464 Episodo

  1. Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514

    Publicado: 5/4/2025

  2. Weathering Market Downturns: EDU #2514

    Publicado: 2/4/2025

  3. Identity Theft, Spousal Benefits, RMD Taxes, IRA Withdrawals, and 401(k) Contribution Limits: Q&A #2513

    Publicado: 29/3/2025

  4. Roth 5-Year Rules and the Tax Planning Window: EDU #2513

    Publicado: 26/3/2025

  5. Social Security Benefits, Roth Conversions, and Annuities: Q&A #2512

    Publicado: 22/3/2025

  6. Things That Make You Go Hmm – RMD Rules, IRA Mistakes, and Tax Court Surprises: EDU #2512

    Publicado: 19/3/2025

  7. Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511

    Publicado: 15/3/2025

  8. IRA Rules Quiz: EDU #2511

    Publicado: 12/3/2025

  9. Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510

    Publicado: 8/3/2025

  10. Setting the Record Straight on Clickbait vs Reality: EDU #2510

    Publicado: 5/3/2025

  11. Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509

    Publicado: 1/3/2025

  12. False Facts and Real Consequences: EDU #2509

    Publicado: 26/2/2025

  13. Social Security Benefits, RMD Taxes, IRMAA, and Social Security Taxation: Q&A #2508

    Publicado: 22/2/2025

  14. Our Retirement Planning Philosophy and Approach, Condensed Version: EDU #2508

    Publicado: 19/2/2025

  15. Social Security, IRMAA, IRA Distributions, Roth Contributions, Catch-up Contributions, and Inherited IRA RMDs: Q&A #2507

    Publicado: 15/2/2025

  16. A Smart Approach to Retirement: EDU #2507

    Publicado: 12/2/2025

  17. Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506

    Publicado: 8/2/2025

  18. A Discussion on Simplified Retirement Planning: EDU #2506

    Publicado: 5/2/2025

  19. Social Security, QLACs, and ETFs: Q&A #2505

    Publicado: 1/2/2025

  20. Safe Withdrawal Rate: EDU #2505

    Publicado: 29/1/2025

1 / 24

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

Visit the podcast's native language site