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
    • 4.3 • 485 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

    Thanksgiving Break: Q&A #2248

    Thanksgiving Break: Q&A #2248

    From all of us at Jim Saulnier & Associates, have a happy Thanksgiving with family and friends!

    • 2 min
    Thanksgiving Break: EDU #2247

    Thanksgiving Break: EDU #2247

    From all of us at Jim Saulnier & Associates, have a happy Thanksgiving with family and friends!

    • 1 min
    Spousal Benefits, Investing, Roth Conversions, Trusts, and MYGAs: Q&A #2247

    Spousal Benefits, Investing, Roth Conversions, Trusts, and MYGAs: Q&A #2247

    Jim and Chris sit down to discuss listeners questions relating to spousal benefits, investing, Roth conversions, trusts, and MYGAs. (7:45) Georgette from New York looks for clarification on the possible reduction of spousal Social Security benefits. (15:30) A Californian listener wonders if it makes sense to sell some of his bond funds that are currently […]

    • 1 hr 11 min
    401(k) to IRA Rollovers: EDU #2246

    401(k) to IRA Rollovers: EDU #2246

    Jim and Chris sit down to discuss some of the details surrounding rolling over dollars from a 401(k) into an IRA.

    • 1 hr 10 min
    Social Security and Long-Term Care (LTC) Continued: Q&A #2246

    Social Security and Long-Term Care (LTC) Continued: Q&A #2246

    Jim, Chris, and in-house long-term care expert, Greg Darden discuss listeners questions relating to Social Security and long-term care (LTC). (5:30) George from Michigan looks for clarification on spousal Social Security benefits for his wife. (13:00) Jim and Chris follow-up on an additional question from the listener on this last weeks EDU show #2245 relating […]

    • 1 hr 16 min
    Discussing Long-Term Care (LTC): EDU #2245

    Discussing Long-Term Care (LTC): EDU #2245

    Jim, Chris, and in-house aging/long-term care (LTC) expert, Greg Darden sit down to discuss and answer a couple questions on long-term care.

    • 1 hr 5 min

Customer Reviews

4.3 out of 5
485 Ratings

485 Ratings

Dave in Scranton, Pa ,

Retire Early in 2028

This show is the most comprehensive retirement podcast I have found. Jim and Chris provide detailed answers to complex retirement planning questions and topics. This is not a 101 level show that provides simple answers. Jim and Chris provide graduate level explanations and solutions that normally would come with a fee. If you are looking to transition from the accumulation stage to the retirement stage where you are living off of your assets and social capital, this show is a must.

Dave in Scranton, Pa.

Ray60bo ,

Rabbit Holes

I enjoy going down the rabbit holes with Jim and Chris

hopeful retiree in cali ,

In depth analysis with humor

Comprehensive analyses. I’ve learnt so much more listening to this show than other finance shows. If you love deep dives you will love this show.

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