The Retirement and IRA Show
Business & Economics Podcasts
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!
Location:
United States
Description:
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!
Language:
English
Our Retirement Planning Process and Philosophy Part 5: EDU #2421
Duración:01:38:46
IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420
Duración:01:08:37
Our Retirement Planning Process and Philosophy Part 4: EDU #2420
Duración:01:00:24
Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
Duración:01:07:55
Our Retirement Planning Process and Philosophy Part 3: EDU #2419
Duración:01:19:13
Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418
Duración:01:18:06
Our Retirement Planning Process and Philosophy Part 2: EDU #2418
Duración:01:11:08
Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
Duración:01:00:18
Our Retirement Planning Process and Philosophy Part 1: EDU #2417
Duración:01:03:43
Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
Duración:01:12:56
Our Retirement Planning Process and Philosophy Intro: EDU #2416
Duración:00:58:00
Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
Duración:01:18:02
Our Retirement Planning Process Prequel: EDU #2415
Duración:01:22:14
IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414
Duración:01:12:04
Capital Gains and Wash Sale Rule: EDU #2414
Duración:00:57:05
Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413
Duración:01:24:04
Retirement Planning Dialogue Series 3: EDU #2413
Duración:01:11:00
Social Security, Rollovers, Annuities, and Trusts: Q&A #2412
Duración:01:15:31
Retirement Planning Dialogue Series 2: EDU #2412
Duración:01:18:43
Social Security, 529/Roth Conversions, and HSAs: Q&A #2411
Duración:01:16:57