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
    • 4.4, 113 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

4.4 out of 5
113 Ratings

113 Ratings

San Antonio Doc ,

Thank you !

You are guys are awesome!. Excellent resource. I continue to learn. God bless you for service you provide.

Tom (or George) ,

Great Show

I have never written a review for anything but had to for this podcast. I look forward to learning something each week.

Johnmcvay75 ,

Babble? Of course!!

These guys are great. Do they babble sometimes?? Yes...but that’s what makes the show great. You can’t talk just talk finances for an hour!! They bring a humanity to it. I’m a big fan.

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