Couverture de The Retirement and IRA Show

The Retirement and IRA Show

De : Jim Saulnier CFP® & Chris Stein CFP®
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  • Résumé

  • 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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    Épisodes
    • Our Retirement Planning Process and Philosophy Part 4: EDU #2420

      Our Retirement Planning Process and Philosophy Part 4: EDU #2420
      May 15 2024

      Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number.

      The post Our Retirement Planning Process and Philosophy Part 4: EDU #2420 appeared first on The Retirement and IRA Show.
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      1 h
    • Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419

      Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
      May 11 2024

      Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF. (5:45) George looks for clarification on the Social Security survivorship benefits. (11:15) A listener asks about how much their Social Security benefit will be reduced by not working up to full retirement age. (19:45) George tries […]

      The post Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419 appeared first on The Retirement and IRA Show.
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      1 h et 8 min
    • Our Retirement Planning Process and Philosophy Part 3: EDU #2419

      Our Retirement Planning Process and Philosophy Part 3: EDU #2419
      May 8 2024

      Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number.

      The post Our Retirement Planning Process and Philosophy Part 3: EDU #2419 appeared first on The Retirement and IRA Show.
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      1 h et 19 min
    Finances privées Economie
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