The Retirement and IRA Show

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

Categories:

Business

418 Episodes

  1. Social Security, WEP, and Trusts: Q&A #2315

    Published: 4/15/2023

  2. Buffered Products In A Retirement Portfolio Part 2: EDU #2315

    Published: 4/12/2023

  3. Social Security, Life Insurance, and Taxes: Q&A #2314

    Published: 4/8/2023

  4. Buffered Products In A Retirement Portfolio Part 1: EDU #2314

    Published: 4/5/2023

  5. Social Security, Inherited IRAs, Roth Conversions, Portfolio Management, and MDF: Q&A #2313

    Published: 4/1/2023

  6. Retirement In The U.S. With Less Than $1 Million Dollars: EDU #2313

    Published: 3/29/2023

  7. Social Security, Inherited IRAs, and The SIPC: Q&A #2312

    Published: 3/25/2023

  8. Retirement and IRA Questions From Ed Slott Part 3: EDU #2312

    Published: 3/22/2023

  9. Social Security, Ed Slott, Roth 401(k)’s, and Buffered Investments: Q&A #2311

    Published: 3/18/2023

  10. Retirement and IRA Questions From Ed Slott Continued: EDU #2311

    Published: 3/15/2023

  11. Social Security Survivor Benefits, Roth Conversions, Taxes, Rollovers, and Inherited 401(k)’s: Q&A #2310

    Published: 3/11/2023

  12. Retirement and IRA Questions From Ed Slott: EDU #2310

    Published: 3/8/2023

  13. Social Security, Spousal Benefits, Aging Reserve, and Fun Expenses: Q&A #2309

    Published: 3/4/2023

  14. Inflationary Effects on Social Security: EDU #2309

    Published: 3/1/2023

  15. Social Security, Basis In 401(k)’s/IRAs, and Minimum Dignity Floor (MDF): Q&A #2308

    Published: 2/25/2023

  16. Altering The Fun Number In A Small Portfolio: EDU #2308

    Published: 2/22/2023

  17. Social Security, WEP, The Fun Number, and Positioning: Q&A #2307

    Published: 2/18/2023

  18. Social Security, The Fun Number, and Secure Income: Q&A #2306

    Published: 2/11/2023

  19. Fun Number Follow Up: EDU #2306

    Published: 2/8/2023

  20. Social Security, Roth Conversions, and Retirement Spending: Q&A #2305

    Published: 2/4/2023

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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