Jim and Chris welcome back special guest Matthew Kaufman, from Calamos Investments, to answer a series of listener questions on buffered/principle protected ETFs (13:00) Georgette wants to know how

Jim and Chris welcome back Estate Planning Attorney, Shelly Thompson in this special EDU edition turned Q&A (8:30) A listener asks how to find a reputable estate lawyer and if there are any books She

Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts (20:00) A listener asks if he qualifies fo

Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning.

Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities (9:15) A listener wants to know if th

Jim and Chris continue the recent series on their philosophy/approach to retirement planning and their positioning approach for retirement spending.

Jim and Chris sit down to discuss listener questions relating to Social Security Disability,Minimum Dignity Floor, Reverse Mortgages, and Inherited IRAs (4:00) George wonders if he continues to work

Jim and Chris continue the recent series on their philosophy/approach to retirement planning and discuss how their positioning approach differs from the classic bucket approach to saving and budge

Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks. (6:30) George hopes Chris can confirm his Social Securit

With Jim out sick, one of the other planners at Jim Saulnier & Associates, Jake Turner, joins Chris to discuss some questions that have come in about the retirement planning process.