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The Retirement and IRA Show

De: Jim Saulnier CFP® & Chris Stein CFP®
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  • Resumen

  • 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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Episodios
  • Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424

    Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
    Jun 15 2024

    Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) A listener looks for clarification on calculating spousal Social Security benefits and what happens when you […]

    The post Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424 appeared first on The Retirement and IRA Show.
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    1 h y 24 m
  • Income Benefits Of Non-Annuitized Annuities: EDU #2424

    Income Benefits Of Non-Annuitized Annuities: EDU #2424
    Jun 12 2024

    Jim and Chris continue their discussion from last weeks QA show regarding the income benefits of a non annuitized annuity.

    The post Income Benefits Of Non-Annuitized Annuities: EDU #2424 appeared first on The Retirement and IRA Show.
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    Menos de 1 minuto
  • Rollover Issues and Income Annuities: Q&A #2423

    Rollover Issues and Income Annuities: Q&A #2423
    Jun 8 2024

    Jim and Chris take a deep dive on a listener question relating to a problem with a rollover and provide their thoughts on purchasing a Deferred Income Annuity (DIA).

    The post Rollover Issues and Income Annuities: Q&A #2423 appeared first on The Retirement and IRA Show.
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    Menos de 1 minuto
Economía Finanzas Personales
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