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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, Annuities, Roth and Roth TSP 5-Year Rule: Q&A # 2528

    Social Security, Annuities, Roth and Roth TSP 5-Year Rule: Q&A # 2528
    Jul 12 2025

    Jim and Chris answer listener questions on Social Security filing and its effect on HSA eligibility, Social Security means testing, the timing of annuity purchases in IRAs, the Roth and Roth TSP 5-year rule.(7:30) Georgette asks whether the six-month Medicare Part A lookback is triggered by her husband’s Social Security application date or benefit eligibility […]

    The post Social Security, Annuities, Roth and Roth TSP 5-Year Rule: Q&A # 2528 appeared first on The Retirement and IRA Show.
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    1 hr and 22 mins
  • OBBBA Tax Changes Explained: EDU #2528

    OBBBA Tax Changes Explained: EDU #2528
    Jul 9 2025

    Chris’s SummaryI am joined by Jake and Paul to discuss OBBBA tax changes and retiree impacts from the Inflation Reduction Act. We cover changes to brackets, deductions, personal exemptions, and estate limits. Paul explains how new SALT caps, Social Security deductions, and ACA credit rollbacks affect planning opportunities for retirees, especially those near income phaseouts […]

    The post OBBBA Tax Changes Explained: EDU #2528 appeared first on The Retirement and IRA Show.
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    1 hr and 16 mins
  • Social Security, Pension Buyouts, and Managed Payout Funds: Q&A #2527

    Social Security, Pension Buyouts, and Managed Payout Funds: Q&A #2527
    Jul 5 2025

    Jim and Chris answer listener questions on Social Security family maximum rules, spousal and disabled child benefits, defined benefit pension concerns, and 401k managed payout funds.(7:45) A listener is trying to understand how the Family Maximum Benefit might reduce the amounts paid to his spouse and disabled adult child once he claims his own retirement […]

    The post Social Security, Pension Buyouts, and Managed Payout Funds: Q&A #2527 appeared first on The Retirement and IRA Show.
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    1 hr and 13 mins

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