The Retirement and IRA Show - Cover

The Retirement and IRA Show

By Jim Saulnier, CFP® & Chris Stein, CFP®

Podcast

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

List