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Social Security, Annuity RMDs, and Being a CFP: Q&A #2448
Manage episode 452752765 series 2424283
Indhold leveret af Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam.
(5:30) George asks if you’re required to claim Social Security as soon as you turn 70.
(13:00) The guys are asked for their input on Social Security claiming strategy.
(21:00) Jim and Chris discuss whether there are differences in the handling of RMDs for different annuity types (SPIA, GMWB, and GMIB).
(36:30) A listener just passed their CFP exam (a big congrats from the whole team at JS&A!) and asks for the guys’ input on recommended next steps.
The post Social Security, Annuity RMDs, and Being a CFP: Q&A #2448 appeared first on The Retirement and IRA Show.
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Manage episode 452752765 series 2424283
Indhold leveret af Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam.
(5:30) George asks if you’re required to claim Social Security as soon as you turn 70.
(13:00) The guys are asked for their input on Social Security claiming strategy.
(21:00) Jim and Chris discuss whether there are differences in the handling of RMDs for different annuity types (SPIA, GMWB, and GMIB).
(36:30) A listener just passed their CFP exam (a big congrats from the whole team at JS&A!) and asks for the guys’ input on recommended next steps.
The post Social Security, Annuity RMDs, and Being a CFP: Q&A #2448 appeared first on The Retirement and IRA Show.
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Minder om The Retirement and IRA Show
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
…
continue reading
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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