『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®
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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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  • PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526

    PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526
    2025/06/28

    Jim and Chris shares listener PSAs on IRMAA and Delayed Retirement Credits, and answer questions on Social Security Spousal Benefits, annuity use cases, and fixed indexed annuity payout concerns. (13:00) A listener shares a PSA about a positive Medicare and IRMAA reduction experience at a Central Florida SSA office. (19:00) Georgette follows up with a […]

    The post PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526 appeared first on The Retirement and IRA Show.
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    1 時間 30 分
  • RILAs vs Buffered ETFs: EDU #2526

    RILAs vs Buffered ETFs: EDU #2526
    2025/06/25

    Chris’s Summary:Jim and I explore registered index-linked annuities and compare RILAs vs buffered ETFs across liquidity, taxation, and cap rate dynamics. We walk through how the insurance and investment structures differ, where principal protection varies, and how commission-based and advisory products compare from a fiduciary standpoint. I also explain the tax treatment of qualified versus […]

    The post RILAs vs Buffered ETFs: EDU #2526 appeared first on The Retirement and IRA Show.
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    54 分
  • Social Security PSAs, FIAs, SPIAs, and MYGAs: Q&A #2525

    Social Security PSAs, FIAs, SPIAs, and MYGAs: Q&A #2525
    2025/06/21

    Jim and Chris begin with three PSAs on Social Security experiences, then answer questions on fixed indexed annuities with market value adjustments, SPIA payout options for the Minimum Dignity Floor™, and the tax aggregation rule for MYGAs.(11:30) In this PSA Georgette clarifies that her husband, born February 1, received January benefits at full age 70, […]

    The post Social Security PSAs, FIAs, SPIAs, and MYGAs: Q&A #2525 appeared first on The Retirement and IRA Show.
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    1 時間 32 分

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