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The Retirement and IRA Show

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The Retirement and IRA Show

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 FINANC ...
 
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show series
 
Chris and Bob sit down to discuss listeners questions relating to tax mitigation, RMDs, and Roth conversions. (5:00) Georgette is wondering what she and her husband can do now to lower their tax burden in retirement. (19:00) An Iowan is looking for a strategy to reduce their future Required Minimum Distributions (RMDs). (31:30) A listener asks a qu…
 
Chris sits down on his lonesome to discuss the basics and things everyone should know about Social Security. The post Things Everyone Should Know About Social Security: EDU #2219 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
Jim and Chris sit down to discuss question relating to Social Security, pensions, gifting, TIPS, and inheritance. (5:45) A listener provides some additional input on a Social Security question addressed in a previous QA show. (15:00) A listener looks for clarification on if survivorship benefits from a pension will reduce his Social Security benefi…
 
Jim and Chris discuss some of the interesting topics that Jim learned at the estate planning symposium that he recently attended. The post Estate Planning Symposium Topics: EDU #2218 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
Chris and in-house long-term care expert, Greg Darden, CFP® discuss listener questions relating to everything long-term care (LTC). (6:15) A Californian listener wonders about the depth that LTC carriers go into when reading medical test results. (18:30) George from California asks about long-term care inflation rates and planning for long-term car…
 
Jim and Chris sit down to discuss and clarify listeners questions relating to our asset management concept of positioning. The post Clarification On Asset Positioning: EDU #2217 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
Jim and Chris discuss questions relating to Social Security WEP/GPO, child-in-care, spousal benefits, Roth conversions, and annuities. (12:00) George from North Carolina looks for clarification on his wives Social Security benefit and the affects of WEP/GPO. (22:15) A listener asks about their possible benefits for Social Security spousal, child-in…
 
Jim and Chris discuss listener questions relating to Social Security, fixed index annuities, Roth rollovers, and inherited annuities. (4:30) Georgette looks to follow-up on a question asked in Q&A #2215 regarding the forfeiture of SSA funds if an individual dies prior to claiming. (12:30) George from California looks for opinions and advice on fixe…
 
Jim and Chris sit down to discuss the rather philosophical topic of differing approaches to retirement and longevity of retirement. The post Differing Approaches To Retirement: EDU #2215 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
Jim and Chris sit down to answer listeners questions relating to Social Security, Medicare, life insurance, and retirement planning. (6:45) A listener from Connecticut asks if his mother can reclaim monies she previously contributed to Social Security if she’s not going to receive a benefit. (12:45) A listener in New York has a question about the t…
 
Jim and Chris sit down to elaborate on the concept of the Minimum Dignity Floor (MDF) from it’s inception to the current iteration. The post The Minimum Dignity Floor (MDF): EDU #2214 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
Jim and Chris sit down to discuss listener questions relating to WEP, Social Security, annuities, Roth conversions, and taxes. (2:30) George from California has a question about WEP and whether or not he should try to earn a few more Social Security credits. (20:00) George from Pennsylvania looks for clarification on purchasing an annuity with IRA …
 
Jim and Chris dissect a listener’s question on how to treat a variable annuity in his retirement portfolio when funding an income shortfall. The post Variable Annuities In Retirement Portfolios: EDU #2213 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
Jim and Chris sit down to discuss listener questions regarding Social Security, home equity, Roth conversions, QLACs, SPIAs, RMDs, 5-Year Rule, TOD accounts, and retirement estimators. (3:45) George asks if his Primary Insurance Amount (PIA) will increase with inflation while he delays his Social Security benefit to age 70. (15:30) A listener wants…
 
Jim and Chris sit down to continue answering listeners questions relating to the five part series on why we manage assets our way. The post Why We Manage Assets Our Way Q&A Part 2: EDU #2212 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
Jim and Chris discuss listeners questions relating to spousal Social Security benefits, Roth conversions, rollovers, and pensions. (10:30) George from Michigan looks for clarification on the potential benefit of a spousal benefit for his wife. (24:00) George from Connecticut lays out his plan for multi-year Roth conversions and prioritizing the “0”…
 
Jim and Chris sit down to answer listeners questions relating to the five part series on why we manage assets our way. The post Why We Manage Assets Our Way Q&A Part 1: EDU #2211 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
Jim and Chris sit down to discuss listener questions regarding Social Security, beneficiaries, accidental rollovers, and Trusts. (3:15) A Michigan listener looks for clarification on the timing of potentially claiming a spousal Social Security benefit. (12:45) George from New York asks about beneficiaries and the concept of disclaiming inherited as…
 
Jim and Chris discuss the fifth part in our series discussing why we manage assets our way and how we structure our fees. The post Why We Manage Assets Our Way Part 5: EDU #2210 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
Jim and Chris discuss questions relating to Roth conversions, backdoor Roth contributions, and Social Security taxation/COLA adjustments. (PLEASE RE-DOWNLOAD THE PODCAST FOR THE EDITED AND UPDATED AUDIO FILE) (9:00) A listener from Florida looks to get clarity on how her German earnings can be taken into account by the SSA to get an accurate estima…
 
Jim and Chris discuss the fourth part in our series discussing why we manage assets our way and the concept of positioning. The post Why We Manage Assets Our Way Part 4: EDU #2209 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
Jim and Chris discuss questions relating to Social Security, the five year rule, taxation of lump-sum pension payouts, and rollovers. (11:30) An Ohio listener looks for advice on the best Social Security claiming strategy for his sister in Tennessee. (28:00) A Massachusetts listener looks for clarification on the five year rule and opening a Roth I…
 
Jim and Chris sit down to discuss part three of our series on how we approach asset management here at Jim Saulnier & Associates. The post Why We Manage Assets Our Way Part 3: EDU #2208 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® による
 
Jim, Chris, and in-house CPA, Bob Palechek discuss tax specific questions relating to MDF spending, tax diversification, Roth conversions, and IRMAA. (3:30) A member of the Rock Retirement Club requests clarification on how we account for taxes in our Minimum Dignity Floor concept of funding a retirement spending plan. (16:15) George from North Car…
 
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