The Retirement and IRA Show

著者： Jim Saulnier CFP® & Chris Stein CFP®
無料で聴く

  • サマリー

  • 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!
    続きを読む 一部表示
activate_samplebutton_t1
エピソード
  • Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436

    Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436
    2024/09/07

    Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Minimum Dignity Floor, Reverse Mortgages, and Inherited IRAs… (4:00) George wonders if he continues to work and his Social Security benefit is reduced to $0, if that also make his wife’s spousal benefit and child’s disability benefit $0. (16:15) Chris answers another […]

    The post Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436 appeared first on The Retirement and IRA Show.
    続きを読む 一部表示
    1 時間 20 分
  • Our Retirement Planning Process and Philosophy Part 11: EDU #2435

    Our Retirement Planning Process and Philosophy Part 11: EDU #2435
    2024/09/04

    Jim and Chris continue the recent series on their philosophy/approach to retirement planning and discuss how their “positioning” approach differs from the classic “bucket” approach to saving and budgeting.

    The post Our Retirement Planning Process and Philosophy Part 11: EDU #2435 appeared first on The Retirement and IRA Show.
    続きを読む 一部表示
    1 時間 9 分
  • Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435

    Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435
    2024/08/31

    Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks. (6:30) George hopes Chris can confirm his Social Security math and give some input on when his wife should claim her benefits. (17:30) A listener looks for clarification on whether his wife can claim […]

    The post Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435 appeared first on The Retirement and IRA Show.
    続きを読む 一部表示
    1 時間 16 分

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
続きを読む 一部表示

The Retirement and IRA Showに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。