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!Jim Saulnier & Associates, LLC ('RIA Firm') is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, ILInsurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY more

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more! more

The Directed IRA Podcast , hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company ( directedira.com ), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades. Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook , and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler. Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen. more

Learn about financial planning strategies, ways to reduce taxes, how much you can spend in retirement, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day! more

Get off Wall Street and explore the wide world of alternative investments for your IRA. Take control and give yourself the freedom to choose the assets for your retirement plan, assets like real estate, cryptocurrency, private placements, and much more. Our podcast features Advanta IRA professionals and guest experts who help provide a roadmap to your success with investment trends, strategies, and tips for investing your IRA to build wealth for your future. more

Welcome to 'The Planning for Retirement Podcast,' where we help educate and empower you to achieve financial security and fire your boss!Here are some topics you will learn about:- Social Security- Retirement Income Planning- Roth Conversions - Tax Planning- Charitable Giving- Investment Strategies in Retirement- Estate Planning- Long-term Care Planning- Medicare- Required Minimum Distributions- Retirement Mortgage Strategies- And even some behind the scenes into building Imagine Financial SecurityI hope you enjoy the show! more

Welcome to the Gold IRA Companies Bulletin Podcast - an independent educational platform specializing in business research and market analysis within the Gold IRA and Precious Metals sectors. In conjunction with our website https://goldiracompaniescompared.com our mission is threefold: First, we aim to provide you with market research findings and data to help you determine if investing in precious metals is the right choice for you. Second, we are committed to keeping you informed about the latest news and developments in the world of gold IRAs, with the goal of empowering you to make confident choices. Third, we want to ensure that you have access to comprehensive comparative analyses of Gold IRA Companies to help you identify trustworthy options that will handle your gold IRA and precious metals investments in alignment with your unique circumstances, values and financial goals. We have carefully researched and evaluated a vast array of gold IRA providers over a number of years. Based on considerable experience we understand the intricacies and complexities of the Gold IRA and precious metals market sectors, and we are here to provide you with carefully researched resources to help you understand options and make informed decisions. Subscribe now and together we can navigate the world of Gold IRAs, Gold IRA Companies, and precious metals investing with educational insights and interviews with industry leaders. Read Doug Young's Bio here: https://goldiracompaniescompared.com/doug-young Follow Doug Young: https://linktr.ee/dougyoung https://muckrack.com/doug-young-10 Contact us: https://goldiracompaniescompared.com/contact-us Disclaimer: All content provided in this podcast by Gold IRA Companies Bulletin is for informational and educational purposes only and should not be considered as financial advice. Listeners are advised to conduct their own research and consult with a professional before making any investment decisions. By listening to this podcast, you agree that we are not responsible for any financial decisions or outcomes resulting from the information provided here. more

Welcome to the #1 Best Gold IRA Podcast / Precious Metals IRA Accounts Podcast / Precious Metals Gold IRA Podcast With Jeffrey Tan. This podcast is the #1 BEST And MOST COMPREHENSIVE Gold IRA information source.My name is Jeffrey Tan. I have been an expert independent gold researcher for more than 20 years. This is my educational Gold IRA podcast that will cover both the basics and intricate details of Gold IRAs. Gain insights into how a Gold IRA can help reduce taxes and increase wealth both before and during retirement. This podcast will also cover the world of Gold, Gold IRAs, money, investing, and retirement in a concise and enlightening manner.Many of my podcasts are audiobooks that I have written that I freely share with you which provide you with extremely valuable information that is very hard to find anywhere else.Key topics that are covered in my podcasts include:gold ira,precious metals gold ira,precious metals ira,precious metals ira accounts,best gold ira companies,best gold ira,gold ira investing,invest in a gold ira,gold ira reviews,convert ira to gold,gold backed ira,gold backed ira account,gold ira accounts,gold roth ira,best gold ira custodian,gold ira custodians,gold ira guide,how does a gold ira work,convert 401k to gold and silver,gold and silver ira,gold and silver ira accounts,gold ira fees,top gold ira companies,best gold ira accounts,physical gold in an ira,transfer ira to gold,convert 401k to gold ira,gold in your ira,gold ira tax rules,self directed gold ira,gold ira comparison,benefits of gold ira,ira eligible gold,setting up a gold ira,buy gold in ira,gold retirement,ira approved gold,gold and silver ira companies,gold and silver ira reviews,gold ira retirement plan,gold ira rules,self directed ira precious metals,gold retirement accounts,gold silver ira,transfer ira to gold and silver,best ira gold fund,convert ira to physical gold,gold based ira,gold bullion ira,metal ira,home storage ira,ira gold coins,buying gold for retirement,convert ira to gold or silver,gold ira 401k,gold ira faq,ira eligible precious metals,holding gold in an ira,buy gold with ira money,convert your ira to gold,gold ira questions,gold ira retirement,home storage gold ira guide,physical gold ira account,gold ira for seniors,ira approved gold bars more

Educate yourself on the advantages of a Check Book IRA LLC or a Solo 401(k). Learn how to super charge your investment earnings by having truly Self Directed IRA retirement plan. Tune in to the experts and their guests each week or visit them at www.CheckBookIRA.com or call (800) 482-2760 more