The Retirement and IRA Show

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

Categories:

Business

418 Episodes

  1. The Fun Number Part 4: EDU #2305

    Published: 2/1/2023

  2. Social Security, Pensions, 457(b)’s, and Backdoor Roth Contributions: Q&A #2304

    Published: 1/28/2023

  3. The Fun Number Part 3: EDU #2304

    Published: 1/25/2023

  4. Social Security, Target Date Funds, IRMAA, 457(b)’s, Dividends, and HSAs: Q&A #2303

    Published: 1/21/2023

  5. The Fun Number Part 2: EDU #2303

    Published: 1/18/2023

  6. Social Security, 401(a)’s, RMDs, Taxes, and 401(k) Loans: Q&A #2302

    Published: 1/14/2023

  7. The Fun Number Part 1: EDU #2302

    Published: 1/11/2023

  8. Stolen Identities, Social Security, RMDs, and Roth Conversions: Q&A #2301

    Published: 1/7/2023

  9. Prologue To Discussing The Fun Number: EDU #2301

    Published: 1/4/2023

  10. Social Security, IRA Contributions, Spousal Benefits, and MYGAs: Q&A #2253

    Published: 12/31/2022

  11. Social Security, 403(b)’s, 60-Day Rollovers, and Annuities: EDU #2252

    Published: 12/28/2022

  12. Social Security, Inherited IRAs, RMDs and Annuities: Q&A #2252

    Published: 12/24/2022

  13. Miscellaneous Retirement Planning Topics: EDU #2251

    Published: 12/21/2022

  14. Social Security, Roth Conversions, MDF, HSAs, and Financial Advisors: Q&A #2251

    Published: 12/17/2022

  15. Questions Relating To Taxes: EDU #2250

    Published: 12/14/2022

  16. Social Security, 60-Day Rollovers, HSAs, and Bond Ladders: Q&A #2250

    Published: 12/10/2022

  17. Questions On Long-Term Care (LTC): EDU #2249

    Published: 12/7/2022

  18. Social Security, IRAs, and Taxes: Q&A #2249

    Published: 12/3/2022

  19. Discussing The Top Five Concerns For People Over Age 50: EDU #2248

    Published: 11/30/2022

  20. Thanksgiving Break: EDU #2247

    Published: 11/23/2022

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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