Home » Podcasts » Our Retirement Planning Process and Philosophy Part 7: EDU #2431 July 31, 2024 Jim and Chris pick up where they left off discussing their retirement planning philosophy with fun money and the seesaw analogy. In this episode the guys talk about how and why Jim changed his positioning strategy to better … Read more
Home » Podcasts » Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430 July 27, 2024 Jim and Chris discuss listeners questions relating to Social Security, Roth IRAs, buffered products, and inherited IRAs. (13:45) A listener looks for clarification on claiming a “child-in-care” Social Security benefit. (25:00) A listener asks what … Read more
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