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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Title Date published
IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420 2024-05-18
Our Retirement Planning Process and Philosophy Part 4: EDU #2420 2024-05-15
Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419 2024-05-11
Our Retirement Planning Process and Philosophy Part 3: EDU #2419 2024-05-08
Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418 2024-05-04
Our Retirement Planning Process and Philosophy Part 2: EDU #2418 2024-05-01
Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417 2024-04-27
Our Retirement Planning Process and Philosophy Part 1: EDU #2417 2024-04-24
Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416 2024-04-20
Our Retirement Planning Process and Philosophy Intro: EDU #2416 2024-04-17
Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415 2024-04-13
Our Retirement Planning Process Prequel: EDU #2415 2024-04-10
IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414 2024-04-06
Capital Gains and Wash Sale Rule: EDU #2414 2024-04-03
Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413 2024-03-30
Retirement Planning Dialogue Series 3: EDU #2413 2024-03-27
Social Security, Rollovers, Annuities, and Trusts: Q&A #2412 2024-03-23
Retirement Planning Dialogue Series 2: EDU #2412 2024-03-20
Social Security, 529/Roth Conversions, and HSAs: Q&A #2411 2024-03-16
Retirement Planning Dialogue Series 1: EDU #2411 2024-03-13
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