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The Retirement and IRA Show

Medicare Insurance Special: EDU #2441

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2673 Ratings

🗓️ 9 October 2024

⏱️ 86 minutes

🧾️ Download transcript

Summary

With Medicare open enrollment season approaching, Jim and Chris welcome a special guest, Tyler Haskell, CFP. Tyler has been a Medicare Insurance Broker for 12 years, helping people navigate the complexities of the Medicare system.

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.

0:07.0

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.

0:16.6

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.

0:29.8

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

0:47.3

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

0:52.9

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

0:58.4

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

1:05.5

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

1:12.6

Jim and Chris want you to know that they're available to help you plan for your retirement. Just visit their website at Jimhelps.com.

1:18.6

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

1:25.8

and Chris with today's show.

1:34.8

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

1:40.9

So as we've kind of been prepping people, today we've got a special guest coming on.

1:46.9

And this all kind of started last spring when we put out over the podcast that we were wanting to maybe do a little more Medicare education on the show. And so we put out the call

1:55.3

for anyone who might be out there in podcast land, who was in the industry, if you will,

2:02.6

and would be willing to come on and chat with us about Medicare.

2:06.9

So the first of a couple of those folks that reached out to us is going to join us today.

2:13.6

I'll have them on in just a few minutes after I get Jim on here as well.

2:16.9

So Tyler Haskell is his name.

...

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