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

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.

    Choices in Generated Secure Income: EDU #2012

    Choices in Generated Secure Income: EDU #2012

    As Jim and Chris practice “social distancing” during this time of the coronavirus, they discuss a topic mentioned in a listener’s email: choices in generated secure income, particularly as it refers to income annuities.

    • 1 hr 10 min
    IRA Tax Strategy, Retirement Strategies, and Financial Stability of Pensions: Q&A #2012

    IRA Tax Strategy, Retirement Strategies, and Financial Stability of Pensions: Q&A #2012

    Today Jim and Chris answer questions about a traditional IRA tax strategy, withdrawal vs. secure income strategies in retirement planning, and the financial stability of pensions. (6:00) A Georgian wonders if his traditional IRA tax strategy will get him in trouble. (23:00) A listener asks for advice for those who base their retirement funding on […]

    • 1 hr 24 min
    Considering the Coronavirus While Retirement Planning: EDU #2011

    Considering the Coronavirus While Retirement Planning: EDU #2011

    In today’s EDU, Jim and Chris chat about retirement planning while considering “black swan events” such as the current coronavirus outbreak.  Although the coronavirus is a hot topic right now, what can one do when facing other similar unexpected events while trying to plan retirement?

    • 1 hr 8 min
    Covering the Minimum Dignity Floor, Preparing for a SS Asset Cap, and the Pro Rata Rule: Q&A #2011

    Covering the Minimum Dignity Floor, Preparing for a SS Asset Cap, and the Pro Rata Rule: Q&A #2011

    In today’s episode, listeners have sent Jim and Chris questions about covering the minimum dignity floor, preparing for a possible Social Security asset cap, and the pro-rata rule. (4:20) A Texan asks how Jim and Chris would plan for covering the minimum dignity floor when considering inflation. (18:55) A listener from New Jersey would like […]

    • 57 min
    Things to Consider when Considering a Roth Conversion: EDU #2010

    Things to Consider when Considering a Roth Conversion: EDU #2010

    Jim, Chris, and Bob all discuss this topic today brought to us by a listener’s email: things to consider when considering a Roth conversion.  The simple question of “should I convert to a Roth?” comes with a multi-faceted answer!

    • 54 min
    Update on the SECURE Act, Divorce Benefits, and More: Q&A #2010

    Update on the SECURE Act, Divorce Benefits, and More: Q&A #2010

    As Jim rifles through listener’s questions today, he and Chris settle on the topics of an update on the SECURE Act, Social Security divorce benefits, re-characterizing an IRA, and Health Savings Accounts. (4:15) Chris and Jim follow up with an update on the SECURE Act and when a child inherits an IRA. (19:55) Georgette from […]

    • 58 min

Customer Reviews

D Abd ,

Awesome podcast! Best one!!!

Very educational with lots of humor!!! Jim and Chris deliver!!!

Casemundo ,

pretty good .... but

At times recorded volume combined with soft speaking guests and one of the hosts makes it to difficult to hear.

mr_guns ,

Critical of Others

If you like to hear them criticize people that write in, then you are in the right place. Financial advice seems fairly good, just not sure I can continue to subscribe to this podcast.

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