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
  • Charitable Remainder Trusts Part 2: EDU #2504

    Charitable Remainder Trusts Part 2: EDU #2504
    Jan 22 2025

    Jim, Chris, and guest Paul Neiffer, CPA, continue their discussion on Charitable Remainder Trusts. They also answer listener questions related to CRTs, CRATs and CRUTs.

    The post Charitable Remainder Trusts Part 2: EDU #2504 appeared first on The Retirement and IRA Show.
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    1 hr and 29 mins
  • Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503

    Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503
    Jan 18 2025

    Jim, Chris, and Jake sit down to discuss listener questions relating to contributions, Social Security, 415 limits, and beneficiaries. PSA: Chris and Jake review several questions from this weeks EDU show relating to 415 limits, new age 60-63 “super” catch-up contributions effective under SECURE 2.0. (10:30) A listener looks for clarification on his wife’s spousal […]

    The post Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503 appeared first on The Retirement and IRA Show.
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    1 hr and 6 mins
  • “Super-Catchup” Retirement Plan Contributions: EDU #2503

    “Super-Catchup” Retirement Plan Contributions: EDU #2503
    Jan 15 2025

    Chris and Jake discuss the new “Super-Catchup” retirement plan contributions, explaining who qualifies and how they work.

    The post “Super-Catchup” Retirement Plan Contributions: EDU #2503 appeared first on The Retirement and IRA Show.
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    56 mins

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