EDU #2426

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2673 Ratings

🗓️ 26 June 2024

⏱️ 79 minutes

🧾️ Download transcript

Summary

Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity.

Transcript

Click on a timestamp to play from that location

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.

0:06.9

All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy.

0:12.0

All economic and performance information is historical in nature and is not indicative of any future results.

0:16.5

Any indices mentioned on the show are unmanaged and cannot be invested indirectly.

0:19.9

Diversification and asset allocation strategies do not assure profit or protect against loss.

0:23.8

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.

0:29.7

Financial planning services offered through Jim Solnior and Associates LLC, a registered investment advisor.

0:47.1

This is the retirement and IRA show coming to you from beautiful Northern Colorado.

0:52.8

Join us as certified financial planner Jim Sonier, as well as Colorado State University Finance instructor and certified financial planner Chris Stein, teach you about IRAs,

0:58.2

borough in case, annuities, social security, pension plans, and estate planning in a fun and enjoyable show.

1:05.4

Whether you are listening live in Colorado or streaming from their website or iTunes podcast,

1:10.7

Jim and Chris want you to know that

1:12.4

they're available to help you plan for your retirement. Just visit their website at JimHelps.com.

1:18.5

That's Jim H-E-L-P-S dot com and click the Meet the Team button on the homepage. Now here's Jim

1:25.7

and Chris with today's show.

1:29.5

Well, hello and welcome to the Retirement and IRA show EDU edition for this week.

1:35.8

Starting to wind down National Annuity Awareness Month as being June.

1:43.7

This might be the last one. Yes, it would be. Yeah. So this will be the last

1:51.5

EDU show in June. So this might be, might be it for EDU shows. Probably still some

1:59.9

annuity questions on the Q&A show coming up.

2:03.4

And ironically, even though this isn't a Q&A show, I think today's show, from what I hear from Jim,

...

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