2.2 • 673 Ratings
🗓️ 25 September 2024
⏱️ 86 minutes
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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. 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 |
0:26.9 | 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 Sondier, as well as Colorado State University Finance Instructor and Certified Financial |
0:55.1 | Planner Chris Stein teach you about IRAs, borrow-in-case, annuities, Social Security, |
1:01.1 | pension plans, and estate planning in a fun and enjoyable show. Whether you are listening live |
1:06.7 | in Colorado or streaming from their website or iTunes podcast, 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. |
1:24.8 | Now here's Jim and Chris with today's show. |
1:31.7 | Well, hello again and welcome to the Retirement and IRA show, EDU edition for this week. Although this is an EDU edition, |
1:37.8 | it's going to feel a lot like a Q&A show. So we'll call it a specialty EDu. And like we told you, last week, last couple |
1:47.8 | weeks, we've been sharing that we were going to have some special guests on the show. And |
1:53.0 | today is one of those shows. Here in a moment, we'll bring on Shelley Thompson, who's a practicing |
1:59.4 | estate planning attorney and also teaches some estate planning at University of Colorado in Boulder here. |
2:07.8 | And she can share with us other exciting information about herself when she comes on. |
2:12.9 | But I've got Jim as well. |
2:14.9 | So there'll be three of us on the show today. |
2:16.5 | And we thought we had Shelley on back in July, and we talked to some basic estate planning topics, and we told people that we would invite her back, and if they had any estate planning of questions, that we should ask her to send them our way. |
2:33.3 | So Jim has accumulated quite a few estate planning related questions. |
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