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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Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501
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2025-01-04
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Developing Confidence With Retirement Spending: EDU #2501
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2025-01-01
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Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452
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2024-12-28
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Individualized Retirement Planning Strategies: EDU #2452
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2024-12-25
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IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
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2024-12-21
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Charitable Remainder Trusts Part 1: EDU #2451
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2024-12-18
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IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450
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2024-12-14
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Retirement Planning Philosophy and Process Dialog: EDU #2450
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2024-12-11
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Family Maximum Benefit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449
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2024-12-07
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Common Estate Planning Mistakes: EDU #2449
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2024-12-04
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Social Security, Annuity RMDs, and Being a CFP: Q&A #2448
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2024-11-30
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60-day Rollover Conversion Strategy: EDU #2448
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2024-11-27
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Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
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2024-11-23
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Roth Conversions and RMDs: EDU #2447
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2024-11-20
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Social Security Benefits, Roth Conversions, and RMDs: Q&A #2446
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2024-11-16
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SECURE Act Updates: EDU #2446
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2024-11-13
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Social Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445
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2024-11-09
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Stretch IRA Rules and More: EDU #2445
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2024-11-06
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Medicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444
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2024-11-02
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How Listeners are Implementing Our Planning Process: EDU #2444
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2024-10-30
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