『The Retirement and IRA Show』のカバーアート

The Retirement and IRA Show

著者： 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!
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  • Our Retirement Planning Process and Philosophy Part 6: EDU #2422

    Our Retirement Planning Process and Philosophy Part 6: EDU #2422
    2024/05/29

    Jim and Chris continue their walk through of our philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number.

    The post Our Retirement Planning Process and Philosophy Part 6: EDU #2422 appeared first on The Retirement and IRA Show.
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    1分未満
  • Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421

    Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421
    2024/05/25

    Jim and Chris sit down to discuss listener questions relating to Social Security, WEP, Lifecycle funds, and retirement planning. (8:30) A listener looks for clarification on when WEP will be applied to his Social Security benefit. (25:30) A listener looks for thoughts on his Social Security claiming strategy. (35:30) The same listener as above asks […]

    The post Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421 appeared first on The Retirement and IRA Show.
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    1分未満
  • Our Retirement Planning Process and Philosophy Part 5: EDU #2421

    Our Retirement Planning Process and Philosophy Part 5: EDU #2421
    2024/05/22

    Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number.

    The post Our Retirement Planning Process and Philosophy Part 5: EDU #2421 appeared first on The Retirement and IRA Show.
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    1 時間 39 分

あらすじ・解説

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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