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

Mostrando página 2 de 5

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
IRMAA, Widow Status, Roth Conversions, Annuity RMDs, and Rollovers: Q&A #2538 20/09/2025
Discussing An Article On Retirement Planning: EDU #2538 17/09/2025
Social Security, Account Consolidation, and MYGA Selection: Q&A #2537 13/09/2025
Planning for Taxes in Retirement: EDU #2537 10/09/2025
Social Security, HSA Reimbursements, and MYGAs: Q&A #2536 06/09/2025
Behavioral Finance in Retirement Planning: EDU #2536 03/09/2025
Social Security, Risk Philosophy, Fraternal Benefit Societies, Roth Conversions: Q&A #2535 30/08/2025
Roth Catch Ups and the 60-Day Rollover Rule: EDU #2535 27/08/2025
Social Security, PSA, Annuities, RMD Rules: Q&A #2534 23/08/2025
Catch Up Contributions: EDU #2534 20/08/2025
Social Security, Inherited Roth, and IRMAA: Q&A #2533 16/08/2025
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