A caller from Texas asks Jim and Chris about trusts, revocable trusts and wills. They also discuss a couple of Social security questions. Are COLA adjustments for survivor benefits still calculated if the survivor hasn’t filed for Social Security yet? And how is the survivor benefit full retirement age different from the retirement benefit full […]

Matter of Trusts

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!

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Matter of Trusts

Matter of Trusts

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