The Retirement and IRA Show Por arte de portada

The Retirement and IRA Show

De: Jim Saulnier CFP® & Chris Stein CFP®
Escúchala gratis

  • 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!
    Más Menos
Episodios
  • Annuities, Pensions, and Social Security: Q&A #2422

    Annuities, Pensions, and Social Security: Q&A #2422
    Jun 1 2024

    June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities. (21:30) A fellow advisor and listener looks for clarification on a clients Social Security benefit statement. (49:00) George wonders, if more people think of annuities like pensions, would they be a […]

    The post Annuities, Pensions, and Social Security: Q&A #2422 appeared first on The Retirement and IRA Show.
    Más Menos
    Menos de 1 minuto
  • Our Retirement Planning Process and Philosophy Part 6: EDU #2422

    Our Retirement Planning Process and Philosophy Part 6: EDU #2422
    May 29 2024

    Jim and Chris continue their walk through of our philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number.

    The post Our Retirement Planning Process and Philosophy Part 6: EDU #2422 appeared first on The Retirement and IRA Show.
    Más Menos
    Menos de 1 minuto
  • Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421

    Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421
    May 25 2024

    Jim and Chris sit down to discuss listener questions relating to Social Security, WEP, Lifecycle funds, and retirement planning. (8:30) A listener looks for clarification on when WEP will be applied to his Social Security benefit. (25:30) A listener looks for thoughts on his Social Security claiming strategy. (35:30) The same listener as above asks […]

    The post Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421 appeared first on The Retirement and IRA Show.
    Más Menos
    Menos de 1 minuto
Economía Finanzas Personales
Más Menos

Lo que los oyentes dicen sobre The Retirement and IRA Show

Calificaciones medias de los clientes
Total
  • 5 out of 5 stars
  • 5 estrellas
    1
  • 4 estrellas
    0
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0
Ejecución
  • 5 out of 5 stars
  • 5 estrellas
    1
  • 4 estrellas
    0
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0
Historia
  • 5 out of 5 stars
  • 5 estrellas
    1
  • 4 estrellas
    0
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles