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®

    • Business
    • 4.3, 167 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.

Customer Reviews

4.3 out of 5
167 Ratings

167 Ratings

Camsterrocks ,

Finish more questions

I just found this podcast. The guys are funny but Jim is like a dog that sees a squirrel. He can’t keep on topic for more then 2 minutes. Chris needs to keep Jim more focused so they can get more questions answered.

FinPodListener ,

Excellent In Depth Information

This is the best retirement podcast for experienced listeners in the world of personal finance and retirement. You will not get a lot of the information covered in these podcasts elsewhere. If another podcast hits the same subject it is usually not to the depth necessary to fully understand all of the ins, outs and gotchas that both the EDU and Q&A shows outline and clarify.

tsaiguys ,

Condescension

I generally love listening to this podcast, and I’ve learned a lot from it. The level of technical financial advice is top notch.

However, this past episode #1938 was pretty offensive. Chris had several biting comments toward Jim that were disrespectful and condescending. From his grumbling about the lack sound assistance to him putting down Jim’s accent and insulting his knowledge of “proverbs.”

Chris, you might be well spoken, but you don’t exemplify positivity, humility or grace. The comments comes across as angry and passive aggressive, and it’s uncomfortable, distracting and upsetting to hear. If you need a specific list that substantiates such a reaction, feel free to contact me.

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