Social Security, Annuity RMDs, and Being a CFP: Q&A #2448
The Retirement and IRA Show
Jim Saulnier, CFP® & Chris Stein, CFP®
4.3 • 730 Ratings
🗓️ 30 November 2024
⏱️ 55 minutes
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Summary
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. |
| 0:08.9 | 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. |
| 0:16.3 | 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 |
| 0:26.7 | without first consulting your financial legal or tax advisor. |
| 0:29.5 | Financial planning services offered through Jim Solnior and Associates LLC, a registered investment advisor. |
| 0:38.3 | This is the retirement and IRA show coming to you from beautiful Northern Colorado. |
| 0:43.7 | Join us as certified financial planner Jim Sondier, as well as Colorado State University |
| 0:48.6 | Finance instructor and certified financial planner Chris Stein, teach you about IRAs, 401Ks, annuities, social security, |
| 0:57.0 | pension plans, and estate planning in a fun and enjoyable show. Whether you are listening live in |
| 1:02.7 | Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know that they're |
| 1:08.5 | available to help you plan for your retirement. |
| 1:14.0 | Just visit their website at Jimhelps.com. |
| 1:20.0 | That's Jim, H-E-L-P-S dot com, and click the Meet the Team button on the homepage. |
| 1:22.9 | Now here's Jim and Chris with today's show. |
| 1:30.3 | Welcome to the Retirement and IRA show Q&A edition for this week. |
| 1:36.1 | This show is going to play shortly after Thanksgiving of 2024. |
| 1:42.7 | That said, we're trying to record around our hectic preparing for the holidays schedule, |
| 1:44.7 | so the show might be a little shorter than normal. |
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