464 Episodes

  1. Social Security, CARES Act, Roth Conversions, and Retirement Planning: Q&A #2230

    Published: 23/07/2022

  2. Learning From A Listeners Email: EDU #2229

    Published: 20/07/2022

  3. DSUE, Social Security, Trusts, and Pensions: Q&A #2229

    Published: 16/07/2022

  4. PTE 2020-02 Discussion: EDU #2228

    Published: 13/07/2022

  5. Social Security, Inherited IRAs, and Buffered ETFs: Q&A #2228

    Published: 09/07/2022

  6. Discussing IRMAA: EDU #2227

    Published: 06/07/2022

  7. Social Security, Lump Sum Pensions, and Deferred Annuities: Q&A #2227

    Published: 02/07/2022

  8. Fee Based Annuities: EDU #2226

    Published: 29/06/2022

  9. Social Security Benefits and Fixed-Indexed Annuities: Q&A #2226

    Published: 25/06/2022

  10. Struggles Spending Down Nest Egg In Retirement: EDU #2225

    Published: 22/06/2022

  11. Social Security, Roth Conversions, and Mortality Credits: Q&A #2225

    Published: 18/06/2022

  12. The Current Investment Market and Retirement: EDU #2224

    Published: 15/06/2022

  13. Social Security, IRA Recharacterizations, and Annuities: Q&A #2224

    Published: 11/06/2022

  14. IRS Guidance On RMDs and The Secure Act Part 3: EDU #2223

    Published: 08/06/2022

  15. Backdating Social Security Benefits, IRA Contribution Recharacterizations, and RMDs: Q&A #2223

    Published: 04/06/2022

  16. IRS Guidance On RMDs and The Secure Act Part 2: EDU #2222

    Published: 01/06/2022

  17. Social Security, The SECURE Act, SSDI, and 401(k) Investments: Q&A #2222

    Published: 28/05/2022

  18. IRS Guidance On RMDs and The Secure Act Part 1: EDU #2221

    Published: 25/05/2022

  19. Social Security, Rollovers, Taxes, and FERS: Q&A #2221

    Published: 21/05/2022

  20. Ed Slott Group Conference Topics: EDU #2220

    Published: 18/05/2022

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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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