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
Jim and Chris discuss emails on Social Security survivor benefit strategies, IRMAA exceptions, Roth conversion timing during market downturns, and the implications of naming IRA beneficiaries directly versus routing assets through a trust.
(8:15) A... more
Chris’s Summary
Jim and I continue our discussion of the New York Times article titled “You Saved and Saved for Retirement. Now You Need a Plan to Cash Out,” focusing on Retirement Spending Phases as the article moves into go-go, slow-go, and no-go y... more
Chris is joined by Jake Turner, while Jim is traveling, to discuss listener emails on Social Security spousal benefits, wash sales across brokerage and IRA accounts, estimated tax payments for Roth conversions, and tax withholding strategies in retir... more
Chris’s Summary
Jim and I discuss retirement spending plans through the lens of a New York Times article titled “You Saved and Saved for Retirement. Now You Need a Plan to Cash Out,” reviewing its key arguments about decumulation and where we agree,... more
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Reviews
- 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 Craig
United States2 months ago - This show grows on you, except ...
The rabbit discussion is very bizarre. And the comments about Illinois. That was a funny comment about Jim being a pithy speaker.
Apple Podcasts5Interested bystanderUnited States3 months ago - A show that helps me keep my head above water
Jim and Chris are very knowledgeable and share their retirement planning with us. As an aside, I enjoy the banter and the state quizzes. I admit it took a few episodes until the show clicked with me, but now I’m hooked. The topics pertain to anyone in or near retirement age.
Apple Podcasts5ecolitangoUnited States3 months ago Chris and Jim are the absolute best retirement pod out there. hundreds of episodes to go backnand listen to. amazing info.
Audible5Ed KuehnUnited States3 months ago- Unparalleled retirement information
Amazing accurate and detailed information as well as practical approaches to common and challenging retirement concerns. The absolute best content in this area and very accessible and entertaining. All thumbs up.
Apple Podcasts5BummerdudenatiousUnited States3 months ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #49 | United States/Business/Investing |
Apple Podcasts | #168 | United States/Business |
Talking Points
Recent interactions between the hosts and their guests.
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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?
The content combines expertise in financial planning with a relatable and engaging style, tailored primarily for individuals navigating retirement decisions. Episodes often focus on crucial topics such as Social Security benefits, IRA management, and investment strategies, intertwined with humorous interactions between the hosts, which serve to make complex financial concepts more accessible. The dynamic between the experienced certified financial planners fosters a unique atmosphere that balances education with entertainment, appealing to listeners who appreciate a personable approach to financial discussions.
Noteworthy episodes include Q&A sessions addressing listener inquiries regarding various retirement planning strategies, as well a... more
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?
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?
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Where can I see ratings and reviews for The Retirement and IRA Show?
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How do I access podcast episode transcripts 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. Jersey Jake
2. Jake Turner
3. Steve Sansone
4. Brian Luther
5. Matt Kaufman
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.