The Retirement and IRA Show
Podcast tekijän mukaan Jim Saulnier, CFP® & Chris Stein, CFP®
Kategoriat:
418 Jaksot
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Social Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433
Julkaistiin: 17.8.2024 -
Our Retirement Planning Process and Philosophy Part 9: EDU #2433
Julkaistiin: 14.8.2024 -
SS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432
Julkaistiin: 10.8.2024 -
Our Retirement Planning Process and Philosophy Part 8: EDU #2432
Julkaistiin: 7.8.2024 -
Social Security, Annuities, and Inherited Roth IRAs: Q&A #2431
Julkaistiin: 3.8.2024 -
Our Retirement Planning Process and Philosophy Part 7: EDU #2431
Julkaistiin: 31.7.2024 -
Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430
Julkaistiin: 27.7.2024 -
In-Depth Principal Protected Structured ETFs: EDU #2430
Julkaistiin: 24.7.2024 -
Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
Julkaistiin: 20.7.2024 -
Estate Planning 101: EDU #2429
Julkaistiin: 17.7.2024 -
Tax Questions Answered: Q&A #2428
Julkaistiin: 13.7.2024 -
Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428
Julkaistiin: 10.7.2024 -
COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427
Julkaistiin: 6.7.2024 -
Is There a Simpler Approach to Retirement Planning?: EDU #2427
Julkaistiin: 3.7.2024 -
Social Security, Roth Withdrawals, and IRAs: Q&A #2426
Julkaistiin: 29.6.2024 -
Covering MDF With Lifetime Secure Income: EDU #2426
Julkaistiin: 26.6.2024 -
Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
Julkaistiin: 22.6.2024 -
Insurance Companies and Annuities: EDU #2425
Julkaistiin: 19.6.2024 -
Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
Julkaistiin: 15.6.2024 -
Income Benefits Of Non-Annuitized Annuities: EDU #2424
Julkaistiin: 12.6.2024
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
