The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
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Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406
Vom: 10.2.2024 -
Different Approaches To Retirement Planning Continued: EDU #2406
Vom: 7.2.2024 -
Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405
Vom: 3.2.2024 -
Different Approaches To Retirement Planning: EDU #2405
Vom: 31.1.2024 -
Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404
Vom: 27.1.2024 -
Section 204 Of Secure Act 2.0: EDU #2404
Vom: 24.1.2024 -
Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403
Vom: 20.1.2024 -
Private Letter Ruling On Inherited IRAs: EDU #2403
Vom: 17.1.2024 -
Social Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402
Vom: 13.1.2024 -
Target Outcome TIPS ETFs: EDU #2402
Vom: 10.1.2024 -
Medicare, IRMAA, Social Security, Roth Conversions, Taxes, RMDs, and Trusts: Q&A #2401
Vom: 6.1.2024 -
Seniors and Insurance: EDU #2401
Vom: 3.1.2024 -
Social Security, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352
Vom: 30.12.2023 -
Quarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352
Vom: 27.12.2023 -
Social Security, WEP, IRMAA, and Retirement Planning: Q&A #2351
Vom: 23.12.2023 -
Quarterly Dialogue: Spending The Fun Number: EDU #2351
Vom: 20.12.2023 -
Social Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350
Vom: 16.12.2023 -
Quarterly Dialogue: Inflation: EDU #2350
Vom: 13.12.2023 -
IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349
Vom: 9.12.2023 -
Guidance On A Listeners Situation: EDU #2349
Vom: 6.12.2023
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
