The Retirement and IRA Show

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

Categories:

Business

427 Episodes

  1. Three Types Of Beneficiaries: EDU #2132

    Published: 8/11/2021

  2. Social Security, Gift Tax, and Life Insurance Proceeds: Q&A #2132

    Published: 8/7/2021

  3. Conflicting Financial Advice: EDU #2131

    Published: 8/4/2021

  4. Social Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131

    Published: 7/31/2021

  5. Tax Impacts Of Investing In Real Estate: EDU #2130

    Published: 7/28/2021

  6. Social Security, Reserve Funds, ACA Credits, and Inheritance: Q&A #2130

    Published: 7/24/2021

  7. Owning Real Estate In An IRA: EDU #2129

    Published: 7/21/2021

  8. Social Security, Inheritance, and MDF Coverage: Q&A #2129

    Published: 7/17/2021

  9. Inflation Adjusted Securities: EDU #2128

    Published: 7/14/2021

  10. Tax Questions With A Twist: Q&A #2128

    Published: 7/10/2021

  11. Everything IRMAA: EDU #2127

    Published: 7/7/2021

  12. Social Security, Gifting, and MYGA Annuities: Q&A #2127

    Published: 7/3/2021

  13. Tax Strategy Considerations: EDU #2126

    Published: 6/30/2021

  14. Taxes, IRAs, Gifting, and IRMAA: Q&A #2126

    Published: 6/26/2021

  15. Provisions of the Securing a Strong Retirement Act: EDU #2125

    Published: 6/23/2021

  16. Social Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125

    Published: 6/19/2021

  17. Gifting While Alive: EDU #2124

    Published: 6/16/2021

  18. Social Security, Roth IRAs, Legacy Businesses, RMDs, Medicare, and Beneficiaries: Q&A #2124

    Published: 6/12/2021

  19. Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123

    Published: 6/9/2021

  20. Social Security, IRA Rollovers, QCDs, and IRA Beneficiaries: Q&A #2123

    Published: 6/5/2021

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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