464 Episodo

  1. Social Security, COLAs, PIAs, Annuities, and Fun Spending: Q&A #2240

    Publicado: 1/10/2022

  2. Elements of Retirement and Indexed Universal Life Insurance (IUL): EDU #2239

    Publicado: 28/9/2022

  3. Social Security, Annuities, and Life Insurance: Q&A #2239

    Publicado: 24/9/2022

  4. Mutual Funds and The Investment Advisers Act of 1940: EDU #2238

    Publicado: 21/9/2022

  5. ACA Credits, RMDs, IRMAA, and Tax Diversification: Q&A #2238

    Publicado: 17/9/2022

  6. Ways To NOT Receive Social Security Benefits: EDU #2237

    Publicado: 14/9/2022

  7. Social Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) Contributions: Q&A #2237

    Publicado: 10/9/2022

  8. All About The Minimum Dignity Floor (MDF) Part 6: EDU #2236

    Publicado: 7/9/2022

  9. Social Security, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236

    Publicado: 3/9/2022

  10. All About The Minimum Dignity Floor (MDF) Part 5: EDU #2235

    Publicado: 31/8/2022

  11. Social Security and Inherited IRAs: Q&A #2235

    Publicado: 27/8/2022

  12. All About The Minimum Dignity Floor (MDF) Part 4: EDU #2234

    Publicado: 24/8/2022

  13. Social Security, WEP, Disability Benefits, and Inherited IRA RMDs: Q&A #2234

    Publicado: 20/8/2022

  14. All About The Minimum Dignity Floor (MDF) Part 3: EDU #2233

    Publicado: 17/8/2022

  15. Social Security COLA, 401(k) Contribution Rules, and Inherited IRAs: Q&A #2233

    Publicado: 13/8/2022

  16. All About The Minimum Dignity Floor (MDF) Part 2: EDU #2232

    Publicado: 10/8/2022

  17. Pensions, Social Security, RMDs, Sequential Risk, and Secure Income: Q&A #2232

    Publicado: 6/8/2022

  18. All About The Minimum Dignity Floor (MDF) Part 1: EDU #2231

    Publicado: 3/8/2022

  19. Roth Conversions, RMDs, Social Security, and Retirement Planning: Q&A #2231

    Publicado: 30/7/2022

  20. RMD Basics: EDU #2230

    Publicado: 27/7/2022

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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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