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 | InvestingBusiness | |||
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Latest Episodes
Chris’s SummaryWith Jim away this week, I review the 2026 Social Security changes from the recently released SSA Fact Sheet covering the 2.8% COLA, the new taxable maximum, quarters-of-coverage earnings, and earnings test limits. I also walk through ... more
With Jim is away at a conference, Chris is joined by Jake to discuss listener questions on Social Security survivor benefits, and Roth conversion strategies.
(6:30) A listener asks how a widow can maximize her Social Security benefit when her late h... more
Chris’s SummaryJim and I explore retirement preparedness through a listener’s experience navigating a sudden medical diagnosis, relocation for care, and the challenges of bringing an uninvolved spouse up to speed. His reflections on estate planning, ... more
Jim and Chris discuss listener questions on Social Security COLA timing, spousal claiming strategy, IRMAA tax treatment, Roth IRA rollovers from 529 plans, and a listener PSA on deferred annuity RMD rules.
(8:00) Georgette asks whether her initial S... more
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- 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 Podcasts2NanaJules
United States2 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 States2 months ago - 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 Podcasts5Tennvols14United States3 months 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 States3 months 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 States3 months ago
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Apple Podcasts | #116 | United States/Business/Investing |
Apple Podcasts | #208 |  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?
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?
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 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. 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.