The Retirement and IRA Show
By Jim Saulnier, CFP® & Chris Stein, CFP®
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Category: Investing
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Subscribers: 167
Reviews: 2
Episodes: 100
Jul 21, 2025
Oct 29, 2020
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!
| Episode | Date |
|---|---|
|
Income Annuities in Retirement: EDU #2621
|
May 27, 2026 |
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Social Security, Withdrawal Strategy, HSAs, 4% Rule, Roths, Retirement Trust: Q&A #2621
|
May 23, 2026 |
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Delay Period Funding Strategy: EDU #2620
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May 20, 2026 |
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IRMAA, Social Security, Tax Diversification, Delay Period, Inherited IRA: Q&A #2620
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May 16, 2026 |
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Enjoying a Healthy Retirement: EDU #2619
|
May 13, 2026 |
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IRMAA, Social Security, Roth 5-Year Rule, Rollover IRA Protections: Q&A #2619
|
May 09, 2026 |
|
Is The Safe Withdrawal Rate Useful? EDU #2618
|
May 06, 2026 |
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Social Security, IRMAA, Roth Conversions, IRA Beneficiaries: Q&A #2618
|
May 02, 2026 |
|
Retirement Spending Phases: EDU #2617
|
Apr 29, 2026 |
|
Social Security, Wash Sales, Taxes: Q&A #2617
|
Apr 25, 2026 |
|
Retirement Spending Plans: EDU #2616
|
Apr 22, 2026 |
|
Social Security, ERISA, Trusts: Q&A #2616
|
Apr 18, 2026 |
|
Tax Rules and Mistakes: EDU #2615
|
Apr 15, 2026 |
|
Social Security, Inheritance Strategy, SEP IRA Conversions: Q&A#2615
|
Apr 11, 2026 |
|
Retirement Lessons Learned: EDU #2614
|
Apr 08, 2026 |
|
Social Security, 5-year Rule, Conduit Trusts, Inherited IRAs: Q&A #2614
|
Apr 04, 2026 |
|
Buffered ETF Mechanics: EDU #2613
|
Apr 01, 2026 |
|
Social Security, Spendthrift Trust, Living Trust: Q&A #2613
|
Mar 28, 2026 |
|
Ed Slott IRA Quiz Continued: EDU #2612
|
Mar 25, 2026 |
|
HSA Reimbursement, Social Security, Conduit Trusts: Q&A #2612
|
Mar 21, 2026 |
|
Ed Slott Quiz – Widow(er) Tax Penalty and Inherited IRA Rules: EDU #2611
|
Mar 18, 2026 |
|
Tax Filing, HSAs, I Bonds, RMDs, Roth Conversions: Q&A #2611
|
Mar 14, 2026 |
|
Retirement Planning With a Defined Benefit Pension: EDU #2610
|
Mar 11, 2026 |
|
IRMAA, RMDs, Conduit Trust: Q&A #2610
|
Mar 08, 2026 |
|
Fisher’s 99 Retirement Tips, Part 2: EDU #2609
|
Mar 04, 2026 |
|
Social Security, IRMAA, Disclaiming Inheritances, Roth Conversions: Q&A #2609
|
Feb 28, 2026 |
|
Fisher’s 99 Retirement Tips: EDU # 2608
|
Feb 25, 2026 |
|
Tax Special – Conversions, Contributions, HSAs, Tax Returns, Tax Software PSA: Q&A #2608
|
Feb 21, 2026 |
|
Using Buffered ETFs: EDU #2607
|
Feb 18, 2026 |
|
Medicare, Social Security, Inherited Roth, Annuities: Q&A #2607
|
Feb 14, 2026 |
|
Cash Balance Plans Part 2: EDU #2606
|
Feb 11, 2026 |
|
IRMAA, Early Withdrawal Penalty, 403b Distributions: Q&A #2606
|
Feb 07, 2026 |
|
Retirement Spending Anxiety: EDU #2605
|
Feb 04, 2026 |
|
Social Security, SPIAs, SEPP 72(t): Q&A #2605
|
Jan 31, 2026 |
|
Asset Positioning for Retirees: EDU #2604
|
Jan 28, 2026 |
|
Social Security, ERISA, LTC: Q&A #2604
|
Jan 24, 2026 |
|
Investing for Retirees: EDU #2603
|
Jan 21, 2026 |
|
Social Security, HSA, and Annuities: Q&A #2603
|
Jan 17, 2026 |
|
Roth IRA Mistakes, Part 2: EDU #2602
|
Jan 14, 2026 |
|
IRMAA, Inherited IRA, LTC, ACA Tax Credits: Q&A #2602
|
Jan 10, 2026 |
|
Roth IRA Mistakes, Part 1: EDU #2601
|
Jan 07, 2026 |
|
Social Security, Deemed Military Wages, Estate Planning, QLACs: Q&A #2601
|
Jan 03, 2026 |
|
New MYGA Variations: EDU #2553
|
Dec 31, 2025 |
|
Social Security, IRMAA, ACA Planning, IRA to HSA Transfer, Annuities: Q&A #2552
|
Dec 27, 2025 |
|
Cash Balance Plans Explained: EDU #2552
|
Dec 24, 2025 |
|
Social Security, RMDs, Money Market Earnings, QLACs: Q&A #2551
|
Dec 20, 2025 |
|
Math Act and Automatic IRA Act: EDU #2551
|
Dec 17, 2025 |
|
IRMAA, Social Security, QLACs, Roth Conversions: Q&A #2550
|
Dec 13, 2025 |
|
The Importance of Secure Income for Retirement: EDU #2550
|
Dec 10, 2025 |
|
Social Security, IRMAA, Medicare, Roth Contribution Rules, Roth Conversions: Q&A #2549
|
Dec 06, 2025 |
|
The QLAC 1098-Q: EDU #2549
|
Dec 03, 2025 |
|
IRMAA Brackets and QLACs: Q&A #2548
|
Nov 29, 2025 |
|
QLAC Use Cases and Planning: EDU #2548
|
Nov 26, 2025 |
|
Social Security, IRMAA, ETFs, Private Investments: Q&A #2547
|
Nov 22, 2025 |
|
QLAC Rules and Uses: EDU #2547
|
Nov 19, 2025 |
|
Social Security,Estate Planning PSA, Annuity Payments: Q&A #2546
|
Nov 15, 2025 |
|
2026 Social Security Changes: EDU #2546
|
Nov 12, 2025 |
|
Social Security and Roth Conversion Strategies: Q&A #2545
|
Nov 08, 2025 |
|
Retirement Preparedness and Planning Lessons: EDU #2545
|
Nov 05, 2025 |
|
Social Security, IRMAA Taxation, 529 Rollover, Deferred Annuities: Q&A #2544
|
Nov 01, 2025 |
|
Social Security Claiming Strategies, Part 2: EDU #2544
|
Oct 29, 2025 |
|
HSA Contributions, Social Security, Fee Disclosures, TSPs: Q&A #2543
|
Oct 25, 2025 |
|
Social Security Claiming Strategies, Part 1: EDU #2543
|
Oct 22, 2025 |
|
Spousal Roth, Backdoor Roth, Social Security, Post-Tax Contributions, HSA Strategy: Q&A #2542
|
Oct 18, 2025 |
|
IRA Rollover Mistakes and Exceptions: EDU #2542
|
Oct 15, 2025 |
|
Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541
|
Oct 11, 2025 |
|
Military Retirement Planning: EDU #2541
|
Oct 08, 2025 |
|
Social Security, Roth Conversions, RMD Calculations: Q&A #2540
|
Oct 04, 2025 |
|
Delay Period Strategy: EDU #2540
|
Oct 01, 2025 |
|
Social Security, 60-Day Rollover, Inherited IRA, and Deferred Income Annuity: Q&A #2539
|
Sep 27, 2025 |
|
Tax Planning Strategies: EDU #2539
|
Sep 24, 2025 |
|
IRMAA, Widow Status, Roth Conversions, Annuity RMDs, and Rollovers: Q&A #2538
|
Sep 20, 2025 |
|
Discussing An Article On Retirement Planning: EDU #2538
|
Sep 17, 2025 |
|
Social Security, Account Consolidation, and MYGA Selection: Q&A #2537
|
Sep 13, 2025 |
|
Planning for Taxes in Retirement: EDU #2537
|
Sep 10, 2025 |
|
Social Security, HSA Reimbursements, and MYGAs: Q&A #2536
|
Sep 06, 2025 |
|
Behavioral Finance in Retirement Planning: EDU #2536
|
Sep 03, 2025 |
|
Social Security, Risk Philosophy, Fraternal Benefit Societies, Roth Conversions: Q&A #2535
|
Aug 30, 2025 |
|
Roth Catch Ups and the 60-Day Rollover Rule: EDU #2535
|
Aug 27, 2025 |
|
Social Security, PSA, Annuities, RMD Rules: Q&A #2534
|
Aug 23, 2025 |
|
Catch Up Contributions: EDU #2534
|
Aug 20, 2025 |
|
Social Security, Inherited Roth, and IRMAA: Q&A #2533
|
Aug 16, 2025 |
|
Funding Discretionary Spending: EDU #2533
|
Aug 13, 2025 |
|
Social Security, Roth Conversions, Annuities, and Rule of 55: Q&A #2532
|
Aug 09, 2025 |
|
Retirement Income Versus Savings: EDU #2532
|
Aug 06, 2025 |
|
Ohio, Medicare, Social Security, Roth 401k, and Annuities: Q&A #2531
|
Aug 02, 2025 |
|
Buffered ETFs vs Stocks and Cash: EDU #2531
|
Jul 30, 2025 |
|
Social Security, Transition Planning, Positioning, Roth Conversions, IRMAA: Q&A #2530
|
Jul 26, 2025 |
|
Living Benefits on Annuities: EDU #2530
|
Jul 23, 2025 |
|
Social Security, SPIA Taxation, IRMAA, Roth Conversions: Q&A #2529
|
Jul 19, 2025 |
|
Social Security, Annuities, Roth and Roth TSP 5-Year Rule: Q&A # 2528
|
Jul 12, 2025 |
|
OBBBA Tax Changes Explained: EDU #2528
|
Jul 09, 2025 |
|
Social Security, Pension Buyouts, and Managed Payout Funds: Q&A #2527
|
Jul 05, 2025 |
|
Broker vs Advisor Sold RILAs: EDU #2527
|
Jul 02, 2025 |
|
PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526
|
Jun 28, 2025 |
|
RILAs vs Buffered ETFs: EDU #2526
|
Jun 25, 2025 |
|
Social Security PSAs, FIAs, SPIAs, and MYGAs: Q&A #2525
|
Jun 21, 2025 |
|
Fixed Indexed Annuities: EDU #2525
|
Jun 18, 2025 |
|
Social Security, HSA Rules, SPIA Funding, and FIA Details: Q&A #2524
|
Jun 14, 2025 |
|
Understanding Annuity Types and Features: EDU #2524
|
Jun 11, 2025 |