200 episodes

What do you get when you combine a talented CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR and a well respected Estate and Tax Planning Attorney? If you mix in relevant financial information and a healthy dose of humor for two hours on Saturday mornings 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 and residents of Northern Colorado, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, and PETER SCOTT, Esq., an estate and tax planning attorney with Coan, Payton and Payne, LLC offer real-world knowledge on a diverse range of topics including Social Security planning, Colorado PERA, investing for your retirement, the fundamentals of 401(k) and IRA accounts and estate planning. Jim, Chris and Peter make learning about your retirement, estate planning and even your taxes 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, CO, MA, MD, TX 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 & Chris Stein

    • Business
    • 4.3, 139 Ratings

What do you get when you combine a talented CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR and a well respected Estate and Tax Planning Attorney? If you mix in relevant financial information and a healthy dose of humor for two hours on Saturday mornings 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 and residents of Northern Colorado, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, and PETER SCOTT, Esq., an estate and tax planning attorney with Coan, Payton and Payne, LLC offer real-world knowledge on a diverse range of topics including Social Security planning, Colorado PERA, investing for your retirement, the fundamentals of 401(k) and IRA accounts and estate planning. Jim, Chris and Peter make learning about your retirement, estate planning and even your taxes 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, CO, MA, MD, TX 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.

Customer Reviews

4.3 out of 5
139 Ratings

139 Ratings

Bagpipe021 ,

Best Financial Show in Today's Market!

Jim and Chris deep dive into complex retirement topics, and translate useful information in layman's terms for the rest of us. I look forward to future episodes. The light-hearted banter between the two regular show hosts makes for an enjoyable, entertaining, but still informative podcast.

WaitsTooLongToReview ,

Not for beginner investors

Most big personal finance podcasts are for getting you started and taking the first steps towards getting set up for retirement. That’s great, but then what?

I love how in-depth this is. As someone that’s in ‘the boring middle’ of retirement planning where I’m just working, saving and contributing to accounts, there doesn’t seem like a lot to tweak. This is the only podcast I’ve found that goes really in depth on the niche strategies for retirement planning. Most of it doesn’t apply to me yet, to be honest, but I never listen to an episode where I don’t learn something new!

Wishmountain ,

Coffee in Kentucky

I have thoroughly enjoyed the show. Jim and Chris have a great on-air relationship that translates well. Their jokes are hilarious from the mispronunciations of States names (Jim) to the monotone responses from Chris. I am always laughing when I hear this show and I pick up great tips from the crew. I even want to move to Kentucky for the Bourbon, not the hiking😊

Keep up the good work and I’m coming to Fort Collins for a coffee (cream and two packs of Splenda)

Bryan
Kazakhstan
P.S. No one knows where that is so I just say “Almost” Russia🤷‍♂️

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