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
  • Safe Withdrawal Rate: EDU #2505

    Safe Withdrawal Rate: EDU #2505
    Jan 29 2025

    Jim, Chris, and Jake share their thoughts on a recent Morningstar study that lowers the industry-standard safe withdrawal rate to 3.7%. They review a MarketWatch article discussing the study, highlighting points of agreement and disagreement. Throughout the conversation, they explore their approach to retirement planning, including the Minimum Dignity Floor™, See-Through Portfolio™, and Fun Number™ […]

    The post Safe Withdrawal Rate: EDU #2505 appeared first on The Retirement and IRA Show.
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    1 hr and 29 mins
  • Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504

    Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
    Jan 25 2025

    Jim and Chris discuss listener questions relating to Medicare enrollment, Social Security benefits, and estate taxes. (6:00) George asks about Medicare’s special enrollment period and the impact of large Roth conversions on IRMAA thresholds after retirement. (18:30) A listener wonders about the impact of the Social Security (Un)Fairness Act on spousal and survivor benefits eligibility. […]

    The post Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504 appeared first on The Retirement and IRA Show.
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    1 hr and 34 mins
  • Charitable Remainder Trusts Part 2: EDU #2504

    Charitable Remainder Trusts Part 2: EDU #2504
    Jan 22 2025

    Jim, Chris, and guest Paul Neiffer, CPA, continue their discussion on Charitable Remainder Trusts. They also answer listener questions related to CRTs, CRATs and CRUTs.

    The post Charitable Remainder Trusts Part 2: EDU #2504 appeared first on The Retirement and IRA Show.
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    1 hr and 29 mins

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