The Retirement and IRA Show

De: Jim Saulnier CFP® & Chris Stein CFP®
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  • Resumen

  • 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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Episodios
  • Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440

    Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440
    Oct 5 2024

    Jim and Chris sit down to discuss listener questions relating to Social Security benefits, planning with the potential for an SO, funding a 529 savings account, losses in a Roth IRA, and Fixed Indexed Annuities… (9:00) A listener hopes Chris can tell him if having a different name on his Birth Certificate and Social Security […]

    The post Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440 appeared first on The Retirement and IRA Show.
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    1 h y 25 m
  • Our Retirement Planning Process: EDU #2440

    Our Retirement Planning Process: EDU #2440
    Oct 2 2024

    Jim and Chris sit down for another EDU show dedicated to our retirement planning process. In this episode the guys dialog with listeners, answering questions and expounding on key ideas.

    The post Our Retirement Planning Process: EDU #2440 appeared first on The Retirement and IRA Show.
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    1 h y 40 m
  • Buffered ETFs Special Episode: Q&A #2439

    Buffered ETFs Special Episode: Q&A #2439
    Sep 28 2024

    Jim and Chris welcome back special guest Matthew Kaufman, from Calamos Investments, to answer a series of listener questions on buffered/principle protected ETFs … (13:00) Georgette wants to know how an ETF and those invested in it are affected if the managing firm goes bankrupt. (22:00) A listener wonders how to assess an appropriate risk […]

    The post Buffered ETFs Special Episode: Q&A #2439 appeared first on The Retirement and IRA Show.
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    1 h y 36 m
Economía Finanzas Personales
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