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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Is There a Simpler Approach to Retirement Planning?: EDU #2427
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2024-07-03
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Social Security, Roth Withdrawals, and IRAs: Q&A #2426
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2024-06-29
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Covering MDF With Lifetime Secure Income: EDU #2426
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2024-06-26
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Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
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2024-06-22
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Insurance Companies and Annuities: EDU #2425
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2024-06-19
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Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
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2024-06-15
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Income Benefits Of Non-Annuitized Annuities: EDU #2424
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2024-06-12
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Rollover Issues and Income Annuities: Q&A #2423
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2024-06-08
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Kicking Off Annuity Awareness Month: EDU #2423
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2024-06-05
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Annuities, Pensions, and Social Security: Q&A #2422
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2024-06-01
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Our Retirement Planning Process and Philosophy Part 6: EDU #2422
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2024-05-29
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Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421
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2024-05-25
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Our Retirement Planning Process and Philosophy Part 5: EDU #2421
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2024-05-22
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IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420
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2024-05-18
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Our Retirement Planning Process and Philosophy Part 4: EDU #2420
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2024-05-15
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Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
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2024-05-11
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Our Retirement Planning Process and Philosophy Part 3: EDU #2419
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2024-05-08
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Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418
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2024-05-04
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Our Retirement Planning Process and Philosophy Part 2: EDU #2418
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2024-05-01
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Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
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2024-04-27
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