The Retirement and IRA Show

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

Categories:

Business

427 Episodes

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

    Published: 10/12/2022

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

    Published: 10/8/2022

  3. Risks Retirees Face In Retirement: EDU #2240

    Published: 10/5/2022

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

    Published: 10/1/2022

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

    Published: 9/28/2022

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

    Published: 9/24/2022

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

    Published: 9/21/2022

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

    Published: 9/17/2022

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

    Published: 9/14/2022

  10. Social Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) Contributions: Q&A #2237

    Published: 9/10/2022

  11. All About The Minimum Dignity Floor (MDF) Part 6: EDU #2236

    Published: 9/7/2022

  12. Social Security, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236

    Published: 9/3/2022

  13. All About The Minimum Dignity Floor (MDF) Part 5: EDU #2235

    Published: 8/31/2022

  14. Social Security and Inherited IRAs: Q&A #2235

    Published: 8/27/2022

  15. All About The Minimum Dignity Floor (MDF) Part 4: EDU #2234

    Published: 8/24/2022

  16. Social Security, WEP, Disability Benefits, and Inherited IRA RMDs: Q&A #2234

    Published: 8/20/2022

  17. All About The Minimum Dignity Floor (MDF) Part 3: EDU #2233

    Published: 8/17/2022

  18. Social Security COLA, 401(k) Contribution Rules, and Inherited IRAs: Q&A #2233

    Published: 8/13/2022

  19. All About The Minimum Dignity Floor (MDF) Part 2: EDU #2232

    Published: 8/10/2022

  20. Pensions, Social Security, RMDs, Sequential Risk, and Secure Income: Q&A #2232

    Published: 8/6/2022

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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