The Retirement and IRA Show
A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®
464 Episodes
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Social Security, Roth Withdrawals, and IRAs: Q&A #2426
Published: 29/06/2024 -
Covering MDF With Lifetime Secure Income: EDU #2426
Published: 26/06/2024 -
Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
Published: 22/06/2024 -
Insurance Companies and Annuities: EDU #2425
Published: 19/06/2024 -
Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
Published: 15/06/2024 -
Income Benefits Of Non-Annuitized Annuities: EDU #2424
Published: 12/06/2024 -
Rollover Issues and Income Annuities: Q&A #2423
Published: 08/06/2024 -
Kicking Off Annuity Awareness Month: EDU #2423
Published: 05/06/2024 -
Annuities, Pensions, and Social Security: Q&A #2422
Published: 01/06/2024 -
Our Retirement Planning Process and Philosophy Part 6: EDU #2422
Published: 29/05/2024 -
Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421
Published: 25/05/2024 -
Our Retirement Planning Process and Philosophy Part 5: EDU #2421
Published: 22/05/2024 -
IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420
Published: 18/05/2024 -
Our Retirement Planning Process and Philosophy Part 4: EDU #2420
Published: 15/05/2024 -
Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
Published: 11/05/2024 -
Our Retirement Planning Process and Philosophy Part 3: EDU #2419
Published: 08/05/2024 -
Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418
Published: 04/05/2024 -
Our Retirement Planning Process and Philosophy Part 2: EDU #2418
Published: 01/05/2024 -
Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
Published: 27/04/2024 -
Our Retirement Planning Process and Philosophy Part 1: EDU #2417
Published: 24/04/2024
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
