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.
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内容由Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein提供。所有播客内容（包括剧集、图形和播客描述）均由 Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Social Security, Annuity RMDs, and Being a CFP: Q&A #2448
Manage episode 452752765 series 2424283
内容由Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein提供。所有播客内容（包括剧集、图形和播客描述）均由 Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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
内容由Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein提供。所有播客内容（包括剧集、图形和播客描述）均由 Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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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类似 The Retirement and IRA Show 的节目
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 show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
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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
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
The Clever Investor Property Podcast is your go-to guide for smart property investing in Australia. Whether you’re a first-time investor or expanding your portfolio, we break down the strategies, market trends, and expert insights to help you build wealth through real estate. Delivered in bite-sized chunks, episode are no more than 20 minutes. Hosted by Owun Taylor an experienced property investor and strategist, this podcast covers: ✔️ Property market trends & economic insights ✔️ Investmen ...
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
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
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
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
