×
Jim Saulnier public
[search 0]
×
Best Jim Saulnier podcasts we could find (updated November 2019)
Best Jim Saulnier podcasts we could find
Updated November 2019
Join millions of Player FM users today to get news and insights whenever you like, even when you're offline. Podcast smarter with the free podcast app that refuses to compromise. Let's play!
Join the world's best podcast app to manage your favorite shows online and play them offline on our Android and iOS apps. It's free and easy!
More
show episodes
 
With Jim, Chris & Peter
 
With Jim, Chris & Peter
 
Help With My Social Security is hosted by Jim Saulnier and Chris Stein, CERTIFIED FINANCIAL PLANNER™ Professionals in Fort Collins, Colorado, specializing in retirement planning. They developed these unique podcasts to teach people little known tips and strategies of Social Security planning. If you like the information presented here, please visit our blog, HelpWithMySocialSecurity.com Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dea ...
 
Loading …
show series
 
Special Podcast Alert: ABLE Accounts! Jim and Chris divert from their typical Retirement and IRA topics to discuss ABLE accounts, Special Needs Trusts, and how saving in private funds for individuals with disabilities can help them maintain health, independence, and quality of life. The post ABLE Accounts: EDU #1942 appeared first on The Retire ...…
 
Special Podcast Alert: ABLE Accounts! Jim and Chris divert from their typical Retirement and IRA topics to discuss ABLE accounts, Special Needs Trusts, and how saving in private funds for individuals with disabilities can help them maintain health, independence, and quality of life. The post ABLE Accounts: EDU #1942 appeared first on The Retire ...…
 
Jim is back at it with Chris as they discuss Roth contributions after retirement, how earning over the limit income will affect Social Security, and more! (11:55) A listener asks Jim and Chris what is considered “earned” income and if he should continue Roth contributions after retirement. (21:20) A Texan wants to know how earning over the limi ...…
 
Jim is back at it with Chris as they discuss Roth contributions after retirement, how earning over the limit income will affect Social Security, and more! (11:55) A listener asks Jim and Chris what is considered “earned” income and if he should continue Roth contributions after retirement. (21:20) A Texan wants to know how earning over the limi ...…
 
The question this week is from someone asking how to minimize the impact of GPO on his wife’s non-covered pension and his Social Security benefits. “My wife is a schoolteacher in the 401(a) Defined Contribution Plan within the Ohio State Teachers Retirement System (STRS). In addition to her teacher’s retirement account, I have a defined-benefit ...…
 
2020 Social Security changes are almost here! Chris takes the opportunity while Jim is elk hunting to discuss the new year’s Social Security changes. The post 2020 Social Security Changes: EDU #1941 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
2020 Social Security changes are almost here! Chris takes the opportunity while Jim is elk hunting to discuss the new year’s Social Security changes. The post 2020 Social Security Changes: EDU #1941 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
While Jim is out elk hunting, Chris flies solo answering topics about restricted spousal benefits, survivor benefits, and laid-off effects on Social Security. (4:10) A fellow Coloradoan asks questions about benefit amounts after filing for restricted spousal benefits. (9:55) An Oklahoma listener wants to confirm information about survivor benef ...…
 
While Jim is out elk hunting, Chris flies solo answering topics about restricted spousal benefits, survivor benefits, and laid-off effects on Social Security. (4:10) A fellow Coloradoan asks questions about benefit amounts after filing for restricted spousal benefits. (9:55) An Oklahoma listener wants to confirm information about survivor benef ...…
 
Now that you can no longer recharacterize, do you need a new Roth Conversion strategy? Chris discusses how the loss of recharacterization ability can affect not only how much you convert into a Roth, but when you choose to convert it. The post New Roth Conversion Strategy: EDU #1940 appeared first on The Retirement and IRA Show.…
 
Now that you can no longer recharacterize, do you need a new Roth Conversion strategy? Chris discusses how the loss of recharacterization ability can affect not only how much you convert into a Roth, but when you choose to convert it. The post New Roth Conversion Strategy: EDU #1940 appeared first on The Retirement and IRA Show.…
 
Jim and Chris address the topics of the 10-Year Rule, annuities within a stretch IRA, Roth Conversions, and if Social Security benefits are affected by remarriage. (18:15) A listener from Georgia asks how specific the 10-year rule is. (23:45) A Floridian asks how annuities are affected if a stretch IRA goes away. (33:00) A Tennessee listener se ...…
 
Jim and Chris address the topics of the 10-Year Rule, annuities within a stretch IRA, Roth Conversions, and if Social Security benefits are affected by remarriage. (18:15) A listener from Georgia asks how specific the 10-year rule is. (23:45) A Floridian asks how annuities are affected if a stretch IRA goes away. (33:00) A Tennessee listener se ...…
 
This week we have a question from someone curious about the timing of the transition from Social Security Disability to Full Retirement Age (FRA) benefits. “My Social Security Disability will be converting over to FRA, and I would like to know if I have a wait time before it turns into FRA.” From Disability to Full Retirement Age If you’re coll ...…
 
What happens with a missed 60-day rollover deadline? Jim and Chris discuss past situations by reviewing the IRS’s PLR (private letter rulings). The post Missed 60-Day Rollover Deadline: EDU #1939 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
What happens with a missed 60-day rollover deadline? Jim and Chris discuss past situations by reviewing the IRS’s PLR (private letter rulings). The post Missed 60-Day Rollover Deadline: EDU #1939 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Jim and Chris put a dent in their email stack this week, answering 5 questions. They share listener feedback on investing in oil and gas, address what “living on basis” means, and more. 4:30 A listener shares his experience with investing in oil and gas. 13:39 Follow-up from a Massachusetts listener on his ACA tax credit question addressed in a ...…
 
Jim and Chris put a dent in their email stack this week, answering 5 questions. They share listener feedback on investing in oil and gas, address what “living on basis” means, and more. 4:30 A listener shares his experience with investing in oil and gas. 13:39 Follow-up from a Massachusetts listener on his ACA tax credit question addressed in a ...…
 
Is an Assets Under Management (AUM) model always better for the client than Commissions? And what does it really mean to be a fiduciary? You may have heard about Ken Fisher’s recent rude remarks. While the words themselves are offensive, Jim and Chris explain why they also take issue with the sentiment he was attempting to not-so-politely expre ...…
 
Is an Assets Under Management (AUM) model always better for the client than Commissions? And what does it really mean to be a fiduciary? You may have heard about Ken Fisher’s recent rude remarks. While the words themselves are offensive, Jim and Chris explain why they also take issue with the sentiment he was attempting to not-so-politely expre ...…
 
Jim and Chris answer questions regarding Roth Conversion taxes, strategies for filing for Social Security benefits, and the TSP G Fund. 14:32 An Iowa listener looks for clarification on how his Roth Conversion would be taxed. 25:55 Jim and Chris address a listener’s quandary on the best strategy for him to begin claiming Social Security benefit ...…
 
Jim and Chris answer questions regarding Roth Conversion taxes, strategies for filing for Social Security benefits, and the TSP G Fund. 14:32 An Iowa listener looks for clarification on how his Roth Conversion would be taxed. 25:55 Jim and Chris address a listener’s quandary on the best strategy for him to begin claiming Social Security benefit ...…
 
Many people wonder, “Should I file retroactively for Social Security Benefits?”. The question this week is from someone considering taking retroactive benefits on Social Security at age 70. “I’m ready to file for my Social Security benefits when I reach age 70 in 18 months. I’ve researched the retroactive benefit option. Even though exercising ...…
 
Now that the new withdrawal options for the Thrift Savings Plan (TSP) have gone into effect, Jim and Chris take a look at those changes and TSP vs 401k options. The post TSP vs 401k : EDU #1937 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Now that the new withdrawal options for the Thrift Savings Plan (TSP) have gone into effect, Jim and Chris take a look at those changes and TSP vs 401k options. The post TSP vs 401k : EDU #1937 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Jo Madonna joins Jim and Chris this week to help answer tax questions related to reducing income taxes and ACA tax credit. Then the guys address a Social Security quandary. 4:55 A Connecticut caller wants to know how to reduce income taxes on a large severance check. 29:36 A listener from Massachusetts looks for clarification on qualifying for ...…
 
Jo Madonna joins Jim and Chris this week to help answer tax questions related to reducing income taxes and ACA tax credit. Then the guys address a Social Security quandary. 4:55 A Connecticut caller wants to know how to reduce income taxes on a large severance check. 29:36 A listener from Massachusetts looks for clarification on qualifying for ...…
 
Jim and Chris finish their Edu series on Adviser fees. The post Adviser Fees, Part 3: Edu #1936 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Jim and Chris finish their Edu series on Adviser fees. The post Adviser Fees, Part 3: Edu #1936 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
This week Jim and Chris address listener questions on the potential downsides to Roth Conversions and several Social Security topics, including the 2035 Social Security benefit reduction, appealing a temporary benefit reduction, and the possibility of additional assistance from Social Security. 9:30 Chris weighs in on a Florida listener’s quest ...…
 
This week Jim and Chris address listener questions on the potential downsides to Roth Conversions and several Social Security topics, including the 2035 Social Security benefit reduction, appealing a temporary benefit reduction, and the possibility of additional assistance from Social Security. 9:30 Chris weighs in on a Florida listener’s quest ...…
 
This week the question is from a young widow wondering how remarrying affects Survivor Benefits from her deceased husband’s Social Security: I was married to my spouse for just 4½ years, and he recently passed away. I’m only 36, so I may remarry down the road, but I’m wondering how that will affect my claiming my first spouse’s Social Security ...…
 
Jim and Chris offer their insights on questions about Social Security survivor benefits, then Tax Professional, Jo Madonna helps answer questions on the 1031 exchange, cost basis, and capital gains. 3:15 Chris answers a caller’s questions about and Social Security Delayed Retirement Credits and Survivor Benefits. 12:17 Jo Madonna helps answer a ...…
 
Jim and Chris offer their insights on questions about Social Security survivor benefits, then Tax Professional, Jo Madonna helps answer questions on the 1031 exchange, cost basis, and capital gains. 3:15 Chris answers a caller’s questions about and Social Security Delayed Retirement Credits and Survivor Benefits. 12:17 Jo Madonna helps answer a ...…
 
Did you know that your company may not allow some of the 401k plan options that Congress does allow? Jim and Chris take a deeper look at some of the more common examples of these options. The post 401k Plan Options: EDU #1935 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Did you know that your company may not allow some of the 401k plan options that Congress does allow? Jim and Chris take a deeper look at some of the more common examples of these options. The post 401k Plan Options: EDU #1935 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Jim and Chris discuss the Legacy Act then address questions about Social Security, using a SEP for backdoor Roth contributions, and using dividends as a secure income stream. 6:01 Jim and Chris discuss the ‘Legacy Act’ for IRAs that is might be enacted soon. 18:44 An email question from a Connecticut listener about Social Security benefits rule ...…
 
Jim and Chris discuss the Legacy Act then address questions about Social Security, using a SEP for backdoor Roth contributions, and using dividends as a secure income stream. 6:01 Jim and Chris discuss the ‘Legacy Act’ for IRAs that is might be enacted soon. 18:44 An email question from a Connecticut listener about Social Security benefits rule ...…
 
The question this week is about two different Social Security concepts: filing a restricted application and employing the file-and-suspend strategy: I need clarification on filing a restricted application for Social Security. My wife was born in October 1953, and I was born in March 1955. She is considering applying this year, at 66, for her So ...…
 
Jim and Chris continue their discussion on Financial Adviser fee structures; this week they focus on Investment Adviser fees. The post Financial Adviser Fees, Part 2: EDU #1934 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Jim and Chris continue their discussion on Financial Adviser fee structures; this week they focus on Investment Adviser fees. The post Financial Adviser Fees, Part 2: EDU #1934 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
This week Jim and Chris answer questions about claiming spousal benefits, deferred income plan, and planning for early retirement. 9:06 A listener wants to know if his wife can claim Social Security Spousal Benefits prior to him claiming his benefits. 17:26 A live caller from Texas has some questions about his employer’s Non-qualified Deferred ...…
 
This week Jim and Chris answer questions about claiming spousal benefits, deferred income plan, and planning for early retirement. 9:06 A listener wants to know if his wife can claim Social Security Spousal Benefits prior to him claiming his benefits. 17:26 A live caller from Texas has some questions about his employer’s Non-qualified Deferred ...…
 
Can Jim and Chris really spend more than one episode on Financial Adviser Fees? (You might be thinking the real question might be “Should they?”.) According to the guys, the answer to both questions is a resounding “Yes!”. Join Jim and Chris as they begin to explain the many types of fee structures that Advisers and Planners use as well as the ...…
 
Can Jim and Chris really spend more than one episode on Financial Adviser Fees? (You might be thinking the real question might be “Should they?”.) According to the guys, the answer to both questions is a resounding “Yes!”. Join Jim and Chris as they begin to explain the many types of fee structures that Advisers and Planners use as well as the ...…
 
This week Jim and Chris answer questions on Child-in-Care Spousal Benefits, types of Trusts and how to protect assets from long-term care costs, and their benchmarking recommendations. 8:30 Chris answers a Virginia listener’s question regarding Social Security Child-in-Care Spousal Benefits. 15:00 A listener asks about types of Trusts and the b ...…
 
This week Jim and Chris answer questions on Child-in-Care Spousal Benefits, types of Trusts and how to protect assets from long-term care costs, and their benchmarking recommendations. 8:30 Chris answers a Virginia listener’s question regarding Social Security Child-in-Care Spousal Benefits. 15:00 A listener asks about types of Trusts and the b ...…
 
This week, a question from a husband who is almost 68 years old and is wondering if he can claim spousal benefits from his wife’s Social Security benefit, which she will claim early at age 62. This brings into play the Spousal Benefit Rule of Deeming: My wife will be 62 in August 2019, and I would like to know if I can claim spousal benefits if ...…
 
When you retire your life changes, so you need to look at your assets differently. In this “The Opposite Episode”, Jim and Chris explain how retirement planning is different than the financial planning you use to get to retirement. The post How Retirement Planning is Different – EDU #1932 appeared first on The Retirement and IRA Show.…
 
When you retire your life changes, so you need to look at your assets differently. In this “The Opposite Episode”, Jim and Chris explain how retirement planning is different than the financial planning you use to get to retirement. The post How Retirement Planning is Different – EDU #1932 appeared first on The Retirement and IRA Show.…
 
Google login Twitter login Classic login