The Retirement and IRA Show
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Description
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show!
JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Social Security planning, investing for your retirement, the fundamentals of 401(k) and IRA accounts. Jim and Chris make learning about your retirement both educational and entertaining!
Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL
Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY
JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Social Security planning, investing for your retirement, the fundamentals of 401(k) and IRA accounts. Jim and Chris make learning about your retirement both educational and entertaining!
Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL
Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY
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You guys are great but this is ridiculous. Even with 5,000,000 left in a pie & spending $10,000 month, which is $2000 over their minimum AND ONLY earning 1% return, their money would last 50+ years. Simply put, they are way over fine.
$700k for long term? Wow.. What the hell are their RMDs going to be? Throw it in bonds & earn 2-4%, that would cut your $700k in half. And that is pretty safe. Plus it's their.... Liquid.
You guys are losing me. in the example you give with a couple that has a shortage of $500 a month, there is absolutely no reason for them to buy an annuity. at age 62 if they invested $75,000 earning a conservative 6% that return would be over $200,000 and you if you take an income of $1,000 a month on that $200,000 earning CD ladder rate of 2.5% it's going to last you another 20 years. and the extra $500 a month way over compensates inflation. I'm i missing something? I'm looking for CFP's to do a retirement plan for me. I like your approach, but I'm a diy person who needs just a little coaching.
When you use examples of a typical retiree should be based on what the average person has. I laugh when I hear CFP talk about planning a $3 million retirement. What a joke. If you cbs that much money and you can't manage it, you don't deserve it. And that person isn't what the average person listening to your podcast has saved. We listen to these podcast to learn how to less. A better hypothetical person would only have $500k to $1M. I listen another CFP that teaches how to retire with $100k, $300k, etc. What the average person has. Love you guys.