The Retirement and IRA Show

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

Categories:

Business

427 Episodes

  1. Why We Manage Assets Our Way Q&A Part 1: EDU #2211

    Published: 3/16/2022

  2. Social Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211

    Published: 3/12/2022

  3. Why We Manage Assets Our Way Part 5: EDU #2210

    Published: 3/9/2022

  4. Roth Conversions, Backdoor Contributions, and Social Security Taxation/COLA: Q&A #2210

    Published: 3/5/2022

  5. Why We Manage Assets Our Way Part 4: EDU #2209

    Published: 3/2/2022

  6. Social Security, The Five Year Rule, Pensions, and Rollovers: Q&A #2209

    Published: 2/26/2022

  7. Why We Manage Assets Our Way Part 3: EDU #2208

    Published: 2/23/2022

  8. Tax Diversification, Roth Conversions, and IRMAA: Q&A #2208

    Published: 2/19/2022

  9. Why We Manage Assets Our Way Part 2: EDU #2207

    Published: 2/16/2022

  10. Social Security, RMD Taxes, Trusts, and Roth Conversions: Q&A #2207

    Published: 2/12/2022

  11. Why We Manage Assets Our Way: EDU #2206

    Published: 2/9/2022

  12. Social Security, Roth conversions, and 403(b) Accounts: Q&A #2206

    Published: 2/5/2022

  13. All About Trusts: EDU #2205

    Published: 2/2/2022

  14. Child-In-Care Benefits, Trusts, Disability Benefits, and The Rule Of 55: Q&A #2205

    Published: 1/29/2022

  15. Market Volatility and Spending In Retirement: EDU #2204

    Published: 1/26/2022

  16. Social Security, 403(b)s, Roth IRAs, Conversions, and Investing: Q&A #2204

    Published: 1/22/2022

  17. Excess Roth IRA Contributions: EDU #2203

    Published: 1/19/2022

  18. Survivor Benefits, WEP, Estate Tax, DAFs, and QLACs: Q&A #2203

    Published: 1/15/2022

  19. Qualified Charitable Distributions (QCDs): EDU #2202

    Published: 1/12/2022

  20. QCDs, Inherited IRAs, Contribution Limits, and Capital Gains Tax: Q&A #2202

    Published: 1/8/2022

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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