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, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410
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2024-03-09
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Converting A 529 To A Roth IRA: EDU #2410
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2024-03-06
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Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409
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2024-03-02
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Taking The 2024 Ed Slott Quiz Continued: EDU #2409
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2024-02-28
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Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
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2024-02-24
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Taking The 2024 Ed Slott Quiz: EDU #2408
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2024-02-21
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Social Security, IRMAA, GPO, and Annuities: Q&A #2407
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2024-02-17
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Secure Act 2.0 and Section 204 Continued: EDU #2407
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2024-02-14
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Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406
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2024-02-10
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Different Approaches To Retirement Planning Continued: EDU #2406
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2024-02-07
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Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405
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2024-02-03
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Different Approaches To Retirement Planning: EDU #2405
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2024-01-31
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Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404
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2024-01-27
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Section 204 Of Secure Act 2.0: EDU #2404
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2024-01-24
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Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403
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2024-01-20
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Private Letter Ruling On Inherited IRAs: EDU #2403
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2024-01-17
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Social Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402
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2024-01-13
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Target Outcome TIPS ETFs: EDU #2402
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2024-01-10
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Medicare, IRMAA, Social Security, Roth Conversions, Taxes, RMDs, and Trusts: Q&A #2401
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2024-01-06
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Seniors and Insurance: EDU #2401
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2024-01-03
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