The Retirement and IRA Show
By Jim Saulnier, CFP® & Chris Stein, CFP®
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Category: Investing
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Subscribers: 137
Reviews: 1
Episodes: 100
Oct 29, 2020
Description
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!
| Episode | Date |
|---|---|
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Our Retirement Planning Process and Philosophy Part 3: EDU #2418
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May 01, 2024 |
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Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
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Apr 27, 2024 |
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Our Retirement Planning Process and Philosophy Part 2: EDU #2417
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Apr 24, 2024 |
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Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
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Apr 20, 2024 |
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Our Retirement Planning Process and Philosophy Part 1: EDU #2416
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Apr 17, 2024 |
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Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
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Apr 13, 2024 |
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Our Retirement Planning Process Prequel: EDU #2415
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Apr 10, 2024 |
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IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414
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Apr 06, 2024 |
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Capital Gains and Wash Sale Rule: EDU #2414
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Apr 03, 2024 |
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Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413
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Mar 30, 2024 |
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Retirement Planning Dialogue Series 3: EDU #2413
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Mar 27, 2024 |
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Social Security, Rollovers, Annuities, and Trusts: Q&A #2412
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Mar 23, 2024 |
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Retirement Planning Dialogue Series 2: EDU #2412
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Mar 20, 2024 |
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Social Security, 529/Roth Conversions, and HSAs: Q&A #2411
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Mar 16, 2024 |
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Retirement Planning Dialogue Series 1: EDU #2411
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Mar 13, 2024 |
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Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410
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Mar 09, 2024 |
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Converting A 529 To A Roth IRA: EDU #2410
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Mar 06, 2024 |
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Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409
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Mar 02, 2024 |
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Taking The 2024 Ed Slott Quiz Continued: EDU #2409
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Feb 28, 2024 |
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Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
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Feb 24, 2024 |
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Taking The 2024 Ed Slott Quiz: EDU #2408
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Feb 21, 2024 |
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Social Security, IRMAA, GPO, and Annuities: Q&A #2407
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Feb 17, 2024 |
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Secure Act 2.0 and Section 204 Continued: EDU #2407
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Feb 14, 2024 |
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Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406
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Feb 10, 2024 |
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Different Approaches To Retirement Planning Continued: EDU #2406
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Feb 07, 2024 |
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Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405
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Feb 03, 2024 |
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Different Approaches To Retirement Planning: EDU #2405
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Jan 31, 2024 |
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Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404
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Jan 27, 2024 |
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Section 204 Of Secure Act 2.0: EDU #2404
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Jan 24, 2024 |
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Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403
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Jan 20, 2024 |
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Private Letter Ruling On Inherited IRAs: EDU #2403
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Jan 17, 2024 |
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Social Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402
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Jan 13, 2024 |
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Target Outcome TIPS ETFs: EDU #2402
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Jan 10, 2024 |
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Medicare, IRMAA, Social Security, Roth Conversions, Taxes, RMDs, and Trusts: Q&A #2401
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Jan 06, 2024 |
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Seniors and Insurance: EDU #2401
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Jan 03, 2024 |
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Social Security, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352
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Dec 30, 2023 |
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Quarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352
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Dec 27, 2023 |
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Social Security, WEP, IRMAA, and Retirement Planning: Q&A #2351
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Dec 23, 2023 |
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Quarterly Dialogue: Spending The Fun Number: EDU #2351
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Dec 20, 2023 |
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Social Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350
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Dec 16, 2023 |
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Quarterly Dialogue: Inflation: EDU #2350
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Dec 13, 2023 |
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IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349
|
Dec 09, 2023 |
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Guidance On A Listeners Situation: EDU #2349
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Dec 06, 2023 |
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Social Security, IRMAA, QLACs, MYGAs, and Taxes: Q&A #2348
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Dec 02, 2023 |
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Things To Consider When Choosing A Financial Advisor/Planner: EDU #2348
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Nov 29, 2023 |
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Thanksgiving Break: Q&A #2347
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Nov 25, 2023 |
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Inflation, MDF, and Bond Ladders: EDU #2347
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Nov 22, 2023 |
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Social Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346
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Nov 18, 2023 |
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Funding MDF and Addressing Inflation: EDU #2346
|
Nov 15, 2023 |
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IRMAA, SSA-44, and Social Security Spousal/Survivor Benefits: Q&A #2345
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Nov 11, 2023 |
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Safe Withdrawal Rate Vs. Income Annuity: EDU #2345
|
Nov 08, 2023 |
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Social Security, IRMAA, Annuities, and Roth Conversions: Q&A #2344
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Nov 04, 2023 |
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Special Tax Treatment Accounts: EDU #2344
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Nov 01, 2023 |
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Social Security, IRMAA, Basis In IRAs, and SPIAs: Q&A #2343
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Oct 28, 2023 |
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Discussing An Article On Traditional Retirement Models Continued: EDU #2343
|
Oct 25, 2023 |
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Social Security, IRMAA, QCDs, RMDs, and Annuities: Q&A #2342
|
Oct 21, 2023 |
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Discussing An Article On Traditional Retirement Models: EDU #2342
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Oct 18, 2023 |
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Social Security, IRMAA, Roth Conversions, SPIAs, and QCDs: Q&A #2341
|
Oct 14, 2023 |
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A Social Security Special: EDU #2341
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Oct 11, 2023 |
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Social Security, Spousal Benefits, IRMAA, SPIAs, and Excess Contributions: Q&A #2340
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Oct 07, 2023 |
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Reviewing The Ed Slott Test Continued: EDU #2340
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Oct 04, 2023 |
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Social Security, GPO, Spousal Benefits, IRMAA, SPIAs, and Secure Act 2.0: Q&A #2339
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Sep 30, 2023 |
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Reviewing The Ed Slott Test: EDU #2339
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Sep 27, 2023 |
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Social Security, PIA, IRMAA, MDF, and Annuities: Q&A #2338
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Sep 23, 2023 |
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Reexamining The Fun Number, MDF and Secure Income Part 5: EDU #2338
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Sep 20, 2023 |
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Social Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337
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Sep 16, 2023 |
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Reexamining The Fun Number, MDF and Secure Income Part 4: EDU #2337
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Sep 13, 2023 |
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Social Security, IRMAA, Fun Number, and MDF: Q&A #2336
|
Sep 09, 2023 |
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Reexamining The Fun Number, MDF and Secure Income Part 3: EDU #2336
|
Sep 06, 2023 |
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Social Security, IRMAA, MDF, and Fun Spending: Q&A #2335
|
Sep 02, 2023 |
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Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335
|
Aug 30, 2023 |
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Social Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334
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Aug 26, 2023 |
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Reexamining The Fun Number, MDF and Secure Income: EDU #2334
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Aug 23, 2023 |
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Social Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333
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Aug 19, 2023 |
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Addressing Concerns Posed In Financial Planning Article Part 2: EDU #2333
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Aug 16, 2023 |
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Social Security, Annuities, Roth Conversions, IRMAA, and Buffered Investments: Q&A #2332
|
Aug 12, 2023 |
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Addressing Concerns Posed In Financial Planning Article: EDU #2332
|
Aug 09, 2023 |
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Social Security, WEP, Survivor Benefits, RMDs, and Pensions: Q&A #2331
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Aug 05, 2023 |
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Powers Of Attorney and Beneficiary Changes: EDU #2331
|
Aug 02, 2023 |
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Social Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330
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Jul 29, 2023 |
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Common Financial Power Of Attorney Mistakes: EDU #2330
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Jul 26, 2023 |
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Social Security, Pensions, RMDs, Roth Conversions, and 529 Plans: Q&A #2329
|
Jul 22, 2023 |
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Life Insurance Versus Roth IRAs: EDU #2329
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Jul 19, 2023 |
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Social Security, HSAs, MYGAs, and Roth IRAs: Q&A #2328
|
Jul 15, 2023 |
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Discussing The Financial Planning Challenge and Associated Quiz Continued: EDU #2328
|
Jul 12, 2023 |
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Social Security, Insurance, IRMAA, and MYGAs: Q&A #2327
|
Jul 08, 2023 |
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Discussing The Financial Planning Challenge and Associated Quiz: EDU #2327
|
Jul 05, 2023 |
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Social Security, DIAs, QLACs, and Interest Rates: Q&A #2326
|
Jul 01, 2023 |
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Owning An Annuity Inside An IRA: EDU #2326
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Jun 28, 2023 |
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Social Security, Spousal/Survivor Benefits, SPIAs, and IRA Basis: Q&A #2325
|
Jun 24, 2023 |
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The Basics Of Annuities: EDU #2325
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Jun 21, 2023 |
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Social Security, Roth IRAs, 403(b) Accounts, and Pensions: Q&A #2324
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Jun 17, 2023 |
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When To Consider An Annuity: EDU #2324
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Jun 14, 2023 |
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Social Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs: Q&A #2323
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Jun 10, 2023 |
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RMD Correction and Annuities in Retirement: EDU #2323
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Jun 07, 2023 |
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Social Security, RMDs, and Inherited Annuities: Q&A #2322
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Jun 03, 2023 |
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Secure Act 2.0 Updates and Clarification Part 5: EDU #2322
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May 31, 2023 |
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Social Security, IRA Beneficiaries, QCDs, and IRMAA Exceptions: Q&A #2321
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May 27, 2023 |
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Secure Act 2.0 Updates and Clarification Part 4: EDU #2321
|
May 24, 2023 |
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Social Security, IRMAA, Roth Conversions, RMDs and Beneficiaries: Q&A #2320
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May 20, 2023 |