The Retirement and IRA Show podcast

The Retirement and IRA Show

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!

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!

 

#100

IRMAA, Social Security, QLACs, Roth Conversions: Q&A #2550

Jim and Chris discuss listener emails starting with PSAs about IRMAA and Social Security s... more

13 Dec 2025

1 HR 31 MINS

1:31:59

13 Dec 2025


#99

The Importance of Secure Income for Retirement: EDU #2550

Chris’s Summary Jim and I discuss secure income as we review a Yahoo Finance article for m... more

10 Dec 2025

1 HR 19 MINS

1:19:38

10 Dec 2025


#98

Social Security, IRMAA, Medicare, Roth Contribution Rules, Roth Conversions: Q&A #2549

Jim and Chris discuss listener questions on Social Security family maximum and suspending ... more

06 Dec 2025

1 HR 24 MINS

1:24:54

06 Dec 2025


#97

The QLAC 1098-Q: EDU #2549

Chris’s Summary Jim and I review the QLAC 1098-Q and walk through how this form reports pr... more

03 Dec 2025

1 HR 15 MINS

1:15:50

03 Dec 2025


#96

IRMAA Brackets and QLACs: Q&A #2548

Jim and Chris discuss listener questions on IRMAA brackets and several QLAC topics includi... more

29 Nov 2025

1 HR 20 MINS

1:20:21

29 Nov 2025


#95

QLAC Use Cases and Planning: EDU #2548

Chris’s Summary Jim and I discuss QLAC use cases in the context of retirement income plann... more

26 Nov 2025

1 HR 12 MINS

1:12:49

26 Nov 2025


#94

Social Security, IRMAA, ETFs, Private Investments: Q&A #2547

Jim and Chris discuss listener questions on Social Security spousal benefits, IRMAA’s clas... more

22 Nov 2025

1 HR 23 MINS

1:23:37

22 Nov 2025


#93

QLAC Rules and Uses: EDU #2547

If you would prefer to miss Jim’s update on his broken-down truck and recent travels... more

19 Nov 2025

1 HR 31 MINS

1:31:42

19 Nov 2025


#92

Social Security,Estate Planning PSA, Annuity Payments: Q&A #2546

Jim and Chris discuss listener questions on Social Security claiming timing with a listene... more

15 Nov 2025

1 HR 19 MINS

1:19:03

15 Nov 2025


#91

2026 Social Security Changes: EDU #2546

Chris’s Summary With Jim away this week, I review the 2026 Social Security changes from th... more

12 Nov 2025

50 MINS

50:49

12 Nov 2025


#90

Social Security and Roth Conversion Strategies: Q&A #2545

With Jim is away at a conference, Chris is joined by Jake to discuss listener questions on... more

08 Nov 2025

1 HR 09 MINS

1:09:14

08 Nov 2025


#89

Retirement Preparedness and Planning Lessons: EDU #2545

Chris’s Summary Jim and I explore retirement preparedness through a listener’s experience ... more

05 Nov 2025

1 HR 02 MINS

1:02:21

05 Nov 2025


#88

Social Security, IRMAA Taxation, 529 Rollover, Deferred Annuities: Q&A #2544

Jim and Chris discuss listener questions on Social Security COLA timing, spousal claiming ... more

01 Nov 2025

1 HR 34 MINS

1:34:21

01 Nov 2025


#87

Social Security Claiming Strategies, Part 2: EDU #2544

If you would like to skip Jim and Chris discussing Jim’s travel plans and the guys’ ... more

29 Oct 2025

1 HR 21 MINS

1:21:54

29 Oct 2025


#86

HSA Contributions, Social Security, Fee Disclosures, TSPs: Q&A #2543

Jim and Chris discuss listener questions on how Medicare enrollment affects HSA contributi... more

25 Oct 2025

1 HR 14 MINS

1:14:07

25 Oct 2025


#85

Social Security Claiming Strategies, Part 1: EDU #2543

Chris’s Summary Jim and I examine a recent Social Security claiming strategies debat... more

22 Oct 2025

1 HR 11 MINS

1:11:24

22 Oct 2025


#84

Spousal Roth, Backdoor Roth, Social Security, Post-Tax Contributions, HSA Strategy: Q&A #2542

Jim and Chris discuss listener questions on spousal Roth IRA eligibility, backdoor Roth co... more

18 Oct 2025

1 HR 15 MINS

1:15:42

18 Oct 2025


#83

IRA Rollover Mistakes and Exceptions: EDU #2542

To skip over Jim and Chris chatting about the government shutdown delaying Social Security... more

15 Oct 2025

1 HR 20 MINS

1:20:56

15 Oct 2025


#82

Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541

Jim and Chris discuss a listener PSA on estimating early retirement benefits, followed by ... more

11 Oct 2025

1 HR 22 MINS

1:22:50

11 Oct 2025


#81

Military Retirement Planning: EDU #2541

Chris’s Summary: Jim and I are joined by Rear Admiral Brian Luther to discuss veterans ben... more

08 Oct 2025

1 HR 13 MINS

1:13:21

08 Oct 2025