Power of Attorney Mistakes: EDU #2637

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

Sep 16, 20261:06:19Business

Chris’s Summary Jim and I discuss five common power of attorney mistakes flagged in an estate planning attorney’s article, along with points from Peter Scott. We cover naming an alternative agent, the frictio...

Related Episodes

Continue listening to more episodes from The Retirement and IRA Show.

Longevity Risk Beyond Money: EDU # 2638

Sep 23, 2026 - 1:07:47

Chris’s Summary Jim and I use a Life Annuity Specialist article on pension risk transfer mortality...

Social Security, TIPS Ladder, Investment Positioning, Buffered ETFs: Q&A #2638

Sep 19, 2026 - 1:24:40

Chris and Jacob discuss listener emails on Social Security survivor benefits, a TIPS ladder paired with a...

Heart Screening, Healthy Aging in Retirement: Q&A #2637

Sep 12, 2026 - 1:20:11

Jim and Chris are again joined by Dr. Phillip Snider. They discuss listener emails on coronary artery cal...

Review of a DIY Retirement Plan: EDU #2636

Sep 9, 2026 - 1:34:14

Chris’s Summary Jim and I continue our Fun Number series with a listener email laying out a DIY ret...

IRMAA Brackets, Social Security, Annuity Inflation, QCDs, Listener PSAs: Q&A #2636

Sep 5, 2026 - 1:25:38

Jim and Chris discuss listener emails on IRMAA brackets after a spouse’s death, Social Security cla...

Investment Positioning Questions: EDU #2635

Sep 2, 2026 - 1:30:21

Chris’s Summary Jim and I are joined by Jacob as we tackle four listener questions on Investment Po...

Social Security, Social Security, Home Purchase, Fun Spending: Q&A #2635

Aug 29, 2026 - 1:31:06

Jim and Chris discuss listener emails on Social Security survivor benefits and earnings records, financin...

Spending Retirement Savings: EDU #2634

Aug 26, 2026 - 56:26

Chris’s Summary Jim and I continue our discussion on the Fun Number , this time as a dialogue episo...