The Retirement and IRA Show

A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Categories:

Business

432 Episodes

  1. IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450

    Published: 12/14/2024

  2. Retirement Planning Philosophy and Process Dialog: EDU #2450

    Published: 12/11/2024

  3. Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449

    Published: 12/7/2024

  4. Common Estate Planning Mistakes: EDU #2449

    Published: 12/4/2024

  5. Social Security, Annuity RMDs, and Being a CFP: Q&A #2448

    Published: 11/30/2024

  6. 60-day Rollover Conversion Strategy: EDU #2448

    Published: 11/27/2024

  7. Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447

    Published: 11/23/2024

  8. Roth Conversions and RMDs: EDU #2447

    Published: 11/20/2024

  9. Social Security Benefits, Roth Conversions, and RMDs: Q&A #2446

    Published: 11/16/2024

  10. SECURE Act Updates: EDU #2446

    Published: 11/13/2024

  11. Social Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445

    Published: 11/9/2024

  12. Stretch IRA Rules and More: EDU #2445

    Published: 11/6/2024

  13. Medicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444

    Published: 11/2/2024

  14. How Listeners are Implementing Our Planning Process: EDU #2444

    Published: 10/30/2024

  15. Social Security WEP and GPO Special: Q&A #2443

    Published: 10/26/2024

  16. Qualified Annuities and IRA Deep Dive: EDU #2443

    Published: 10/23/2024

  17. Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442

    Published: 10/19/2024

  18. Medicare Enrollment Assistance Special Episode: EDU #2442

    Published: 10/16/2024

  19. Social Security Benefits and Roth IRA Annuities: Q&A #2441

    Published: 10/12/2024

  20. Medicare Insurance Special: EDU #2441

    Published: 10/9/2024

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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