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!
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The Importance of Secure Income for Retirement: EDU #2550
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2025-12-10
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Social Security, IRMAA, Medicare, Roth Contribution Rules, Roth Conversions: Q&A #2549
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2025-12-06
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The QLAC 1098-Q: EDU #2549
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2025-12-03
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IRMAA Brackets and QLACs: Q&A #2548
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2025-11-29
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QLAC Use Cases and Planning: EDU #2548
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2025-11-26
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Social Security, IRMAA, ETFs, Private Investments: Q&A #2547
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2025-11-22
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QLAC Rules and Uses: EDU #2547
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2025-11-19
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Social Security,Estate Planning PSA, Annuity Payments: Q&A #2546
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2025-11-15
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2026 Social Security Changes: EDU #2546
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2025-11-12
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Social Security and Roth Conversion Strategies: Q&A #2545
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2025-11-08
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Retirement Preparedness and Planning Lessons: EDU #2545
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2025-11-05
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Social Security, IRMAA Taxation, 529 Rollover, Deferred Annuities: Q&A #2544
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2025-11-01
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Social Security Claiming Strategies, Part 2: EDU #2544
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2025-10-29
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HSA Contributions, Social Security, Fee Disclosures, TSPs: Q&A #2543
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2025-10-25
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Social Security Claiming Strategies, Part 1: EDU #2543
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2025-10-22
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Spousal Roth, Backdoor Roth, Social Security, Post-Tax Contributions, HSA Strategy: Q&A #2542
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2025-10-18
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IRA Rollover Mistakes and Exceptions: EDU #2542
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2025-10-15
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Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541
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2025-10-11
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Military Retirement Planning: EDU #2541
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2025-10-08
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Social Security, Roth Conversions, RMD Calculations: Q&A #2540
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2025-10-04
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