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 | BusinessInvesting | |||
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Latest Episodes
Jim and Chris discuss listener emails on Social Security spousal benefit calculations, variable annuities in a 403(b), converting Inherited IRAs, and the Social Security child-in-care provision’s effect on spousal benefits. (10:00) — A listener asks ... more
Chris’s Summary
Jim and I continue our discussion on annuity insurer failures and state guarantee fund protections before turning to jointly owned annuities, examining how they differ from other jointly titled assets. We cover credited versus uncred... more
Jim and Chris discuss listener emails on Social Security benefits for a disabled adult child, SPIA timing and funding, longevity assumptions, and QLAC planning. (15:15) A listener asks why Social Security appears to be paying a disabled adult child b... more
Chris’s Summary
Jim and I examine an Annuity Collapse involving PHL Variable Insurance Company, a $99,000 annuity, private equity ownership, state guarantee funds, and the limits of what the article explains. We separate fixed annuities, variable an... more
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Reviews
- 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 Podcasts5Irie62
United Statesa month 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 Addict42 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 States2 months ago - Most Advanced Retirement Process
This show is LONG and very in depth. Consistently delivers the most advanced retirement insights on Social Security and they have a pretty ingenious method of planning for retirement. It might not be your cup of tea but you will learn a ton over time. Not as much value for young listeners.
Apple Podcasts5mike2me17United States3 months ago - Unfortunately insurance salesman who also talk about investments
Their defense of annuities showed their hand. They are insurance shills who also talk about investing. Interesting information and some good insight, but zero credibility if you are not a 100% fee only fiduciary.
Apple Podcasts1Steeler CraigUnited States4 months ago
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Apple Podcasts | #52 | United States/Business/Investing |
Apple Podcasts | #175 | United States/Business |
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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. Philip Snyder
2. Jersey Jake
3. Jake Turner
4. Steve Sansone
5. Brian Luther
6. Kevin Sebesta
7. Shelley Thompson
8. 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.