The Retirement and IRA Show
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
Hôtes et personnes invitées
Like a basket of strawberries
20 nov.
Yes, Jim can go on a bit and he likes to take credit for everything, but the podcast is invaluable. I get so much out of listening to it.
Excellent Retirement Information
5 oct.
This podcast consistently delivers excellent retirement focused information and should be a must listen for all those approaching retirement. Both Jim and Chris provide keenly helpful insight and openly share an amazing amount of knowledge about Social Security and retirement planning. They do so without the conflict of trying to monetize their podcast. The podcast can be a bit long and it does, at times, get into much detail but in the end the delivery of useful information is well worth the wait. Sit back, listen, learn and enjoy!
“If you will”
22 août
“…if you will”. Just saying
This show grows on you, except rabbit talk
10 août
Their knowledge is grounded in research and experience. The rabbit discussion is very bizarre. Rabbits are Leporidae and are primarily herbivores. Find another way to keep them away from the garden.
À propos
Informations
- CréationJim Saulnier, CFP® & Chris Stein, CFP®
- Années d’activité2013 - 2024
- Épisodes100
- ClassificationTous publics
- Site web de l’émission
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