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Artwork for The Retirement and IRA Show

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®
Social Security
Retirement Planning
IRMAA
Annuities
Thanksgiving
Financial Planning
Inflation
Medicare
Minimum Dignity Floor
Estate Planning
Investment Management
Tips
Defined Outcome Etfs
Inherited Iras
Secure Act 2.0
Treasury Inflation-Protected Securities (TIPS)
Roth Conversions
Tax Planning
Private Letter Ruling
Required Minimum Distributions

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

PublishesTwice weeklyEpisodes101Founded12 years ago
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InvestingBusiness

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Artwork for The Retirement and IRA Show

Latest Episodes

Chris’s Summary

Jim and I examine a recent Social Security claiming strategies debate prompted by articles from Derek Tharp and Laurence Kotlikoff. The episode highlights how opposing valuation frameworks—economic modeling versus purpose-driven inco... more

Jim and Chris discuss listener questions on spousal Roth IRA eligibility, backdoor Roth contributions using a solo 401k, Social Security timing, post-tax contributions to an IRA and 401k , and an HSA strategy coordinating withdrawals with Roth conver... more

To skip over Jim and Chris chatting about the government shutdown delaying Social Security and Medicare announcements, and Jim’s upcoming travel plans—including concerns about flight delays and his upcoming elk hunt in Utah you can skip ahead to (8:1... more

Jim and Chris discuss a listener PSA on estimating early retirement benefits, followed by questions on Social Security benefit calculations and reductions, HSA held annuities, and IRA annuity pro rata rule application.(14:45) George shares a PSA expl... more

Key Facts

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Podcast Host
Number of Listeners
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Recent Guests

Brian Luther
Retired Rear Admiral and President/CEO of Navy Mutual
Navy Mutual
Episode: Military Retirement Planning: EDU #2541
Kevin Sebesta
Retirement coach and member of the Rock Retirement Club
Rock Retirement Club
Episode: Exploring the Retirement Mindset with Kevin Sebesta: EDU #2520
Shelley Thompson
Estate planning attorney out of the Denver area
Episode: Common Estate Planning Mistakes: EDU #2449
Shelly Thompson
Practicing estate planning attorney and educator
University of Colorado in Boulder
Episode: Estate Planning Special Edition: EDU #2439
Matt Kaufman
Guest from Calamose Investments specializing in structured products
Calamose Investments
Episode: In-Depth Principal Protected Structured ETFs: EDU #2430

Host

Chris Stein
Finance Instructor at Colorado State University and a CERTIFIED FINANCIAL PLANNER™ Professional, Chris brings academic insight and practical financial planning strategies to discussions.

Reviews

4.3 out of 5 stars from 775 ratings
  • 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 Podcasts
    2
    NanaJules
    United Statesa month 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 Podcasts
    5
    Kelthebold
    United Statesa month ago
  • ChatGPT uggh

    The most valuable podcast on retirement planning & execution out there. However the intro of using ChatGPT (even if only occasionally) has me skipping all such episodes. It lacks the humor of their normal banter and adds nothing educational. Please????

    Apple Podcasts
    5
    Tennvols14
    United States2 months ago
  • Apologies

    I agree with Jim & Chris “banter” is part of the show. The amount that I have received/learned has far outweighed any “banter”. These guys are wicked smart and worth the time. Jim & Chris don’t ever change.

    Apple Podcasts
    5
    T n T 711
    United States2 months ago
  • Too much unnecessary chatter

    I don’t need to hear about unnecessary chatter on family stuff. Jim needs to retire. Period.

    Apple Podcasts
    1
    Venom@MST
    United States2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many find the show's information invaluable for making retirement planning decisions, demonstrating the hosts' expertise.
The conversational style, including some humor, is generally well-received, making complex subjects easier to digest.
Some feedback indicates that there is a desire for less banter and more focused content on financial advice.
Listeners appreciate the extensive knowledge that the hosts share about retirement topics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541
Q: How does the pro rata rule apply if I have an annuity inside my IRA and also have other Roth IRAs?
There is no application of the pro rata rule between traditional IRAs and Roth IRAs because the rules for Roth are different from those of traditional IRAs.
Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541
Q: Are there HSA custodians that will allow an annuity to be purchased inside my HSA?
HSA funds can be invested in investments approved for IRAs, including annuities, but the limitation lies in which custodian will allow it.
Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541
Q: Will the amount listed on my Social Security statement include the money I receive from my trust fund?
It won't show what your benefit would be without the trust fund money, but it's all calculated from the trust fund itself.
Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541
Q: Does the amount listed on my Social Security statement include the money I receive from my trust fund?
Yes, 100% of what you receive comes from the trust fund.
Social Security, Roth Conversions, RMD Calculations: Q&A #2540
Q: What documentation can I provide to file SSA 44?
You can provide a signed statement under penalty of perjury on the SSA 44 form stating that you had a work stoppage or received reduced compensation.

Audience Metrics

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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 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.

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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 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?

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?

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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. Shelly Thompson
5. Matt Kaufman

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.

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