The Retirement and IRA Show

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

Categories:

Business

418 Episodes

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

    Published: 10/26/2024

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

    Published: 10/23/2024

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

    Published: 10/19/2024

  4. Medicare Enrollment Assistance Special Episode: EDU #2442

    Published: 10/16/2024

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

    Published: 10/12/2024

  6. Medicare Insurance Special: EDU #2441

    Published: 10/9/2024

  7. Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440

    Published: 10/5/2024

  8. Our Retirement Planning Process: EDU #2440

    Published: 10/2/2024

  9. Buffered ETFs Special Episode: Q&A #2439

    Published: 9/28/2024

  10. Estate Planning Special Edition: EDU #2439

    Published: 9/25/2024

  11. Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438

    Published: 9/21/2024

  12. Our Retirement Planning Process and Philosophy Part 13: EDU #2438

    Published: 9/18/2024

  13. COLA, WEP, and Annuities: Q&A #2437

    Published: 9/14/2024

  14. Our Retirement Planning Process and Philosophy Part 12: EDU #2437

    Published: 9/11/2024

  15. Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436

    Published: 9/7/2024

  16. Our Retirement Planning Process and Philosophy Part 11: EDU #2436

    Published: 9/4/2024

  17. Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435

    Published: 8/31/2024

  18. Our Retirement Planning Process Questions Answered: EDU #2435

    Published: 8/28/2024

  19. Social Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434

    Published: 8/24/2024

  20. Our Retirement Planning Process and Philosophy Part 10: EDU #2434

    Published: 8/21/2024

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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