The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
-
Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514
Vom: 5.4.2025 -
Weathering Market Downturns: EDU #2514
Vom: 2.4.2025 -
Identity Theft, Spousal Benefits, RMD Taxes, IRA Withdrawals, and 401(k) Contribution Limits: Q&A #2513
Vom: 29.3.2025 -
Roth 5-Year Rules and the Tax Planning Window: EDU #2513
Vom: 26.3.2025 -
Social Security Benefits, Roth Conversions, and Annuities: Q&A #2512
Vom: 22.3.2025 -
Things That Make You Go Hmm – RMD Rules, IRA Mistakes, and Tax Court Surprises: EDU #2512
Vom: 19.3.2025 -
Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511
Vom: 15.3.2025 -
IRA Rules Quiz: EDU #2511
Vom: 12.3.2025 -
Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510
Vom: 8.3.2025 -
Setting the Record Straight on Clickbait vs Reality: EDU #2510
Vom: 5.3.2025 -
Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509
Vom: 1.3.2025 -
False Facts and Real Consequences: EDU #2509
Vom: 26.2.2025 -
Social Security Benefits, RMD Taxes, IRMAA, and Social Security Taxation: Q&A #2508
Vom: 22.2.2025 -
Our Retirement Planning Philosophy and Approach, Condensed Version: EDU #2508
Vom: 19.2.2025 -
Social Security, IRMAA, IRA Distributions, Roth Contributions, Catch-up Contributions, and Inherited IRA RMDs: Q&A #2507
Vom: 15.2.2025 -
A Smart Approach to Retirement: EDU #2507
Vom: 12.2.2025 -
Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506
Vom: 8.2.2025 -
A Discussion on Simplified Retirement Planning: EDU #2506
Vom: 5.2.2025 -
Social Security, QLACs, and ETFs: Q&A #2505
Vom: 1.2.2025 -
Safe Withdrawal Rate: EDU #2505
Vom: 29.1.2025
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! Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY
