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 | InvestingBusiness | |||
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Latest Episodes
Chris is joined by Jacob to discuss listener emails on withdrawing an early Social Security claim to collect survivor benefits, how Medicare Part A back-dating can affect HSA contributions, details of a liquidity account, buffered ETFs, and buying a ... more
If you would prefer to skip Jim and Chris chatting about Jim’s end-of-season garden update and what home-grown produce he’s going to try to get through TSA (and why), you can skip to 7:45. Chris’s Summary
Jim and I continue our run of IRA topics wit... more
Jim and Chris discuss listener emails, starting with a listener PSA on HSA contributions and Medicare Part A, then cover Social Security survivor benefits, a Roth conversion rules follow-up, and moving an estate’s IRA into Inherited IRAs. (8:00) Geor... more
Chris’s Summary
Jim and I use two listener emails in this EDU dialog episode to consider whether each couple may be ready to retire. The first couple weighs relocating for taxes, a pricier next home, and all-equity portfolios with RMDs looming. Long... more
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- Exceptional Content
Jim and Chris provide a folksy and very useful. detailed discussion of retirement topics. I regularly listened to this show during my retirement preparation years and early retirement years. Much of what I learned about retirement finances came from this show. Can’t think of a topic I wanted to learn about that they didn’t cover well. After being retired 11 yrs, I still listen in periodically for any changes to tax laws (love the summaries of Jim’s attendance at Ed Slott seminars) and to just he... more
Apple Podcasts5Rick3586
United States2 months ago - Excellent
If you listen carefully there are nuggets of gold. Not every show is directly related to my situation but nevertheless I appreciate their attention to detail. I have listened to several shows of this type and I appreciate this shows thoroughness. Some of course want quick simple perfect answers tailored to them. This is akin to wanting a complicated process simmered down to one page. The debate will rage on but they try real hard and I appreciate their efforts.
Apple Podcasts5Play it again SammyUnited States2 months ago - Best information
No other show on these critical topics goes deeper and covers more ground than Jim and Chris do. Yes, they chat and get into off topic points but they are amusing and down to Earth.
The show offers a unique perspective on retirement and helps you make the tough decisions for yourself.
Highly recommended if you are close to retirement or already have.
Apple Podcasts5BraiscoUnited States3 months ago - Education and Entertainment
The Retirement and IRA Show is probably the best, most comprehensive podcast on retirement planning on the web. The guys know their stuff and how to explain it and keep it like a conversation among friends. I highly recommend this to those planning and already in retirement.
Apple Podcasts5El Tejano GrandeUnited States3 months ago - Good Info with a dose of host banter
Timely and (very) detailed information. One of the trifecta of retirement podcasts with the others being Retirement Planing Education and The Retirement Answer Man.
Apple Podcasts5PJM-NYCUnited States4 months ago
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Apple Podcasts | #70 | United States/Business/Investing |
Apple Podcasts | #137 | 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?
Detailed, conversational education on retirement planning, with recurring hosts Jim Saulnier, a CFP professional specializing in retirement planning, and Chris Stein, a CFP professional and finance instructor. They explain how Social Security, Medicare, pensions, IRAs, taxes, annuities, investing and estate-planning rules affect real retirement decisions, often working through listener questions and practical scenarios in depth. Educational episodes focus on a specific planning subject, while Q&A episodes address several questions and their related complications. The hosts combine technical explanations, examples and occasional personal banter, making complex rules accessible without reducing every decision to a simple formula. Best suited ... more
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How many listeners does The Retirement and IRA Show get?
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How many subscribers and views does The Retirement and IRA Show have?
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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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What guests have appeared on The Retirement and IRA Show?
Recent guests on The Retirement and IRA Show include:
1. Tom Stivers
2. Dr. Phillip Snider
3. Dr. Philip Snyder
4. Dr. Philip Schneider
5. Jersey Jake
6. Jake Turner
7. Steve Sansone
8. Brian Luther
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.