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, Rollovers, Taxes, and FERS: Q&A #2221
Jim and Chris sit down to discuss listener topics relating to Social Security, rollovers, taxes, and FERS. (9:40) A listener from North Dakota asks about what percentage of Social Security tax is being withheld from her paycheck. (12:30) George wonders if his brother, who didn’t initially pay into Social Security will be allowed to include […]
Ed Slott Group Conference Topics: EDU #2220
Jim and Chris sit down to discuss a couple of interesting topics that Jim learned about at the recent Ed Slott group conference.
Tax Mitigation, RMDs, and Roth Conversions: Q&A #2220
Chris and Bob sit down to discuss listeners questions relating to tax mitigation, RMDs, and Roth conversions. (5:00) Georgette is wondering what she and her husband can do now to lower their tax burden in retirement. (19:00) An Iowan is looking for a strategy to reduce their future Required Minimum Distributions (RMDs). (31:30) A listener […]
Things Everyone Should Know About Social Security: EDU #2219
Chris sits down on his lonesome to discuss the basics and things everyone should know about Social Security.
Social Security, Pensions, Gifting, TIPS, and Inheritance: Q&A #2219
Jim and Chris sit down to discuss question relating to Social Security, pensions, gifting, TIPS, and inheritance. (5:45) A listener provides some additional input on a Social Security question addressed in a previous QA show. (15:00) A listener looks for clarification on if survivorship benefits from a pension will reduce his Social Security benefit. (25:00) […]
Estate Planning Symposium Topics: EDU #2218
Jim and Chris discuss some of the interesting topics that Jim learned at the estate planning symposium that he recently attended.
Love the show. Sometimes the tangents make me thankful for the 30 second FF but I always learn something.
Jim’s call sign
“Barf” because he’s always throwing up extraneous words
I am really surprised by some of the reviews I have read. I’ve listened to Jim, Chris and Bob for years (probably 90+% of their podcasts) and I find them all very smart, very approachable, and very informed. I agree with their approach and think they spend a great deal of time teaching others. They have saved me from a mistake or two. Jim does repeat himself, but it’s usually about things that need to be repeated.
I think they are very supportive to the DIY crowd. I don’t find this podcast a sales pitch for their services at all.
I look forward to their podcasts each week. Thanks guys.