The Retirement and IRA Show
Podcast tekijän mukaan Jim Saulnier, CFP® & Chris Stein, CFP®
464 Jaksot
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Tax Mitigation, RMDs, and Roth Conversions: Q&A #2220
Julkaistiin: 14.5.2022 -
Things Everyone Should Know About Social Security: EDU #2219
Julkaistiin: 11.5.2022 -
Social Security, Pensions, Gifting, TIPS, and Inheritance: Q&A #2219
Julkaistiin: 7.5.2022 -
Estate Planning Symposium Topics: EDU #2218
Julkaistiin: 4.5.2022 -
Everything Long-Term Care (LTC): Q&A #2218
Julkaistiin: 30.4.2022 -
Clarification On Asset Positioning: EDU #2217
Julkaistiin: 27.4.2022 -
Social Security WEP/GPO, Roth Conversions, and Annuities: Q&A #2217
Julkaistiin: 23.4.2022 -
The 4% Rule: EDU #2216
Julkaistiin: 20.4.2022 -
Social Security, Fixed Index Annuities, Rollovers, and Inherited Annuities: Q&A #2216
Julkaistiin: 16.4.2022 -
Differing Approaches To Retirement: EDU #2215
Julkaistiin: 13.4.2022 -
Social Security, Medicare, Life Insurance, and Retirement Planning: Q&A #2215
Julkaistiin: 9.4.2022 -
The Minimum Dignity Floor (MDF): EDU #2214
Julkaistiin: 6.4.2022 -
WEP, Social Security, Annuities, and Roth Conversions: Q&A #2214
Julkaistiin: 2.4.2022 -
Variable Annuities In Retirement Portfolios: EDU #2213
Julkaistiin: 30.3.2022 -
Social Security, Home Equity, Roth Conversions, QLACs, SPIAs, RMDs, 5-Year Rule, TOD Accounts, and Retirement Estimators: Q&A #2213
Julkaistiin: 26.3.2022 -
Why We Manage Assets Our Way Q&A Part 2: EDU #2212
Julkaistiin: 23.3.2022 -
Spousal Social Security, Roth Conversions, Rollovers, and Pensions: Q&A #2212
Julkaistiin: 19.3.2022 -
Why We Manage Assets Our Way Q&A Part 1: EDU #2211
Julkaistiin: 16.3.2022 -
Social Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211
Julkaistiin: 12.3.2022 -
Why We Manage Assets Our Way Part 5: EDU #2210
Julkaistiin: 9.3.2022
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
