The Retirement and IRA Show

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

Categories:

Business

418 Episodes

  1. Spousal Benefits, Investing, Roth Conversions, Trusts, and MYGAs: Q&A #2247

    Published: 11/19/2022

  2. 401(k) to IRA Rollovers: EDU #2246

    Published: 11/16/2022

  3. Social Security and Long-Term Care (LTC) Continued: Q&A #2246

    Published: 11/12/2022

  4. Discussing Long-Term Care (LTC): EDU #2245

    Published: 11/9/2022

  5. Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245

    Published: 11/5/2022

  6. Discussing An Article On Retirement: EDU #2244

    Published: 11/2/2022

  7. Wash Sale Rules, Roth Conversions, and RMDs: Q&A #2244

    Published: 10/29/2022

  8. Tax Court Case Resolution and Discussion: EDU #2243

    Published: 10/26/2022

  9. Social Security, FDIC/SPIC Insurance, Inherited IRAs, and Rollovers: Q&A #2243

    Published: 10/22/2022

  10. IRS Notice on Required Minimum Distributions (RMDs): EDU #2242

    Published: 10/19/2022

  11. Social Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242

    Published: 10/15/2022

  12. Calculating Social Security PIA and Inflationary Adjustments: EDU #2241

    Published: 10/12/2022

  13. IRAs, HSAs, Social Security, Annuities, IRMAA, and Secure Income: Q&A #2241

    Published: 10/8/2022

  14. Risks Retirees Face In Retirement: EDU #2240

    Published: 10/5/2022

  15. Social Security, COLAs, PIAs, Annuities, and Fun Spending: Q&A #2240

    Published: 10/1/2022

  16. Elements of Retirement and Indexed Universal Life Insurance (IUL): EDU #2239

    Published: 9/28/2022

  17. Social Security, Annuities, and Life Insurance: Q&A #2239

    Published: 9/24/2022

  18. Mutual Funds and The Investment Advisers Act of 1940: EDU #2238

    Published: 9/21/2022

  19. ACA Credits, RMDs, IRMAA, and Tax Diversification: Q&A #2238

    Published: 9/17/2022

  20. Ways To NOT Receive Social Security Benefits: EDU #2237

    Published: 9/14/2022

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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