The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
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Questions Relating To Taxes: EDU #2250
Vom: 14.12.2022 -
Social Security, 60-Day Rollovers, HSAs, and Bond Ladders: Q&A #2250
Vom: 10.12.2022 -
Questions On Long-Term Care (LTC): EDU #2249
Vom: 7.12.2022 -
Social Security, IRAs, and Taxes: Q&A #2249
Vom: 3.12.2022 -
Discussing The Top Five Concerns For People Over Age 50: EDU #2248
Vom: 30.11.2022 -
Thanksgiving Break: EDU #2247
Vom: 23.11.2022 -
Spousal Benefits, Investing, Roth Conversions, Trusts, and MYGAs: Q&A #2247
Vom: 19.11.2022 -
401(k) to IRA Rollovers: EDU #2246
Vom: 16.11.2022 -
Social Security and Long-Term Care (LTC) Continued: Q&A #2246
Vom: 12.11.2022 -
Discussing Long-Term Care (LTC): EDU #2245
Vom: 9.11.2022 -
Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245
Vom: 5.11.2022 -
Discussing An Article On Retirement: EDU #2244
Vom: 2.11.2022 -
Wash Sale Rules, Roth Conversions, and RMDs: Q&A #2244
Vom: 29.10.2022 -
Tax Court Case Resolution and Discussion: EDU #2243
Vom: 26.10.2022 -
Social Security, FDIC/SPIC Insurance, Inherited IRAs, and Rollovers: Q&A #2243
Vom: 22.10.2022 -
IRS Notice on Required Minimum Distributions (RMDs): EDU #2242
Vom: 19.10.2022 -
Social Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242
Vom: 15.10.2022 -
Calculating Social Security PIA and Inflationary Adjustments: EDU #2241
Vom: 12.10.2022 -
IRAs, HSAs, Social Security, Annuities, IRMAA, and Secure Income: Q&A #2241
Vom: 8.10.2022 -
Risks Retirees Face In Retirement: EDU #2240
Vom: 5.10.2022
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
