The Retirement and IRA Show

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

Categories:

Business

418 Episodes

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

    Published: 1/20/2024

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

    Published: 1/17/2024

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

    Published: 1/13/2024

  4. Target Outcome TIPS ETFs: EDU #2402

    Published: 1/10/2024

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

    Published: 1/6/2024

  6. Seniors and Insurance: EDU #2401

    Published: 1/3/2024

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

    Published: 12/30/2023

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

    Published: 12/27/2023

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

    Published: 12/23/2023

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

    Published: 12/20/2023

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

    Published: 12/16/2023

  12. Quarterly Dialogue: Inflation: EDU #2350

    Published: 12/13/2023

  13. IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349

    Published: 12/9/2023

  14. Guidance On A Listeners Situation: EDU #2349

    Published: 12/6/2023

  15. Social Security, IRMAA, QLACs, MYGAs, and Taxes: Q&A #2348

    Published: 12/2/2023

  16. Things To Consider When Choosing A Financial Advisor/Planner: EDU #2348

    Published: 11/29/2023

  17. Thanksgiving Break: Q&A #2347

    Published: 11/25/2023

  18. Inflation, MDF, and Bond Ladders: EDU #2347

    Published: 11/22/2023

  19. Social Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346

    Published: 11/18/2023

  20. Funding MDF and Addressing Inflation: EDU #2346

    Published: 11/15/2023

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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