464 Avsnitt

  1. Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406

    Publicerades: 2024-02-10

  2. Different Approaches To Retirement Planning Continued: EDU #2406

    Publicerades: 2024-02-07

  3. Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405

    Publicerades: 2024-02-03

  4. Different Approaches To Retirement Planning: EDU #2405

    Publicerades: 2024-01-31

  5. Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404

    Publicerades: 2024-01-27

  6. Section 204 Of Secure Act 2.0: EDU #2404

    Publicerades: 2024-01-24

  7. Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403

    Publicerades: 2024-01-20

  8. Private Letter Ruling On Inherited IRAs: EDU #2403

    Publicerades: 2024-01-17

  9. Social Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402

    Publicerades: 2024-01-13

  10. Target Outcome TIPS ETFs: EDU #2402

    Publicerades: 2024-01-10

  11. Medicare, IRMAA, Social Security, Roth Conversions, Taxes, RMDs, and Trusts: Q&A #2401

    Publicerades: 2024-01-06

  12. Seniors and Insurance: EDU #2401

    Publicerades: 2024-01-03

  13. Social Security, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352

    Publicerades: 2023-12-30

  14. Quarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352

    Publicerades: 2023-12-27

  15. Social Security, WEP, IRMAA, and Retirement Planning: Q&A #2351

    Publicerades: 2023-12-23

  16. Quarterly Dialogue: Spending The Fun Number: EDU #2351

    Publicerades: 2023-12-20

  17. Social Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350

    Publicerades: 2023-12-16

  18. Quarterly Dialogue: Inflation: EDU #2350

    Publicerades: 2023-12-13

  19. IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349

    Publicerades: 2023-12-09

  20. Guidance On A Listeners Situation: EDU #2349

    Publicerades: 2023-12-06

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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! Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY

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