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, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352
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2023-12-30
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Quarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352
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2023-12-27
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Social Security, WEP, IRMAA, and Retirement Planning: Q&A #2351
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2023-12-23
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Quarterly Dialogue: Spending The Fun Number: EDU #2351
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2023-12-20
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Social Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350
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2023-12-16
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Quarterly Dialogue: Inflation: EDU #2350
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2023-12-13
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IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349
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2023-12-09
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Guidance On A Listeners Situation: EDU #2349
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2023-12-06
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Social Security, IRMAA, QLACs, MYGAs, and Taxes: Q&A #2348
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2023-12-02
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Things To Consider When Choosing A Financial Advisor/Planner: EDU #2348
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2023-11-29
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Thanksgiving Break: Q&A #2347
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2023-11-25
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Inflation, MDF, and Bond Ladders: EDU #2347
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2023-11-22
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Social Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346
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2023-11-18
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Funding MDF and Addressing Inflation: EDU #2346
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2023-11-15
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IRMAA, SSA-44, and Social Security Spousal/Survivor Benefits: Q&A #2345
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2023-11-11
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Safe Withdrawal Rate Vs. Income Annuity: EDU #2345
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2023-11-08
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Social Security, IRMAA, Annuities, and Roth Conversions: Q&A #2344
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2023-11-04
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Special Tax Treatment Accounts: EDU #2344
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2023-11-01
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Social Security, IRMAA, Basis In IRAs, and SPIAs: Q&A #2343
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2023-10-28
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Discussing An Article On Traditional Retirement Models Continued: EDU #2343
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2023-10-25
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