The Retirement and IRA Show Podcast Por Jim Saulnier CFP® & Chris Stein CFP® arte de portada

The Retirement and IRA Show

The Retirement and IRA Show

De: Jim Saulnier CFP® & Chris Stein CFP®
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 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! Economía Finanzas Personales
Episodios
  • Social Security, HSA Rules, SPIA Funding, and FIA Details: Q&A #2524

    Social Security, HSA Rules, SPIA Funding, and FIA Details: Q&A #2524
    Jun 14 2025

    Jim and Chris address questions on Social Security survivor benefits, unreimbursed HSA expenses, SPIA funding from multiple accounts, and Fixed Indexed Annuity details. (7:45) Georgette asks whether drawing her own reduced Social Security benefit at 62 will affect her ability to switch to her deceased husband’s full survivor benefit at age 67. (23:15) A listener […]

    The post Social Security, HSA Rules, SPIA Funding, and FIA Details: Q&A #2524 appeared first on The Retirement and IRA Show.
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    1 h y 22 m
  • Understanding Annuity Types and Features: EDU #2524

    Understanding Annuity Types and Features: EDU #2524
    Jun 11 2025

    Chris’s Summary:Jim and I discuss annuity types and features during Annuity Awareness Month, focusing on immediate vs. deferred annuities and fixed vs. variable structures. We cover how each type works, what they offer, and where caution is warranted. Jim’s “Pithy” Summary:Chris and I continue our Annuity Awareness Month series by diving into the foundational aspects […]

    The post Understanding Annuity Types and Features: EDU #2524 appeared first on The Retirement and IRA Show.
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    1 h y 22 m
  • Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523

    Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523
    Jun 7 2025

    Jim and Chris answer questions on defined maturity bond ETFs, Social Security account linking and spousal offsets, 401k annuities vs IRA Annuities, and annuitization definitions.(14:30) Jacob joins the guys to explain how estimated net acquisition yield works for defined maturity bond ETFs, including how to interpret it and evaluate risk when holding through maturity.(38:30) A […]

    The post Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523 appeared first on The Retirement and IRA Show.
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    1 h y 25 m
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