2.2 • 673 Ratings
🗓️ 25 June 2025
⏱️ 54 minutes
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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. |
0:06.9 | All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy. |
0:12.0 | 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. |
0:19.9 | 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. |
0:29.7 | 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. |
0:52.7 | Join us as certified financial planner Jim Sonier, as well as Colorado State University Finance Instructor and Certified Financial |
0:55.1 | Planner Chris Stein teach you about IRAs, borrow-in-case, annuities, Social Security, |
1:01.1 | pension plans, and estate planning in a fun and enjoyable show. Whether you are listening |
1:06.2 | live in Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know that |
1:12.4 | 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. |
1:35.1 | Hello and welcome to the Retirement and IRA show EDU edition as we're approaching the end of June, National Annuity Awareness Month. So we've got another show lined up |
1:42.2 | for you here that we're going to tackle RILA's |
1:46.9 | registered index linked annuities R-I-L-A is what that stands for. |
1:54.0 | One of the latest and greatest, I guess you'll say, of the annuity world. Certainly has been growing in popularity recently. |
2:06.5 | But we'll talk about what they are, what they aren't, |
2:08.8 | and as always kind of give you the good, the bad, and the ugly on any of these. |
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