The Retirement and IRA Show

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

Categories:

Business

367 Episodes

  1. Our Retirement Planning Process and Philosophy Part 3: EDU #2418

    Published: 5/1/2024

  2. Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417

    Published: 4/27/2024

  3. Our Retirement Planning Process and Philosophy Part 2: EDU #2417

    Published: 4/24/2024

  4. Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416

    Published: 4/20/2024

  5. Our Retirement Planning Process and Philosophy Part 1: EDU #2416

    Published: 4/17/2024

  6. Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415

    Published: 4/13/2024

  7. Our Retirement Planning Process Prequel: EDU #2415

    Published: 4/10/2024

  8. IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414

    Published: 4/6/2024

  9. Capital Gains and Wash Sale Rule: EDU #2414

    Published: 4/3/2024

  10. Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413

    Published: 3/30/2024

  11. Retirement Planning Dialogue Series 3: EDU #2413

    Published: 3/27/2024

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

    Published: 3/23/2024

  13. Retirement Planning Dialogue Series 2: EDU #2412

    Published: 3/20/2024

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

    Published: 3/16/2024

  15. Retirement Planning Dialogue Series 1: EDU #2411

    Published: 3/13/2024

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

    Published: 3/9/2024

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

    Published: 3/6/2024

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

    Published: 3/2/2024

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

    Published: 2/28/2024

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

    Published: 2/24/2024

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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