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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Economics Personal Finance
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Episodes
  • Social Security, Annuity RMDs, and Being a CFP: Q&A #2448

    Social Security, Annuity RMDs, and Being a CFP: Q&A #2448
    Nov 30 2024

    Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam. (5:30) George asks if you’re required to claim Social Security as soon as you turn 70. (13:00) The guys are asked for their input on Social Security claiming strategy. (21:00) Jim and Chris discuss whether […]

    The post Social Security, Annuity RMDs, and Being a CFP: Q&A #2448 appeared first on The Retirement and IRA Show.
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    55 mins
  • 60-day Rollover Conversion Strategy: EDU #2448

    60-day Rollover Conversion Strategy: EDU #2448
    Nov 27 2024

    Jim and Chris received an email from a listener asking about completing a Roth conversion using a 60-day rollover. In response, they decided to take a dive deep into the topic, exploring what they call the “60-day rollover conversion” strategy.

    The post 60-day Rollover Conversion Strategy: EDU #2448 appeared first on The Retirement and IRA Show.
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    1 hr
  • Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447

    Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
    Nov 23 2024

    Jim and Chris sit down to answer listener questions related to Social Security, 529 Plans, and SPIA payments… (6:30) A listener wonders if they will be subject to the Social Security earnings test. (14:30) The guys weigh in on if/how a Roth conversion would impact an IRMAA appeal. (30:30) Chris answers whether there is a […]

    The post Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447 appeared first on The Retirement and IRA Show.
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    1 hr and 24 mins

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