The Retirement and IRA Show

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

Categories:

Business

418 Episodes

  1. Rollover Issues and Income Annuities: Q&A #2423

    Published: 6/8/2024

  2. Kicking Off Annuity Awareness Month: EDU #2423

    Published: 6/5/2024

  3. Annuities, Pensions, and Social Security: Q&A #2422

    Published: 6/1/2024

  4. Our Retirement Planning Process and Philosophy Part 6: EDU #2422

    Published: 5/29/2024

  5. Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421

    Published: 5/25/2024

  6. Our Retirement Planning Process and Philosophy Part 5: EDU #2421

    Published: 5/22/2024

  7. IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420

    Published: 5/18/2024

  8. Our Retirement Planning Process and Philosophy Part 4: EDU #2420

    Published: 5/15/2024

  9. Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419

    Published: 5/11/2024

  10. Our Retirement Planning Process and Philosophy Part 3: EDU #2419

    Published: 5/8/2024

  11. Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418

    Published: 5/4/2024

  12. Our Retirement Planning Process and Philosophy Part 2: EDU #2418

    Published: 5/1/2024

  13. Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417

    Published: 4/27/2024

  14. Our Retirement Planning Process and Philosophy Part 1: EDU #2417

    Published: 4/24/2024

  15. Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416

    Published: 4/20/2024

  16. Our Retirement Planning Process and Philosophy Intro: EDU #2416

    Published: 4/17/2024

  17. Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415

    Published: 4/13/2024

  18. Our Retirement Planning Process Prequel: EDU #2415

    Published: 4/10/2024

  19. IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414

    Published: 4/6/2024

  20. Capital Gains and Wash Sale Rule: EDU #2414

    Published: 4/3/2024

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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