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!
The Retirement and IRA Show
Claim This Podcastby Jim Saulnier, CFP® & Chris Stein, CFP®
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Podcast Overview
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!
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Publishing Since
3/8/2023
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Recent Episodes
July 18, 2026
Social Security, Pension RMDs, Interest Taxation, Portfolio Strategy: Q&A #2629
Host Jim and Host Chris answer listener questions about the PROMISE Act's Social Security impact, pension RMDs, interest taxation, and portfolio strategy for survivor benefits.
July 15, 2026
A Potpourri of Beneficiary Disputes and Tax Laws: EDU #2628
Host Jim and guest Chris discuss historical and current beneficiary disputes, alongside proposals to adjust capital gains tax laws for home sales and inflation.
July 11, 2026
Healthspan and Retirement Planning for Longevity with Dr. Snider: Q&A #2628
Host Jim and Chris interview Dr. Phillip Snider about healthspan, lifespan, and retirement planning, exploring how wealth, genetics, and lifestyle impact longevity.
351 total episodes available with 243 transcripts
Recent guests on The Retirement and IRA Show
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Phillip Snider
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Frequently asked questions
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- What is The Retirement and IRA Show?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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