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
Chris’s Summary
Jim and I are joined by Steve Sansone as we discuss cash balance plans and explain how they function as hybrid defined benefit plans that present as account-based arrangements. We cover who these plans are designed for, including high... more
Jim and Chris discuss listener emails on Social Security spousal eligibility and claiming coordination, a listener PSA on Social Security proof of marriage requirements, RMD planning while still working, money market earnings in brokerage accounts, a... more
Chris’s Summary
Jim and I are joined by Jake Turner as we cover the Math Act and a set of shorter EDU topics Jim has been collecting. We start with an SSA-44 update, including listener and client feedback on submitting the IRMAA redetermination form ... more
Jim and Chris discuss listener emails starting with PSAs about IRMAA and Social Security spousal benefit applications, then questions on IRMAA, QLAC-related RMD rules, and a Roth conversion involving a fixed indexed annuity (FIA). (9:30) Georgette sh... more
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Reviews
- 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 Podcasts5Kelthebold
United 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 States2 months ago - Listened once. Won’t be back.
Way too much useless chatter. To much talking about the way the rules used to be. Today’s rules are what matters.
Apple Podcasts2DNJLSUnited States2 months ago - Great Information
I have been watching the show for the last eight years and I think Jim and Chris are great!!
Like it when Jim and Chris shared their personal stories it makes it real. I’ve learned a lot. I am now retired five years and I listen every two sessions per the week.
Apple Podcasts2NanaJulesUnited States3 months ago - Informative & Entertaining
Chris and Jim, oops, I’m sorry…Jim and Chris are very good at taking a subject and dissecting it until even a troglodyte like me can understand the particulars and potential effects of each concept to my retirement planning. Like everyone else, the time I have to dedicate to planning a large portion of my life is hard to find. Luckily for me, the amount of time I spend in the car can be converted to education about this very important topic. The dynamic between Jim and Chris is exactly as it see... more
Apple Podcasts5KeltheboldUnited States4 months ago
Listeners Say
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Apple Podcasts | #65 | United States/Business/Investing |
Apple Podcasts | #209 | United States/Business |
Apple Podcasts | #226 |  Mexico/Business/Investing |
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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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What guests have appeared on The Retirement and IRA Show?
Recent guests on The Retirement and IRA Show include:
1. Brian Luther
2. Kevin Sebesta
3. Shelley Thompson
4. Shelly Thompson
5. Matt Kaufman
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.