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
    • 4.2 • 391 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

    Social Security, Inherited Roth IRAs, SEP IRAs, Disability Pay, and Trusts As Beneficiaries: Q&A #2149

    Social Security, Inherited Roth IRAs, SEP IRAs, Disability Pay, and Trusts As Beneficiaries: Q&A #2149

    Jim and Chris discuss questions relating to Social Security, inherited Roth IRAs, SEP IRAs, disability pay, and trusts as beneficiaries. (11:15) George from Michigan looks for clarification on Social Security spousal benefits. (21:15) A listener lists his concerns for spousal inheritance of a Roth IRA. (24:15) A listener asks about opening a SEP IRA to […]

    • 1 hr 12 min
    Discussing The Fun Number: EDU #2148

    Discussing The Fun Number: EDU #2148

    Jim and Chris sit down to discuss a couple of listener emails regarding our “fun number” concept and planning around a fun number.

    • 1 hr 19 min
    Thanksgiving Break: QA

    Thanksgiving Break: QA

    Chris provides a brief update on Thanksgiving break and when we’ll be back to regularly scheduled programming.

    • 2 min
    Thanksgiving Break: EDU

    Thanksgiving Break: EDU

    Chris provides a brief update about the upcoming Thanksgiving break and when we’ll be back to regularly scheduled programming.

    • 1 min
    Social Security, Roth 401(k) Rollovers, Inherited Roth IRAs, and Roth Conversions: Q&A #2147

    Social Security, Roth 401(k) Rollovers, Inherited Roth IRAs, and Roth Conversions: Q&A #2147

    Jim and Chris discuss listeners questions relating to Social Security benefits, Roth 401(k) rollovers, inherited Roth IRAs, and Roth conversions. (5:30) A couple of California and Colorado listeners try and provide some clarification on estimating your Social Security benefit with no future estimated earned income. (18:00) A listener aims to provide some insight on rolling […]

    • 1 hr 18 min
    The Essence Of Retirement Planning: EDU #2146

    The Essence Of Retirement Planning: EDU #2146

    Jim and Chris sit down to discuss an email from a listener regarding the overall essence of financial planning and retirement planning.

    • 1 hr 7 min

Customer Reviews

4.2 out of 5
391 Ratings

391 Ratings

DSCoe ,

My favorite Retirement podcast

If you’re into detailed technical aspects of retirement finances, this is the best podcast out there. I listen to a number of retirement podcasts and get bored with the fluffy goal-setting discussions that are common in other podcasts. But these guys focus on technical aspects like how social security works, understanding taxes, etc. They do deep dives that you won’t find anywhere else and they have great personalities. I’ve learned a lot listening to these guys. I Also like that their shows aren’t filled with constant self promoting commercials like some other podcasts in this category.

whatreviews ,

Great show,but

If you get straight to the point instead spending most of the hour repeating what you already said seconds earlier, I learned a ton of this show but I really can’t take that Jim guy anymore, so I am out
I know it is my lose but to keep my mental health intact I will find another venu or even pay for financial planner to stay sane

Joe Pozawokiem ,

BEST retirement podcast

This is the BEST retirement podcast out there, and I listen to 7 or 8 of them. Look, all the experts know the quirks of the retirement realm. Some of the quirks will apply to you, and some of them won’t. Where the Retirement and IRA Show shines is in the hosts’ innate ability (or are they silently querying their computers?) to tell when a listener’s problem can benefit from a quirky solution. As a listener, YOUR takeaway is having your awareness raised as to WHEN you should seek a change in your plans. For example, I knew about Roth IRAs, but I never realized that a one-time change in my income made me newly eligible for a Roth IRA. I knew about Social Security taxation rules, but I never recognized that I fell into the income range where I could easily cap my taxable Social Security by INCREASING my retirement withdrawals. Listening to this podcast is time well spent!

Top Podcasts In Business

You Might Also Like