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 1: EDU #2417
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2024-04-24
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Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
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2024-04-20
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Our Retirement Planning Process and Philosophy Intro: EDU #2416
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2024-04-17
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Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
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2024-04-13
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Our Retirement Planning Process Prequel: EDU #2415
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2024-04-10
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IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414
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2024-04-06
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Capital Gains and Wash Sale Rule: EDU #2414
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2024-04-03
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Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413
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2024-03-30
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Retirement Planning Dialogue Series 3: EDU #2413
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2024-03-27
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Social Security, Rollovers, Annuities, and Trusts: Q&A #2412
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2024-03-23
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Retirement Planning Dialogue Series 2: EDU #2412
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2024-03-20
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Social Security, 529/Roth Conversions, and HSAs: Q&A #2411
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2024-03-16
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Retirement Planning Dialogue Series 1: EDU #2411
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2024-03-13
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Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410
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2024-03-09
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Converting A 529 To A Roth IRA: EDU #2410
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2024-03-06
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Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409
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2024-03-02
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Taking The 2024 Ed Slott Quiz Continued: EDU #2409
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2024-02-28
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Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
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2024-02-24
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Taking The 2024 Ed Slott Quiz: EDU #2408
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2024-02-21
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Social Security, IRMAA, GPO, and Annuities: Q&A #2407
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2024-02-17
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