The Retirement and IRA Show

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

Categories:

Business

427 Episodes

  1. Irrevocable Life Insurance Trusts After The Build Back Better Act: EDU #2142

    Published: 10/20/2021

  2. COLA and Other Changes To Social Security For 2022: Q&A #2142

    Published: 10/16/2021

  3. Naming Trusts As Beneficiaries Of IRAs: EDU #2141

    Published: 10/13/2021

  4. Social Security, Roth Conversions, Pro-Rata Rules, and Lump-Sum Pensions: Q&A #2141

    Published: 10/9/2021

  5. Special Guest, Dr. Wade Pfau: EDU #2140

    Published: 10/6/2021

  6. Social Security, Trusts, Creditor Protection, Roth Conversions, and Pensions: Q&A #2140

    Published: 10/2/2021

  7. Build Back Better Act Potential Tax Changes Continued: EDU #2139

    Published: 9/29/2021

  8. Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures: Q&A #2139

    Published: 9/25/2021

  9. Build Back Better Act Tax Planning Threats and Opportunities: EDU #2138

    Published: 9/22/2021

  10. Social Security, Inherited IRAs, TIPS, and Annuities: Q&A #2138

    Published: 9/18/2021

  11. Spending Money In Retirement: EDU #2137

    Published: 9/15/2021

  12. Social Security, Retiree Portfolios, Property Decisions, and Minimum Dignity Floor Coverage: Q&A #2137

    Published: 9/11/2021

  13. Discussing The Financial Planning Magazine: EDU #2136

    Published: 9/8/2021

  14. Social Security, Inherited Roth IRAs, DIAs, Roth Conversions, and Durable Powers of Attorney: Q&A #2136

    Published: 9/4/2021

  15. Pension Income Questions: EDU #2135

    Published: 9/1/2021

  16. Taxes, Roth Conversions, and Savings Strategies: Q&A #2135

    Published: 8/28/2021

  17. Planning Considerations For Millennial’s: EDU #2134

    Published: 8/25/2021

  18. Social Security, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, and QLACs: Q&A #2134

    Published: 8/21/2021

  19. The History Behind Gift and Estate Taxes: EDU #2133

    Published: 8/18/2021

  20. Social Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs: Q&A #2133

    Published: 8/14/2021

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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