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. All information is believed to be from reliable sources. However, we make no representation as to its completeness or accuracy. All economic and performance information is historical in nature and is not indicative of any future results. Any indices mentioned on the show are unmanaged and cannot be invested indirectly. Diversification and asset allocation strategies do not assure profit or protect against loss.

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

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

Join us as certified financial planner Jim Sawnier, as well as Colorado State University finance instructor and certified financial planner

Chris Stein teach you about IRAs, borrow-en-case, annuities, social security, pension plans,

and estate planning in a fun and enjoyable show. Whether you are listening live in Colorado

or streaming from their website or iTunes podcast, Jim and Chris want you to know that they're

available to help you plan for your retirement. 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. Now here's Jim and Chris

with today's show.

Well, hello and welcome to the Retirement and IRA show,

EDU edition for this week. This week's show, I'm going to call kind of a throwback show.

Those of you who are longtime podcast listeners will recognize the following.

Things that make you go. Hmm. So we're pulling out the old soundboard for some effects here. And this is going to be a things that make you go hmm show as a bit of an extension on last week.

In that last week we went through the Ed Slot training program test and kind of a sampling of those questions in a challenge format with Jake and Jim and I.

Today is going to be things that make you go, hmm, topics that Jim has also harvested from

the latest Ed Slot training.

So, yeah, I thought it'd break out the old sound effect and have a nostalgia show for the day.

So Jim, back in Colorado now.

So not that that matters.

...