The Retirement and IRA Show

by Jim Saulnier, CFP® & Chris Stein, CFP®

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!

Episodes

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

1h 0m · Published 15 May 13:41

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.

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

1h 7m · Published 11 May 06:00

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 […]

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

1h 19m · Published 08 May 06:00

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Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418

1h 18m · Published 04 May 06:00

Jim and Chris sit down to discuss listener questions relating to cognitive decline, minimum dignity floor (MDF), taxes, inflation, and fun spending. (7:15) Jim and Chris begin by discussing several listener emails regarding cognitive decline in retirement and items to be aware of. Link to New York Times podcast on cognitive decline: CLICK HERE (26:00) […]

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Our Retirement Planning Process and Philosophy Part 3: EDU #2418

1h 11m · Published 01 May 13:25

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Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417

1h 0m · Published 27 Apr 06:00

Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security survivor benefit. (20:45) A listener wonders if she can qualify for child-in-care spousal benefits as an adoptive parent. (27:30) A listener asks how they calculate the maximum possible […]

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Our Retirement Planning Process and Philosophy Part 2: EDU #2417

1h 3m · Published 24 Apr 13:49

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Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416

1h 12m · Published 20 Apr 06:00

Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. (4:10) Chris and Paul chat about an IRS notice. (10:00) A listener asks about the sale of a house and the possible capital gains exclusions allowed for single/married people. (17:45) George wonders if IRMAA avoidance and a […]

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Our Retirement Planning Process and Philosophy Part 1: EDU #2416

58m · Published 17 Apr 13:46

This is the introductory show of a series Jim and Chris are calling ”Revealing the Secure Retirement Income Process”. On the next several shows they will walk you through 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 […]

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Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415

1h 18m · Published 13 Apr 06:00

Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. (17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada. (25:45) George wonders if he can let the SSA know about discontinuing Roth conversions to avoid the associated IRMAA […]

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The Retirement and IRA Show has 227 episodes in total of non- explicit content. Total playtime is 278:06:10. The language of the podcast is English. This podcast has been added on February 26th 2023. It might contain more episodes than the ones shown here. It was last updated on May 16th, 2024 06:10.