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The Retirement and IRA Show

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! 個人ファイナンス 経済学
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  • Flexible Retirement Spending: EDU #2522

    Flexible Retirement Spending: EDU #2522
    2025/05/28

    Chris’s Summary:Jim, Jake, and I use this Dialogue EDU episode to explore how we approach flexible retirement spending. We respond to listener emails about DIY simplicity, budgeting for irregular expenses, and how we assign assets to spending needs. The conversation highlights why we prioritize adaptability over rigid withdrawal rules. Jim’s “Pithy” Summary:Chris, Jake, and I […]

    The post Flexible Retirement Spending: EDU #2522 appeared first on The Retirement and IRA Show.
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    1 時間 13 分
  • Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521

    Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521
    2025/05/24

    Jim and Chris answer listener questions on Social Security timing, the Earnings Test, nondeductible IRA basis, and the Roth 5-Year Rule. (16:15) Georgette asks whether filing retroactively in December, with Social Security payments issued in January, ensures that all income—including the retroactive amount—will be reported on the following year’s tax return. (28:00) A listener working […]

    The post Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521 appeared first on The Retirement and IRA Show.
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    1 時間 36 分
  • Spending Confidently in Retirement with Kevin Sebesta: EDU #2521

    Spending Confidently in Retirement with Kevin Sebesta: EDU #2521
    2025/05/21

    Chris’s Summary:Jim and I are joined again this week by Kevin Sebesta from the Rock Retirement Club in this EDU episode. We explore what helps retirees start spending confidently—especially when markets are volatile or the saver mindset is hard to shake. Kevin shares how structure, support, and community all play a role, and why building confidence […]

    The post Spending Confidently in Retirement with Kevin Sebesta: EDU #2521 appeared first on The Retirement and IRA Show.
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    1 時間 20 分

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