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
Jim and Chris discuss listener emails on Social Security survivor benefit strategies, a Roth 401(k) catch-up rule loophole, HSA reimbursement for Medicare premiums, pension options including a lump sum rollover, and trust titling versus individual be... more
Chris’s Summary
“Jim and I begin a multi-part discussion on the Fun Number, a retirement budgeting concept for how much someone can spend on what they want rather than what they need once other obligations are covered. Jim traces how the idea origin... more
Jim and Chris discuss the new PROMISE Act’s potential impact on Social Security before covering listener emails on pension RMD timing, interest taxation versus capital gains indexing, and portfolio strategy around Social Security survivor benefits an... more
Chris’s Summary
Jim and I dig into two beneficiary disputes as part of what we’re calling a “potpourri” EDU show: the 1930s Goodman Triangle life insurance gift tax dispute and a recent Montana Supreme Court ruling on an uncashed cashier’s check. We... more
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- 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-NYC
United States24 days 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 Statesa month ago - Love this Podcast
Jim, Chris and whomever they bring on do a fantastic job providing great content. I see some negative comments about banter but remember it is FREE solid investment and retirement discussion and so show some grace and appreciation . I am sure these podcasts take time and so thank you Jim, Chris and team for having taught us so, so very much. I listen most weeks and love the EDU shows in particular. Thank you all so very much for all you do!
Apple Podcasts5Irie62United States2 months ago the 4% rule episode - ok... i like the point made but also take into consideration that these people are retiring at 35 not 65.
Podcast Addict43 months agokj9999999- Taking a Break
After Jim’s two show rant about Bill Bengen’s Four Percent rule of thumb, I need a break. So much pontificating from a guy who admitted that he has not read Bengen’s new book. Maybe I’ll come back when Jim reads the book and can discuss the new content intelligently.
Apple Podcasts1XriverSkierUnited States3 months ago
Listeners Say
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Apple Podcasts | #44 | United States/Business/Investing |
Apple Podcasts | #150 | United States/Business |
Apple Podcasts | #240 |  Sweden/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?
Two CFP professionals deliver in-depth retirement planning guidance with a practical, banter-filled style. Episodes commonly tackle Social Security claiming, tax diversification, Roth conversions, healthspan versus lifespan, and practical income strategies like lifetime income and annuities, all framed around real client scenarios. A notable angle is the emphasis on a flexible, lifecycle-based spending plan that prioritizes a stable “minimum dignity floor” and uses tools like QLACs, HSA, and strategic asset placement to optimize retirement income. The show is known for clear explanations, long-form, actionable content, and a mix of personal anecdotes and local flavor that keeps complex topics approachable for serious planners and early reti... 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. Dr. Phillip Snider
2. Dr. Philip Schneider
3. Dr. Philip Snyder
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.