Setting the Record Straight on Clickbait vs Reality: EDU #2510

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 5 March 2025

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Chris’s Summary: Jim is at yet another industry conference, so Jake is stepping in to join me this week. We pick up where Jim and I left off last time, discussing misleading financial articles. This time, we take a critical look at an article from Moneywise that claims to lay out the “standard” order for […]

Transcript

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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.
0:06.8	All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy.
0:11.9	All economic and performance information is historical in nature and is not indicative of any future results.
0:16.4	Any indices mentioned on the show are unmanaged and cannot be invested indirectly.
0:19.8	Diversification 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 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.
0:52.6	Join us as certified financial planner Jim Sonier, as well as Colorado State University Finance instructorified 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 they're available to help you plan for your retirement.
1:15.2	Just visit their website at Jimhelps.com. That's Jim H-E-L-P-S dot com and click the Meet the Team button on the homepage.
1:24.6	Now here's Jim and Chris with today's show.
1:29.9	Well, hello and welcome to the Retirement and IRA show, EDU edition for this week.
1:36.7	On today's show, we are going to pick up where we left off last week. Jim and I talked about
1:42.6	an article, I think, that was originally published on LinkedIn
1:46.9	by Susie Orman, where she was talking about the five-year rule on inherited, I'm not the
1:54.2	five-year rule. That's the one we get questions about all the time, but the RMD rules for inherited IRAs and not going to rehash
2:05.3	the whole thing, but we had a few issues with the way it was described in the article.
2:08.6	Wanted to clarify things for people.
	...

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