100 episodes

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, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CA, CO, IA, IN, MA, NY, TN, TX, WI, and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning through Jim Saulnier and Associates, LLC. Cambridge and Jim Saulnier & Associates are not affiliated.

The Retirement and IRA Show Jim Saulnier, CFP® & Chris Stein, CFP®

    • Investing

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, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CA, CO, IA, IN, MA, NY, TN, TX, WI, and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning through Jim Saulnier and Associates, LLC. Cambridge and Jim Saulnier & Associates are not affiliated.

    Out-of-Country Citizenship, A Clarification on IRMAA, & A Roth Conversion Error: Q&A #2022

    Out-of-Country Citizenship, A Clarification on IRMAA, & A Roth Conversion Error: Q&A #2022

    Jim and Chris cover a range of varied topics today: they revisit a past question, discuss a citizenship inquiry, clarify an IRMAA statement, and discuss a Roth conversion error. (4:15) Jim and Chris revisit a question answered in a previous podcast episode about child-in-care spousal benefits. (10:10) A listener who lives in Spain has some […]

    • 1 hr 13 min
    Unexpected Windfalls: EDU #2021

    Unexpected Windfalls: EDU #2021

    Jim and Chris discuss a topic brought to us by a listener’s question:  what are some strategies one should consider when faced with expected windfalls such as suddenly inheriting a large sum of money? *Note:  Near the end of the episode, Jim and Chris failed to mention that there’s a 10% early withdrawal penalty if […]

    • 1 hr 25 min
    Excess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021

    Excess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021

    Jim and Chris answer questions about excess Social Security withholding, trusts and their beneficiaries, and QLACs.  They also further discuss the best states to retire in after receiving an insightful comment by a listener. (4:50) “Georgiana” wonders what happens with the excess Social Security amount withheld by one of her employers. (13:09) A listener has […]

    • 1 hr 14 min
    Takeaways from the Latest Ed Slott Seminar Part 2: EDU #2020

    Takeaways from the Latest Ed Slott Seminar Part 2: EDU #2020

    Continuing from a former EDU episode, Jim and Chris further discuss a recap of the most recent Ed Slott seminar.  In particular they discuss some tax court cases and different IRS rules.

    • 1 hr 16 min
    Social Security Questions, A Correction, Retirement Accounts, and Trusts: Q&A #2020

    Social Security Questions, A Correction, Retirement Accounts, and Trusts: Q&A #2020

    Jim and Chris continue to tackle questions about Social Security, traditional vs. Roth IRAs, and trusts.  They also discuss a listener’s correction to a previous podcast episode. (4:20) An Illinois listener wonders how to communicate his updated address and phone number to Social Security. (7:00) Another Illinois listener wonders if he could collect full disability […]

    • 1 hr 10 min
    Takeaways from the Latest Ed Slott Seminar: EDU #2019

    Takeaways from the Latest Ed Slott Seminar: EDU #2019

    Jim recently returned from the latest Ed Slott seminar, and in today’s episode he and Chris discuss some of the main takeaways and topics from the event.

    • 52 min

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