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Artwork for The Retirement and IRA Show

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

PublishesTwice weeklyEpisodes101Founded11 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Retirement and IRA Show

Latest Episodes

Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. more

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5 days ago

This is the introductory show of a series Jim and Chris are calling ”Revealing the Secure Retirement Income Process”.  On the next several shows they will walk you through their philosophy and approach to retirement planning while sharing details on ... more

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8 days ago

Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. more

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12 days ago

Jim and Chris sit down to revisit our retirement planning process and a recent article written by Bloomberg. more

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15 days ago

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Reviews

4.2 out of 5 stars from 679 ratings
  • I love their approach to retirement planning

    Jim and Chris have a truly amazing approach to retirement planning. Instead of the typical standard withdrawal rate, they’ve come up with an approach to identify the portion of your assets you can spend on FUN in retirement. You can decide if you want to spend it early in retirement, when you’re still healthy, or save it longer and risk letting someone else spend it for you!

    Apple Podcasts
    5
    Jimmy in AZ
    United Statesa month ago
  • Greatest podcast on earth

    Great retirement information every week. Social Security to estate planning. Listen every week!

    Apple Podcasts
    5
    AK. 2000
    United Statesa month ago
  • Love the show and the passion for planning

    I really enjoy this podcast. Jim and Chris have a tremendous amount of knowledge and are very generous with what they share with their listeners. I enjoy the camaraderie and affection they have on the podcast and the passion for what they do. The more episodes you listen to the more you will learn -- don't let the occasional good humored banter put you off! Their detailed table of contents for each show is incredibly helpful as well.

    Apple Podcasts
    5
    Drew A Andrews
    United Statesa month ago
  • Meh...

    Rehashes well understood and known concepts with silly naming.

    Apple Podcasts
    2
    Ctsail
    United Statesa month ago
  • Best for in-depth retirement planning

    Jim and Chris do deep dive’s into all retirement related subjects. They manage to teach what could be some boring information in an entertaining way. They have a unique approach to retirement planning that is far above the cookie cutter 4% safe withdrawal/Monte Carlo style. They definitely have the heart of a teacher.

    Apple Podcasts
    5
    UMattG
    United States2 months ago

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