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

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
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
« Primera ‹ Anterior 1 ... 3 4 5
© 2003-2026 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