The Retirement and IRA Show
Un pódcast de Jim Saulnier, CFP® & Chris Stein, CFP®
Categorías:
427 Episodo
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60-day Rollover Conversion Strategy: EDU #2448
Publicado: 27/11/2024 -
Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
Publicado: 23/11/2024 -
Roth Conversions and RMDs: EDU #2447
Publicado: 20/11/2024 -
Social Security Benefits, Roth Conversions, and RMDs: Q&A #2446
Publicado: 16/11/2024 -
SECURE Act Updates: EDU #2446
Publicado: 13/11/2024 -
Social Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445
Publicado: 9/11/2024 -
Stretch IRA Rules and More: EDU #2445
Publicado: 6/11/2024 -
Medicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444
Publicado: 2/11/2024 -
How Listeners are Implementing Our Planning Process: EDU #2444
Publicado: 30/10/2024 -
Social Security WEP and GPO Special: Q&A #2443
Publicado: 26/10/2024 -
Qualified Annuities and IRA Deep Dive: EDU #2443
Publicado: 23/10/2024 -
Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442
Publicado: 19/10/2024 -
Medicare Enrollment Assistance Special Episode: EDU #2442
Publicado: 16/10/2024 -
Social Security Benefits and Roth IRA Annuities: Q&A #2441
Publicado: 12/10/2024 -
Medicare Insurance Special: EDU #2441
Publicado: 9/10/2024 -
Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440
Publicado: 5/10/2024 -
Our Retirement Planning Process: EDU #2440
Publicado: 2/10/2024 -
Buffered ETFs Special Episode: Q&A #2439
Publicado: 28/9/2024 -
Estate Planning Special Edition: EDU #2439
Publicado: 25/9/2024 -
Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438
Publicado: 21/9/2024
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
