The Retirement and IRA Show
Jim Saulnier, CFP® & Chris Stein, CFP®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 countr... more
| Publishes | Twice weekly | Episodes | 101 | Founded | 13 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
Jim and Chris discuss listener questions on Social Security survivor benefits and divorce rules, a listener PSA on spousal benefits, HSA contribution limits, and whether annuities make sense versus Treasury bonds.
(8:45) A listener asks whether som... more
Chris’s Summary
Jim and I continue last week’s EDU discussion on Roth IRA mistakes from an Investopedia article. We cover direct versus 60-day rollovers, the one-per-365-day IRA-to-IRA limit, and the 401(k) 20% withholding rule with the RMD and NUA e... more
Jim and Chris are joined by Jake to discuss listener questions on SSA-44 and IRMAA surcharges, inherited IRA spousal rollover rules, long-term care insurance benefit caps, and ACA tax credits.
(4:45) George asks whether an unexpected W-2 stock opti... more
If you want to skip over some weather banter you can go to (14:15). Chris’s Summary
Jim and I review Roth IRA mistakes and walk through key rules on earned income eligibility, income limits, spousal contributions, excess contributions, and qualified ... more
Key Facts
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- Incredibly informative and Useful
Jim and Chris (as well as the team) do an amazing job of delving into the details of a variety of retirement topics. When appropriate they relate the topics to their specific retirement planning methodology.
This podcast focuses more on depth rather than breadth. Where some podcasts provide superficial answers (at best) to more questions, the team tries to answer fewer questions in depth, including adjacent questions and implications of the answers whenever possible.
The hosts are personabl... more
Apple Podcasts5Dan Lunceford
United States25 days ago - The Click and Clack of Retirement podcasts
Chris and Jim and their crew make me rethink assumptions, focus on the older me and feel relief that some good people will pay for an elder’s strawberries when there is more month than money
Apple Podcasts5Mick JUnited Statesa month ago - One of the best
Good information, honest approach, and original thoughts and strategies make this one of the few I’ve stuck with over the years. Banter without the “cool bro dudes” vibe that sounds obnoxious to me. I love these guys and their entire approach
Apple Podcasts5lyraoaxacaUnited Statesa month ago - Informative & Entertaining
Jim and Chris, oops, I’m sorry…Bugs and Cowboy are very good at taking a subject and dissecting it until even a troglodyte can understand the particulars and potential effects of each concept to retirement planning. The time dedicated to planning a large portion of life is hard to find. Luckily, the amount of time spent in the car can be converted to education about this very important topic. The dynamic between Jim and Chris is exactly as it seems: great friends hanging out and discussing a top... more
Apple Podcasts5KeltheboldUnited States2 months ago - Love it!
This is a terrific podcast for people in or near retirement. Jim, Chris and the team are very knowledgeable and share a ton of useful information. It is a fun time twice a week.
Apple Podcasts5Emma MelissaUnited States3 months ago
Listeners Say
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Apple Podcasts | #47 | United States/Business/Investing |
Apple Podcasts | #147 | United States/Business |
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Frequently Asked Questions About The Retirement and IRA Show
What is The Retirement and IRA Show about and what kind of topics does it cover?
The discussions are anchored in providing practical financial insights primarily focused on retirement planning. Listeners can expect to explore topics such as Social Security, various retirement account strategies like IRAs and 401(k)s, healthcare considerations, and innovative investment approaches. The informative content is inherently combined with humor, creating an engaging environment, which is especially appealing for those approaching retirement or looking to optimize their financial futures. Their approach emphasizes clarity in complicated financial subjects and includes anecdotes that make the conversations relatable and enjoyable, making it a noteworthy resource for retirees and pre-retirees alike.
Where can I find podcast stats for The Retirement and IRA Show?
Rephonic provides a wide range of podcast stats for The Retirement and IRA Show. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Retirement and IRA Show and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does The Retirement and IRA Show get?
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What are the audience demographics for The Retirement and IRA Show?
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How many subscribers and views does The Retirement and IRA Show have?
To see how many followers or subscribers The Retirement and IRA Show has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to The Retirement and IRA Show?
These podcasts share a similar audience with The Retirement and IRA Show:
1. Retirement Planning Education, with Andy Panko
2. Big Picture Retirement®
3. Retirement Answer Man
4. Retirement Starts Today
5. Sound Retirement Radio
How many episodes of The Retirement and IRA Show are there?
The Retirement and IRA Show launched 13 years ago and published 101 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Retirement and IRA Show?
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Where can I see ratings and reviews for The Retirement and IRA Show?
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How do I access podcast episode transcripts for The Retirement and IRA Show?
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What guests have appeared on The Retirement and IRA Show?
Recent guests on The Retirement and IRA Show include:
1. Steve Sansone
2. Brian Luther
3. Kevin Sebesta
4. Shelley Thompson
5. Matt Kaufman
6. Shelly Thompson
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.