The Retirement and IRA Show
By Jim Saulnier, CFP® & Chris Stein, CFP®
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Category: Investing
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Subscribers: 160
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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Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516
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Apr 19, 2025 |
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Asset Positioning in the Transition Period: EDU #2516
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Apr 16, 2025 |
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Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515
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Apr 12, 2025 |
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Defining Unicorn Status in Retirement: EDU #2515
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Apr 09, 2025 |
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Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514
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Apr 05, 2025 |
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Weathering Market Downturns: EDU #2514
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Apr 02, 2025 |
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Identity Theft, Spousal Benefits, RMD Taxes, IRA Withdrawals, and 401(k) Contribution Limits: Q&A #2513
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Mar 29, 2025 |
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Roth 5-Year Rules and the Tax Planning Window: EDU #2513
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Mar 26, 2025 |
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Social Security Benefits, Roth Conversions, and Annuities: Q&A #2512
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Mar 22, 2025 |
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Things That Make You Go Hmm – RMD Rules, IRA Mistakes, and Tax Court Surprises: EDU #2512
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Mar 19, 2025 |
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Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511
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Mar 15, 2025 |
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IRA Rules Quiz: EDU #2511
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Mar 12, 2025 |
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Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510
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Mar 08, 2025 |
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Setting the Record Straight on Clickbait vs Reality: EDU #2510
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Mar 05, 2025 |
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Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509
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Mar 01, 2025 |
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False Facts and Real Consequences: EDU #2509
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Feb 26, 2025 |
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Social Security Benefits, RMD Taxes, IRMAA, and Social Security Taxation: Q&A #2508
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Feb 22, 2025 |
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Our Retirement Planning Philosophy and Approach, Condensed Version: EDU #2508
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Feb 19, 2025 |
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Social Security, IRMAA, IRA Distributions, Roth Contributions, Catch-up Contributions, and Inherited IRA RMDs: Q&A #2507
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Feb 15, 2025 |
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A Smart Approach to Retirement: EDU #2507
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Feb 12, 2025 |
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Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506
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Feb 08, 2025 |
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A Discussion on Simplified Retirement Planning: EDU #2506
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Feb 05, 2025 |
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Social Security, QLACs, and ETFs: Q&A #2505
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Feb 01, 2025 |
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Safe Withdrawal Rate: EDU #2505
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Jan 29, 2025 |
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Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
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Jan 25, 2025 |
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Charitable Remainder Trusts Part 2: EDU #2504
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Jan 22, 2025 |
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Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503
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Jan 18, 2025 |
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“Super-Catchup” Retirement Plan Contributions: EDU #2503
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Jan 15, 2025 |
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Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502
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Jan 11, 2025 |
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Retirement Planning Dialogue: EDU #2502
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Jan 08, 2025 |
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Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501
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Jan 04, 2025 |
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Developing Confidence With Retirement Spending: EDU #2501
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Jan 01, 2025 |
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Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452
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Dec 28, 2024 |
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Individualized Retirement Planning Strategies: EDU #2452
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Dec 25, 2024 |
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IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
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Dec 21, 2024 |
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Charitable Remainder Trusts Part 1: EDU #2451
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Dec 18, 2024 |
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IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450
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Dec 14, 2024 |
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Retirement Planning Philosophy and Process Dialog: EDU #2450
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Dec 11, 2024 |
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Family Maximum Benefit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449
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Dec 07, 2024 |
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Common Estate Planning Mistakes: EDU #2449
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Dec 04, 2024 |
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Social Security, Annuity RMDs, and Being a CFP: Q&A #2448
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Nov 30, 2024 |
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60-day Rollover Conversion Strategy: EDU #2448
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Nov 27, 2024 |
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Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
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Nov 23, 2024 |
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Roth Conversions and RMDs: EDU #2447
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Nov 20, 2024 |
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Social Security Benefits, Roth Conversions, and RMDs: Q&A #2446
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Nov 16, 2024 |
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SECURE Act Updates: EDU #2446
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Nov 13, 2024 |
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Social Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445
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Nov 09, 2024 |
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Stretch IRA Rules and More: EDU #2445
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Nov 06, 2024 |
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Medicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444
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Nov 02, 2024 |
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How Listeners are Implementing Our Planning Process: EDU #2444
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Oct 30, 2024 |
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Social Security WEP and GPO Special: Q&A #2443
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Oct 26, 2024 |
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Qualified Annuities and IRA Deep Dive: EDU #2443
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Oct 23, 2024 |
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Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442
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Oct 19, 2024 |
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Medicare Enrollment Assistance Special Episode: EDU #2442
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Oct 16, 2024 |
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Social Security Benefits and Roth IRA Annuities: Q&A #2441
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Oct 12, 2024 |
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Medicare Insurance Special: EDU #2441
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Oct 09, 2024 |
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Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440
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Oct 05, 2024 |
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Our Retirement Planning Process: EDU #2440
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Oct 02, 2024 |
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Buffered ETFs Special Episode: Q&A #2439
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Sep 28, 2024 |
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Estate Planning Special Edition: EDU #2439
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Sep 25, 2024 |
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Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438
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Sep 21, 2024 |
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Our Retirement Planning Process and Philosophy Part 13: EDU #2438
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Sep 18, 2024 |
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COLA, WEP, and Annuities: Q&A #2437
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Sep 14, 2024 |
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Our Retirement Planning Process and Philosophy Part 12: EDU #2437
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Sep 11, 2024 |
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Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436
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Sep 07, 2024 |
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Our Retirement Planning Process and Philosophy Part 11: EDU #2436
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Sep 04, 2024 |
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Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435
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Aug 31, 2024 |
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Our Retirement Planning Process Questions Answered: EDU #2435
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Aug 28, 2024 |
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Social Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434
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Aug 24, 2024 |
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Our Retirement Planning Process and Philosophy Part 10: EDU #2434
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Aug 21, 2024 |
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Social Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433
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Aug 17, 2024 |
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Our Retirement Planning Process and Philosophy Part 9: EDU #2433
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Aug 14, 2024 |
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SS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432
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Aug 10, 2024 |
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Our Retirement Planning Process and Philosophy Part 8: EDU #2432
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Aug 07, 2024 |
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Social Security, Annuities, and Inherited Roth IRAs: Q&A #2431
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Aug 03, 2024 |
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Our Retirement Planning Process and Philosophy Part 7: EDU #2431
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Jul 31, 2024 |
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Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430
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Jul 27, 2024 |
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In-Depth Principal Protected Structured ETFs: EDU #2430
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Jul 24, 2024 |
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Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
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Jul 20, 2024 |
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Estate Planning 101: EDU #2429
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Jul 17, 2024 |
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Tax Questions Answered: Q&A #2428
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Jul 13, 2024 |
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Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428
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Jul 10, 2024 |
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COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427
|
Jul 06, 2024 |
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Is There a Simpler Approach to Retirement Planning?: EDU #2427
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Jul 03, 2024 |
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Social Security, Roth Withdrawals, and IRAs: Q&A #2426
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Jun 29, 2024 |
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Covering MDF With Lifetime Secure Income: EDU #2426
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Jun 26, 2024 |
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Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
|
Jun 22, 2024 |
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Insurance Companies and Annuities: EDU #2425
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Jun 19, 2024 |
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Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
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Jun 15, 2024 |
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Income Benefits Of Non-Annuitized Annuities: EDU #2424
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Jun 12, 2024 |
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Rollover Issues and Income Annuities: Q&A #2423
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Jun 08, 2024 |
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Kicking Off Annuity Awareness Month: EDU #2423
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Jun 05, 2024 |
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Annuities, Pensions, and Social Security: Q&A #2422
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Jun 01, 2024 |
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Our Retirement Planning Process and Philosophy Part 6: EDU #2422
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May 29, 2024 |
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Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421
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May 25, 2024 |
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Our Retirement Planning Process and Philosophy Part 5: EDU #2421
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May 22, 2024 |
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IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420
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May 18, 2024 |
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Our Retirement Planning Process and Philosophy Part 4: EDU #2420
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May 15, 2024 |
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Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
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May 11, 2024 |
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Our Retirement Planning Process and Philosophy Part 3: EDU #2419
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May 08, 2024 |