The Retirement and IRA Show

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

Categories:

Business

427 Episodes

  1. Self-Funding LTC Expenses and Aging Assistance: EDU #2102

    Published: 1/13/2021

  2. Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102

    Published: 1/9/2021

  3. LTC Policies and Considerations: EDU #2101

    Published: 1/6/2021

  4. Taxes, Roth Conversions/Contributions, Hardship Exceptions, and Inherited IRAs: Q&A #2101

    Published: 12/31/2020

  5. Medical Issues, LTC, and Retirement Planning: EDU #2051

    Published: 12/30/2020

  6. Social Security, IRMAA, Home Equity, and LTC: Q&A #2051

    Published: 12/19/2020

  7. Non-Financial Retirement Issues: EDU #2050

    Published: 12/16/2020

  8. IRAs, Social Security, ERISA Rules, and Roth Conversions: Q&A #2050

    Published: 12/12/2020

  9. Tax Brackets and Income Stacks: EDU #2049

    Published: 12/9/2020

  10. Social Security and RMDs: Q&A #2049

    Published: 12/5/2020

  11. Social Security and WINDEX: EDU #2048

    Published: 12/2/2020

  12. Social Security, Rollover Options, and IRA Conversions: Q&A #2047

    Published: 11/21/2020

  13. Coronavirus Related Distributions (CRDs) Part 1: EDU #2046

    Published: 11/18/2020

  14. Social Security “Grace Years”, IRAs, QCDs, RMDs, and Taxes: Q&A #2046

    Published: 11/14/2020

  15. Roth Conversions and “210 Considerations”: EDU #2045

    Published: 11/11/2020

  16. Spousal Benefits, Social Security, Indexed Universal Life policies, and Backdoor Roth IRAs: Q&A #2045

    Published: 11/7/2020

  17. Year of Death RMDs and Inherited IRAs: EDU #2044

    Published: 11/4/2020

  18. Social Security, Minimum Dignity Floor, ERISA, and Roth IRA Contributions: Q&A #2044

    Published: 10/31/2020

  19. Addressing a Listeners Investment Questions: EDU #2043

    Published: 10/28/2020

  20. Social Security, IRAs, Roth Conversions, and Taxes: Q&A #2043

    Published: 10/24/2020

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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