The Retirement and IRA Show

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

Categories:

Business

418 Episodes

  1. IRMAA, SSA-44, and Social Security Spousal/Survivor Benefits: Q&A #2345

    Published: 11/11/2023

  2. Safe Withdrawal Rate Vs. Income Annuity: EDU #2345

    Published: 11/8/2023

  3. Social Security, IRMAA, Annuities, and Roth Conversions: Q&A #2344

    Published: 11/4/2023

  4. Special Tax Treatment Accounts: EDU #2344

    Published: 11/1/2023

  5. Social Security, IRMAA, Basis In IRAs, and SPIAs: Q&A #2343

    Published: 10/28/2023

  6. Discussing An Article On Traditional Retirement Models Continued: EDU #2343

    Published: 10/25/2023

  7. Social Security, IRMAA, QCDs, RMDs, and Annuities: Q&A #2342

    Published: 10/21/2023

  8. Discussing An Article On Traditional Retirement Models: EDU #2342

    Published: 10/18/2023

  9. Social Security, IRMAA, Roth Conversions, SPIAs, and QCDs: Q&A #2341

    Published: 10/14/2023

  10. A Social Security Special: EDU #2341

    Published: 10/11/2023

  11. Social Security, Spousal Benefits, IRMAA, SPIAs, and Excess Contributions: Q&A #2340

    Published: 10/7/2023

  12. Reviewing The Ed Slott Test Continued: EDU #2340

    Published: 10/4/2023

  13. Social Security, GPO, Spousal Benefits, IRMAA, SPIAs, and Secure Act 2.0: Q&A #2339

    Published: 9/30/2023

  14. Reviewing The Ed Slott Test: EDU #2339

    Published: 9/27/2023

  15. Social Security, PIA, IRMAA, MDF, and Annuities: Q&A #2338

    Published: 9/23/2023

  16. Reexamining The Fun Number, MDF and Secure Income Part 5: EDU #2338

    Published: 9/20/2023

  17. Social Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337

    Published: 9/16/2023

  18. Reexamining The Fun Number, MDF and Secure Income Part 4: EDU #2337

    Published: 9/13/2023

  19. Social Security, IRMAA, Fun Number, and MDF: Q&A #2336

    Published: 9/9/2023

  20. Reexamining The Fun Number, MDF and Secure Income Part 3: EDU #2336

    Published: 9/6/2023

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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