The Retirement and IRA Show
Un pódcast de Jim Saulnier, CFP® & Chris Stein, CFP®
Categorías:
427 Episodo
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Our Retirement Planning Process and Philosophy Part 2: EDU #2418
Publicado: 1/5/2024 -
Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
Publicado: 27/4/2024 -
Our Retirement Planning Process and Philosophy Part 1: EDU #2417
Publicado: 24/4/2024 -
Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
Publicado: 20/4/2024 -
Our Retirement Planning Process and Philosophy Intro: EDU #2416
Publicado: 17/4/2024 -
Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
Publicado: 13/4/2024 -
Our Retirement Planning Process Prequel: EDU #2415
Publicado: 10/4/2024 -
IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414
Publicado: 6/4/2024 -
Capital Gains and Wash Sale Rule: EDU #2414
Publicado: 3/4/2024 -
Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413
Publicado: 30/3/2024 -
Retirement Planning Dialogue Series 3: EDU #2413
Publicado: 27/3/2024 -
Social Security, Rollovers, Annuities, and Trusts: Q&A #2412
Publicado: 23/3/2024 -
Retirement Planning Dialogue Series 2: EDU #2412
Publicado: 20/3/2024 -
Social Security, 529/Roth Conversions, and HSAs: Q&A #2411
Publicado: 16/3/2024 -
Retirement Planning Dialogue Series 1: EDU #2411
Publicado: 13/3/2024 -
Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410
Publicado: 9/3/2024 -
Converting A 529 To A Roth IRA: EDU #2410
Publicado: 6/3/2024 -
Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409
Publicado: 2/3/2024 -
Taking The 2024 Ed Slott Quiz Continued: EDU #2409
Publicado: 28/2/2024 -
Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
Publicado: 24/2/2024
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
