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!
| Title
|
Date published
|
|
|
|
False Facts and Real Consequences: EDU #2509
|
2025-02-26
|
|
|
|
Social Security Benefits, RMD Taxes, IRMAA, and Social Security Taxation: Q&A #2508
|
2025-02-22
|
|
|
|
Our Retirement Planning Philosophy and Approach, Condensed Version: EDU #2508
|
2025-02-19
|
|
|
|
Social Security, IRMAA, IRA Distributions, Roth Contributions, Catch-up Contributions, and Inherited IRA RMDs: Q&A #2507
|
2025-02-15
|
|
|
|
A Smart Approach to Retirement: EDU #2507
|
2025-02-12
|
|
|
|
Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506
|
2025-02-08
|
|
|
|
A Discussion on Simplified Retirement Planning: EDU #2506
|
2025-02-05
|
|
|
|
Social Security, QLACs, and ETFs: Q&A #2505
|
2025-02-01
|
|
|
|
Safe Withdrawal Rate: EDU #2505
|
2025-01-29
|
|
|
|
Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
|
2025-01-25
|
|
|
|
Charitable Remainder Trusts Part 2: EDU #2504
|
2025-01-22
|
|
|
|
Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503
|
2025-01-18
|
|
|
|
“Super-Catchup” Retirement Plan Contributions: EDU #2503
|
2025-01-15
|
|
|
|
Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502
|
2025-01-11
|
|
|
|
Retirement Planning Dialogue: EDU #2502
|
2025-01-08
|
|
|
|
Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501
|
2025-01-04
|
|
|
|
Developing Confidence With Retirement Spending: EDU #2501
|
2025-01-01
|
|
|
|
Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452
|
2024-12-28
|
|
|
|
Individualized Retirement Planning Strategies: EDU #2452
|
2024-12-25
|
|
|
|
IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
|
2024-12-21
|
|
|
