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 | 11 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
This is the introductory show of a series Jim and Chris are calling ”Revealing the Secure Retirement Income Process”. On the next several shows they will walk you through their philosophy and approach to retirement planning while sharing details on ... more
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. more
Jim and Chris sit down to revisit our retirement planning process and a recent article written by Bloomberg. more
Jim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. more
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Reviews
- I love their approach to retirement planning
Jim and Chris have a truly amazing approach to retirement planning. Instead of the typical standard withdrawal rate, they’ve come up with an approach to identify the portion of your assets you can spend on FUN in retirement. You can decide if you want to spend it early in retirement, when you’re still healthy, or save it longer and risk letting someone else spend it for you!
Apple Podcasts5Jimmy in AZ
United States22 days ago - Greatest podcast on earth
Great retirement information every week. Social Security to estate planning. Listen every week!
Apple Podcasts5AK. 2000United States24 days ago - Love the show and the passion for planning
I really enjoy this podcast. Jim and Chris have a tremendous amount of knowledge and are very generous with what they share with their listeners. I enjoy the camaraderie and affection they have on the podcast and the passion for what they do. The more episodes you listen to the more you will learn -- don't let the occasional good humored banter put you off! Their detailed table of contents for each show is incredibly helpful as well.
Apple Podcasts5Drew A AndrewsUnited Statesa month ago - Meh...
Rehashes well understood and known concepts with silly naming.
Apple Podcasts2CtsailUnited Statesa month ago - Best for in-depth retirement planning
Jim and Chris do deep dive’s into all retirement related subjects. They manage to teach what could be some boring information in an entertaining way. They have a unique approach to retirement planning that is far above the cookie cutter 4% safe withdrawal/Monte Carlo style. They definitely have the heart of a teacher.
Apple Podcasts5UMattGUnited States2 months ago
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Chart Rankings
Apple Podcasts | #107 | United States/Business/Investing |
Apple Podcasts | #207 |  Colombia/Business/Investing |
Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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The Retirement and IRA Show launched 11 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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