The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
-
Social Security, Basis In 401(k)’s/IRAs, and Minimum Dignity Floor (MDF): Q&A #2308
Vom: 25.2.2023 -
Altering The Fun Number In A Small Portfolio: EDU #2308
Vom: 22.2.2023 -
Social Security, WEP, The Fun Number, and Positioning: Q&A #2307
Vom: 18.2.2023 -
Social Security, The Fun Number, and Secure Income: Q&A #2306
Vom: 11.2.2023 -
Fun Number Follow Up: EDU #2306
Vom: 8.2.2023 -
Social Security, Roth Conversions, and Retirement Spending: Q&A #2305
Vom: 4.2.2023 -
The Fun Number Part 4: EDU #2305
Vom: 1.2.2023 -
Social Security, Pensions, 457(b)’s, and Backdoor Roth Contributions: Q&A #2304
Vom: 28.1.2023 -
The Fun Number Part 3: EDU #2304
Vom: 25.1.2023 -
Social Security, Target Date Funds, IRMAA, 457(b)’s, Dividends, and HSAs: Q&A #2303
Vom: 21.1.2023 -
The Fun Number Part 2: EDU #2303
Vom: 18.1.2023 -
Social Security, 401(a)’s, RMDs, Taxes, and 401(k) Loans: Q&A #2302
Vom: 14.1.2023 -
The Fun Number Part 1: EDU #2302
Vom: 11.1.2023 -
Stolen Identities, Social Security, RMDs, and Roth Conversions: Q&A #2301
Vom: 7.1.2023 -
Prologue To Discussing The Fun Number: EDU #2301
Vom: 4.1.2023 -
Social Security, IRA Contributions, Spousal Benefits, and MYGAs: Q&A #2253
Vom: 31.12.2022 -
Social Security, 403(b)’s, 60-Day Rollovers, and Annuities: EDU #2252
Vom: 28.12.2022 -
Social Security, Inherited IRAs, RMDs and Annuities: Q&A #2252
Vom: 24.12.2022 -
Miscellaneous Retirement Planning Topics: EDU #2251
Vom: 21.12.2022 -
Social Security, Roth Conversions, MDF, HSAs, and Financial Advisors: Q&A #2251
Vom: 17.12.2022
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
