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

New MYGA Variations: EDU #2553 31/12/2025
Social Security, IRMAA, ACA Planning, IRA to HSA Transfer, Annuities: Q&A #2552 27/12/2025
Cash Balance Plans Explained: EDU #2552 24/12/2025
Social Security, RMDs, Money Market Earnings, QLACs: Q&A #2551 20/12/2025
Math Act and Automatic IRA Act: EDU #2551 17/12/2025
IRMAA, Social Security, QLACs, Roth Conversions: Q&A #2550 13/12/2025
The Importance of Secure Income for Retirement: EDU #2550 10/12/2025
Social Security, IRMAA, Medicare, Roth Contribution Rules, Roth Conversions: Q&A #2549 06/12/2025
The QLAC 1098-Q: EDU #2549 03/12/2025
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
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