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The Retirement and IRA Show

By: Jim Saulnier CFP® & Chris Stein CFP®
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  • Summary

  • 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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Episodes
  • Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425

    Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
    Jun 22 2024

    Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs. (3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit. (14:30) A listener wonders if there’s anything they need to be aware of when considering IRMAA and Roth conversions. (24:00) George asks […]

    The post Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425 appeared first on The Retirement and IRA Show.
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    1 hr and 12 mins
  • Insurance Companies and Annuities: EDU #2425

    Insurance Companies and Annuities: EDU #2425
    Jun 19 2024

    Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2.

    The post Insurance Companies and Annuities: EDU #2425 appeared first on The Retirement and IRA Show.
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    1 hr and 14 mins
  • Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424

    Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
    Jun 15 2024

    Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) A listener looks for clarification on calculating spousal Social Security benefits and what happens when you […]

    The post Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424 appeared first on The Retirement and IRA Show.
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    1 hr and 24 mins
Economics Personal Finance
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