The Retirement and IRA Show

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

Categories:

Business

356 Episodes

  1. Social Security, Rollovers, Annuities, and Trusts: Q&A #2412

    Published: 3/23/2024

  2. Retirement Planning Dialogue Series 2: EDU #2412

    Published: 3/20/2024

  3. Social Security, 529/Roth Conversions, and HSAs: Q&A #2411

    Published: 3/16/2024

  4. Retirement Planning Dialogue Series 1: EDU #2411

    Published: 3/13/2024

  5. Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410

    Published: 3/9/2024

  6. Converting A 529 To A Roth IRA: EDU #2410

    Published: 3/6/2024

  7. Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409

    Published: 3/2/2024

  8. Taking The 2024 Ed Slott Quiz Continued: EDU #2409

    Published: 2/28/2024

  9. Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408

    Published: 2/24/2024

  10. Taking The 2024 Ed Slott Quiz: EDU #2408

    Published: 2/21/2024

  11. Social Security, IRMAA, GPO, and Annuities: Q&A #2407

    Published: 2/17/2024

  12. Secure Act 2.0 and Section 204 Continued: EDU #2407

    Published: 2/14/2024

  13. Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406

    Published: 2/10/2024

  14. Different Approaches To Retirement Planning Continued: EDU #2406

    Published: 2/7/2024

  15. Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405

    Published: 2/3/2024

  16. Different Approaches To Retirement Planning: EDU #2405

    Published: 1/31/2024

  17. Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404

    Published: 1/27/2024

  18. Section 204 Of Secure Act 2.0: EDU #2404

    Published: 1/24/2024

  19. Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403

    Published: 1/20/2024

  20. Private Letter Ruling On Inherited IRAs: EDU #2403

    Published: 1/17/2024

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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