464 Episodes

  1. Social Security, Basis In 401(k)’s/IRAs, and Minimum Dignity Floor (MDF): Q&A #2308

    Published: 25/02/2023

  2. Altering The Fun Number In A Small Portfolio: EDU #2308

    Published: 22/02/2023

  3. Social Security, WEP, The Fun Number, and Positioning: Q&A #2307

    Published: 18/02/2023

  4. Social Security, The Fun Number, and Secure Income: Q&A #2306

    Published: 11/02/2023

  5. Fun Number Follow Up: EDU #2306

    Published: 08/02/2023

  6. Social Security, Roth Conversions, and Retirement Spending: Q&A #2305

    Published: 04/02/2023

  7. The Fun Number Part 4: EDU #2305

    Published: 01/02/2023

  8. Social Security, Pensions, 457(b)’s, and Backdoor Roth Contributions: Q&A #2304

    Published: 28/01/2023

  9. The Fun Number Part 3: EDU #2304

    Published: 25/01/2023

  10. Social Security, Target Date Funds, IRMAA, 457(b)’s, Dividends, and HSAs: Q&A #2303

    Published: 21/01/2023

  11. The Fun Number Part 2: EDU #2303

    Published: 18/01/2023

  12. Social Security, 401(a)’s, RMDs, Taxes, and 401(k) Loans: Q&A #2302

    Published: 14/01/2023

  13. The Fun Number Part 1: EDU #2302

    Published: 11/01/2023

  14. Stolen Identities, Social Security, RMDs, and Roth Conversions: Q&A #2301

    Published: 07/01/2023

  15. Prologue To Discussing The Fun Number: EDU #2301

    Published: 04/01/2023

  16. Social Security, IRA Contributions, Spousal Benefits, and MYGAs: Q&A #2253

    Published: 31/12/2022

  17. Social Security, 403(b)’s, 60-Day Rollovers, and Annuities: EDU #2252

    Published: 28/12/2022

  18. Social Security, Inherited IRAs, RMDs and Annuities: Q&A #2252

    Published: 24/12/2022

  19. Miscellaneous Retirement Planning Topics: EDU #2251

    Published: 21/12/2022

  20. Social Security, Roth Conversions, MDF, HSAs, and Financial Advisors: Q&A #2251

    Published: 17/12/2022

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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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