The Retirement and IRA Show

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Rating
4.3
from
608 reviews
This podcast has
100 episodes
Language
Date created
2013/05/31
Average duration
75 min.
Release period
4 days

Description

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! Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY

Podcast episodes

Check latest episodes from The Retirement and IRA Show podcast


Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
2024/02/24
Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding. (7:15) George looks for some clarification on his Social Security claiming strategy and personal benefit calculation. (26:00) A listener provides some input on a previous show relating to a continuing education ethics requirement and looks for clarity […]
more
Taking The 2024 Ed Slott Quiz: EDU #2408
2024/02/21
Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024.
Social Security, IRMAA, GPO, and Annuities: Q&A #2407
2024/02/17
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor. (7:45) A listener from Oklahoma asks about his mother ability to claim a Social Security survivor and child in care benefit. (16:45) George wonders when he’d be able to appeal a previous IRMAA surcharge. […]
more
Secure Act 2.0 and Section 204 Continued: EDU #2407
2024/02/14
Jim and Chris sit down to continue their detailed discussion on the Secure Act 2.0, specifically, section 204.
Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406
2024/02/10
Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the road. (20:00) A listener in Virginia comments on a previous shows question regarding the sale of […]
more
Different Approaches To Retirement Planning Continued: EDU #2406
2024/02/07
Jim and Chris sit down to continue their discussion from last week on a listeners do-it-yourself retirement plan.
Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405
2024/02/03
Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs. (3:30) A Californian listener wonders if Roth conversions are subject to the Social Security earnings test. (9:30) Georgette from Georgia looks for clarification on the maximum earnings limit regarding her husbands Social Security statement. (16:15) A […]
more
Different Approaches To Retirement Planning: EDU #2405
2024/01/31
Jim and Chris take a deep dive on a listeners email describing their approach to retirement planning and provide their own input.
Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404
2024/01/27
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Secure Act 2.0, and RMDs. (8:45) A listener from Texas looks for clarity on how a Social Security spousal offset can be calculated given their situation. (24:30) A New York listener asks about the level of IRMAA premium that he and […]
more
Section 204 Of Secure Act 2.0: EDU #2404
2024/01/24
Jim and Chris take a deep dive into Section 204 of SECURE Act 2, and how an annuitized annuity held inside an IRA may be used to offset RMD’s from remaining IRA’s.
Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403
2024/01/20
Jim and Chris discuss listeners questions relating to Social Security, Roth conversions, taxes, CRTs, beneficiaries, and MYGAs. (2:45) A Texan listener looks for clarification on a Social Security spousal benefit for someone not living in the US, marrying someone who is not a US resident. (10:15) George from Massachusetts asks about converting after-tax dollars and […]
more
Private Letter Ruling On Inherited IRAs: EDU #2403
2024/01/17
Jim and Chris sit down to discuss a recently released private letter ruling regarding an inherited IRA and beneficiaries.

Podcast reviews

Read The Retirement and IRA Show podcast reviews


4.3 out of 5
608 reviews
Interested bystander 2024/02/24
This show grows on you
I listen to about 10 different finance podcasts. Jim and Chris really know the retirement ecosystem. Just stick with them. Their knowledge is grounded...
more
St Paul Hope 2024/01/12
Always lots to learn & a few laughs too
I subscribe to quite a few podcasts, but this is one of the small handful I make a point to listen to every week. I’ve learned tons about working with...
more
ultraman20* 2024/02/21
Too much useless banter
I have learned many things from this show, but the format is intolerable. Stretching 40 minutes of content into an show that runs 1 hour and 15 minut...
more
PMQ30 2024/02/03
Disappointing podcast recently.
Unfortunately, Jim recently has been hung up on the topic of annuities. He spends too much time on the annuity topic. Chris , on the other hand, is ve...
more
Kelthebold 2023/12/05
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 pa...
more
DrPFT 2023/11/03
Retirement and IRA show
I listen to about a dozen different retirement podcasts and this is by far the best for the do it yourself planner.
NY_Andy 2023/10/14
Best retirement podcast
These guys dig into details that every do it yourself retirement planner and investor love. Love the humor too!
Aerojamie 2023/10/10
My favorite retirement podcast!
This podcast is loaded with great info on how to plan wisely for retirement. It’s most useful if you are within five years of retirement or already re...
more
Financial planner want a be 2023/09/22
Great retirement podcast
I have listened to many episodes and can’t get enough. I love the depth of the answers. I do speed up the podcast which helps with the length of each ...
more
JStexan 2023/09/21
Thought provoking approach to retirement
I modified my earlier feedback as I discovered they have talked about their approach and terminology in detail in prior episodes. Previously, my feedb...
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