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Artwork for The Retirement and IRA Show

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®
Retirement Planning
Social Security
IRMAA
Annuities
Thanksgiving
Financial Planning
Inflation
Medicare
Minimum Dignity Floor
Secure Act 2.0
Estate Planning
Investment Management
TIPS
Defined Outcome Etfs
Inherited Iras
Treasury Inflation-Protected Securities (TIPS)
Roth Conversions
Tax Planning
Private Letter Ruling
Required Minimum Distributions

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

PublishesTwice weeklyEpisodes101Founded13 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Retirement and IRA Show

Latest Episodes

Jim and Chris discuss listener emails on Social Security survivor benefits, IRMAA relief and the SSA-44 process, the Social Security earnings test, disclaiming inheritances that are brokerage accounts, and Roth conversion rules for retirees.

(6:00)... more

Chris’s Summary

Jim and I review Fisher Investments’ 99 Retirement Tips and begin working through the list, covering only a handful in this episode. We discuss estate planning basics such as having a will, the importance of reviewing estate documents... more

Jim and Chris are joined by Jake Turner to discuss listener emails in this special tax related episode covering Roth conversions after RMD age, balancing Roth versus Traditional IRA contributions, HSA versus Roth contributions, IRA reporting question... more

If you would rather not listen to the guys’ banter about Jacob’s upcoming move to Iowa, Jim’s garden planning, and a listener correction about the word “imbibe” you can skip ahead to (33:30). Chris’s Summary

Jim and I are joined by Jacob Vonloh as we... more

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Recent Guests

Jake Turner
Planner on the team and Enrolled Agent, specializing in taxes
Jim Saulnier and Associates
Episode: Tax Special – Conversions, Contributions, HSAs, Tax Returns, Tax Software PSA: Q&A #2608
Steve Sansone
Expert in cash balance pension plans
SageView Advisory
Episode: Cash Balance Plans Part 2: EDU #2606
Brian Luther
Retired Rear Admiral and President/CEO of Navy Mutual
Navy Mutual
Episode: Military Retirement Planning: EDU #2541
Matt Kaufman
Senior Vice President and Head of ETFs at Calamos Investments
Calamos Investments
Episode: Buffered ETFs vs Stocks and Cash: EDU #2531
Kevin Sebesta
Retirement coach at the Rock Retirement Club
Rock Retirement Club
Episode: Retirement Plans for Aging: EDU #2519
Shelley Thompson
Estate planning attorney out of the Denver area
Episode: Common Estate Planning Mistakes: EDU #2449
Shelly Thompson
Practicing estate planning attorney and educator
University of Colorado in Boulder
Episode: Estate Planning Special Edition: EDU #2439

Hosts

Jim Saulnier
Certified Financial Planner and host, specializing in retirement planning for clients across the country, with experience as a co-host of The Retirement and IRA Show.
Chris Stein
Finance Instructor and Certified Financial Planner, bringing educational insights and humor to financial discussions.

Reviews

4.3 out of 5 stars from 797 ratings
  • A show that helps me keep my head above water

    Jim and Chris are very knowledgeable and share their retirement planning with us. As an aside, I enjoy the banter and the state quizzes. I admit it took a few episodes until the show clicked with me, but now I’m hooked. The topics pertain to anyone in or near retirement age.

    Apple Podcasts
    5
    ecolitango
    United States25 days ago
  • Chris and Jim are the absolute best retirement pod out there. hundreds of episodes to go backnand listen to. amazing info.

    Audible
    5
    Ed Kuehn
    United Statesa month ago
  • Unparalleled retirement information

    Amazing accurate and detailed information as well as practical approaches to common and challenging retirement concerns. The absolute best content in this area and very accessible and entertaining. All thumbs up.

    Apple Podcasts
    5
    Bummerdudenatious
    United Statesa month ago
  • My New Fav Investing and Retirement Show

    Jim and Chris are great!! I enjoy the banter ( and weather reports) but their deep knowledge of financial planning, retirement makes this podcast invaluable.

    Apple Podcasts
    5
    PeeBee333
    United Statesa month ago
  • This show grows on you, except rabbit talk and politics

    The rabbit discussion is very bizarre. And the comments about Illinois.

    Apple Podcasts
    4
    Interested bystander
    United Statesa month ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the wealth of knowledge shared about retirement planning, often highlighting the hosts' ability to make the content engaging and entertaining.
Some listeners note that while the information is invaluable, they would prefer less focus on personal anecdotes and more direct financial advice.
The dynamic between the hosts is well-received, as many fans enjoy the humor and friendly banter that runs throughout discussions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#79
United States/Business/Investing
Apple Podcasts
#169
United States/Business
Apple Podcasts
#172
China/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Medicare, Social Security, Inherited Roth, Annuities: Q&A #2607
Q: What is the difference between inherited Roth IRAs and traditional IRAs concerning required distributions?
An inherited Roth IRA does not require minimum distributions, while a traditional IRA does if the original owner passed away after their required beginning date.
Medicare, Social Security, Inherited Roth, Annuities: Q&A #2607
Q: What happens to inherited retirement accounts after the SECURE Act?
Beneficiaries must empty the account by December 31st of the 10th anniversary of the owner's death unless the owner passed away after their required beginning date.
Medicare, Social Security, Inherited Roth, Annuities: Q&A #2607
Q: What are the scenarios where someone may decide not to enroll in Medicare?
Retirees with FEHB insurance and ex-pats living abroad with good foreign medical coverage might opt out of Medicare.
Cash Balance Plans Part 2: EDU #2606
Q: What happens if one of the high-wage earner participants retires or quits?
The partner can take their cash, but if the plan is underfunded, the owners may need to refresh contributions to cover shortfalls.
Cash Balance Plans Part 2: EDU #2606
Q: Is a cash balance plan appropriate if ownership intends to work until death?
Typically no, due to the required minimum distributions, which could lead to tax implications for the owner while contributing to the plan.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
Social Media Reach

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 content combines expertise in financial planning with a relatable and engaging style, tailored primarily for individuals navigating retirement decisions. Episodes often focus on crucial topics such as Social Security benefits, IRA management, and investment strategies, intertwined with humorous interactions between the hosts, which serve to make complex financial concepts more accessible. The dynamic between the experienced certified financial planners fosters a unique atmosphere that balances education with entertainment, appealing to listeners who appreciate a personable approach to financial discussions.

Noteworthy episodes include Q&A sessions addressing listener inquiries regarding various retirement planning strategies, as well a... more

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How many listeners does The Retirement and IRA Show get?

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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 Answer Man
2. Retirement Starts Today
3. Stay Wealthy Retirement Podcast
4. Ready For Retirement
5. Your Money, Your Wealth

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.

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What guests have appeared on The Retirement and IRA Show?

Recent guests on The Retirement and IRA Show include:

1. Jake Turner
2. Steve Sansone
3. Brian Luther
4. Matt Kaufman
5. Kevin Sebesta
6. Shelley Thompson
7. 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.

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