The Retirement and IRA Show

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

Categories:

Business

427 Episodes

  1. 210 Advanced Tax Planning: EDU #2201

    Published: 1/5/2022

  2. Social Security, Spending In Retirement, and The BBB Act: Q&A #2201

    Published: 1/1/2022

  3. Addressing Tax-Focused Questions: EDU #2152

    Published: 12/29/2021

  4. Social Security, I-Bonds, Roth Conversions, Pension Benefits, and Advice For New Financial Planners: Q&A #2152

    Published: 12/25/2021

  5. SPIAs, CRATs, CRUTs, and IRAs: EDU #2151

    Published: 12/22/2021

  6. Social Security, I-Bonds, 401(k) Plans, and Roth Conversions: Q&A #2151

    Published: 12/18/2021

  7. Funding The Minimum Dignity Floor: EDU #2150

    Published: 12/15/2021

  8. Social Security, Pro-Rata Rule, Roth Conversions, and Positioning: Q&A #2150

    Published: 12/11/2021

  9. Discussing The Fun Number Continued: EDU #2149

    Published: 12/8/2021

  10. Social Security, Inherited Roth IRAs, SEP IRAs, Disability Pay, and Trusts As Beneficiaries: Q&A #2149

    Published: 12/4/2021

  11. Discussing The Fun Number: EDU #2148

    Published: 12/1/2021

  12. Social Security, Roth 401(k) Rollovers, Inherited Roth IRAs, and Roth Conversions: Q&A #2147

    Published: 11/20/2021

  13. The Essence Of Retirement Planning: EDU #2146

    Published: 11/17/2021

  14. Social Security, Roth 401(k)s, Fun Spending, and Saving For College: Q&A #2146

    Published: 11/13/2021

  15. Tax Court Cases and Private Letter Rulings: EDU #2145

    Published: 11/10/2021

  16. Mega Backdoor Roth Conversions, Social Security, Solo 401(k)’s, and Qualified Retirement Plans: Q&A #2145

    Published: 11/6/2021

  17. Updates To Proposed Tax Changes In BBB Act and Misc. Tax Discussion: EDU #2144

    Published: 11/3/2021

  18. Roth Conversions, Inherited Stock, and Military Pensions: Q&A #2144

    Published: 10/30/2021

  19. Nuances With Beneficiaries Of Inherited IRAs: EDU #2143

    Published: 10/27/2021

  20. Social Security, JWROS Accounts, TSPs, Inherited IRAs, and Backdoor Roth Contributions: Q&A #2143

    Published: 10/23/2021

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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