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 | |||
Listen to this Podcast
Latest Episodes
Jim and Chris discuss listener emails on the best month to claim Social Security, IRMAA strategy for married couples, Social Security ex-spouse benefits, inflation and annuity purchase decisions for a Minimum Dignity Floor shortfall, and Minimum Dign... more
Chris’s Summary
Jim and I use a Life Annuity Specialist article on pension risk transfer mortality models to examine longevity risk for individual retirees. These models weigh sub-ZIP codes, income, and over 200 socioeconomic factors, suggesting som... more
Chris and Jacob discuss listener emails on Social Security survivor benefits, a TIPS ladder paired with a QLAC, investment positioning across taxable, tax deferred, and tax-free accounts, and buffered ETFs for sequence of returns risk. (12:30) A list... more
Chris’s Summary
Jim and I discuss five common power of attorney mistakes flagged in an estate planning attorney’s article, along with points from Peter Scott. We cover naming an alternative agent, the friction a springing agency can create, gifting ... more
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Reviews
- 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 Sammy
United Statesa month 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 States2 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 States2 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 States3 months ago - Great info, disappointing banter
The first 10 minutes of nearly every show is personal chitchat and only worth fast forwarding. I’m grateful they now have time stamps for the Q&A. 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. Jim’s pontificating has gotten worse over the years. EDU shows are spent with him ranting 75% of the time then infantilizing Chris with quiz questions. You get what you pray for :)
Apple Podcasts4Self directedUnited States3 months ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #49 | United States/Business/Investing |
Apple Podcasts | #178 | United States/Business |
Apple Podcasts | #66 |  Saudi Arabia/Business/Investing |
Apple Podcasts | #214 |  China/Business/Investing |
Talking Points
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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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?
- A retirement-focused show led by two CFP® professionals blends deep financial planning concepts with accessible, personality-filled banter. Episodes repeatedly explore retirement income strategies, liquidity planning, and the psychology of spending in retirement, often illustrating frameworks like the SEAL Reserve, fund numbers, and the go-go / slow-go / no-go construct. The conversations frequently pair practical calculations with real-world storytelling, guest insights, and software/tooltips to help listeners implement complex planning ideas.
- Notable strengths include actionable frameworks, a two-host dynamic that combines technical rigor with approachable education, and a willingness to tackle nuanced topics such as Social Security o... more
Where can I find podcast stats for The Retirement and IRA Show?
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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. Dr. Philip Snyder
2. Dr. Phillip Snider
3. Dr. Philip Schneider
4. Jersey Jake
5. Jake Turner
6. Steve Sansone
7. Brian Luther
8. Kevin Sebesta
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.