The Retirement and IRA Show

By: Jim Saulnier CFP® & Chris Stein CFP®
Listen for free

  • Summary

  • 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 country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Social Security planning, investing for your retirement, the fundamentals of 401(k) and IRA accounts. Jim and Chris make learning about your retirement both educational and entertaining!
    Show more Show less
Economics Personal Finance
Show more Show less
Episodes
  • Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515

    Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515
    Apr 12 2025

    Jim and Chris discuss listener questions relating to Social Security, origins of the RMD age, the tax planning window, and RMDs from Inherited Roth IRAs. (11:00) Georgette asks how to qualify for child-in-care survivor benefits if her ex-husband, who has been missing for seven years, is legally declared deceased. (23:00) A listener wonders when to […]

    The post Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515 appeared first on The Retirement and IRA Show.
    Show more Show less
    1 hr and 13 mins
  • Defining Unicorn Status in Retirement: EDU #2515

    Defining Unicorn Status in Retirement: EDU #2515
    Apr 9 2025

    Chris’s Summary:Jim and I are joined again by Jacob as we discuss listener emails about “unicorn” status—our term for retirees whose Minimum Dignity Floor™ and Fun Number™ are both covered by secure income. We clarify what qualifies as secure income and explore whether a very low withdrawal rate from a conservative portfolio might serve as […]

    The post Defining Unicorn Status in Retirement: EDU #2515 appeared first on The Retirement and IRA Show.
    Show more Show less
    1 hr and 12 mins
  • Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514

    Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514
    Apr 5 2025

    This week’s is a bit of a non-traditional Q&A episode where Jim and Chris address two listener questions on Social Security but then move into Public Service Announcement mode. For the first PSA they discuss a listener email about a potential state-level Roth conversion tax saving strategy. Then, to wrap up the episode, Jim shares […]

    The post Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514 appeared first on The Retirement and IRA Show.
    Show more Show less
    1 hr and 43 mins

What listeners say about The Retirement and IRA Show

Average customer ratings
Overall
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0
Performance
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0
Story
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available