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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Economics Personal Finance
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Episodes
  • Retirement Planning Philosophy and Process Dialog: EDU #2450

    Retirement Planning Philosophy and Process Dialog: EDU #2450
    Dec 11 2024

    Jim and Chris once again welcome their colleague, Jake Turner, EA, and Candidate for CFP® certification, to the show. Together, they address listener questions and take a deeper dive into their retirement planning philosophy and process.

    The post Retirement Planning Philosophy and Process Dialog: EDU #2450 appeared first on The Retirement and IRA Show.
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    1 hr and 9 mins
  • Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449

    Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449
    Dec 7 2024

    Jim and Chris discuss listener questions relating to the Family Benefit Limit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income. (10:00) Georgette asks about factoring in the Family Benefit Limit while deciding when to start taking Social Security (19:30) A listener looks for a better understanding of […]

    The post Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449 appeared first on The Retirement and IRA Show.
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    1 hr and 16 mins
  • Common Estate Planning Mistakes: EDU #2449

    Common Estate Planning Mistakes: EDU #2449
    Dec 4 2024

    Chris is joined by estate planning attorney Shelley Thompson while Jim is traveling. Chris and Shelley discuss common mistakes people make with their Wills.

    The post Common Estate Planning Mistakes: EDU #2449 appeared first on The Retirement and IRA Show.
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    1 hr and 7 mins

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