Is There a Simpler Approach to Retirement Planning?: EDU #2427

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 3 July 2024

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jim and Chris say goodbye to their Annuity Awareness Month and pick up where they left off discussing their process. In this episode they respond to an email from a listener who feels they might be overcomplicating it. The guys discuss his simplified retirement planning approach and how people’s spending strategy may change throughout the […]

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.
0:07.0	All information is believed to be from reliable sources. However, we make no representation as to its completeness or accuracy.
0:12.1	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.
0:20.0	Diversification and asset allocation strategies do not assure profit or protect against loss.
0:23.9	Never make any investment or financial decisions based on information offered on this show 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 Financeructor and certified 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.
1:05.4	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.
1:15.3	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.
1:30.8	Well, hello and welcome to the Retirement IRA show EDU edition for this week. This is the first show following National
1:38.9	Annuity Awareness Month, which was June. We are now in July. So we're moving on to new topics. We're circling back to
1:47.0	where we left off prior to National Annuity Awareness Month. And that was a what I think is
1:53.7	already a long series and is about to get a little bit longer on our philosophy and approach to
1:59.2	retirement planning as we walk through all of what I would call the key elements to our approach.
2:04.7	Today we're going to ease back into it by addressing at least one, maybe more emails that we've gotten in regards to our process.
	...

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