464 Episodo

  1. Questions Relating To Taxes: EDU #2250

    Publicado: 14/12/2022

  2. Social Security, 60-Day Rollovers, HSAs, and Bond Ladders: Q&A #2250

    Publicado: 10/12/2022

  3. Questions On Long-Term Care (LTC): EDU #2249

    Publicado: 7/12/2022

  4. Social Security, IRAs, and Taxes: Q&A #2249

    Publicado: 3/12/2022

  5. Discussing The Top Five Concerns For People Over Age 50: EDU #2248

    Publicado: 30/11/2022

  6. Thanksgiving Break: EDU #2247

    Publicado: 23/11/2022

  7. Spousal Benefits, Investing, Roth Conversions, Trusts, and MYGAs: Q&A #2247

    Publicado: 19/11/2022

  8. 401(k) to IRA Rollovers: EDU #2246

    Publicado: 16/11/2022

  9. Social Security and Long-Term Care (LTC) Continued: Q&A #2246

    Publicado: 12/11/2022

  10. Discussing Long-Term Care (LTC): EDU #2245

    Publicado: 9/11/2022

  11. Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245

    Publicado: 5/11/2022

  12. Discussing An Article On Retirement: EDU #2244

    Publicado: 2/11/2022

  13. Wash Sale Rules, Roth Conversions, and RMDs: Q&A #2244

    Publicado: 29/10/2022

  14. Tax Court Case Resolution and Discussion: EDU #2243

    Publicado: 26/10/2022

  15. Social Security, FDIC/SPIC Insurance, Inherited IRAs, and Rollovers: Q&A #2243

    Publicado: 22/10/2022

  16. IRS Notice on Required Minimum Distributions (RMDs): EDU #2242

    Publicado: 19/10/2022

  17. Social Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242

    Publicado: 15/10/2022

  18. Calculating Social Security PIA and Inflationary Adjustments: EDU #2241

    Publicado: 12/10/2022

  19. IRAs, HSAs, Social Security, Annuities, IRMAA, and Secure Income: Q&A #2241

    Publicado: 8/10/2022

  20. Risks Retirees Face In Retirement: EDU #2240

    Publicado: 5/10/2022

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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

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