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.

    Live Caller: Reducing IRMAA, Bonds or Income Annuities, and Some Comments: Q&A #2007

    Live Caller: Reducing IRMAA, Bonds or Income Annuities, and Some Comments: Q&A #2007

    A live caller and an email comment from a financial planner are featured on today’s podcast.  Jim and Chris talk through a listener’s concerns about establishing less-volatile accounts while still keeping low income for tax strategies. (3:12) Live caller George would like to discuss how to reduce IRMAA early in retirement (35:45) George continues by […]

    • 1 hr 16 min
    Jim & Chris’s Retirement Planning Approach and Process Part 4: EDU #2006

    Jim & Chris’s Retirement Planning Approach and Process Part 4: EDU #2006

    This is Part 4 of the show series in which Jim and Chris continue to describe their retirement planning approach and process.  In Parts 1 and 2 they discussed mostly the why and philosophy of their approach.  In Part 3 they explained further how they begin their planning process, using a fictitious couple as an […]

    • 1 hr 3 min
    QCDs, Social Security Benefits, Trust Tax Rates, and More: Q&A #2006

    QCDs, Social Security Benefits, Trust Tax Rates, and More: Q&A #2006

    Jim would like to answer a record-breaking 8 questions today (Chris estimates that 3 is more realistic), but nonetheless they answer topics about QCDs, Social Security benefits, trust tax rates, and more! (In the end, Jim and Chris answered 7 listener questions–not too shabby!) (6:10) A Californian would like clarity about taking out a QCD […]

    • 1 hr 7 min
    Jim & Chris’s Retirement Planning Approach and Process Part 3: EDU #2005

    Jim & Chris’s Retirement Planning Approach and Process Part 3: EDU #2005

    This is Part 3 of the show series in which Jim and Chris continue to describe their retirement planning approach and process.  In Parts 1 and 2 they discussed mostly the why and philosophy of their approach–in this episode, Jim and Chris will focus more on the how they do what they do, sharing it […]

    • 1 hr
    The Kiddie Tax, Tax Rates Influenced by the SECURE Act, and Tax Strategies: Q&A #2005

    The Kiddie Tax, Tax Rates Influenced by the SECURE Act, and Tax Strategies: Q&A #2005

    The newest member of our tax team, Bob Palechek, is today’s guest speaker–together he with Jim and Chris discuss an update on the Kiddie Tax, as well as other tax questions from listeners. (17:00) Jim, Chris, and Bob discuss an update on how the SECURE Act affected the Kiddie Tax. (39:00) A listener would like […]

    • 1 hr 32 min
    Jim & Chris’s Retirement Planning Approach and Process Part 2: EDU #2004

    Jim & Chris’s Retirement Planning Approach and Process Part 2: EDU #2004

    This is Part 2 of the show series in which Jim and Chris continue to describe their retirement planning approach and process.  In this episode they recap some of the topics mentioned in Part 1 (the why and philosophy of their approach), and then they start to delve into the how they do what they […]

    • 1 hr 1 min

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