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 Benefits and Roth IRA Annuities: Q&A #2441
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2024-10-12
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Medicare Insurance Special: EDU #2441
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2024-10-09
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Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440
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2024-10-05
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Our Retirement Planning Process: EDU #2440
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2024-10-02
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Buffered ETFs Special Episode: Q&A #2439
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2024-09-28
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Estate Planning Special Edition: EDU #2439
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2024-09-25
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Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438
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2024-09-21
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Our Retirement Planning Process and Philosophy Part 13: EDU #2438
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2024-09-18
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COLA, WEP, and Annuities: Q&A #2437
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2024-09-14
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Our Retirement Planning Process and Philosophy Part 12: EDU #2437
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2024-09-11
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Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436
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2024-09-07
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Our Retirement Planning Process and Philosophy Part 11: EDU #2436
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2024-09-04
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Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435
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2024-08-31
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Our Retirement Planning Process Questions Answered: EDU #2435
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2024-08-28
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Social Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434
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2024-08-24
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Our Retirement Planning Process and Philosophy Part 10: EDU #2434
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2024-08-21
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Social Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433
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2024-08-17
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Our Retirement Planning Process and Philosophy Part 9: EDU #2433
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2024-08-14
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SS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432
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2024-08-10
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Our Retirement Planning Process and Philosophy Part 8: EDU #2432
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2024-08-07
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