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
  • Buffered ETFs vs Stocks and Cash: EDU #2531

    Buffered ETFs vs Stocks and Cash: EDU #2531
    Jul 30 2025

    Chris’s SummaryJim and I are joined by Matt Kaufman, Senior Vice President and Head of ETFs at Calamos Investments, to discuss buffered ETFs vs stocks and cash, focusing on AQR’s recent critiques. We examine the flaws in AQR’s methodology, the broader history of buffered products, and why these tools can offer certainty in retirement planning. […]

    The post Buffered ETFs vs Stocks and Cash: EDU #2531 appeared first on The Retirement and IRA Show.
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    51 m
  • Social Security, Transition Planning, Positioning, Roth Conversions, IRMAA: Q&A #2530

    Social Security, Transition Planning, Positioning, Roth Conversions, IRMAA: Q&A #2530
    Jul 26 2025

    Chris is joined by Jake and Jacob to answer listener questions on Social Security, followed by a PSA about unexpected Social Security payment timing, then additional questions on transition planning, asset positioning across account types, weighing Roth conversions against the senior deduction, and planning around IRMAA.(6:15) George asks what percentage of taxes he should have […]

    The post Social Security, Transition Planning, Positioning, Roth Conversions, IRMAA: Q&A #2530 appeared first on The Retirement and IRA Show.
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    1 h y 23 m
  • Living Benefits on Annuities: EDU #2530

    Living Benefits on Annuities: EDU #2530
    Jul 23 2025

    Chris’s SummaryJim and I explain living benefits on annuities, covering how guaranteed income riders work and why they can appeal to those hesitant to annuitize. We describe what we call noun annuities (pre-annuitization) and verb annuities (post-annuitization), then unpack how living benefit riders like guaranteed minimum withdrawal benefits provide income without giving up access to […]

    The post Living Benefits on Annuities: EDU #2530 appeared first on The Retirement and IRA Show.
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    1 h y 28 m
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