The Retirement and IRA Show By cover art

The Retirement and IRA Show

By: Jim Saulnier CFP® & Chris Stein CFP®
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  • Summary

  • 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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Episodes
  • Our Retirement Planning Process and Philosophy Part 3: EDU #2418

    Our Retirement Planning Process and Philosophy Part 3: EDU #2418
    May 1 2024

    Jim and Chris continue their walk through of their 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 3: EDU #2418 appeared first on The Retirement and IRA Show.
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    1 hr and 11 mins
  • Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417

    Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
    Apr 27 2024

    Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security survivor benefit. (20:45) A listener wonders if she can qualify for child-in-care spousal benefits as an adoptive parent. (27:30) A listener asks how they calculate the maximum possible […]

    The post Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417 appeared first on The Retirement and IRA Show.
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    1 hr
  • Our Retirement Planning Process and Philosophy Part 2: EDU #2417

    Our Retirement Planning Process and Philosophy Part 2: EDU #2417
    Apr 24 2024

    Jim and Chris continue their walk through of their 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 2: EDU #2417 appeared first on The Retirement and IRA Show.
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    1 hr and 4 mins
Economics Personal Finance
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