meta_pixel
Tapesearch Logo
Log in
The Retirement and IRA Show

Our Retirement Planning Process: EDU #2440

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2673 Ratings

🗓️ 2 October 2024

⏱️ 100 minutes

🧾️ Download transcript

Summary

Jim and Chris sit down for another EDU show dedicated to our retirement planning process. In this episode the guys dialog with listeners, answering questions and expounding on key ideas.

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. Diversityiversification and asset allocation strategies do not assure profit or protect against loss.

0:23.7

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 Solnier and Associates LLC, a registered investment advisor. This is the retirement and IRA show coming to you from beautiful Northern Colorado.

0:47.4

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

0:52.4

Finance instructor and certified financial planner Chris Stein teach you about IRAs,

0:57.0

borrow-en-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, Jim and Chris want you to know that

1:12.0

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

1:16.5

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

1:24.4

Now here's Jim and Chris with today's show.

1:36.1

Hello everyone and welcome to the Retirement and IRA show, EDU edition for this week.

1:43.2

Today we're going to, I call it kind of a cleanup show. We're going to circle back a little bit and handle some of the

1:45.7

emails that we've gotten from listeners as a result of our, and I've now heard it stated a couple

1:53.4

times, people must have counted the shows, the 13 episode series extravaganza that we did covering our philosophy and approach.

2:04.6

And as part of that, you know, a whole series, we encourage people to send in their

2:10.1

own thoughts about how they're taking pieces of what we do and maybe adding a little twist

2:15.3

on it or adding some of their own thoughts to it, how they're

2:18.4

deploying it, and also eliciting questions from them if they're not clear about something

2:24.6

that we are doing in our approach. So Jim's got a whole bunch of those. So he's picked a few

2:31.2

today for us to cover and kind of this, the gap show. We've had a

2:36.7

couple of guests recently. We're going to have a couple more guests coming up on shows. So today,

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Jim Saulnier, CFP® & Chris Stein, CFP®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Jim Saulnier, CFP® & Chris Stein, CFP® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.