The Retirement and IRA Show

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

Categories:

Business

367 Episodes

  1. Taking The 2024 Ed Slott Quiz: EDU #2408

    Published: 2/21/2024

  2. Social Security, IRMAA, GPO, and Annuities: Q&A #2407

    Published: 2/17/2024

  3. Secure Act 2.0 and Section 204 Continued: EDU #2407

    Published: 2/14/2024

  4. Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406

    Published: 2/10/2024

  5. Different Approaches To Retirement Planning Continued: EDU #2406

    Published: 2/7/2024

  6. Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405

    Published: 2/3/2024

  7. Different Approaches To Retirement Planning: EDU #2405

    Published: 1/31/2024

  8. Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404

    Published: 1/27/2024

  9. Section 204 Of Secure Act 2.0: EDU #2404

    Published: 1/24/2024

  10. Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403

    Published: 1/20/2024

  11. Private Letter Ruling On Inherited IRAs: EDU #2403

    Published: 1/17/2024

  12. Social Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402

    Published: 1/13/2024

  13. Target Outcome TIPS ETFs: EDU #2402

    Published: 1/10/2024

  14. Medicare, IRMAA, Social Security, Roth Conversions, Taxes, RMDs, and Trusts: Q&A #2401

    Published: 1/6/2024

  15. Seniors and Insurance: EDU #2401

    Published: 1/3/2024

  16. Social Security, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352

    Published: 12/30/2023

  17. Quarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352

    Published: 12/27/2023

  18. Social Security, WEP, IRMAA, and Retirement Planning: Q&A #2351

    Published: 12/23/2023

  19. Quarterly Dialogue: Spending The Fun Number: EDU #2351

    Published: 12/20/2023

  20. Social Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350

    Published: 12/16/2023

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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