464 Episodes

  1. Social Security, HSAs, MYGAs, and Roth IRAs: Q&A #2328

    Published: 15/07/2023

  2. Discussing The Financial Planning Challenge and Associated Quiz Continued: EDU #2328

    Published: 12/07/2023

  3. Social Security, Insurance, IRMAA, and MYGAs: Q&A #2327

    Published: 08/07/2023

  4. Discussing The Financial Planning Challenge and Associated Quiz: EDU #2327

    Published: 05/07/2023

  5. Social Security, DIAs, QLACs, and Interest Rates: Q&A #2326

    Published: 01/07/2023

  6. Owning An Annuity Inside An IRA: EDU #2326

    Published: 28/06/2023

  7. Social Security, Spousal/Survivor Benefits, SPIAs, and IRA Basis: Q&A #2325

    Published: 24/06/2023

  8. The Basics Of Annuities: EDU #2325

    Published: 21/06/2023

  9. Social Security, Roth IRAs, 403(b) Accounts, and Pensions: Q&A #2324

    Published: 17/06/2023

  10. When To Consider An Annuity: EDU #2324

    Published: 14/06/2023

  11. Social Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs: Q&A #2323

    Published: 10/06/2023

  12. RMD Correction and Annuities in Retirement: EDU #2323

    Published: 07/06/2023

  13. Social Security, RMDs, and Inherited Annuities: Q&A #2322

    Published: 03/06/2023

  14. Secure Act 2.0 Updates and Clarification Part 5: EDU #2322

    Published: 31/05/2023

  15. Social Security, IRA Beneficiaries, QCDs, and IRMAA Exceptions: Q&A #2321

    Published: 27/05/2023

  16. Secure Act 2.0 Updates and Clarification Part 4: EDU #2321

    Published: 24/05/2023

  17. Social Security, IRMAA, Roth Conversions, RMDs and Beneficiaries: Q&A #2320

    Published: 20/05/2023

  18. Secure Act 2.0 Updates and Clarification Part 3: EDU #2320

    Published: 17/05/2023

  19. Social Security, Robo-Advisors, Excess Contributions, 529 Plans, and RMDs: Q&A #2319

    Published: 13/05/2023

  20. Secure Act 2.0 Updates and Clarification Continued: EDU #2319

    Published: 10/05/2023

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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! Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY

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