100 episodes
The Retirement and IRA Show Jim Saulnier, CFP® & Chris Stein, CFP®
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- Business
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4.2 • 531 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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RMD Correction and Annuities in Retirement: EDU #2323
Jim and Chris sit down to discuss a few housekeeping items relating to post-Required Minimum Distribution (RMD) Roth conversions. Then, they dive into their retirement planning philosophy around annuities.
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Social Security, RMDs, and Inherited Annuities: Q&A #2322
Jim and Chris sit down to discuss listener questions relating to Social Security, Required Minimum Distributions (RMDs), and Inherited Annuities. (10:00) George from California asks a question about Social Security claiming options to supplement their other secure income sources. (40:30) A listener wants clarity from the May 17th, 2023 EDU show about RMDs on their […]
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Secure Act 2.0 Updates and Clarification Part 5: EDU #2322
Jim and Chris sit down to wrap up their discussion on the Secure Act 2.0 updates.
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Social Security, IRA Beneficiaries, QCDs, and IRMAA Exceptions: Q&A #2321
Jim and Chris sit down to discuss listener questions relating to Social Security, IRA beneficiaries, OCDs, and IRMAA exceptions. (9:00) Jim and Chris continue a discussion based on a Michigan listeners situation where he did not receive his full Social Security Delayed Retirement Credits. (20:15) A Californian listener asks about the timing for her husband […]
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Secure Act 2.0 Updates and Clarification Part 4: EDU #2321
Jim and Chris finalize their discussion on the Secure Act 2.0 and provide guidance on the various updates/interpretations currently available.
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Social Security, IRMAA, Roth Conversions, RMDs and Beneficiaries: Q&A #2320
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, RMDs, and beneficiaries. (4:45) George from Utah asks a handful of questions relating to his Social Security benefit, spousal benefits and the timing of both. (18:00) George from North Carolina wonders if he will receive the Social Security COLA […]
Customer Reviews
Pleasant and educational
A mainly entertaining and always educational
Show . Occasionally Jim goes on too long but a small price to pay for what he gives you .
I look forward to each show and wish there were 5 shows a week
Too many rants
See above
Informative!
Jim and Chris are very good at taking a subject and dissecting it until even a troglodyte like me can understand the particulars and potential effects of each concept to my retirement planning. Like everyone else, the time I have to dedicate to planning a large portion of my life is hard to find. Luckily for me, the amount of time I spend in the car can be converted to education about this very important topic. The dynamic between the main speakers is reminiscent of great friends hanging out and discussing a topic they are both very passionate about. It is refreshing and more interesting than listening to some egomaniac that isn’t a CFP telling you how fortunate he was with a single approach. I would and do recommend this show to everyone whether they have started planning or not.
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