The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
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Social Security, COLAs, PIAs, Annuities, and Fun Spending: Q&A #2240
Vom: 1.10.2022 -
Elements of Retirement and Indexed Universal Life Insurance (IUL): EDU #2239
Vom: 28.9.2022 -
Social Security, Annuities, and Life Insurance: Q&A #2239
Vom: 24.9.2022 -
Mutual Funds and The Investment Advisers Act of 1940: EDU #2238
Vom: 21.9.2022 -
ACA Credits, RMDs, IRMAA, and Tax Diversification: Q&A #2238
Vom: 17.9.2022 -
Ways To NOT Receive Social Security Benefits: EDU #2237
Vom: 14.9.2022 -
Social Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) Contributions: Q&A #2237
Vom: 10.9.2022 -
All About The Minimum Dignity Floor (MDF) Part 6: EDU #2236
Vom: 7.9.2022 -
Social Security, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236
Vom: 3.9.2022 -
All About The Minimum Dignity Floor (MDF) Part 5: EDU #2235
Vom: 31.8.2022 -
Social Security and Inherited IRAs: Q&A #2235
Vom: 27.8.2022 -
All About The Minimum Dignity Floor (MDF) Part 4: EDU #2234
Vom: 24.8.2022 -
Social Security, WEP, Disability Benefits, and Inherited IRA RMDs: Q&A #2234
Vom: 20.8.2022 -
All About The Minimum Dignity Floor (MDF) Part 3: EDU #2233
Vom: 17.8.2022 -
Social Security COLA, 401(k) Contribution Rules, and Inherited IRAs: Q&A #2233
Vom: 13.8.2022 -
All About The Minimum Dignity Floor (MDF) Part 2: EDU #2232
Vom: 10.8.2022 -
Pensions, Social Security, RMDs, Sequential Risk, and Secure Income: Q&A #2232
Vom: 6.8.2022 -
All About The Minimum Dignity Floor (MDF) Part 1: EDU #2231
Vom: 3.8.2022 -
Roth Conversions, RMDs, Social Security, and Retirement Planning: Q&A #2231
Vom: 30.7.2022 -
RMD Basics: EDU #2230
Vom: 27.7.2022
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
