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 5 de 5

Our Retirement Planning Philosophy and Approach, Condensed Version: EDU #2508 19/02/2025
Social Security, IRMAA, IRA Distributions, Roth Contributions, Catch-up Contributions, and Inherited IRA RMDs: Q&A #2507 15/02/2025
A Smart Approach to Retirement: EDU #2507 12/02/2025
Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506 08/02/2025
A Discussion on Simplified Retirement Planning: EDU #2506 05/02/2025
Social Security, QLACs, and ETFs: Q&A #2505 01/02/2025
Safe Withdrawal Rate: EDU #2505 29/01/2025
Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504 25/01/2025
Charitable Remainder Trusts Part 2: EDU #2504 22/01/2025
Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503 18/01/2025
“Super-Catchup” Retirement Plan Contributions: EDU #2503 15/01/2025
Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502 11/01/2025
Retirement Planning Dialogue: EDU #2502 08/01/2025
Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501 04/01/2025
Developing Confidence With Retirement Spending: EDU #2501 01/01/2025
Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452 28/12/2024
Individualized Retirement Planning Strategies: EDU #2452 25/12/2024
IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451 21/12/2024
Charitable Remainder Trusts Part 1: EDU #2451 18/12/2024
IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450 14/12/2024
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