The Retirement and IRA Show

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

Categories:

Business

427 Episodes

  1. IRS Guidance On RMDs and The Secure Act Part 1: EDU #2221

    Published: 5/25/2022

  2. Social Security, Rollovers, Taxes, and FERS: Q&A #2221

    Published: 5/21/2022

  3. Ed Slott Group Conference Topics: EDU #2220

    Published: 5/18/2022

  4. Tax Mitigation, RMDs, and Roth Conversions: Q&A #2220

    Published: 5/14/2022

  5. Things Everyone Should Know About Social Security: EDU #2219

    Published: 5/11/2022

  6. Social Security, Pensions, Gifting, TIPS, and Inheritance: Q&A #2219

    Published: 5/7/2022

  7. Estate Planning Symposium Topics: EDU #2218

    Published: 5/4/2022

  8. Everything Long-Term Care (LTC): Q&A #2218

    Published: 4/30/2022

  9. Clarification On Asset Positioning: EDU #2217

    Published: 4/27/2022

  10. Social Security WEP/GPO, Roth Conversions, and Annuities: Q&A #2217

    Published: 4/23/2022

  11. The 4% Rule: EDU #2216

    Published: 4/20/2022

  12. Social Security, Fixed Index Annuities, Rollovers, and Inherited Annuities: Q&A #2216

    Published: 4/16/2022

  13. Differing Approaches To Retirement: EDU #2215

    Published: 4/13/2022

  14. Social Security, Medicare, Life Insurance, and Retirement Planning: Q&A #2215

    Published: 4/9/2022

  15. The Minimum Dignity Floor (MDF): EDU #2214

    Published: 4/6/2022

  16. WEP, Social Security, Annuities, and Roth Conversions: Q&A #2214

    Published: 4/2/2022

  17. Variable Annuities In Retirement Portfolios: EDU #2213

    Published: 3/30/2022

  18. Social Security, Home Equity, Roth Conversions, QLACs, SPIAs, RMDs, 5-Year Rule, TOD Accounts, and Retirement Estimators: Q&A #2213

    Published: 3/26/2022

  19. Why We Manage Assets Our Way Q&A Part 2: EDU #2212

    Published: 3/23/2022

  20. Spousal Social Security, Roth Conversions, Rollovers, and Pensions: Q&A #2212

    Published: 3/19/2022

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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