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The Retirement and IRA Show

Social Security, Pension Buyouts, and Managed Payout Funds: Q&A #2527

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2673 Ratings

🗓️ 5 July 2025

⏱️ 73 minutes

🧾️ Download transcript

Summary

Jim and Chris answer listener questions on Social Security family maximum rules, spousal and disabled child benefits, defined benefit pension concerns, and 401k managed payout funds.(7:45) A listener is trying to understand how the Family Maximum Benefit might reduce the amounts paid to his spouse and disabled adult child once he claims his own retirement […]

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.

0:07.0

All information is believed to be from reliable sources.

0:09.1

However, we make no representation as to its completeness or accuracy.

0:12.1

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.

0:20.0

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

0:23.9

Never make any investment or financial decisions based on information offered on this show

0:26.9

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

0:33.4

advisor.

0:38.5

This is the retirement and IRA show coming to you from beautiful Northern Colorado.

0:43.9

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

0:48.8

Finance instructor and certified financial planner Chris Stein, teach you about IRAs, 401ks, annuities,

0:56.2

social security, pension plans, and estate planning in a fun and enjoyable show.

1:01.5

Whether you are listening live in Colorado or streaming from their website or iTunes podcast,

1:06.8

Jim and Chris want you to know that they're available to help you plan for your retirement.

1:11.4

Just visit their website at Jimhelps.com.

1:14.5

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

1:20.8

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

1:26.1

Well, hello, everybody, and welcome to another episode of The Retirement and IRA Show.

1:32.6

Q&A edition is where we're at today.

1:35.8

We're recording this in preparation for release immediately after the 4th July.

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