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The Retirement and IRA Show

The Retirement and IRA Show

By: Jim Saulnier CFP® & Chris Stein CFP®
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About this listen

 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! Economics Personal Finance
Episodes
  • Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541

    Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541
    Oct 11 2025

    Jim and Chris discuss a listener PSA on estimating early retirement benefits, followed by questions on Social Security benefit calculations and reductions, HSA held annuities, and IRA annuity pro rata rule application.(14:45) George shares a PSA explaining how to input future earnings on the SSA site to better estimate early retirement benefits.(25:15) A listener asks […]

    The post Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541 appeared first on The Retirement and IRA Show.
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    1 hr and 23 mins
  • Military Retirement Planning: EDU #2541

    Military Retirement Planning: EDU #2541
    Oct 8 2025

    Chris’s Summary:Jim and I are joined by Rear Admiral Brian Luther to discuss veterans benefits and military retirement planning. We explore how Navy Mutual supports service members, examine the survivor benefit plan, and talk about the role of annuities in managing longevity risk. Rear Admiral Luther also shares insights on TRICARE, VA health care, and […]

    The post Military Retirement Planning: EDU #2541 appeared first on The Retirement and IRA Show.
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    1 hr and 13 mins
  • Social Security, Roth Conversions, RMD Calculations: Q&A #2540

    Social Security, Roth Conversions, RMD Calculations: Q&A #2540
    Oct 4 2025

    Jim and Chris discuss listener questions on Social Security spousal benefits, a listener PSA on IRMAA repayment silence, IRMAA reduction eligibility and planning considerations, and a PSA on how 60-day rollover Roth conversions affect year-end RMD calculations.(7:45) A listener points out a possible error from a recent episode and looks for clarification whether delaying benefits […]

    The post Social Security, Roth Conversions, RMD Calculations: Q&A #2540 appeared first on The Retirement and IRA Show.
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    1 hr and 20 mins
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