The Retirement and IRA Show
- Business · Investing
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About
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 a...
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Recent episodes
- IRMAA, Medicare, Spousal RMD, HSAs, Life Insurance: Q&A# 2643
- Little-Known IRA Rules, Part 1: EDU #2642
- COBRA, Social Security, Pension Deferral, Annuities: Q&A #2642
- Stretch IRA Eligibility: EDU #2641
- Social Security, Milestone Ages, HSAs, Roth Withdrawals, Annuity Providers: Q&A #2641
- Single Life Pension Tradeoffs: EDU #2640
- HSA Catch-up PSA, Social Security, IRMAA, Roth Conversion, Annuity Timing: QA #2640
- Retirement Milestone Ages: EDU #2639
- Social Security, IRMAA, Annuity Purchase, MDF Calculations: Q&A #2639
- Longevity Risk Beyond Money: EDU # 2638