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
Social Security, 529/Roth Conversions, and HSAs: Q&A #2411 2024-03-16
Retirement Planning Dialogue Series 1: EDU #2411 2024-03-13
Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410 2024-03-09
Converting A 529 To A Roth IRA: EDU #2410 2024-03-06
Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409 2024-03-02
Taking The 2024 Ed Slott Quiz Continued: EDU #2409 2024-02-28
Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408 2024-02-24
Taking The 2024 Ed Slott Quiz: EDU #2408 2024-02-21
Social Security, IRMAA, GPO, and Annuities: Q&A #2407 2024-02-17
Secure Act 2.0 and Section 204 Continued: EDU #2407 2024-02-14
Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406 2024-02-10
Different Approaches To Retirement Planning Continued: EDU #2406 2024-02-07
Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405 2024-02-03
Different Approaches To Retirement Planning: EDU #2405 2024-01-31
Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404 2024-01-27
Section 204 Of Secure Act 2.0: EDU #2404 2024-01-24
Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403 2024-01-20
Private Letter Ruling On Inherited IRAs: EDU #2403 2024-01-17
Social Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402 2024-01-13
Target Outcome TIPS ETFs: EDU #2402 2024-01-10
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