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The Retirement and IRA Show

Our Retirement Planning Process and Philosophy Part 10: EDU #2434

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2673 Ratings

🗓️ 21 August 2024

⏱️ 56 minutes

🧾️ Download transcript

Summary

Jim and Chris continue their recent series on our philosophy/approach and discuss potentially using home equity to fund Aging/LTC needs.

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.

0:16.5

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.

0:47.0

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

0:52.7

Join us as certified financial planner Jim Sonier, as well as Colorado State University Finance Instructor and Certified Financial

0:55.0

Planner Chris Stein teach you about IRAs, borrow-en-case, annuities, Social Security,

1:01.1

pension plans, and estate planning in a fun and enjoyable show.

1:05.3

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

1:10.6

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

1:26.1

with today's show.

1:33.7

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

1:42.2

We've got a continuation of our chat about our philosophy and approach and process, if you will.

1:48.7

And last time we kind of walked through some things you might want to consider in preparing to fund aging and LTC expenses that you may or may not face in the future.

1:55.1

I think everyone should assume they're going to face at least some.

1:58.3

But the degree to which you want to protect against those things, you need to

2:01.9

have a plan for funding expenses that you are worried about covering.

...

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