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 4 de 5

Transition Period Strategy Part 3 – A Case Study: EDU #2518 30/04/2025
Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517 26/04/2025
Transition Period Strategy Part 2 – Positioning and Repositioning: EDU #2517 23/04/2025
Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516 19/04/2025
Transition Period Strategy Part 1 – Asset Positioning: EDU #2516 16/04/2025
Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515 12/04/2025
Defining Unicorn Status in Retirement: EDU #2515 09/04/2025
Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514 05/04/2025
Weathering Market Downturns: EDU #2514 02/04/2025
Identity Theft, Spousal Benefits, RMD Taxes, IRA Withdrawals, and 401(k) Contribution Limits: Q&A #2513 29/03/2025
Roth 5-Year Rules and the Tax Planning Window: EDU #2513 26/03/2025
Social Security Benefits, Roth Conversions, and Annuities: Q&A #2512 22/03/2025
Things That Make You Go Hmm – RMD Rules, IRA Mistakes, and Tax Court Surprises: EDU #2512 19/03/2025
Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511 15/03/2025
IRA Rules Quiz: EDU #2511 12/03/2025
Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510 08/03/2025
Setting the Record Straight on Clickbait vs Reality: EDU #2510 05/03/2025
Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509 01/03/2025
False Facts and Real Consequences: EDU #2509 26/02/2025
Social Security Benefits, RMD Taxes, IRMAA, and Social Security Taxation: Q&A #2508 22/02/2025
« Primera ‹ Anterior 1 2 3 4 5 Siguiente › Última »
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA