The Retirement and IRA Show cover art

The Retirement and IRA Show

Written by: Jim Saulnier CFP® & Chris Stein CFP®
Listen for free

  • 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!
    Show More Show Less
Episodes
  • Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418

    Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418
    May 4 2024

    Jim and Chris sit down to discuss listener questions relating to cognitive decline, minimum dignity floor (MDF), taxes, inflation, and fun spending. (7:15) Jim and Chris begin by discussing several listener emails regarding cognitive decline in retirement and items to be aware of. Link to New York Times podcast on cognitive decline: CLICK HERE (26:00) […]

    The post Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418 appeared first on The Retirement and IRA Show.
    Show More Show Less
    1 hr and 18 mins
  • Our Retirement Planning Process and Philosophy Part 3: EDU #2418

    Our Retirement Planning Process and Philosophy Part 3: EDU #2418
    May 1 2024

    Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number.

    The post Our Retirement Planning Process and Philosophy Part 3: EDU #2418 appeared first on The Retirement and IRA Show.
    Show More Show Less
    1 hr and 11 mins
  • Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417

    Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
    Apr 27 2024

    Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security survivor benefit. (20:45) A listener wonders if she can qualify for child-in-care spousal benefits as an adoptive parent. (27:30) A listener asks how they calculate the maximum possible […]

    The post Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417 appeared first on The Retirement and IRA Show.
    Show More Show Less
    1 hr
Personal Finance Economics
Show More Show Less

What listeners say about The Retirement and IRA Show

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.in reviews

Amazon Reviews
No Reviews are Available