The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
-
Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
Vom: 20.4.2024 -
Our Retirement Planning Process and Philosophy Intro: EDU #2416
Vom: 17.4.2024 -
Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
Vom: 13.4.2024 -
Our Retirement Planning Process Prequel: EDU #2415
Vom: 10.4.2024 -
IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414
Vom: 6.4.2024 -
Capital Gains and Wash Sale Rule: EDU #2414
Vom: 3.4.2024 -
Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413
Vom: 30.3.2024 -
Retirement Planning Dialogue Series 3: EDU #2413
Vom: 27.3.2024 -
Social Security, Rollovers, Annuities, and Trusts: Q&A #2412
Vom: 23.3.2024 -
Retirement Planning Dialogue Series 2: EDU #2412
Vom: 20.3.2024 -
Social Security, 529/Roth Conversions, and HSAs: Q&A #2411
Vom: 16.3.2024 -
Retirement Planning Dialogue Series 1: EDU #2411
Vom: 13.3.2024 -
Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410
Vom: 9.3.2024 -
Converting A 529 To A Roth IRA: EDU #2410
Vom: 6.3.2024 -
Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409
Vom: 2.3.2024 -
Taking The 2024 Ed Slott Quiz Continued: EDU #2409
Vom: 28.2.2024 -
Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
Vom: 24.2.2024 -
Taking The 2024 Ed Slott Quiz: EDU #2408
Vom: 21.2.2024 -
Social Security, IRMAA, GPO, and Annuities: Q&A #2407
Vom: 17.2.2024 -
Secure Act 2.0 and Section 204 Continued: EDU #2407
Vom: 14.2.2024
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
