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, 123 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
123 Ratings

123 Ratings

Wishmountain ,

Coffee in Kentucky

I have thoroughly enjoyed the show. Jim and Chris have a great on-air relationship that translates well. Their jokes are hilarious from the mispronunciations of States names (Jim) to the monotone responses from Chris. I am always laughing when I hear this show and I pick up great tips from the crew. I even want to move to Kentucky for the Bourbon, not the hiking😊

Keep up the good work and I’m coming to Fort Collins for a coffee (cream and two packs of Splenda)

Bryan
Kazakhstan
P.S. No one knows where that is so I just say “Almost” Russia🤷‍♂️

Joe and Jan ,

Most informative podcast on retirement

These guys know their stuff. Consistently giving reliable and well thought out information regarding how to spend the money we have accumulated all our lives. Saving for retirement is pretty straightforward (start early, diversify, pay low fees, and save as much as you can). It is much trickier to know how to sensibly liquidate your nest egg so as to last the rest of your life without worrying about it constantly. Jim and Chis show the many ways to navigate this maze of distribution and social security options by answering listeners questions. These guys obviously want to get their firms name out there but their passion and caring are obvious. Great show!

San Antonio Doc ,

Thank you !

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

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