The Retirement and IRA Show
A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®
464 Episodes
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Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436
Published: 07/09/2024 -
Our Retirement Planning Process and Philosophy Part 11: EDU #2436
Published: 04/09/2024 -
Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435
Published: 31/08/2024 -
Our Retirement Planning Process Questions Answered: EDU #2435
Published: 28/08/2024 -
Social Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434
Published: 24/08/2024 -
Our Retirement Planning Process and Philosophy Part 10: EDU #2434
Published: 21/08/2024 -
Social Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433
Published: 17/08/2024 -
Our Retirement Planning Process and Philosophy Part 9: EDU #2433
Published: 14/08/2024 -
SS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432
Published: 10/08/2024 -
Our Retirement Planning Process and Philosophy Part 8: EDU #2432
Published: 07/08/2024 -
Social Security, Annuities, and Inherited Roth IRAs: Q&A #2431
Published: 03/08/2024 -
Our Retirement Planning Process and Philosophy Part 7: EDU #2431
Published: 31/07/2024 -
Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430
Published: 27/07/2024 -
In-Depth Principal Protected Structured ETFs: EDU #2430
Published: 24/07/2024 -
Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
Published: 20/07/2024 -
Estate Planning 101: EDU #2429
Published: 17/07/2024 -
Tax Questions Answered: Q&A #2428
Published: 13/07/2024 -
Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428
Published: 10/07/2024 -
COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427
Published: 06/07/2024 -
Is There a Simpler Approach to Retirement Planning?: EDU #2427
Published: 03/07/2024
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
