The Retirement and IRA Show Podcast Por Jim Saulnier CFP® & Chris Stein CFP® arte de portada

The Retirement and IRA Show

The Retirement and IRA Show

De: Jim Saulnier CFP® & Chris Stein CFP®
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 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! Economía Finanzas Personales
Episodios
  • Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523

    Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523
    Jun 7 2025

    Jim and Chris answer questions on defined maturity bond ETFs, Social Security account linking and spousal offsets, 401k annuities vs IRA Annuities, and annuitization definitions.(14:30) Jacob joins the guys to explain how estimated net acquisition yield works for defined maturity bond ETFs, including how to interpret it and evaluate risk when holding through maturity.(38:30) A […]

    The post Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523 appeared first on The Retirement and IRA Show.
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    1 h y 25 m
  • Annuities in Retirement Planning: EDU #2523

    Annuities in Retirement Planning: EDU #2523
    Jun 4 2025

    Chris’s Summary:Jim and I kick off our annual Annuity Awareness Month series by explaining how using annuities in retirement planning can help manage longevity risk and provide guaranteed income. We cover when they’re worth considering, what they actually solve for, and how they might fit into a plan—if at all. We also explain why many […]

    The post Annuities in Retirement Planning: EDU #2523 appeared first on The Retirement and IRA Show.
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    1 h y 9 m
  • Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522

    Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522
    May 31 2025

    Jim and Chris answer listener questions on Social Security filing, a PSA on SSA’s online application process, the Roth 5-Year Rule, HSA strategy, and bond principal risk. (8:00) A listener asks whether Social Security’s claim that delayed retirement credits aren’t applied until the end of the following year is accurate, and whether anyone receives them […]

    The post Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522 appeared first on The Retirement and IRA Show.
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    1 h y 16 m
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