meta_pixel
Tapesearch Logo
Log in
The Retirement and IRA Show

Social Security, Annuity RMDs, and Being a CFP: Q&A #2448

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2673 Ratings

🗓️ 30 November 2024

⏱️ 55 minutes

🧾️ Download transcript

Summary

Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam. (5:30) George asks if you’re required to claim Social Security as soon as you turn 70. (13:00) The guys are asked for their input on Social Security claiming strategy. (21:00) Jim and Chris discuss whether […]

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.

0:06.8

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.

...

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.