The Retirement and IRA Show

By: Jim Saulnier CFP® & Chris Stein CFP®
Listen for free

  • 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!
    Show More Show Less
Economics Personal Finance
Show More Show Less
activate_samplebutton_t1
Episodes
  • Estate Planning Special Edition: EDU #2439

    Estate Planning Special Edition: EDU #2439
    Sep 25 2024

    Jim and Chris welcome back Estate Planning Attorney, Shelly Thompson in this special EDU edition turned Q&A… (8:30) A listener asks how to find a reputable estate lawyer and if there are any books Shelly recommends for learning more about Living Trusts. (20:00) George wonders what the best practice is for making funds available to […]

    The post Estate Planning Special Edition: EDU #2439 appeared first on The Retirement and IRA Show.
    Show More Show Less
    1 hr and 26 mins
  • Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438

    Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438
    Sep 21 2024

    Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts… (20:00) A listener asks if he qualifies for child-in-care benefit under his wife’s Social Security since he helps care for their disabled son, and if the son could be getting half of […]

    The post Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438 appeared first on The Retirement and IRA Show.
    Show More Show Less
    1 hr and 34 mins
  • Our Retirement Planning Process and Philosophy Part 13: EDU #2438

    Our Retirement Planning Process and Philosophy Part 13: EDU #2438
    Sep 18 2024

    Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning.

    The post Our Retirement Planning Process and Philosophy Part 13: EDU #2438 appeared first on The Retirement and IRA Show.
    Show More Show Less
    1 hr and 39 mins

What listeners say about The Retirement and IRA Show

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available