The Retirement and IRA Show

By: Jim Saulnier CFP® & Chris Stein CFP®
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  • Summary

  • 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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Economics Personal Finance
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Episodes
  • Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517

    Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517
    Apr 26 2025

    Jim and Chris discuss listener questions relating to Social Security spousal benefits, IRMAA relief, suspending Social Security for tax planning, and QCD timing with RMDs. (3:00) A listener enquires whether her 85-year-old mother, who recently remarried, must remain on her ex-spouse’s record for one year before switching to spousal benefits on her new husband’s record.(12:15) […]

    The post Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517 appeared first on The Retirement and IRA Show.
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    1 hr and 6 mins
  • Transition Period Strategy and Positioning: EDU #2517

    Transition Period Strategy and Positioning: EDU #2517
    Apr 23 2025

    Chris’s Summary:Jim and I are again joined by Jacob as we continue exploring transition period strategy—the years just before retirement when you’re not yet withdrawing but want to prepare. We cover how near-retirees can manage emotional reactions to volatility while positioning assets to support early retirement spending. For those using our Minimum Dignity Floor™ and […]

    The post Transition Period Strategy and Positioning: EDU #2517 appeared first on The Retirement and IRA Show.
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    1 hr and 18 mins
  • Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516

    Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516
    Apr 19 2025

    Jim and Chris discuss listener questions relating to tax planning at full retirement age, the minus-one method for RMDs, inherited Roth RMDs, and early Social Security. (9:10) A listener jokes about the state trivia and offers a suggestion for Chris’s benefit.(11:10) Another listener shares a PSA about delays in online Social Security applications and recommends […]

    The post Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516 appeared first on The Retirement and IRA Show.
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    1 hr and 38 mins
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