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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Social Security, Inherited Roth, and IRMAA: Q&A #2533
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2025-08-16
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Funding Discretionary Spending: EDU #2533
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2025-08-13
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Social Security, Roth Conversions, Annuities, and Rule of 55: Q&A #2532
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2025-08-09
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Retirement Income Versus Savings: EDU #2532
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2025-08-06
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Ohio, Medicare, Social Security, Roth 401k, and Annuities: Q&A #2531
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2025-08-02
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Buffered ETFs vs Stocks and Cash: EDU #2531
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2025-07-30
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Social Security, Transition Planning, Positioning, Roth Conversions, IRMAA: Q&A #2530
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2025-07-26
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Living Benefits on Annuities: EDU #2530
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2025-07-23
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Social Security, SPIA Taxation, IRMAA, Roth Conversions: Q&A #2529
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2025-07-19
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Social Security, Annuities, Roth and Roth TSP 5-Year Rule: Q&A # 2528
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2025-07-12
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OBBBA Tax Changes Explained: EDU #2528
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2025-07-09
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Social Security, Pension Buyouts, and Managed Payout Funds: Q&A #2527
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2025-07-05
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Broker vs Advisor Sold RILAs: EDU #2527
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2025-07-02
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PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526
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2025-06-28
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RILAs vs Buffered ETFs: EDU #2526
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2025-06-25
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Social Security PSAs, FIAs, SPIAs, and MYGAs: Q&A #2525
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2025-06-21
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Fixed Indexed Annuities: EDU #2525
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2025-06-18
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Social Security, HSA Rules, SPIA Funding, and FIA Details: Q&A #2524
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2025-06-14
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Understanding Annuity Types and Features: EDU #2524
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2025-06-11
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Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523
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2025-06-07
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