The Retirement and IRA Show

著者： Jim Saulnier CFP® & Chris Stein CFP®
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  • 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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あらすじ・解説

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!
個人ファイナンス 経済学
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  • Retirement Plans for Aging: EDU #2519

    Retirement Plans for Aging: EDU #2519
    2025/05/07

    Chris’s Summary:Jim and I take a step back in this Dialogue EDU episode to explore how we design retirement plans for again. We talk through common misunderstandings around projections, explain how our See Through Portfolio™ helps people navigate retirement with more confidence, and clarify how simplicity is built into the process. Jim’s “Pithy” Summary: Chris […]

    The post Retirement Plans for Aging: EDU #2519 appeared first on The Retirement and IRA Show.
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    1 時間 32 分
  • IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518

    IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518
    2025/05/03

    Jim and Chris are joined by Jake to discuss listener questions related to IRA contributions from self-employment income, special needs trusts, year-of-death Roth conversions, Cost Basis, and IRMAA. (9:00) George asks how QBI and self-employed health insurance deductions affect how much he can contribute to a traditional IRA.(20:00) Jim, Chris, and Jake respond to a […]

    The post IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518 appeared first on The Retirement and IRA Show.
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    1 時間 31 分
  • Transition Period Strategy Part 3 – A Case Study: EDU #2518

    Transition Period Strategy Part 3 – A Case Study: EDU #2518
    2025/04/30

    Chris’s Summary:Jim and I are joined once again by Jacob for the third and final part of our series on transition period strategy. This time, we focus on the practical side of asset positioning: how near-retirees can begin structuring spending reserves without overreacting to short-term volatility. We use an example case study to explain how […]

    The post Transition Period Strategy Part 3 – A Case Study: EDU #2518 appeared first on The Retirement and IRA Show.
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    1 時間 27 分

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