The Retirement and IRA Show

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

Categories:

Business

446 Episodes

  1. Social Security, QLACs, and ETFs: Q&A #2505

    Published: 2/1/2025

  2. Safe Withdrawal Rate: EDU #2505

    Published: 1/29/2025

  3. Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504

    Published: 1/25/2025

  4. Charitable Remainder Trusts Part 2: EDU #2504

    Published: 1/22/2025

  5. Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503

    Published: 1/18/2025

  6. “Super-Catchup” Retirement Plan Contributions: EDU #2503

    Published: 1/15/2025

  7. Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502

    Published: 1/11/2025

  8. Retirement Planning Dialogue: EDU #2502

    Published: 1/8/2025

  9. Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501

    Published: 1/4/2025

  10. Developing Confidence With Retirement Spending: EDU #2501

    Published: 1/1/2025

  11. Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452

    Published: 12/28/2024

  12. Individualized Retirement Planning Strategies: EDU #2452

    Published: 12/25/2024

  13. IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451

    Published: 12/21/2024

  14. Charitable Remainder Trusts Part 1: EDU #2451

    Published: 12/18/2024

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

    Published: 12/14/2024

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

    Published: 12/11/2024

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

    Published: 12/7/2024

  18. Common Estate Planning Mistakes: EDU #2449

    Published: 12/4/2024

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

    Published: 11/30/2024

  20. 60-day Rollover Conversion Strategy: EDU #2448

    Published: 11/27/2024

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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