The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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About

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 a...

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Recent episodes

  • Review of a DIY Retirement Plan: EDU #2636Sep 9, 2026 · 1 hr 34 min
  • IRMAA Brackets, Social Security, Annuity Inflation, QCDs, Listener PSAs: Q&A #2636Sep 5, 2026 · 1 hr 26 min
  • Investment Positioning Questions: EDU #2635Sep 2, 2026 · 1 hr 30 min
  • Social Security, Social Security, Home Purchase, Fun Spending: Q&A #2635Aug 29, 2026 · 1 hr 31 min
  • Spending Retirement Savings: EDU #2633Aug 26, 2026 · 56 min
  • Social Security, Early Withdrawals, SPIAs, QLACs, Retirement Strategy: Q&A #2634Aug 22, 2026 · 1 hr 18 min
  • Extending Your Go-Go Years: EDU #2633Aug 19, 2026 · 1 hr 5 min
  • Social Security, IRMAA, Roth Conversions, Roth Contributions, TEFRA: Q&A #2633Aug 15, 2026 · 1 hr 21 min
  • Investment Positioning Part 2: EDU #2632Aug 12, 2026 · 1 hr 17 min
  • Spousal Benefits, HSA Tax Strategies PSA, Inherited IRAs: Q&A #2632Aug 8, 2026 · 1 hr 22 min

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