The Retirement and IRA Show By cover art

The Retirement and IRA Show

By: Jim Saulnier CFP® & Chris Stein CFP®
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  • Summary

  • 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!
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Episodes
  • Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429

    Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
    Jul 20 2024

    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 […]

    The post Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429 appeared first on The Retirement and IRA Show.
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    1 hr and 33 mins
  • Estate Planning 101: EDU #2429

    Estate Planning 101: EDU #2429
    Jul 17 2024

    Jim and Chris welcome Estate Planning Attorney, Shelly Thompson to discuss the basics of estate planning.

    The post Estate Planning 101: EDU #2429 appeared first on The Retirement and IRA Show.
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    1 hr and 27 mins
  • Tax Questions Answered: Q&A #2428

    Tax Questions Answered: Q&A #2428
    Jul 13 2024

    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 […]

    The post Tax Questions Answered: Q&A #2428 appeared first on The Retirement and IRA Show.
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    1 hr and 11 mins
Economics Personal Finance
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