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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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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Social Security, Annuities, and Inherited Roth IRAs: Q&A #2431
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2024-08-03
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Our Retirement Planning Process and Philosophy Part 7: EDU #2431
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2024-07-31
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Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430
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2024-07-27
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In-Depth Principal Protected Structured ETFs: EDU #2430
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2024-07-24
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Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
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2024-07-20
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Estate Planning 101: EDU #2429
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2024-07-17
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Tax Questions Answered: Q&A #2428
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2024-07-13
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Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428
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2024-07-10
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COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427
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2024-07-06
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