The Retirement and IRA Show
By Jim Saulnier, CFP® & Chris Stein, CFP®
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Category: Investing
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Subscribers: 163
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 |
|---|---|
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Social Security, IRMAA, Medicare, Roth Contribution Rules, Roth Conversions: Q&A #2549
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Dec 06, 2025 |
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The QLAC 1098-Q: EDU #2549
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Dec 03, 2025 |
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IRMAA Brackets and QLACs: Q&A #2548
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Nov 29, 2025 |
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QLAC Use Cases and Planning: EDU #2548
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Nov 26, 2025 |
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Social Security, IRMAA, ETFs, Private Investments: Q&A #2547
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Nov 22, 2025 |
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QLAC Rules and Uses: EDU #2547
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Nov 19, 2025 |
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Social Security,Estate Planning PSA, Annuity Payments: Q&A #2546
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Nov 15, 2025 |
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2026 Social Security Changes: EDU #2546
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Nov 12, 2025 |
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Social Security and Roth Conversion Strategies: Q&A #2545
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Nov 08, 2025 |
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Retirement Preparedness and Planning Lessons: EDU #2545
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Nov 05, 2025 |
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Social Security, IRMAA Taxation, 529 Rollover, Deferred Annuities: Q&A #2544
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Nov 01, 2025 |
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Social Security Claiming Strategies, Part 2: EDU #2544
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Oct 29, 2025 |
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HSA Contributions, Social Security, Fee Disclosures, TSPs: Q&A #2543
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Oct 25, 2025 |
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Social Security Claiming Strategies, Part 1: EDU #2543
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Oct 22, 2025 |
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Spousal Roth, Backdoor Roth, Social Security, Post-Tax Contributions, HSA Strategy: Q&A #2542
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Oct 18, 2025 |
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IRA Rollover Mistakes and Exceptions: EDU #2542
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Oct 15, 2025 |
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Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541
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Oct 11, 2025 |
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Military Retirement Planning: EDU #2541
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Oct 08, 2025 |
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Social Security, Roth Conversions, RMD Calculations: Q&A #2540
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Oct 04, 2025 |
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Delay Period Strategy: EDU #2540
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Oct 01, 2025 |
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Social Security, 60-Day Rollover, Inherited IRA, and Deferred Income Annuity: Q&A #2539
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Sep 27, 2025 |
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Tax Planning Strategies: EDU #2539
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Sep 24, 2025 |
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IRMAA, Widow Status, Roth Conversions, Annuity RMDs, and Rollovers: Q&A #2538
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Sep 20, 2025 |
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Discussing An Article On Retirement Planning: EDU #2538
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Sep 17, 2025 |
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Social Security, Account Consolidation, and MYGA Selection: Q&A #2537
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Sep 13, 2025 |
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Planning for Taxes in Retirement: EDU #2537
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Sep 10, 2025 |
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Social Security, HSA Reimbursements, and MYGAs: Q&A #2536
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Sep 06, 2025 |
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Behavioral Finance in Retirement Planning: EDU #2536
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Sep 03, 2025 |
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Social Security, Risk Philosophy, Fraternal Benefit Societies, Roth Conversions: Q&A #2535
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Aug 30, 2025 |
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Roth Catch Ups and the 60-Day Rollover Rule: EDU #2535
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Aug 27, 2025 |
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Social Security, PSA, Annuities, RMD Rules: Q&A #2534
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Aug 23, 2025 |
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Catch Up Contributions: EDU #2534
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Aug 20, 2025 |
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Social Security, Inherited Roth, and IRMAA: Q&A #2533
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Aug 16, 2025 |
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Funding Discretionary Spending: EDU #2533
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Aug 13, 2025 |
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Social Security, Roth Conversions, Annuities, and Rule of 55: Q&A #2532
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Aug 09, 2025 |
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Retirement Income Versus Savings: EDU #2532
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Aug 06, 2025 |
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Ohio, Medicare, Social Security, Roth 401k, and Annuities: Q&A #2531
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Aug 02, 2025 |
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Buffered ETFs vs Stocks and Cash: EDU #2531
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Jul 30, 2025 |
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Social Security, Transition Planning, Positioning, Roth Conversions, IRMAA: Q&A #2530
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Jul 26, 2025 |
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Living Benefits on Annuities: EDU #2530
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Jul 23, 2025 |
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Social Security, SPIA Taxation, IRMAA, Roth Conversions: Q&A #2529
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Jul 19, 2025 |
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Social Security, Annuities, Roth and Roth TSP 5-Year Rule: Q&A # 2528
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Jul 12, 2025 |
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OBBBA Tax Changes Explained: EDU #2528
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Jul 09, 2025 |
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Social Security, Pension Buyouts, and Managed Payout Funds: Q&A #2527
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Jul 05, 2025 |
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Broker vs Advisor Sold RILAs: EDU #2527
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Jul 02, 2025 |
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PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526
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Jun 28, 2025 |
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RILAs vs Buffered ETFs: EDU #2526
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Jun 25, 2025 |
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Social Security PSAs, FIAs, SPIAs, and MYGAs: Q&A #2525
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Jun 21, 2025 |
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Fixed Indexed Annuities: EDU #2525
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Jun 18, 2025 |
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Social Security, HSA Rules, SPIA Funding, and FIA Details: Q&A #2524
|
Jun 14, 2025 |
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Understanding Annuity Types and Features: EDU #2524
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Jun 11, 2025 |
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Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523
|
Jun 07, 2025 |
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Annuities in Retirement Planning: EDU #2523
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Jun 04, 2025 |
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Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522
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May 31, 2025 |
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Flexible Retirement Spending: EDU #2522
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May 28, 2025 |
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Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521
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May 24, 2025 |
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Spending Confidently in Retirement with Kevin Sebesta: EDU #2521
|
May 21, 2025 |
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Social Security, HSA Strategy, and Cost Basis: Q&A #2520
|
May 17, 2025 |
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Exploring the Retirement Mindset with Kevin Sebesta: EDU #2520
|
May 14, 2025 |
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Social Security, IRMAA, IRA Beneficiary, and the Roth 5-Year Rule: Q&A #2519
|
May 10, 2025 |
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Retirement Plans for Aging: EDU #2519
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May 07, 2025 |
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IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518
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May 03, 2025 |
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Transition Period Strategy Part 3 – A Case Study: EDU #2518
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Apr 30, 2025 |
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Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517
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Apr 26, 2025 |
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Transition Period Strategy Part 2 – Positioning and Repositioning: EDU #2517
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Apr 23, 2025 |
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Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516
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Apr 19, 2025 |
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Transition Period Strategy Part 1 – Asset Positioning: EDU #2516
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Apr 16, 2025 |
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Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515
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Apr 12, 2025 |
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Defining Unicorn Status in Retirement: EDU #2515
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Apr 09, 2025 |
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Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514
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Apr 05, 2025 |
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Weathering Market Downturns: EDU #2514
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Apr 02, 2025 |
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Identity Theft, Spousal Benefits, RMD Taxes, IRA Withdrawals, and 401(k) Contribution Limits: Q&A #2513
|
Mar 29, 2025 |
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Roth 5-Year Rules and the Tax Planning Window: EDU #2513
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Mar 26, 2025 |
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Social Security Benefits, Roth Conversions, and Annuities: Q&A #2512
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Mar 22, 2025 |
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Things That Make You Go Hmm – RMD Rules, IRA Mistakes, and Tax Court Surprises: EDU #2512
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Mar 19, 2025 |
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Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511
|
Mar 15, 2025 |
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IRA Rules Quiz: EDU #2511
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Mar 12, 2025 |
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Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510
|
Mar 08, 2025 |
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Setting the Record Straight on Clickbait vs Reality: EDU #2510
|
Mar 05, 2025 |
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Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509
|
Mar 01, 2025 |
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False Facts and Real Consequences: EDU #2509
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Feb 26, 2025 |
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Social Security Benefits, RMD Taxes, IRMAA, and Social Security Taxation: Q&A #2508
|
Feb 22, 2025 |
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Our Retirement Planning Philosophy and Approach, Condensed Version: EDU #2508
|
Feb 19, 2025 |
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Social Security, IRMAA, IRA Distributions, Roth Contributions, Catch-up Contributions, and Inherited IRA RMDs: Q&A #2507
|
Feb 15, 2025 |
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A Smart Approach to Retirement: EDU #2507
|
Feb 12, 2025 |
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Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506
|
Feb 08, 2025 |
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A Discussion on Simplified Retirement Planning: EDU #2506
|
Feb 05, 2025 |
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Social Security, QLACs, and ETFs: Q&A #2505
|
Feb 01, 2025 |
|
Safe Withdrawal Rate: EDU #2505
|
Jan 29, 2025 |
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Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
|
Jan 25, 2025 |
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Charitable Remainder Trusts Part 2: EDU #2504
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Jan 22, 2025 |
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Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503
|
Jan 18, 2025 |
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“Super-Catchup” Retirement Plan Contributions: EDU #2503
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Jan 15, 2025 |
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Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502
|
Jan 11, 2025 |
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Retirement Planning Dialogue: EDU #2502
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Jan 08, 2025 |
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Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501
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Jan 04, 2025 |
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Developing Confidence With Retirement Spending: EDU #2501
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Jan 01, 2025 |
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Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452
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Dec 28, 2024 |
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Individualized Retirement Planning Strategies: EDU #2452
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Dec 25, 2024 |
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IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
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Dec 21, 2024 |