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 2: EDU #2417
1h 3m · PublishedJim 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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Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
1h 12m · PublishedChris 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 · PublishedThis 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 · PublishedJim 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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Our Retirement Planning Process Prequel: EDU #2415
1h 22m · PublishedJim and Chris sit down to revisit our retirement planning process and a recent article written by Bloomberg. Link to article: Wall Street Just Doesn’t Get It on Retirement – Bloomberg
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IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414
1h 12m · PublishedJim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. (15:00) A listener asks about the timing behind an increase in his IRMAA premiums. (24:30) George looks for clarification on the rules surrounding a spousal Social Security benefit. (34:15) George wonders if Jim and Chris are going […]
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Capital Gains and Wash Sale Rule: EDU #2414
57m · PublishedJim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work.
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Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413
1h 24m · PublishedJim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts. (12:00) Georgette asks a question on how to calculate her net of tax future IRA distributions correctly without being “double taxed” in her projections. (19:00) A listener looks for the teams thoughts on whether or not Roth conversions while […]
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Retirement Planning Dialogue Series 3: EDU #2413
1h 11m · PublishedJim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement.
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Social Security, Rollovers, Annuities, and Trusts: Q&A #2412
1h 15m · PublishedJim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the associated spousal benefit. (14:00) A listener from Maine looks for help calculating his wives Social […]
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The Retirement and IRA Show has 231 episodes in total of non- explicit content. Total playtime is 280:53:33. 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 29th, 2024 07:40.
