The Retirement and IRA Show

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

Categories:

Business

418 Episodes

  1. Social Security, IRMAA, MDF, and Fun Spending: Q&A #2335

    Published: 9/2/2023

  2. Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335

    Published: 8/30/2023

  3. Social Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334

    Published: 8/26/2023

  4. Reexamining The Fun Number, MDF and Secure Income: EDU #2334

    Published: 8/23/2023

  5. Social Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333

    Published: 8/19/2023

  6. Addressing Concerns Posed In Financial Planning Article Part 2: EDU #2333

    Published: 8/16/2023

  7. Social Security, Annuities, Roth Conversions, IRMAA, and Buffered Investments: Q&A #2332

    Published: 8/12/2023

  8. Addressing Concerns Posed In Financial Planning Article: EDU #2332

    Published: 8/9/2023

  9. Social Security, WEP, Survivor Benefits, RMDs, and Pensions: Q&A #2331

    Published: 8/5/2023

  10. Powers Of Attorney and Beneficiary Changes: EDU #2331

    Published: 8/2/2023

  11. Social Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330

    Published: 7/29/2023

  12. Common Financial Power Of Attorney Mistakes: EDU #2330

    Published: 7/26/2023

  13. Social Security, Pensions, RMDs, Roth Conversions, and 529 Plans: Q&A #2329

    Published: 7/22/2023

  14. Life Insurance Versus Roth IRAs: EDU #2329

    Published: 7/19/2023

  15. Social Security, HSAs, MYGAs, and Roth IRAs: Q&A #2328

    Published: 7/15/2023

  16. Discussing The Financial Planning Challenge and Associated Quiz Continued: EDU #2328

    Published: 7/12/2023

  17. Social Security, Insurance, IRMAA, and MYGAs: Q&A #2327

    Published: 7/8/2023

  18. Discussing The Financial Planning Challenge and Associated Quiz: EDU #2327

    Published: 7/5/2023

  19. Social Security, DIAs, QLACs, and Interest Rates: Q&A #2326

    Published: 7/1/2023

  20. Owning An Annuity Inside An IRA: EDU #2326

    Published: 6/28/2023

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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