The Retirement and IRA Show
Un pódcast de Jim Saulnier, CFP® & Chris Stein, CFP®
Categorías:
427 Episodo
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Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428
Publicado: 10/7/2024 -
COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427
Publicado: 6/7/2024 -
Is There a Simpler Approach to Retirement Planning?: EDU #2427
Publicado: 3/7/2024 -
Social Security, Roth Withdrawals, and IRAs: Q&A #2426
Publicado: 29/6/2024 -
Covering MDF With Lifetime Secure Income: EDU #2426
Publicado: 26/6/2024 -
Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
Publicado: 22/6/2024 -
Insurance Companies and Annuities: EDU #2425
Publicado: 19/6/2024 -
Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
Publicado: 15/6/2024 -
Income Benefits Of Non-Annuitized Annuities: EDU #2424
Publicado: 12/6/2024 -
Rollover Issues and Income Annuities: Q&A #2423
Publicado: 8/6/2024 -
Kicking Off Annuity Awareness Month: EDU #2423
Publicado: 5/6/2024 -
Annuities, Pensions, and Social Security: Q&A #2422
Publicado: 1/6/2024 -
Our Retirement Planning Process and Philosophy Part 6: EDU #2422
Publicado: 29/5/2024 -
Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421
Publicado: 25/5/2024 -
Our Retirement Planning Process and Philosophy Part 5: EDU #2421
Publicado: 22/5/2024 -
IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420
Publicado: 18/5/2024 -
Our Retirement Planning Process and Philosophy Part 4: EDU #2420
Publicado: 15/5/2024 -
Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
Publicado: 11/5/2024 -
Our Retirement Planning Process and Philosophy Part 3: EDU #2419
Publicado: 8/5/2024 -
Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418
Publicado: 4/5/2024
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
