The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
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Social Security, Roth Withdrawals, and IRAs: Q&A #2426
Vom: 29.6.2024 -
Covering MDF With Lifetime Secure Income: EDU #2426
Vom: 26.6.2024 -
Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
Vom: 22.6.2024 -
Insurance Companies and Annuities: EDU #2425
Vom: 19.6.2024 -
Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
Vom: 15.6.2024 -
Income Benefits Of Non-Annuitized Annuities: EDU #2424
Vom: 12.6.2024 -
Rollover Issues and Income Annuities: Q&A #2423
Vom: 8.6.2024 -
Kicking Off Annuity Awareness Month: EDU #2423
Vom: 5.6.2024 -
Annuities, Pensions, and Social Security: Q&A #2422
Vom: 1.6.2024 -
Our Retirement Planning Process and Philosophy Part 6: EDU #2422
Vom: 29.5.2024 -
Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421
Vom: 25.5.2024 -
Our Retirement Planning Process and Philosophy Part 5: EDU #2421
Vom: 22.5.2024 -
IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420
Vom: 18.5.2024 -
Our Retirement Planning Process and Philosophy Part 4: EDU #2420
Vom: 15.5.2024 -
Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
Vom: 11.5.2024 -
Our Retirement Planning Process and Philosophy Part 3: EDU #2419
Vom: 8.5.2024 -
Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418
Vom: 4.5.2024 -
Our Retirement Planning Process and Philosophy Part 2: EDU #2418
Vom: 1.5.2024 -
Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
Vom: 27.4.2024 -
Our Retirement Planning Process and Philosophy Part 1: EDU #2417
Vom: 24.4.2024
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
