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The Retirement and IRA Show

SS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2673 Ratings

🗓️ 10 August 2024

⏱️ 88 minutes

🧾️ Download transcript

Summary

Jim and Chris sit down to discuss listener questions relating to Social Security benefits, WEP, HSAs, MYGAs, and their retirement planning process. (9:15) Chris begins the show by describing a current situation where he is trying to help someone with filing for Social Security and Medicare after spending most of their life going by a […]

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

0:26.7

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.

0:38.2

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

0:43.5

Join us as certified financial planner Jim Sonier, 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,

0:56.9

pension plans, and estate planning in a fun and enjoyable show. Whether you are listening live

1:02.5

in Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know

1:08.0

that they're available to help you plan for your retirement.

1:13.9

Just visit their website at Jimhelps.com.

1:17.5

That's Jim H-E-L-P-S dot com.

1:19.9

And click the Meet the Team button on the homepage.

1:22.9

Now here's Jim and Chris with today's show. Well, hello and welcome to the retirement and IRA show Q&A edition for this week.

1:33.9

Got a little bit of good news of people have been following some of the fire activity in Colorado.

1:39.8

The last couple days has been cloudy and rainy.

1:45.1

So I think there's been a drastic improvement in most of that fire activity.

1:51.7

Although there's been some flooding.

...

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