The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Topics: Investing

No. 199 in BusinessNew

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...

Latest episodeHSA PSA, Survivor Benefits, Roth Conversions, Inherited IRAs: Q&A #2644October 31, 2026 · 65 min

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Latest episodes

1. HSA PSA, Survivor Benefits, Roth Conversions, Inherited IRAs: Q&A #2644October 31, 2026 · 65 min
2. Ready to Retire?: EDU #2643October 28, 2026 · 85 min
3. IRMAA, Medicare, Spousal RMD, HSAs, Life Insurance: Q&A# 2643October 24, 2026 · 90 min
4. Little-Known IRA Rules, Part 1: EDU #2642October 21, 2026 · 75 min
5. COBRA, Social Security, Pension Deferral, Annuities: Q&A #2642October 17, 2026 · 102 min
6. Stretch IRA Eligibility: EDU #2641October 14, 2026 · 73 min
7. Social Security, Milestone Ages, HSAs, Roth Withdrawals, Annuity Providers: Q&A #2641October 10, 2026 · 93 min
8. Single Life Pension Tradeoffs: EDU #2640October 7, 2026 · 75 min
9. HSA Catch-up PSA, Social Security, IRMAA, Roth Conversion, Annuity Timing: QA #2640October 3, 2026 · 91 min
10. Retirement Milestone Ages: EDU #2639September 30, 2026 · 101 min

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