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 SummaryI am joined by Jake and Paul to discuss OBBBA tax changes and retiree impacts from the Inflation Reduction Act. We cover changes to brackets, deductions, personal exemptions, and estate limits. Paul explains how new SALT caps, Social S... more
Jim and Chris answer listener questions on Social Security family maximum rules, spousal and disabled child benefits, defined benefit pension concerns, and 401k managed payout funds.(7:45) A listener is trying to understand how the Family Maximum Ben... more
Chris’s Summary:Jim and I examine broker vs advisor sold RILAs using real cap rate comparisons from 2024 to highlight how identical contracts can offer different outcomes. We explain how six-year outcome periods work, what locking in gains actually d... more
Jim and Chris shares listener PSAs on IRMAA and Delayed Retirement Credits, and answer questions on Social Security Spousal Benefits, annuity use cases, and fixed indexed annuity payout concerns.
(13:00) A listener shares a PSA about a positive Medi... more
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Reviews
- Please ditch ChatGPT
PLEASE stop wasting time on these ridiculous ChatGPT games. I’m not a fan of the guess-the-state game to begin with, but the time wasted with the ChatGPT games is extremely annoying. Can we please do education, not this poor attempt at entertainment?
Apple Podcasts2MyInterestIsFading
United States2 months ago - Top notch
This podcast is full of great information. Their approach to retirement is well thought out and they are passionate about it. I like their candor about the investment industry. If you are a type A, you will like this better if you try to chill a little and enjoy the banter, updates and digressions. This personalizes the show.
Apple Podcasts5MaryamndesUnited States5 months ago - A lot of fluff, with nuggets of Gold
This is hard to rate. 2 stars for the delivery, 5+ stars for the content. Most of these podcasts are longer than an hour long. There is a lot of “banter” and personal jokes between Jim and Chris. They seem to pride themselves on being very off the cuff without a lot of prep. lBut give yourself the time to listen, because there are some very valuable nuggets of knowledge and wisdom that would be hard to find in another single source. I appreciate the transcripts to dig those nuggets out after ... more
Apple Podcasts5Dongo-5United States6 months ago - Almost fabulous
Information is great. Knowledge base fabulous. But for jim some pounters. Dont repeat everything 5 times. Quit the stupid personal chitchat. Watch the ego. You’re smart we get it.
Apple Podcasts4TrishballerinaUnited States6 months ago - Like a basket of strawberries
Yes, Jim can go on a bit and he likes to take credit for everything, but the podcast is invaluable. I get so much out of listening to it.
Apple Podcasts5Shiggy938United States8 months ago
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Apple Podcasts | #129 | United States/Business/Investing |
Apple Podcasts | #244 |  China/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 are offered valuable insights into retirement and financial planning through discussions led by two experienced hosts with extensive expertise in the field. The content spans a broad array of topics, primarily focusing on Social Security, annuities, and strategies for effective retirement planning. Episodes frequently combine detailed financial information with light-hearted banter, making complex topics more approachable while emphasizing the importance of comprehensive planning for a secure financial future. Unique features include Q&A formats where listener questions guide discussions, allowing for a dynamic and responsive engagement with the audience.
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?
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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 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. Kevin Sebesta
2. Shelley Thompson
3. Matt Kaufman
4. Shelly Thompson
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.