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
    • 4.3, 218 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.

    Unexpected Windfalls: EDU #2021

    Unexpected Windfalls: EDU #2021

    Jim and Chris discuss a topic brought to us by a listener’s question:  what are some strategies one should consider when faced with expected windfalls such as suddenly inheriting a large sum of money? *Note:  Near the end of the episode, Jim and Chris failed to mention that there’s a 10% early withdrawal penalty if […]

    • 1 hr 25 min
    Excess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021

    Excess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021

    Jim and Chris answer questions about excess Social Security withholding, trusts and their beneficiaries, and QLACs.  They also further discuss the best states to retire in after receiving an insightful comment by a listener. (4:50) “Georgiana” wonders what happens with the excess Social Security amount withheld by one of her employers. (13:09) A listener has […]

    • 1 hr 14 min
    Takeaways from the Latest Ed Slott Seminar Part 2: EDU #2020

    Takeaways from the Latest Ed Slott Seminar Part 2: EDU #2020

    Continuing from a former EDU episode, Jim and Chris further discuss a recap of the most recent Ed Slott seminar.  In particular they discuss some tax court cases and different IRS rules.

    • 1 hr 16 min
    Social Security Questions, A Correction, Retirement Accounts, and Trusts: Q&A #2020

    Social Security Questions, A Correction, Retirement Accounts, and Trusts: Q&A #2020

    Jim and Chris continue to tackle questions about Social Security, traditional vs. Roth IRAs, and trusts.  They also discuss a listener’s correction to a previous podcast episode. (4:20) An Illinois listener wonders how to communicate his updated address and phone number to Social Security. (7:00) Another Illinois listener wonders if he could collect full disability […]

    • 1 hr 10 min
    Takeaways from the Latest Ed Slott Seminar: EDU #2019

    Takeaways from the Latest Ed Slott Seminar: EDU #2019

    Jim recently returned from the latest Ed Slott seminar, and in today’s episode he and Chris discuss some of the main takeaways and topics from the event.

    • 52 min
    2020 RMDs, Social Security, HSAs, and the Best States for Retirees: Q&A #2019

    2020 RMDs, Social Security, HSAs, and the Best States for Retirees: Q&A #2019

    After Jim clarifies some information about 2020 RMDs and the CARES Act, he and Chris answer questions about Social Security, HSA accounts for beneficiaries, and the best states to retire in. (3:10) Jim clarifies what you can do if you took a 2020 RMD before the CARES Act removed the requirement. (14:33) A Washington listener […]

    • 53 min

Customer Reviews

4.3 out of 5
218 Ratings

218 Ratings

Chidam ,

Good content overdone sometimes

Today’s show was great but it was overdone with universal life question from one Calder taking so much time. Please don’t go on and on once you make a point. Otherwise it’s great content

whatreviews ,

Great show,

A lot of valuable information

D Abd ,

Awesome podcast! Best one!!!

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

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