100 episodes
The Retirement and IRA Show Jim Saulnier, CFP® & Chris Stein, CFP®
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4.2 • 616 Ratings
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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
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Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. (17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada. (25:45) George wonders if he can let the SSA know about discontinuing Roth conversions to avoid the associated IRMAA […]
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Our Retirement Planning Process Prequel: EDU #2415
Jim and Chris sit down to revisit our retirement planning process and a recent article written by Bloomberg. Link to article: Wall Street Just Doesn’t Get It on Retirement – Bloomberg
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IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414
Jim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. (15:00) A listener asks about the timing behind an increase in his IRMAA premiums. (24:30) George looks for clarification on the rules surrounding a spousal Social Security benefit. (34:15) George wonders if Jim and Chris are going […]
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Capital Gains and Wash Sale Rule: EDU #2414
Jim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work.
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Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413
Jim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts. (12:00) Georgette asks a question on how to calculate her net of tax future IRA distributions correctly without being “double taxed” in her projections. (19:00) A listener looks for the teams thoughts on whether or not Roth conversions while […]
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Retirement Planning Dialogue Series 3: EDU #2413
Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement.
Customer Reviews
I love their approach to retirement planning
Jim and Chris have a truly amazing approach to retirement planning. Instead of the typical standard withdrawal rate, they’ve come up with an approach to identify the portion of your assets you can spend on FUN in retirement. You can decide if you want to spend it early in retirement, when you’re still healthy, or save it longer and risk letting someone else spend it for you!
Greatest podcast on earth
Great retirement information every week. Social Security to estate planning. Listen every week!
Love the show and the passion for planning
I really enjoy this podcast. Jim and Chris have a tremendous amount of knowledge and are very generous with what they share with their listeners. I enjoy the camaraderie and affection they have on the podcast and the passion for what they do. The more episodes you listen to the more you will learn -- don't let the occasional good humored banter put you off! Their detailed table of contents for each show is incredibly helpful as well.
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