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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Date published
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Roth Conversions and RMDs: EDU #2447
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2024-11-20
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Social Security Benefits, Roth Conversions, and RMDs: QA #2446
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2024-11-16
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SECURE Act Updates: EDU #2446
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2024-11-13
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Social Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445
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2024-11-09
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Stretch IRA Rules and More: EDU #2445
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2024-11-06
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Medicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444
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2024-11-02
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How Listeners are Implementing Our Planning Process: EDU #2444
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2024-10-30
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Social Security WEP and GPO Special: Q&A #2443
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2024-10-26
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Qualified Annuities and IRA Deep Dive: EDU #2443
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2024-10-23
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Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442
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2024-10-19
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Medicare Enrollment Assistance Special Episode: EDU #2442
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2024-10-16
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Social Security Benefits and Roth IRA Annuities: Q&A #2441
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2024-10-12
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Medicare Insurance Special: EDU #2441
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2024-10-09
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Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440
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2024-10-05
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Our Retirement Planning Process: EDU #2440
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2024-10-02
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Buffered ETFs Special Episode: Q&A #2439
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2024-09-28
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Estate Planning Special Edition: EDU #2439
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2024-09-25
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Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438
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2024-09-21
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Our Retirement Planning Process and Philosophy Part 13: EDU #2438
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2024-09-18
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COLA, WEP, and Annuities: Q&A #2437
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2024-09-14
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