The Retirement and IRA Show

554
Business #210, Investing #74

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!

More
Recent Episodes
  • Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523
    Jun 7, 2025 – 1:25:22
  • Annuities in Retirement Planning: EDU #2523
    Jun 4, 2025 – 1:09:02
  • Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522
    May 31, 2025 – 1:16:11
  • Flexible Retirement Spending: EDU #2522
    May 28, 2025 – 1:12:34
  • Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521
    May 24, 2025 – 1:35:39
  • Spending Confidently in Retirement with Kevin Sebesta: EDU #2521
    May 21, 2025 – 1:19:40
  • Social Security, HSA Strategy, and Cost Basis: Q&A #2520
    May 17, 2025 – 1:17:13
  • Exploring the Retirement Mindset with Kevin Sebesta: EDU #2520
    May 14, 2025 – 57:36
  • Social Security, IRMAA, IRA Beneficiary, and the Roth 5-Year Rule: Q&A #2519
    May 10, 2025 – 1:34:04
  • Retirement Plans for Aging: EDU #2519
    May 7, 2025 – 1:31:34
  • IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518
    May 3, 2025 – 1:30:52
  • Transition Period Strategy Part 3 – A Case Study: EDU #2518
    Apr 30, 2025 – 1:27:16
  • Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517
    Apr 26, 2025 – 1:05:39
  • Transition Period Strategy Part 2 – Positioning and Repositioning: EDU #2517
    Apr 23, 2025 – 1:18:00
  • Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516
    Apr 19, 2025 – 1:37:30
  • Transition Period Strategy Part 1 – Asset Positioning: EDU #2516
    Apr 16, 2025 – 1:24:55
  • Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515
    Apr 12, 2025 – 1:13:29
  • Defining Unicorn Status in Retirement: EDU #2515
    Apr 9, 2025 – 1:12:15
  • Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514
    Apr 5, 2025 – 1:43:11
  • Weathering Market Downturns: EDU #2514
    Apr 2, 2025 – 1:05:05
  • Identity Theft, Spousal Benefits, RMD Taxes, IRA Withdrawals, and 401(k) Contribution Limits: Q&A #2513
    Mar 29, 2025 – 1:16:40
  • Roth 5-Year Rules and the Tax Planning Window: EDU #2513
    Mar 26, 2025 – 1:16:49
  • Social Security Benefits, Roth Conversions, and Annuities: Q&A #2512
    Mar 22, 2025 – 1:15:07
  • Things That Make You Go Hmm – RMD Rules, IRA Mistakes, and Tax Court Surprises: EDU #2512
    Mar 19, 2025 – 1:09:21
  • Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511
    Mar 15, 2025 – 1:19:10
  • IRA Rules Quiz: EDU #2511
    Mar 12, 2025 – 59:52
  • Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510
    Mar 8, 2025 – 1:20:45
  • Setting the Record Straight on Clickbait vs Reality: EDU #2510
    Mar 5, 2025 – 59:00
  • Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509
    Mar 1, 2025 – 1:21:29
  • False Facts and Real Consequences: EDU #2509
    Feb 26, 2025 – 57:19
  • Social Security Benefits, RMD Taxes, IRMAA, and Social Security Taxation: Q&A #2508
    Feb 22, 2025 – 1:14:01
  • Our Retirement Planning Philosophy and Approach, Condensed Version: EDU #2508
    Feb 19, 2025 – 31:19
  • Social Security, IRMAA, IRA Distributions, Roth Contributions, Catch-up Contributions, and Inherited IRA RMDs: Q&A #2507
    Feb 15, 2025 – 1:11:49
  • A Smart Approach to Retirement: EDU #2507
    Feb 12, 2025 – 1:13:19
  • Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506
    Feb 8, 2025 – 1:10:15
  • A Discussion on Simplified Retirement Planning: EDU #2506
    Feb 5, 2025 – 59:20
  • Social Security, QLACs, and ETFs: Q&A #2505
    Feb 1, 2025 – 1:29:07
  • Safe Withdrawal Rate: EDU #2505
    Jan 29, 2025 – 1:28:54
  • Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
    Jan 25, 2025 – 1:34:17
  • Charitable Remainder Trusts Part 2: EDU #2504
    Jan 22, 2025 – 1:28:34
  • Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503
    Jan 18, 2025 – 1:05:47
  • “Super-Catchup” Retirement Plan Contributions: EDU #2503
    Jan 15, 2025 – 56:25
  • Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502
    Jan 11, 2025 – 1:21:51
  • Retirement Planning Dialogue: EDU #2502
    Jan 8, 2025 – 1:31:10
  • Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501
    Jan 4, 2025 – 1:32:54
  • Developing Confidence With Retirement Spending: EDU #2501
    Jan 1, 2025 – 1:16:21
  • Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452
    Dec 28, 2024 – 1:57:53
  • Individualized Retirement Planning Strategies: EDU #2452
    Dec 25, 2024 – 1:03:55
  • IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
    Dec 21, 2024 – 1:37:47
  • Charitable Remainder Trusts Part 1: EDU #2451
    Dec 18, 2024 – 1:08:33
Recent Reviews
Reviews loading...
Similar Podcasts
Disclaimer: The podcast and artwork on this page are property of the podcast owner, and not endorsed by UP.audio.