464 Folgen

  1. Roth IRA Contributions, Social Security Benefits, and IRMAA: Q&A #2318

    Vom: 6.5.2023

  2. Secure Act 2.0 Updates and Clarification: EDU #2318

    Vom: 3.5.2023

  3. Social Security, Roth IRA Characterizations, and 403(b)’s: Q&A #2317

    Vom: 29.4.2023

  4. Diving Deep On Social Security: EDU #2317

    Vom: 26.4.2023

  5. Social Security, Trusts, IRA Contributions and Deferred Compensation Plans: Q&A #2316

    Vom: 22.4.2023

  6. Basement Remodeling Metaphor: EDU #2316

    Vom: 19.4.2023

  7. Social Security, WEP, and Trusts: Q&A #2315

    Vom: 15.4.2023

  8. Buffered Products In A Retirement Portfolio Part 2: EDU #2315

    Vom: 12.4.2023

  9. Social Security, Life Insurance, and Taxes: Q&A #2314

    Vom: 8.4.2023

  10. Buffered Products In A Retirement Portfolio Part 1: EDU #2314

    Vom: 5.4.2023

  11. Social Security, Inherited IRAs, Roth Conversions, Portfolio Management, and MDF: Q&A #2313

    Vom: 1.4.2023

  12. Retirement In The U.S. With Less Than $1 Million Dollars: EDU #2313

    Vom: 29.3.2023

  13. Social Security, Inherited IRAs, and The SIPC: Q&A #2312

    Vom: 25.3.2023

  14. Retirement and IRA Questions From Ed Slott Part 3: EDU #2312

    Vom: 22.3.2023

  15. Social Security, Ed Slott, Roth 401(k)’s, and Buffered Investments: Q&A #2311

    Vom: 18.3.2023

  16. Retirement and IRA Questions From Ed Slott Continued: EDU #2311

    Vom: 15.3.2023

  17. Social Security Survivor Benefits, Roth Conversions, Taxes, Rollovers, and Inherited 401(k)’s: Q&A #2310

    Vom: 11.3.2023

  18. Retirement and IRA Questions From Ed Slott: EDU #2310

    Vom: 8.3.2023

  19. Social Security, Spousal Benefits, Aging Reserve, and Fun Expenses: Q&A #2309

    Vom: 4.3.2023

  20. Inflationary Effects on Social Security: EDU #2309

    Vom: 1.3.2023

11 / 24

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

Visit the podcast's native language site