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 | 12 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
Jim and Chris discuss listener questions on Social Security disability, dependent benefits for an adult child, a 60-day rollover nuance, inherited IRA RMD rules, and a deferred income annuity strategy.(15:00) George asks whether his brother, who is o... more
This week, with Jim away at a conference, Chris is joined by Jake for an EDU episode that takes the shape of a Q&A, focusing on tax planning strategies. The guys cover a series of emails that highlight how different tax rules and opportunities inters... more
Jim and Chris discuss listener questions on IRMAA reductions and Roth-conversion effects, widow filing status and IRMAA, in-kind stock Roth conversions and RMD transfers, annuity RMD interactions, and 60-day rollover mail timing.
(7:45) George asks ... more
If you would like to skip over Chris and Jim chatting about a recent Colorado hail storm and Jim’s garden while he’s in Ohio, please skip to the 7:45 mark.
Article discussed in today’s show: www.kiplinger.com/retirement/retirement-planning/t... more
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Reviews
- ChatGPT uggh
The most valuable podcast on retirement planning & execution out there. However the intro of using ChatGPT (even if only occasionally) has me skipping all such episodes. It lacks the humor of their normal banter and adds nothing educational. Please????
Apple Podcasts5Tennvols14
United Statesa month ago - Apologies
I agree with Jim & Chris “banter” is part of the show. The amount that I have received/learned has far outweighed any “banter”. These guys are wicked smart and worth the time. Jim & Chris don’t ever change.
Apple Podcasts5T n T 711United Statesa month ago - Too much unnecessary chatter
I don’t need to hear about unnecessary chatter on family stuff. Jim needs to retire. Period.
Apple Podcasts1Venom@MSTUnited States2 months ago - Great Show!
Glad they got rid of the ChatGPT segment. I agree with many others that sucked and it was much better the way they had it before with the normal banter and state trivia questions just for Chris.
Tremendous balance of talent with Jim and Chris; also enjoy when Jake from Chicago joins as he seems very squared away. Sadly, I think the kid Jacob that Jim wants to keep introducing to the show is a detriment. Very young and inexperienced and frankly, I get tired of listening to his extraneous use ... more
Apple Podcasts5J367rsgUnited States2 months ago - Great info, disappointing banter
The first 10 minutes of nearly every show is personal chitchat and only worth fast forwarding. Five stars if they simply edit that out. Jim’s boomer obsession with ChatGPT deserves an eye roll. When they answer questions, They know what they’re talking about and I listen intensely. I’d recommend they save us all about 15 minutes per episode and added a little more. You get what you pray for :)
Apple Podcasts4Self directedUnited States3 months ago
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Apple Podcasts | #44 | United States/Business/Investing |
Apple Podcasts | #140 | 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?
Listeners can expect a blend of financial expertise and engaging conversation focused on retirement planning, including critical topics such as Social Security, investing strategies, and retirement accounts like 401(k)s and IRAs. With hosts who are both CERTIFIED FINANCIAL PLANNER™ professionals, the discussions are enriched with real-world knowledge that is communicated in an accessible and often humorous manner. The balance between educational content and lighthearted banter makes it attractive for those particularly interested in gaining insights on navigating their financial futures while being entertained in the process.
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?
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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 12 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. Matt Kaufman
2. Kevin Sebesta
3. Shelley Thompson
4. 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.