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
  • Social Security,Estate Planning PSA, Annuity Payments: Q&A #2546

    Social Security,Estate Planning PSA, Annuity Payments: Q&A #2546
    Nov 15 2025

    Jim and Chris discuss listener questions on Social Security claiming timing with a listener PSA on application details, Social Security earnings rules at FRA, estate planning organization systems, and restrictions for annuity payments. (15:30) Georgette shares a PSA about the Social Security application process and asks whether applying for benefits to start the month she […]

    The post Social Security,Estate Planning PSA, Annuity Payments: Q&A #2546 appeared first on The Retirement and IRA Show.
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    1 h y 19 m
  • 2026 Social Security Changes: EDU #2546

    2026 Social Security Changes: EDU #2546
    Nov 12 2025

    Chris’s SummaryWith Jim away this week, I review the 2026 Social Security changes from the recently released SSA Fact Sheet covering the 2.8% COLA, the new taxable maximum, quarters-of-coverage earnings, and earnings test limits. I also walk through projected Medicare Part B premiums and the deductible, explain the hold harmless provision, and outline 2026 IRMAA […]

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    51 m
  • Social Security and Roth Conversion Strategies: Q&A #2545

    Social Security and Roth Conversion Strategies: Q&A #2545
    Nov 8 2025

    With Jim is away at a conference, Chris is joined by Jake to discuss listener questions on Social Security survivor benefits, and Roth conversion strategies. (6:30) A listener asks how a widow can maximize her Social Security benefit when her late husband had not yet claimed his. (14:15) George seeks guidance on figuring out if […]

    The post Social Security and Roth Conversion Strategies: Q&A #2545 appeared first on The Retirement and IRA Show.
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    1 h y 9 m
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