by Jim Saulnier, CFP® & Chris Stein, CFP®
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!
Language
🇺🇲
Publishing Since
3/8/2023
Email Addresses
1 available
Phone Numbers
0 available
April 19, 2025
Hosts Jim and Chris answer listener questions about tax planning, RMD strategies, and early Social Security benefits.
April 16, 2025
Host Chris and industry experts Jake and Jacob discuss asset allocation strategies for retirement and the transition period in this interview
April 12, 2025
Hosts Jim and Chris answer listener questions about Social Security, RMD age, tax planning, and Inherited Roth IRAs
Andy Panko
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Benjamin Brandt CFP®, RICP®
Devin Carroll, CFP® & John Ross, JD
Taylor Schulte, CFP®
Jason Parker
James Conole, CFP®
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Steve Chen
Wade Pfau & Alex Murguia
The Great Retirement Debate with Ed Slott & Jeffrey Levine
Casey Weade
Ari Taublieb, CFP®, MBA
Audacy
Wes Moss
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