The Retirement and IRA Show

By: Jim Saulnier CFP® & Chris Stein CFP®
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  • Summary

  • 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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Economics Personal Finance
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Episodes
  • Individualized Retirement Planning Strategies: EDU #2452

    Individualized Retirement Planning Strategies: EDU #2452
    Dec 25 2024

    Jim and Chris continue discussing different approaches to retirement planning, focusing on a listener’s DIY strategy. They cover key topics like withdrawal strategies, risk management, and tax considerations, emphasizing personalized solutions to fit individual goals.

    The post Individualized Retirement Planning Strategies: EDU #2452 appeared first on The Retirement and IRA Show.
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    1 hr and 4 mins
  • IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451

    IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
    Dec 21 2024

    Jim and Chris discuss listener questions relating to IRMAA, Social Security benefits, 457B plans, Qualified Charitable Distributions, and Roth conversions. (8:30) The guys address a listener question about using form SSA-44 to appeal IRMAA surcharge. (20:45) George seeks clarity on whether and how his wife’s 457 plan distributions will impact their Social Security benefits. (42:00) […]

    The post IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451 appeared first on The Retirement and IRA Show.
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    1 hr and 38 mins
  • Charitable Remainder Trusts: EDU #2451

    Charitable Remainder Trusts: EDU #2451
    Dec 18 2024

    Jim and Chris welcome on another member of the JSA team – Paul Neiffer, CPA – to discuss Charitable Remainder Trusts. They dive into what they are and how you might use them.

    The post Charitable Remainder Trusts: EDU #2451 appeared first on The Retirement and IRA Show.
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    1 hr and 9 mins

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