The Retirement and IRA Show

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

Categories:

Business

418 Episodes

  1. Social Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433

    Published: 8/17/2024

  2. Our Retirement Planning Process and Philosophy Part 9: EDU #2433

    Published: 8/14/2024

  3. SS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432

    Published: 8/10/2024

  4. Our Retirement Planning Process and Philosophy Part 8: EDU #2432

    Published: 8/7/2024

  5. Social Security, Annuities, and Inherited Roth IRAs: Q&A #2431

    Published: 8/3/2024

  6. Our Retirement Planning Process and Philosophy Part 7: EDU #2431

    Published: 7/31/2024

  7. Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430

    Published: 7/27/2024

  8. In-Depth Principal Protected Structured ETFs: EDU #2430

    Published: 7/24/2024

  9. Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429

    Published: 7/20/2024

  10. Estate Planning 101: EDU #2429

    Published: 7/17/2024

  11. Tax Questions Answered: Q&A #2428

    Published: 7/13/2024

  12. Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428

    Published: 7/10/2024

  13. COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427

    Published: 7/6/2024

  14. Is There a Simpler Approach to Retirement Planning?: EDU #2427

    Published: 7/3/2024

  15. Social Security, Roth Withdrawals, and IRAs: Q&A #2426

    Published: 6/29/2024

  16. Covering MDF With Lifetime Secure Income: EDU #2426

    Published: 6/26/2024

  17. Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425

    Published: 6/22/2024

  18. Insurance Companies and Annuities: EDU #2425

    Published: 6/19/2024

  19. Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424

    Published: 6/15/2024

  20. Income Benefits Of Non-Annuitized Annuities: EDU #2424

    Published: 6/12/2024

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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