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 | |||
Listen to this Podcast
Latest Episodes
Chris’s Summary
Jim and I review the QLAC 1098-Q and walk through how this form reports premiums, fair market value, and contract status. We compare it to Form 5498, outline how the fair market value and excess annuity payments can be used under Secu... more
Jim and Chris discuss listener questions on IRMAA brackets and several QLAC topics including RMD interaction, suitability, payout values, and purchase timing.
(19:30) A listener wonders if their lower 2024 income will automatically reduce their 202... more
Chris’s Summary
Jim and I discuss QLAC use cases in the context of retirement income planning and how the Treasury Department designed these annuities to function. We walk through when someone might consider using one, how the absence of cash value a... more
Jim and Chris discuss listener questions on Social Security spousal benefits, IRMAA’s classification, concerns about buffer-style funds, the growing push toward private investments, and moving from mutual funds to ETFs.
(22:30) A listener presents ... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Host
Reviews
- Informative & Entertaining
Jim and Chris, oops, I’m sorry…Bugs and Cowboy are very good at taking a subject and dissecting it until even a troglodyte can understand the particulars and potential effects of each concept to retirement planning. The time dedicated to planning a large portion of life is hard to find. Luckily, the amount of time spent in the car can be converted to education about this very important topic. The dynamic between Jim and Chris is exactly as it seems: great friends hanging out and discussing a top... more
Apple Podcasts5Kelthebold
United Statesa month ago - Love it!
This is a terrific podcast for people in or near retirement. Jim, Chris and the team are very knowledgeable and share a ton of useful information. It is a fun time twice a week.
Apple Podcasts5Emma MelissaUnited Statesa month ago - Listened once. Won’t be back.
Way too much useless chatter. To much talking about the way the rules used to be. Today’s rules are what matters.
Apple Podcasts2DNJLSUnited Statesa month ago - 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 Podcasts2NanaJulesUnited States3 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 States3 months ago
Listeners Say
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #93 | United States/Business/Investing |
Apple Podcasts | #242 | United States/Business |
Apple Podcasts | #129 |  China/Business/Investing |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
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?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Retirement and IRA Show, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for The Retirement and IRA Show?
Rephonic provides comprehensive predictive audience data for The Retirement and IRA Show, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
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 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?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for The Retirement and IRA Show?
Rephonic pulls ratings and reviews for The Retirement and IRA Show from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for The Retirement and IRA Show?
Rephonic provides full transcripts for episodes of The Retirement and IRA Show. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
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. Matt Kaufman
5. 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.