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, 60-Day Rollover, Inherited IRA, and Deferred Income Annuity: Q&A #2539
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2025-09-27
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Tax Planning Strategies: EDU #2539
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2025-09-24
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IRMAA, Widow Status, Roth Conversions, Annuity RMDs, and Rollovers: Q&A #2538
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2025-09-20
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Discussing An Article On Retirement Planning: EDU #2538
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2025-09-17
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Social Security, Account Consolidation, and MYGA Selection: Q&A #2537
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2025-09-13
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Planning for Taxes in Retirement: EDU #2537
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2025-09-10
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Social Security, HSA Reimbursements, and MYGAs: Q&A #2536
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2025-09-06
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Behavioral Finance in Retirement Planning: EDU #2536
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2025-09-03
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Social Security, Risk Philosophy, Fraternal Benefit Societies, Roth Conversions: Q&A #2535
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2025-08-30
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Roth Catch Ups and the 60-Day Rollover Rule: EDU #2535
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2025-08-27
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Social Security, PSA, Annuities, RMD Rules: Q&A #2534
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2025-08-23
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Catch Up Contributions: EDU #2534
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2025-08-20
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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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