The Retirement and IRA Show

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

Categories:

Business

427 Episodes

  1. Biden Administration’s Tax Proposal Discussion: EDU #2112

    Published: 3/24/2021

  2. Social Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities: Q&A #2112

    Published: 3/20/2021

  3. Successor Beneficiaries For IRAs: EDU #2111

    Published: 3/17/2021

  4. Social Security, Pensions, and Backdoor Roth Contributions: Q&A #2111

    Published: 3/13/2021

  5. The Operation of Annuities: EDU #2110

    Published: 3/10/2021

  6. Social Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110

    Published: 3/6/2021

  7. Annuity Features and MDF Coverage: EDU #2109

    Published: 3/3/2021

  8. Charitable Remainder Trust (CRT) Questions: Q&A #2109

    Published: 2/27/2021

  9. Charitable Remainder Trusts (CRTs): EDU #2108

    Published: 2/24/2021

  10. Social Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108

    Published: 2/20/2021

  11. Indexed Annuities Part Two: EDU #2107

    Published: 2/17/2021

  12. Spousal Benefits, Fixed Annuities, and Coronavirus Distributions: Q&A #2107

    Published: 2/13/2021

  13. Indexed Annuities: EDU #2106

    Published: 2/10/2021

  14. Social Security, IRAs, and Book Recommendations : Q&A #2106

    Published: 2/6/2021

  15. Traditional LTC vs. Hybrid LTC: EDU #2105

    Published: 2/3/2021

  16. Everything Long Term Care (LTC) Insurance: Q&A #2105

    Published: 1/30/2021

  17. Retiring With Modest Savings: EDU #2104

    Published: 1/27/2021

  18. Long Term Care: Q&A #2104

    Published: 1/23/2021

  19. IRAs and Related Tax Forms: EDU #2103

    Published: 1/20/2021

  20. Pensions, IRAs, RMDs, 401k Rollovers: Q&A #2103

    Published: 1/16/2021

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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