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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Economics Personal Finance
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Episodes
  • Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438

    Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438
    Sep 21 2024

    Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts… (20:00) A listener asks if he qualifies for child-in-care benefit under his wife’s Social Security since he helps care for their disabled son, and if the son could be getting half of […]

    The post Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438 appeared first on The Retirement and IRA Show.
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    1 hr and 34 mins
  • Our Retirement Planning Process and Philosophy Part 13: EDU #2438

    Our Retirement Planning Process and Philosophy Part 13: EDU #2438
    Sep 18 2024

    Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning.

    The post Our Retirement Planning Process and Philosophy Part 13: EDU #2438 appeared first on The Retirement and IRA Show.
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    1 hr and 39 mins
  • COLA, WEP, and Annuities: Q&A #2437

    COLA, WEP, and Annuities: Q&A #2437
    Sep 14 2024

    Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities… (9:15) A listener wants to know if there is better way to project Social Security benefits since it does not appear the SS website takes COLA into account. (17:30) Georgette asks […]

    The post COLA, WEP, and Annuities: Q&A #2437 appeared first on The Retirement and IRA Show.
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    1 hr and 33 mins

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