The Retirement and IRA Show
Podcast tekijän mukaan Jim Saulnier, CFP® & Chris Stein, CFP®
Kategoriat:
418 Jaksot
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Rollover Issues and Income Annuities: Q&A #2423
Julkaistiin: 8.6.2024 -
Kicking Off Annuity Awareness Month: EDU #2423
Julkaistiin: 5.6.2024 -
Annuities, Pensions, and Social Security: Q&A #2422
Julkaistiin: 1.6.2024 -
Our Retirement Planning Process and Philosophy Part 6: EDU #2422
Julkaistiin: 29.5.2024 -
Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421
Julkaistiin: 25.5.2024 -
Our Retirement Planning Process and Philosophy Part 5: EDU #2421
Julkaistiin: 22.5.2024 -
IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420
Julkaistiin: 18.5.2024 -
Our Retirement Planning Process and Philosophy Part 4: EDU #2420
Julkaistiin: 15.5.2024 -
Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
Julkaistiin: 11.5.2024 -
Our Retirement Planning Process and Philosophy Part 3: EDU #2419
Julkaistiin: 8.5.2024 -
Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418
Julkaistiin: 4.5.2024 -
Our Retirement Planning Process and Philosophy Part 2: EDU #2418
Julkaistiin: 1.5.2024 -
Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
Julkaistiin: 27.4.2024 -
Our Retirement Planning Process and Philosophy Part 1: EDU #2417
Julkaistiin: 24.4.2024 -
Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
Julkaistiin: 20.4.2024 -
Our Retirement Planning Process and Philosophy Intro: EDU #2416
Julkaistiin: 17.4.2024 -
Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
Julkaistiin: 13.4.2024 -
Our Retirement Planning Process Prequel: EDU #2415
Julkaistiin: 10.4.2024 -
IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414
Julkaistiin: 6.4.2024 -
Capital Gains and Wash Sale Rule: EDU #2414
Julkaistiin: 3.4.2024
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
