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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Episodes
Tax Special – Conversions, Contributions, HSAs, Tax Returns, Tax Software PSA: Q&A #2608
Feb 21, 2026 ∙ 1h21min
Using Buffered ETFs: EDU #2607
Feb 18, 2026 ∙ 1h18min
Medicare, Social Security, Inherited Roth, Annuities: Q&A #2607
Feb 14, 2026 ∙ 1h25min
Cash Balance Plans Part 2: EDU #2606
Feb 11, 2026 ∙ 1h27min
IRMAA, Early Withdrawal Penalty, 403b Distributions: Q&A #2606
Feb 7, 2026 ∙ 1h27min