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 3 de 5

OBBBA Tax Changes Explained: EDU #2528 09/07/2025
Social Security, Pension Buyouts, and Managed Payout Funds: Q&A #2527 05/07/2025
Broker vs Advisor Sold RILAs: EDU #2527 02/07/2025
PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526 28/06/2025
RILAs vs Buffered ETFs: EDU #2526 25/06/2025
Social Security PSAs, FIAs, SPIAs, and MYGAs: Q&A #2525 21/06/2025
Fixed Indexed Annuities: EDU #2525 18/06/2025
Social Security, HSA Rules, SPIA Funding, and FIA Details: Q&A #2524 14/06/2025
Understanding Annuity Types and Features: EDU #2524 11/06/2025
Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523 07/06/2025
Annuities in Retirement Planning: EDU #2523 04/06/2025
Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522 31/05/2025
Flexible Retirement Spending: EDU #2522 28/05/2025
Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521 24/05/2025
Spending Confidently in Retirement with Kevin Sebesta: EDU #2521 21/05/2025
Social Security, HSA Strategy, and Cost Basis: Q&A #2520 17/05/2025
Exploring the Retirement Mindset with Kevin Sebesta: EDU #2520 14/05/2025
Social Security, IRMAA, IRA Beneficiary, and the Roth 5-Year Rule: Q&A #2519 10/05/2025
Retirement Plans for Aging: EDU #2519 07/05/2025
IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518 03/05/2025
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