The Retirement and IRA Show

Auteur(s): 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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Finances personnelles Économie
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Épisodes
  • Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510

    Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510
    Mar 8 2025

    Jim and Chris are joined by Paul Neiffer, CPA to answer listener questions on qualified dividends, gifting strategies, Roth conversions, and trust taxation. (09:00) George wonders if frequent rebalancing in his taxable brokerage account is causing more of his dividends to be classified as unqualified. (21:30) A listener asks for guidance on which accounts to […]

    The post Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510 appeared first on The Retirement and IRA Show.
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    1 h et 21 min
  • Setting the Record Straight on Clickbait vs Reality: EDU #2510

    Setting the Record Straight on Clickbait vs Reality: EDU #2510
    Mar 5 2025

    Chris’s Summary: Jim is at yet another industry conference, so Jake is stepping in to join me this week. We pick up where Jim and I left off last time, discussing misleading financial articles. This time, we take a critical look at an article from Moneywise that claims to lay out the “standard” order for […]

    The post Setting the Record Straight on Clickbait vs Reality: EDU #2510 appeared first on The Retirement and IRA Show.
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    59 min
  • Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509

    Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509
    Mar 1 2025

    Jim and Chris sit down to discuss listener questions relating to Social Security, 529 plans, Fun Vision, and Annuities. (Intro – 12:00) Chris provides a Social Security PSA. (19:00) A listener wonders whether her husbands Social Security benefits have been getting a COLA since his passing or if they’ve been frozen. (26:00) A listener wonders […]

    The post Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509 appeared first on The Retirement and IRA Show.
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    1 h et 21 min

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