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
  • 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
  • Our Retirement Planning Process and Philosophy Part 12: EDU #2437

    Our Retirement Planning Process and Philosophy Part 12: EDU #2437
    Sep 11 2024

    Jim and Chris continue the recent series on their philosophy/approach to retirement planning and their positioning approach for retirement spending.

    The post Our Retirement Planning Process and Philosophy Part 12: EDU #2437 appeared first on The Retirement and IRA Show.
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    1 hr and 10 mins
  • 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
    Sep 7 2024

    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.
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    1 hr and 20 mins

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