The Retirement and IRA Show

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

Categories:

Business

427 Episodes

  1. Retirement Distribution Strategies Discussion: EDU #2122

    Published: 6/2/2021

  2. Social Security, IRAs, and Backdoor Roth Contributions: Q&A #2122

    Published: 5/29/2021

  3. Whether To Work and Where To Live In Retirement: EDU #2121

    Published: 5/26/2021

  4. Tax Specific Questions: Q&A #2121

    Published: 5/22/2021

  5. Financial Planning and Taxes: EDU #2120

    Published: 5/19/2021

  6. Social Security, Cash Balance Plans, Pensions, and The Pro-Rata Rule: Q&A #2120

    Published: 5/15/2021

  7. IRS Tax Court Cases and PLRs: EDU #2119

    Published: 5/12/2021

  8. Social Security, Backdoor Roth Contributions, Taxes, LTC, and RMDs: Q&A #2119

    Published: 5/8/2021

  9. Recapping Ed Slott Training Topics: EDU #2118

    Published: 5/5/2021

  10. Social Security, Roth Conversions, Taxes, Mortgages, and IRA Rollovers: Q&A #2118

    Published: 5/1/2021

  11. Tax Efficiencies of ETFs vs. Mutual Funds: EDU #2117

    Published: 4/28/2021

  12. Social Security, Fraud Protection, LTC, and Deferred Income Annuities: Q&A #2117

    Published: 4/24/2021

  13. Reverse Mortgages Continued: EDU #2116

    Published: 4/21/2021

  14. Social Security, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116

    Published: 4/17/2021

  15. Updated RMD Rules and Reverse Mortgages: EDU #2115

    Published: 4/14/2021

  16. Retirement Benefits, Social Security, Annuities, and QLACs: Q&A #2115

    Published: 4/10/2021

  17. The Issue With Trusts As Beneficiaries on IRAs: EDU #2114

    Published: 4/7/2021

  18. Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114

    Published: 4/3/2021

  19. Your Tax Questions Answered: EDU #2113

    Published: 3/31/2021

  20. Social Security, Roth Conversions, and LTC: Q&A #2113

    Published: 3/27/2021

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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