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!
Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL
Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY
Social Security, IRMAA, QLACs, MYGAs, and Taxes: Q&A #2348
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, QLACs, MYGAs, and taxes. (13:30) A Mississippi listener asks if his wife will have to pay back her Social Security benefit after going back to work. (26:00) A Virginian listener asks about the latest possible dates he can use when filing […]
Things To Consider When Choosing A Financial Advisor/Planner: EDU #2348
Jim and Chris sit down to discuss a couple of items to consider when choosing a financial advisor/planner.
Thanksgiving Break: Q&A #2347
From all of us at Jim Saulnier & Associates, have a happy Thanksgiving with family and friends!
Inflation, MDF, and Bond Ladders: EDU #2347
Jim and Chris continue their discussion from last week on funding the Minimum Dignity Floor (MDF) and addressing inflation using bond ladders.
Social Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, IRA to HSA conversions, and 403(b)’s. (7:30) George from Texas asks about the effects of when his wife decides to file for her Social Security benefits in relation to his own filing. (26:30) George in Ohio provides his own unique scenario […]
Funding MDF and Addressing Inflation: EDU #2346
Jim and Chris continue their discussion from last week on funding the Minimum Dignity Floor (MDF) and addressing inflation using their approach.
Retirement and IRA show
I listen to about a dozen different retirement podcasts and this is by far the best for the do it yourself planner.
Best retirement podcast
These guys dig into details that every do it yourself retirement planner and investor love. Love the humor too!
My favorite retirement podcast!
This podcast is loaded with great info on how to plan wisely for retirement. It’s most useful if you are within five years of retirement or already retired. Jim and Chris will teach you plenty about a variety of topics, and especially about how important it is to consider them all together. Social Security, IRAs and 401(k)s, Roth conversions, budgeting, smart investing, tax planning - it’s all here.