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
  • Tax Planning Strategies: EDU #2539

    Tax Planning Strategies: EDU #2539
    Sep 24 2025

    This week, with Jim away at a conference, Chris is joined by Jake for an EDU episode that takes the shape of a Q&A, focusing on tax planning strategies. The guys cover a series of emails that highlight how different tax rules and opportunities intersect with retirement planning, income management, and financial decisions. (10:30), the […]

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    1 h y 19 m
  • IRMAA, Widow Status, Roth Conversions, Annuity RMDs, and Rollovers: Q&A #2538

    IRMAA, Widow Status, Roth Conversions, Annuity RMDs, and Rollovers: Q&A #2538
    Sep 20 2025

    Jim and Chris discuss listener questions on IRMAA reductions and Roth-conversion effects, widow filing status and IRMAA, in-kind stock Roth conversions and RMD transfers, annuity RMD interactions, and 60-day rollover mail timing. (7:45) George asks whether an approved SSA Form 44 that reduced 2025 IRMAA will also govern next year, how a large 2026 Roth […]

    The post IRMAA, Widow Status, Roth Conversions, Annuity RMDs, and Rollovers: Q&A #2538 appeared first on The Retirement and IRA Show.
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    1 h y 15 m
  • Discussing An Article On Retirement Planning: EDU #2538

    Discussing An Article On Retirement Planning: EDU #2538
    Sep 17 2025

    If you would like to skip over Chris and Jim chatting about a recent Colorado hail storm and Jim’s garden while he’s in Ohio, please skip to the 7:45 mark. Article discussed in today’s show: https://www.kiplinger.com/retirement/retirement-planning/the-me-first-rule-of-retirement-spending Chris’s Summary I chat with Jim about a recent article regarding retirement planning and compare how the article approaches […]

    The post Discussing An Article On Retirement Planning: EDU #2538 appeared first on The Retirement and IRA Show.
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    1 h y 11 m
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