Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506
The Retirement and IRA Show - Un pódcast de Jim Saulnier, CFP® & Chris Stein, CFP®
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Jim and Chris discuss listener questions relating to Survivor Benefits, Social Security Disability Insurance, and Donor Advised Funds. Before diving into listener questions, Jim shares insights from his recent trip to an industry conference, where he investigated financial planning software options that might align with their Secure Retirement Income Process™ and Fun Number™. The guys […]
