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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
  • QLAC Use Cases and Planning: EDU #2548

    QLAC Use Cases and Planning: EDU #2548
    Nov 26 2025

    Chris’s SummaryJim and I discuss QLAC use cases in the context of retirement income planning and how the Treasury Department designed these annuities to function. We walk through when someone might consider using one, how the absence of cash value affects planning decisions, differences among providers on turning income on early, the impact of mortality […]

    The post QLAC Use Cases and Planning: EDU #2548 appeared first on The Retirement and IRA Show.
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    1 hr and 13 mins
  • Social Security, IRMAA, ETFs, Private Investments: Q&A #2547

    Social Security, IRMAA, ETFs, Private Investments: Q&A #2547
    Nov 22 2025

    Jim and Chris discuss listener questions on Social Security spousal benefits, IRMAA’s classification, concerns about buffer-style funds, the growing push toward private investments, and moving from mutual funds to ETFs. (22:30) A listener presents a hypothetical asking whether the repeal of WEP/GPO could allow Georgette to receive a spousal benefit based on her ex-husband’s Federal […]

    The post Social Security, IRMAA, ETFs, Private Investments: Q&A #2547 appeared first on The Retirement and IRA Show.
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    1 hr and 24 mins
  • QLAC Rules and Uses: EDU #2547

    QLAC Rules and Uses: EDU #2547
    Nov 19 2025

    If you would prefer to miss Jim’s update on his broken-down truck and recent travels you can skip ahead to (12:45). Chris’s SummaryJim and I walk through QLAC rules and explain how qualified longevity annuity contracts fit into our Secure Retirement Income Process™ for people who want reliable income later in life. We look at […]

    The post QLAC Rules and Uses: EDU #2547 appeared first on The Retirement and IRA Show.
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    1 hr and 32 mins
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