The Retirement and IRA Show
Podcast tekijän mukaan Jim Saulnier, CFP® & Chris Stein, CFP®
Kategoriat:
418 Jaksot
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Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403
Julkaistiin: 20.1.2024 -
Private Letter Ruling On Inherited IRAs: EDU #2403
Julkaistiin: 17.1.2024 -
Social Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402
Julkaistiin: 13.1.2024 -
Target Outcome TIPS ETFs: EDU #2402
Julkaistiin: 10.1.2024 -
Medicare, IRMAA, Social Security, Roth Conversions, Taxes, RMDs, and Trusts: Q&A #2401
Julkaistiin: 6.1.2024 -
Seniors and Insurance: EDU #2401
Julkaistiin: 3.1.2024 -
Social Security, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352
Julkaistiin: 30.12.2023 -
Quarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352
Julkaistiin: 27.12.2023 -
Social Security, WEP, IRMAA, and Retirement Planning: Q&A #2351
Julkaistiin: 23.12.2023 -
Quarterly Dialogue: Spending The Fun Number: EDU #2351
Julkaistiin: 20.12.2023 -
Social Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350
Julkaistiin: 16.12.2023 -
Quarterly Dialogue: Inflation: EDU #2350
Julkaistiin: 13.12.2023 -
IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349
Julkaistiin: 9.12.2023 -
Guidance On A Listeners Situation: EDU #2349
Julkaistiin: 6.12.2023 -
Social Security, IRMAA, QLACs, MYGAs, and Taxes: Q&A #2348
Julkaistiin: 2.12.2023 -
Things To Consider When Choosing A Financial Advisor/Planner: EDU #2348
Julkaistiin: 29.11.2023 -
Thanksgiving Break: Q&A #2347
Julkaistiin: 25.11.2023 -
Inflation, MDF, and Bond Ladders: EDU #2347
Julkaistiin: 22.11.2023 -
Social Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346
Julkaistiin: 18.11.2023 -
Funding MDF and Addressing Inflation: EDU #2346
Julkaistiin: 15.11.2023
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
