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
  • Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442

    Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442
    Oct 19 2024

    Jim and Chris sit down to discuss listeners questions relating to Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions. (6:45) The guys clarify the meaning of the word qualified when it applies to retirement accounts as pointed out by a listener to their podcast (13:00) Georgette is curious how child-in-care family max is affected by […]

    The post Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442 appeared first on The Retirement and IRA Show.
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    56 mins
  • Medicare Enrollment Assistance Special Episode: EDU #2442

    Medicare Enrollment Assistance Special Episode: EDU #2442
    Oct 16 2024

    With Medicare open enrollment season here, Jim and Chris welcome a special guest, Brad Grier, who volunteers with the Nebraska State Health Insurance Assistance Program (SHIP). Brad talks with the guys about what SHIP is and how it might be helpful to you in your state.

    The post Medicare Enrollment Assistance Special Episode: EDU #2442 appeared first on The Retirement and IRA Show.
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    1 hr and 30 mins
  • Social Security Benefits and Roth IRA Annuities: Q&A #2441

    Social Security Benefits and Roth IRA Annuities: Q&A #2441
    Oct 12 2024

    Jim and Chris sit down to discuss listener questions relating to Social Security benefits then return to a question from last week to take a deeper look at Roth IRA Annuity payments… (18:00) A listener asks if he might be able to collect full Social Security benefits while working part-time for a local government job. […]

    The post Social Security Benefits and Roth IRA Annuities: Q&A #2441 appeared first on The Retirement and IRA Show.
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    1 hr and 37 mins

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