The Retirement and IRA Show
Un pódcast de Jim Saulnier, CFP® & Chris Stein, CFP®
Categorías:
427 Episodo
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Taking The 2024 Ed Slott Quiz: EDU #2408
Publicado: 21/2/2024 -
Social Security, IRMAA, GPO, and Annuities: Q&A #2407
Publicado: 17/2/2024 -
Secure Act 2.0 and Section 204 Continued: EDU #2407
Publicado: 14/2/2024 -
Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406
Publicado: 10/2/2024 -
Different Approaches To Retirement Planning Continued: EDU #2406
Publicado: 7/2/2024 -
Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405
Publicado: 3/2/2024 -
Different Approaches To Retirement Planning: EDU #2405
Publicado: 31/1/2024 -
Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404
Publicado: 27/1/2024 -
Section 204 Of Secure Act 2.0: EDU #2404
Publicado: 24/1/2024 -
Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403
Publicado: 20/1/2024 -
Private Letter Ruling On Inherited IRAs: EDU #2403
Publicado: 17/1/2024 -
Social Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402
Publicado: 13/1/2024 -
Target Outcome TIPS ETFs: EDU #2402
Publicado: 10/1/2024 -
Medicare, IRMAA, Social Security, Roth Conversions, Taxes, RMDs, and Trusts: Q&A #2401
Publicado: 6/1/2024 -
Seniors and Insurance: EDU #2401
Publicado: 3/1/2024 -
Social Security, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352
Publicado: 30/12/2023 -
Quarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352
Publicado: 27/12/2023 -
Social Security, WEP, IRMAA, and Retirement Planning: Q&A #2351
Publicado: 23/12/2023 -
Quarterly Dialogue: Spending The Fun Number: EDU #2351
Publicado: 20/12/2023 -
Social Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350
Publicado: 16/12/2023
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
