The Retirement and IRA Show
A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®
Categories:
367 Episodes
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Reviewing The Ed Slott Test Continued: EDU #2340
Published: 10/4/2023 -
Social Security, GPO, Spousal Benefits, IRMAA, SPIAs, and Secure Act 2.0: Q&A #2339
Published: 9/30/2023 -
Reviewing The Ed Slott Test: EDU #2339
Published: 9/27/2023 -
Social Security, PIA, IRMAA, MDF, and Annuities: Q&A #2338
Published: 9/23/2023 -
Reexamining The Fun Number, MDF and Secure Income Part 5: EDU #2338
Published: 9/20/2023 -
Social Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337
Published: 9/16/2023 -
Reexamining The Fun Number, MDF and Secure Income Part 4: EDU #2337
Published: 9/13/2023 -
Social Security, IRMAA, Fun Number, and MDF: Q&A #2336
Published: 9/9/2023 -
Reexamining The Fun Number, MDF and Secure Income Part 3: EDU #2336
Published: 9/6/2023 -
Social Security, IRMAA, MDF, and Fun Spending: Q&A #2335
Published: 9/2/2023 -
Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335
Published: 8/30/2023 -
Social Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334
Published: 8/26/2023 -
Reexamining The Fun Number, MDF and Secure Income: EDU #2334
Published: 8/23/2023 -
Social Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333
Published: 8/19/2023 -
Addressing Concerns Posed In Financial Planning Article Part 2: EDU #2333
Published: 8/16/2023 -
Social Security, Annuities, Roth Conversions, IRMAA, and Buffered Investments: Q&A #2332
Published: 8/12/2023 -
Addressing Concerns Posed In Financial Planning Article: EDU #2332
Published: 8/9/2023 -
Social Security, WEP, Survivor Benefits, RMDs, and Pensions: Q&A #2331
Published: 8/5/2023 -
Powers Of Attorney and Beneficiary Changes: EDU #2331
Published: 8/2/2023 -
Social Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330
Published: 7/29/2023
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