『The Retirement and IRA Show』のカバーアート

The Retirement and IRA Show

The Retirement and IRA Show

著者： Jim Saulnier CFP® & Chris Stein CFP®
無料で聴く

このコンテンツについて

 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! 個人ファイナンス 経済学
エピソード
  • Understanding Annuity Types and Features: EDU #2524

    Understanding Annuity Types and Features: EDU #2524
    2025/06/11

    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.
    続きを読む 一部表示
    1 時間 22 分
  • Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523

    Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523
    2025/06/07

    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.
    続きを読む 一部表示
    1 時間 25 分
  • Annuities in Retirement Planning: EDU #2523

    Annuities in Retirement Planning: EDU #2523
    2025/06/04

    Chris’s Summary:Jim and I kick off our annual Annuity Awareness Month series by explaining how using annuities in retirement planning can help manage longevity risk and provide guaranteed income. We cover when they’re worth considering, what they actually solve for, and how they might fit into a plan—if at all. We also explain why many […]

    The post Annuities in Retirement Planning: EDU #2523 appeared first on The Retirement and IRA Show.
    続きを読む 一部表示
    1 時間 9 分

The Retirement and IRA Showに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。