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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Date published
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Retirement Plans for Aging: EDU #2519
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2025-05-07
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IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518
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2025-05-03
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Transition Period Strategy Part 3 – A Case Study: EDU #2518
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2025-04-30
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Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517
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2025-04-26
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Transition Period Strategy Part 2 – Positioning and Repositioning: EDU #2517
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2025-04-23
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Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516
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2025-04-19
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Transition Period Strategy Part 1 – Asset Positioning: EDU #2516
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2025-04-16
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Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515
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2025-04-12
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Defining Unicorn Status in Retirement: EDU #2515
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2025-04-09
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Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514
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2025-04-05
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Weathering Market Downturns: EDU #2514
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2025-04-02
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Identity Theft, Spousal Benefits, RMD Taxes, IRA Withdrawals, and 401(k) Contribution Limits: Q&A #2513
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2025-03-29
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Roth 5-Year Rules and the Tax Planning Window: EDU #2513
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2025-03-26
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Social Security Benefits, Roth Conversions, and Annuities: Q&A #2512
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2025-03-22
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Things That Make You Go Hmm – RMD Rules, IRA Mistakes, and Tax Court Surprises: EDU #2512
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2025-03-19
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Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511
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2025-03-15
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IRA Rules Quiz: EDU #2511
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2025-03-12
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Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510
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2025-03-08
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Setting the Record Straight on Clickbait vs Reality: EDU #2510
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2025-03-05
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Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509
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2025-03-01
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