The Retirement and IRA Show

Por: Jim Saulnier, CFP® & Chris Stein, CFP®
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!
100 episodios disponibles

Latest episodes of the podcast The Retirement and IRA Show

IRMAA Brackets and QLACs: Q&A #2548 29/11/2025
QLAC Use Cases and Planning: EDU #2548 26/11/2025
Social Security, IRMAA, ETFs, Private Investments: Q&A #2547 22/11/2025
QLAC Rules and Uses: EDU #2547 19/11/2025
Social Security,Estate Planning PSA, Annuity Payments: Q&A #2546 15/11/2025
2026 Social Security Changes: EDU #2546 12/11/2025
Social Security and Roth Conversion Strategies: Q&A #2545 08/11/2025
Retirement Preparedness and Planning Lessons: EDU #2545 05/11/2025
Social Security, IRMAA Taxation, 529 Rollover, Deferred Annuities: Q&A #2544 01/11/2025
Social Security Claiming Strategies, Part 2: EDU #2544 29/10/2025
HSA Contributions, Social Security, Fee Disclosures, TSPs: Q&A #2543 25/10/2025
Social Security Claiming Strategies, Part 1: EDU #2543 22/10/2025
Spousal Roth, Backdoor Roth, Social Security, Post-Tax Contributions, HSA Strategy: Q&A #2542 18/10/2025
IRA Rollover Mistakes and Exceptions: EDU #2542 15/10/2025
Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541 11/10/2025
Military Retirement Planning: EDU #2541 08/10/2025
Social Security, Roth Conversions, RMD Calculations: Q&A #2540 04/10/2025
Delay Period Strategy: EDU #2540 01/10/2025
Social Security, 60-Day Rollover, Inherited IRA, and Deferred Income Annuity: Q&A #2539 27/09/2025
Tax Planning Strategies: EDU #2539 24/09/2025
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