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
  • 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
  • Asset Positioning in the Transition Period: EDU #2516

    Asset Positioning in the Transition Period: EDU #2516
    Apr 16 2025

    Chris’s Summary: Jim and I are joined by Jake and Jacob to discuss listener emails related to asset positioning for retirement and the transition period leading up to it. We break down how we think about asset allocation across account types, what a liquidity account is and why we use it, and how we handle […]

    The post Asset Positioning in the Transition Period: EDU #2516 appeared first on The Retirement and IRA Show.
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    1 hr and 25 mins
  • Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515

    Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515
    Apr 12 2025

    Jim and Chris discuss listener questions relating to Social Security, origins of the RMD age, the tax planning window, and RMDs from Inherited Roth IRAs. (11:00) Georgette asks how to qualify for child-in-care survivor benefits if her ex-husband, who has been missing for seven years, is legally declared deceased. (23:00) A listener wonders when to […]

    The post Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515 appeared first on The Retirement and IRA Show.
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    1 hr and 13 mins
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