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, IRMAA, Annuities, and Roth Conversions: Q&A #2344
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2023-11-04
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Special Tax Treatment Accounts: EDU #2344
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2023-11-01
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Social Security, IRMAA, Basis In IRAs, and SPIAs: Q&A #2343
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2023-10-28
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Discussing An Article On Traditional Retirement Models Continued: EDU #2343
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2023-10-25
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Social Security, IRMAA, QCDs, RMDs, and Annuities: Q&A #2342
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2023-10-21
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Discussing An Article On Traditional Retirement Models: EDU #2342
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2023-10-18
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Social Security, IRMAA, Roth Conversions, SPIAs, and QCDs: Q&A #2341
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2023-10-14
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A Social Security Special: EDU #2341
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2023-10-11
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Social Security, Spousal Benefits, IRMAA, SPIAs, and Excess Contributions: Q&A #2340
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2023-10-07
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Reviewing The Ed Slott Test Continued: EDU #2340
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2023-10-04
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Social Security, GPO, Spousal Benefits, IRMAA, SPIAs, and Secure Act 2.0: Q&A #2339
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2023-09-30
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Reviewing The Ed Slott Test: EDU #2339
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2023-09-27
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Social Security, PIA, IRMAA, MDF, and Annuities: Q&A #2338
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2023-09-23
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Reexamining The Fun Number, MDF and Secure Income Part 5: EDU #2338
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2023-09-20
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Social Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337
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2023-09-16
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Reexamining The Fun Number, MDF and Secure Income Part 4: EDU #2337
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2023-09-13
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Social Security, IRMAA, Fun Number, and MDF: Q&A #2336
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2023-09-09
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Reexamining The Fun Number, MDF and Secure Income Part 3: EDU #2336
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2023-09-06
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Social Security, IRMAA, MDF, and Fun Spending: Q&A #2335
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2023-09-02
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Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335
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2023-08-30
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