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 & 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, IL



Insurance 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

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

    • Business
    • 4.2 • 371 Ratings

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, IL



Insurance 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

    Social Security, Inherited IRAs, TIPS, and Annuities: Q&A #2138

    Social Security, Inherited IRAs, TIPS, and Annuities: Q&A #2138

    WE HAD TO REUPLOAD THIS EPISODE. IF YOU’RE HAVING AUDIO ISSUES, PLEASE RE-DOWNLOAD THE EPISODE AND IT SHOULD BE FIXED! Thanks 🙂 Jim and Chris sit down to discuss questions relating to Social Security survivor benefits, inherited IRAs, TIPS, and annuities. (4:30) A Wisconsin listener looks for clarification on whether someone who is already claiming […]

    • 51 min
    Spending Money In Retirement: EDU #2137

    Spending Money In Retirement: EDU #2137

    Jim and Chris follow a listeners suggestion and discuss a recent article relating to a retiree who is having trouble spending their money in retirement.

    • 1 hr 7 min
    Social Security, Retiree Portfolios, Property Decisions, and Minimum Dignity Floor Coverage: Q&A #2137

    Social Security, Retiree Portfolios, Property Decisions, and Minimum Dignity Floor Coverage: Q&A #2137

    Jim and Chris sit down to discuss listeners questions relating to Social Security, retiree investment portfolios, property decisions, and minimum dignity floor coverage. (2:15) A fellow Coloradoan looks for some clarification on Social Security and claiming a survivorship benefit. (12:30) George from Ohio asks how to build an investment portfolio for a new retiree. (23:00) […]

    • 52 min
    Discussing The Financial Planning Magazine: EDU #2136

    Discussing The Financial Planning Magazine: EDU #2136

    Jim and Chris sit down to discuss some comments that were recently published in the Financial Planning magazine.

    • 1 hr 18 min
    Social Security, Inherited Roth IRAs, DIAs, Roth Conversions, and Durable Powers of Attorney: Q&A #2136

    Social Security, Inherited Roth IRAs, DIAs, Roth Conversions, and Durable Powers of Attorney: Q&A #2136

    Jim and Chris sit down to discuss listener questions about Social Security, inherited Roth IRAs, DIAs, Roth conversions, and durable powers of attorney. (4:30) George asks a question about Social Security claiming strategies for surviving spouses. (17:45) A Minnesotan wonders what the tax implications are when it comes to inherited Roth IRAs. (32:00) An Ohioan […]

    • 1 hr 12 min
    Pension Income Questions: EDU #2135

    Pension Income Questions: EDU #2135

    Jim and Chris sit down to discuss a couple questions from a Massachusetts listener relating to possible pension income options.

    • 1 hr 20 min

Customer Reviews

4.2 out of 5
371 Ratings

371 Ratings

*dOrY* ,

Learning Made Easy

Thanks for taking important money management concepts and breaking them down into understandable and actionable bits! Love it.

FredFred ,

Complete in-depth information

Seems all other podcasts gloss over topics.

I feel more confident in retiring and in my ability meet my life objectives.

I will update my opinion in 30 years if I die poor.

D Abd ,

Awesome podcast! Best one!!!

Very educational with lots of humor!!! Jim and Chris deliver!!! In depth analysis without being boring and understandable!!!

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