The Retirement and IRA Show By cover art

The Retirement and IRA Show

By: Jim Saulnier CFP® & Chris Stein CFP®
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  • Summary

  • 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!
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Episodes
  • Our Retirement Planning Process and Philosophy Part 5: EDU #2421

    Our Retirement Planning Process and Philosophy Part 5: EDU #2421
    May 22 2024

    Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number.

    The post Our Retirement Planning Process and Philosophy Part 5: EDU #2421 appeared first on The Retirement and IRA Show.
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    1 hr and 39 mins
  • IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420

    IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420
    May 18 2024

    Chris and Paul sit down to answer listeners questions regarding IRAs, HSAs, QCDs, taxes, and rolling forward passive losses. (3:30) George asks about being able to take an IRA distribution and rolling it into an HSA. (22:00) Georgette wonders if she can delay taking her first RMD to benefit from the timing of her current […]

    The post IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420 appeared first on The Retirement and IRA Show.
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    1 hr and 9 mins
  • Our Retirement Planning Process and Philosophy Part 4: EDU #2420

    Our Retirement Planning Process and Philosophy Part 4: EDU #2420
    May 15 2024

    Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number.

    The post Our Retirement Planning Process and Philosophy Part 4: EDU #2420 appeared first on The Retirement and IRA Show.
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    1 hr
Economics Personal Finance
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