The Retirement and IRA Show

Written 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
  • IRA Rules Quiz: EDU #2511

    IRA Rules Quiz: EDU #2511
    Mar 12 2025

    Chris’s Summary: Jim’s back from his conference and Jake joined the show again this week as we tackled the latest Ed Slott quiz. Unlike last time, Jim didn’t give us the book to reference—so Jake and I were going in cold. Jim also decided to test ChatGPT by giving it the entire quiz and the […]

    The post IRA Rules Quiz: EDU #2511 appeared first on The Retirement and IRA Show.
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    1 hr
  • Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510

    Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510
    Mar 8 2025

    Jim and Chris are joined by Paul Neiffer, CPA to answer listener questions on qualified dividends, gifting strategies, Roth conversions, and trust taxation. (09:00) George wonders if frequent rebalancing in his taxable brokerage account is causing more of his dividends to be classified as unqualified. (21:30) A listener asks for guidance on which accounts to […]

    The post Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510 appeared first on The Retirement and IRA Show.
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    1 hr and 21 mins
  • Setting the Record Straight on Clickbait vs Reality: EDU #2510

    Setting the Record Straight on Clickbait vs Reality: EDU #2510
    Mar 5 2025

    Chris’s Summary: Jim is at yet another industry conference, so Jake is stepping in to join me this week. We pick up where Jim and I left off last time, discussing misleading financial articles. This time, we take a critical look at an article from Moneywise that claims to lay out the “standard” order for […]

    The post Setting the Record Straight on Clickbait vs Reality: EDU #2510 appeared first on The Retirement and IRA Show.
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    59 mins

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