Financial Audit
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Business
The Retirement and IRA Show
by Jim Saulnier, CFP® & Chris Stein, CFP®
Today: #175 in Business on our combined chart.
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Chart positions today · Australia
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the Mexico charts we track today.
Not on the New Zealand charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
Not on the South Africa charts we track today.
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Ranking history · Australia
No ranking history for this show in Australia over the last 7 days.
Latest episodes
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Social Security, Milestone Ages, HSAs, Roth Withdrawals, Annuity Providers: Q&A #2641
October 10, 2026 · 1 hr 33 minJim and Chris discuss listener emails on Social Security first check timing at age 70 and child-in-care spousal benefits, additional milestone ages and HSA contribution PSAs, Roth withdrawals under the Rule of 55, and finding annuity…
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Single Life Pension Tradeoffs: EDU #2640
October 7, 2026 · 1 hr 15 minChris’s Summary: With Jim traveling, I’m joined by the newest member of the Jim Saulnier & Associates team, Tom Stivers, to review an email from a listener couple who both chose a single life pension, with term life insurance on the…
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HSA Catch-up PSA, Social Security, IRMAA, Roth Conversion, Annuity Timing: QA #2640
October 3, 2026 · 1 hr 31 minJim and Chris discuss listener emails, beginning with a listener PSA on HSA catch-up contributions at age 55, then cover Social Security spousal benefits when claiming before full retirement age, paying IRMAA with HSA funds and the SSA-44…
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Retirement Milestone Ages: EDU #2639
September 30, 2026 · 1 hr 41 minIf you would prefer not to learn about Jim’s upcoming drive to Ohio and the family change of plans also sending him to Massachusetts, you can skip to (10:00). Chris’s Summary Jim and I walk through retirement milestone ages, from age 21…
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Social Security, IRMAA, Annuity Purchase, MDF Calculations: Q&A #2639
September 26, 2026 · 1 hr 28 minJim and Chris discuss listener emails on the best month to claim Social Security, IRMAA strategy for married couples, Social Security ex-spouse benefits, inflation and annuity purchase decisions for a Minimum Dignity Floor shortfall, and…
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Longevity Risk Beyond Money: EDU # 2638
September 23, 2026 · 1 hr 8 minChris’s Summary Jim and I use a Life Annuity Specialist article on pension risk transfer mortality models to examine longevity risk for individual retirees. These models weigh sub-ZIP codes, income, and over 200 socioeconomic factors…
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Social Security, TIPS Ladder, Investment Positioning, Buffered ETFs: Q&A #2638
September 19, 2026 · 1 hr 25 minChris and Jacob discuss listener emails on Social Security survivor benefits, a TIPS ladder paired with a QLAC, investment positioning across taxable, tax deferred, and tax-free accounts, and buffered ETFs for sequence of returns…
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Power of Attorney Mistakes: EDU #2637
September 16, 2026 · 1 hr 6 minChris’s Summary Jim and I discuss five common power of attorney mistakes flagged in an estate planning attorney’s article, along with points from Peter Scott. We cover naming an alternative agent, the friction a springing agency can…
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Heart Screening, Healthy Aging in Retirement: Q&A #2637
September 12, 2026 · 1 hr 20 minJim and Chris are again joined by Dr. Phillip Snider. They discuss listener emails on coronary artery calcium scoring, followed by a broader conversation on healthy aging. Dr. Snider revisits the five tests he recommended in a previous…
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Review of a DIY Retirement Plan: EDU #2636
September 9, 2026 · 1 hr 34 minChris’s Summary Jim and I continue our Fun Number series with a listener email laying out a DIY retirement plan built account by account, each with an assigned purpose. We cover where her approach lines up with positioning dollars by…
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IRMAA Brackets, Social Security, Annuity Inflation, QCDs, Listener PSAs: Q&A #2636
September 5, 2026 · 1 hr 26 minJim and Chris discuss listener emails on IRMAA brackets after a spouse’s death, Social Security claiming and spousal benefits, annuities and inflation for a Minimum Dignity Floor shortfall, and a Qualified Charitable Distributio (QCD)…
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Investment Positioning Questions: EDU #2635
September 2, 2026 · 1 hr 30 minChris’s Summary Jim and I are joined by Jacob as we tackle four listener questions on Investment Positioning , covering Quicken tools for tracking positions, funding a delay period Minimum Dignity Floor with a stable value fund…
About the show
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!