Jim and Chris sit down to discuss listeners questions relating to Social Security, WEP, IRMAA, and retirement planning. (6:45) A listener looks for clarification regarding his parents Social Security

Jim and Chris continue their quarterly dialogue discussing a couple of listener emails relating to the safe withdrawal approach to retirement and spending the fun number.

Jim and Chris sit down to discuss listeners questions relating to Social Security, Medicare, IRMAA, annuities, and MDF. (6:00) A listener wonders about his sisters unique income situation and asks a

Jim and Chris continue their quarterly dialogue series discussing a couple listener questions on how they address inflation.

Jim and Chris sit down to discuss listener questions relating to IRMAA, Social Security, mutual funds and ETFs. (3:45) George from California asks for clarification on filing the form SSA-44 and the a

Jim and Chris sit down to discuss an email from a listener seeking guidance on some decisions they have to make given their situation.

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, QLACs, MYGAs, and taxes. (13:30) A Mississippi listener asks if his wife will have to pay back her Social Secu

Jim and Chris sit down to discuss a couple of items to consider when choosing a financial advisor/planner.

From all of us at Jim Saulnier & Associates, have a happy Thanksgiving with family and friends!

Jim and Chris continue their discussion from last week on funding the Minimum Dignity Floor (MDF) and addressing inflation using bond ladders.