100 episodes
The Retirement and IRA Show Jim Saulnier, CFP® & Chris Stein, CFP®
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- Business
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4.2 • 629 Ratings
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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!
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
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In-Depth Principal Protected Structured ETFs: EDU #2430
Jim and Chris welcome special guest Matt Kaufman from Calamose Investments. Together they take an in-depth look at the development, brief history (including structured notes, fixed indexed annuities, and new exchange traded funds), function, and options trades in the background of Principal Protected Structured ETFs.
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Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
Jim and Chris sit down to discuss listeners questions relating to Social Security delayed benefits, rolling a pension excess to an IRA, HSAs, and when to turn on an annuity’s living benefit. (15:00) A listener wonders if Chris can clear up why his Social Security delayed benefits calculations don’t match the what the SSA […]
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Estate Planning 101: EDU #2429
Jim and Chris welcome Estate Planning Attorney, Shelly Thompson to discuss the basics of estate planning.
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Tax Questions Answered: Q&A #2428
In this episode Chris and guest Paul Neiffer, CPA will tackle listener tax questions. (3:45) A listener’s conversation with their sister has them wondering what strategies are recommended for the last high-earning year before retirement. (19:00) George plans to sell his rental property and is trying to understand what tax forms he needs as well […]
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Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428
Jim and Chris discuss listener submissions with advice on how we can describe our retirement planning approach in 10 minutes or less.
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COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427
Jim and Chris sit down to discuss listener questions relating to COLA, WEP, the Roth Conversion Pro Rata Rule, and Inherited Roth IRAs. (15:30) In part 1 of George’s 3 email questions Chris goes into how to properly apply COLA to your Social Security calculations. (24:00) Chris talks about determining whether you are subject to […]
Customer Reviews
This show grows on you, except rabbit talk
Their knowledge is grounded in research and experience. The rabbit discussion is bizarre.
Love this show!
Jim and Chris throughly explain topics that are of very high interest. This show grows on you and I can’t wait for the next episode.
Acquired Taste
These guys will grow on you. I used to fast forward through the first few minutes to get to the meat of the podcast. Now I enjoy the random conversations and chuckle several times during the entire show. Not to mention the knowledge I have absorbed.
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