The Retirement and IRA Show
Podcast tekijän mukaan Jim Saulnier, CFP® & Chris Stein, CFP®
464 Jaksot
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Social Security, Pensions, and Backdoor Roth Contributions: Q&A #2111
Julkaistiin: 13.3.2021 -
The Operation of Annuities: EDU #2110
Julkaistiin: 10.3.2021 -
Social Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110
Julkaistiin: 6.3.2021 -
Annuity Features and MDF Coverage: EDU #2109
Julkaistiin: 3.3.2021 -
Charitable Remainder Trust (CRT) Questions: Q&A #2109
Julkaistiin: 27.2.2021 -
Charitable Remainder Trusts (CRTs): EDU #2108
Julkaistiin: 24.2.2021 -
Social Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108
Julkaistiin: 20.2.2021 -
Indexed Annuities Part Two: EDU #2107
Julkaistiin: 17.2.2021 -
Spousal Benefits, Fixed Annuities, and Coronavirus Distributions: Q&A #2107
Julkaistiin: 13.2.2021 -
Indexed Annuities: EDU #2106
Julkaistiin: 10.2.2021 -
Social Security, IRAs, and Book Recommendations : Q&A #2106
Julkaistiin: 6.2.2021 -
Traditional LTC vs. Hybrid LTC: EDU #2105
Julkaistiin: 3.2.2021 -
Everything Long Term Care (LTC) Insurance: Q&A #2105
Julkaistiin: 30.1.2021 -
Retiring With Modest Savings: EDU #2104
Julkaistiin: 27.1.2021 -
Long Term Care: Q&A #2104
Julkaistiin: 23.1.2021 -
IRAs and Related Tax Forms: EDU #2103
Julkaistiin: 20.1.2021 -
Pensions, IRAs, RMDs, 401k Rollovers: Q&A #2103
Julkaistiin: 16.1.2021 -
Self-Funding LTC Expenses and Aging Assistance: EDU #2102
Julkaistiin: 13.1.2021 -
Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102
Julkaistiin: 9.1.2021 -
LTC Policies and Considerations: EDU #2101
Julkaistiin: 6.1.2021
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
