464 Episodio

  1. Social Security, Roth Withdrawals, and IRAs: Q&A #2426

    Pubblicato: 29/06/2024

  2. Covering MDF With Lifetime Secure Income: EDU #2426

    Pubblicato: 26/06/2024

  3. Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425

    Pubblicato: 22/06/2024

  4. Insurance Companies and Annuities: EDU #2425

    Pubblicato: 19/06/2024

  5. Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424

    Pubblicato: 15/06/2024

  6. Income Benefits Of Non-Annuitized Annuities: EDU #2424

    Pubblicato: 12/06/2024

  7. Rollover Issues and Income Annuities: Q&A #2423

    Pubblicato: 08/06/2024

  8. Kicking Off Annuity Awareness Month: EDU #2423

    Pubblicato: 05/06/2024

  9. Annuities, Pensions, and Social Security: Q&A #2422

    Pubblicato: 01/06/2024

  10. Our Retirement Planning Process and Philosophy Part 6: EDU #2422

    Pubblicato: 29/05/2024

  11. Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421

    Pubblicato: 25/05/2024

  12. Our Retirement Planning Process and Philosophy Part 5: EDU #2421

    Pubblicato: 22/05/2024

  13. IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420

    Pubblicato: 18/05/2024

  14. Our Retirement Planning Process and Philosophy Part 4: EDU #2420

    Pubblicato: 15/05/2024

  15. Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419

    Pubblicato: 11/05/2024

  16. Our Retirement Planning Process and Philosophy Part 3: EDU #2419

    Pubblicato: 08/05/2024

  17. Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418

    Pubblicato: 04/05/2024

  18. Our Retirement Planning Process and Philosophy Part 2: EDU #2418

    Pubblicato: 01/05/2024

  19. Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417

    Pubblicato: 27/04/2024

  20. Our Retirement Planning Process and Philosophy Part 1: EDU #2417

    Pubblicato: 24/04/2024

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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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