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The Retirement and IRA Show

Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2673 Ratings

🗓️ 10 July 2024

⏱️ 84 minutes

🧾️ Download transcript

Summary

Jim and Chris discuss listener submissions with advice on how we can describe our retirement planning approach in 10 minutes or less.

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. 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

0:26.8

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.

0:42.3

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

0:47.7

Join us as certified financial planner Jim Sondier, as well as Colorado State University

0:52.7

Finance instructor 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.

1:05.0

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

1:10.0

Jim and Chris want you to know that

1:12.3

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

1:18.4

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

1:26.0

with today's show.

1:32.2

Well, hello and welcome to the Retirement and IRA show, EDU edition for this week. On today's show, we had big plans to pick up

1:40.0

with where we left off at the end of May before National Annuity Awareness Month and continue our

1:47.3

kind of how we do it or the why of what we do and how we do it kind of series that we are

1:54.4

revisiting after doing it about three years ago or so. But as Jim will share with us to some extent or another, he was had a had a,

2:04.0

had an, uh, the other guy episode today. So he's fine physically and I think mentally, but, uh,

2:11.8

he had an event that kind of derailed our plans a little bit. So what we're going to do today is

2:16.7

actually investigate something we, we we called out to our listeners.

2:21.0

If you all recall back in May and we solicited input on how we might describe our approach,

2:28.1

philosophy and exactly what we're all about in 10 minutes or less instead of the, I don't know, 7, 10, 12-part series

...

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