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Home » Podcasts » In-Depth Principal Protected Structured ETFs: EDU #2430 July 24, 2024 Jim and Chris welcome special guest Matt Kaufman from Calamos Investments. Together they take an in-depth look at the development, brief history (including structured notes, fixed indexed annuities, and new exchange traded funds), function, and options trades in the background of … Read more
Home » Podcasts » Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429 July 20, 2024 Jim and Chris sit down to discuss listeners questions relating to Social Security delayed benefits, rolling a pension excess to an IRA, HSAs, and when to turn on an annuity’s living benefit. (15:00) A listener wonders if Chris … Read more
Hey everyone! It’s been 2 months since Mrs. RB40 retired from her career. Unfortunately, she is having a tough transition into early retirement. This is a typical experience for many early retirees. Most people don’t like changes, and retirement is a big one. Today, I bring you the view from the front row of the … Read more
July 17, 2024 Jim and Chris welcome Estate Planning Attorney, Shelly Thompson to discuss the basics of estate planning. Podcast: Play in new window | Download (Duration: 1:26:32 — 39.6MB) Subscribe: Check out the background of firms and investment professionals on SEC’s Adviser Info Page. Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry … Read more
How are everybody’s vehicles doing? I hope your car is going strong because new and used vehicle prices are more expensive than ever. The average price of a new vehicle is now $48,699! That’s insane. The surge is due to a combination of factors – tariffs, high consumer demand, expensive technologies, and rising manufacturing costs. … Read more
July 13, 2024 In this episode Chris and guest Paul Neiffer, CPA will tackle listener tax questions. (3:45) A listener’s conversation with their sister has them wondering what strategies are recommended for the last high-earning year before retirement. (19:00) George plans to sell his rental property and is trying to understand what tax forms he … Read more
Survey Finds Older Adults Have an Optimistic Outlook on Life; Expect Their Lives to Improve as They Get Older WASHINGTON—According to a new AARP survey exploring the second half of life, most older adults have an optimistic outlook on life and expect their lives to improve as they get older. Nearly 9 in 10 are … Read more