The Retirement and IRA Show

Un pódcast de Jim Saulnier, CFP® & Chris Stein, CFP®

Categorías:

Economia

427 Episodo

  1. Our Retirement Planning Process and Philosophy Part 13: EDU #2438

    Publicado: 18/9/2024

  2. COLA, WEP, and Annuities: Q&A #2437

    Publicado: 14/9/2024

  3. Our Retirement Planning Process and Philosophy Part 12: EDU #2437

    Publicado: 11/9/2024

  4. Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436

    Publicado: 7/9/2024

  5. Our Retirement Planning Process and Philosophy Part 11: EDU #2436

    Publicado: 4/9/2024

  6. Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435

    Publicado: 31/8/2024

  7. Our Retirement Planning Process Questions Answered: EDU #2435

    Publicado: 28/8/2024

  8. Social Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434

    Publicado: 24/8/2024

  9. Our Retirement Planning Process and Philosophy Part 10: EDU #2434

    Publicado: 21/8/2024

  10. Social Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433

    Publicado: 17/8/2024

  11. Our Retirement Planning Process and Philosophy Part 9: EDU #2433

    Publicado: 14/8/2024

  12. SS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432

    Publicado: 10/8/2024

  13. Our Retirement Planning Process and Philosophy Part 8: EDU #2432

    Publicado: 7/8/2024

  14. Social Security, Annuities, and Inherited Roth IRAs: Q&A #2431

    Publicado: 3/8/2024

  15. Our Retirement Planning Process and Philosophy Part 7: EDU #2431

    Publicado: 31/7/2024

  16. Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430

    Publicado: 27/7/2024

  17. In-Depth Principal Protected Structured ETFs: EDU #2430

    Publicado: 24/7/2024

  18. Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429

    Publicado: 20/7/2024

  19. Estate Planning 101: EDU #2429

    Publicado: 17/7/2024

  20. Tax Questions Answered: Q&A #2428

    Publicado: 13/7/2024

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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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