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 IRMAA brackets after a spouse’s death, Social Security claiming and spousal benefits, annuities and inflation for a Minimum Dignity Floor shortfall, and a Qualified Charitable Distributio (QCD) funding a chari... more
Chris’s Summary
Jim and I are joined by Jacob as we tackle four listener questions on Investment Positioning , covering Quicken tools for tracking positions, funding a delay period Minimum Dignity Floor with a stable value fund, evaluating a too-goo... more
Jim and Chris discuss listener emails on Social Security survivor benefits and earnings records, financing a home purchase, and using a fixed indexed annuity (FIA) for discretionary spending.
(11:15) A listener asks why a Social Security estimate l... more
Chris’s Summary
Jim and I continue our discussion on the Fun Number, this time as a dialogue episode built around one listener’s hesitation around spending retirement savings and how growth and legacy positioning and establishing his SEAL Reserve he... more
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- 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 Podcasts5Braisco
United Statesa month 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 Statesa month 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 States2 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 - 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 States3 months ago
Listeners Say
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Apple Podcasts | #79 | United States/Business/Investing |
Apple Podcasts | #91 |  Philippines/Business/Investing |
Apple Podcasts | #182 |  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?
- 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
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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. Retirement Answer Man
3. Big Picture Retirement®
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.
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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.