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
    • 4.2, 240 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, 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.

    IRAs, Roth Conversions, and Social Security Details: Q&A #2031

    IRAs, Roth Conversions, and Social Security Details: Q&A #2031

    Jim and Chris discuss various listener questions relating to IRAs, Roth conversions, and Social Security details. (8:38) An Ohioan wonders if they can apply for spousal benefits while withdrawing their Social Security application at the same time. (13:28) A Missouri listener asks if he can contribute the maximum annual amount to his IRA after transferring […]

    • 1 hr 19 min
    CARES Act and RMD Relief: EDU #2030

    CARES Act and RMD Relief: EDU #2030

    Jim and Chris discuss the details of the CARES Act and other 2020 governmental relief offered to those with required minimum distributions.

    • 53 min
    Social Security, CARES Act, and Monte Carlo Analysis: Q&A #2030

    Social Security, CARES Act, and Monte Carlo Analysis: Q&A #2030

    Jim and Chris answer questions about Social Security Benefits, the CARES Act, and justifications about the Monte Carlo analysis. (8:45) A listener asks about backdating his own delayed Social Security benefit as well as his wife’s benefit at her full retirement age. (16:42) A New Jerseyan wonders if his wife can collect on his Social […]

    • 1 hr 19 min
    Inflation Adjustments, COLAs, and the MDF: EDU #2029

    Inflation Adjustments, COLAs, and the MDF: EDU #2029

    Jim and Chris discuss a listener from Utah’s topic regarding inflation estimates, cost of living adjustments, and the minimum dignity floor.

    • 47 min
    Roth Conversions, Tax Brackets, and General Tax Advice: Q&A #2029

    Roth Conversions, Tax Brackets, and General Tax Advice: Q&A #2029

    Chris is joined by our resident tax expert and CPA, Bob Palechek to discuss Roth conversions, tax brackets, and other general tax questions. (4:25) An Arizonian wonders if 401k contributions count as earned income for the purposes of Roth contributions. (10:50) A listener from Connecticut asks how much he can convert from a 401k to […]

    • 1 hr 3 min
    Utilizing Trusts to Reduce the Impact of Taxes: EDU #2028

    Utilizing Trusts to Reduce the Impact of Taxes: EDU #2028

    Jim and Chris are joined by our resident tax expert and CPA, Bob Palechek, as well as estate and tax planning attorney, Peter Scott to discuss the various ways in which trusts can be utilized to reduce the impact of taxes.

    • 1 hr 19 min

Customer Reviews

4.2 out of 5
240 Ratings

240 Ratings

essbrow ,

Make us proud, Jim

Great content, if you can wait long enough to get it. Guys, make a transcript of just one episode and listen to the repetition, the same point made in five different ways. Higher ratings and compliments would follow with just a bit more self-discipline. Best content, but most wordy financial podcast.

MsMDPodcaster ,

Good content, but too much blather

I wish they would focus on the topic. Chris is better. Jim just prattles. I’m not listening to be entertained by endless jabber. I’m here for information.

MagX2020 ,

Awesome Retirement Planning Podcast!!

My favorite retirement planning show!! Both Jim and Chris are very knowledgeable about retirement planning, especially on IRAs and Social Security! They’re truly dedicated to help people who need retirement planning. They’re also very brave and stand up to the unfair industry practice such as AUM(Assets Under Management) model. They provide us great information on how the industry operates. Lots of respect! Admire what you do! Highly recommended Podcast! Thank you for the great job!!

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