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The Retirement and IRA Show

Author: Jim Saulnier, CFP® & Chris Stein, CFP®

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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!



Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL



Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY
421 Episodes
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Chris and Paul sit down to answer listeners questions regarding IRAs, HSAs, QCDs, taxes, and rolling forward passive losses. (3:30) George asks about being able to take an IRA distribution and rolling it into an HSA. (22:00) Georgette wonders if she can delay taking her first RMD to benefit from the timing of her current […] The post IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420 appeared first on The Retirement and IRA Show.
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. The post Our Retirement Planning Process and Philosophy Part 4: EDU #2420 appeared first on The Retirement and IRA Show.
Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF. (5:45) George looks for clarification on the Social Security survivorship benefits. (11:15) A listener asks about how much their Social Security benefit will be reduced by not working up to full retirement age. (19:45) George tries […] The post Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419 appeared first on The Retirement and IRA Show.
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. The post Our Retirement Planning Process and Philosophy Part 3: EDU #2419 appeared first on The Retirement and IRA Show.
Jim and Chris sit down to discuss listener questions relating to cognitive decline, minimum dignity floor (MDF), taxes, inflation, and fun spending. (7:15) Jim and Chris begin by discussing several listener emails regarding cognitive decline in retirement and items to be aware of. Link to New York Times podcast on cognitive decline: CLICK HERE (26:00) […] The post Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418 appeared first on The Retirement and IRA Show.
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. The post Our Retirement Planning Process and Philosophy Part 2: EDU #2418 appeared first on The Retirement and IRA Show.
Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security survivor benefit. (20:45) A listener wonders if she can qualify for child-in-care spousal benefits as an adoptive parent. (27:30) A listener asks how they calculate the maximum possible […] The post Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417 appeared first on The Retirement and IRA Show.
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. The post Our Retirement Planning Process and Philosophy Part 1: EDU #2417 appeared first on The Retirement and IRA Show.
Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. (4:10) Chris and Paul chat about an IRS notice. (10:00) A listener asks about the sale of a house and the possible capital gains exclusions allowed for single/married people. (17:45) George wonders if IRMAA avoidance and a […] The post Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416 appeared first on The Retirement and IRA Show.
This is the introductory show of a series Jim and Chris are calling ”Revealing the Secure Retirement Income Process”.  On the next several shows they will walk you through their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular […] The post Our Retirement Planning Process and Philosophy Intro: EDU #2416 appeared first on The Retirement and IRA Show.
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. (17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada. (25:45) George wonders if he can let the SSA know about discontinuing Roth conversions to avoid the associated IRMAA […] The post Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415 appeared first on The Retirement and IRA Show.
Jim and Chris sit down to revisit our retirement planning process and a recent article written by Bloomberg.   Link to article: Wall Street Just Doesn’t Get It on Retirement – Bloomberg The post Our Retirement Planning Process Prequel: EDU #2415 appeared first on The Retirement and IRA Show.
Jim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. (15:00) A listener asks about the timing behind an increase in his IRMAA premiums. (24:30) George looks for clarification on the rules surrounding a spousal Social Security benefit. (34:15) George wonders if Jim and Chris are going […] The post IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414 appeared first on The Retirement and IRA Show.
Jim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work. The post Capital Gains and Wash Sale Rule: EDU #2414 appeared first on The Retirement and IRA Show.
Jim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts. (12:00) Georgette asks a question on how to calculate her net of tax future IRA distributions correctly without being “double taxed” in her projections. (19:00) A listener looks for the teams thoughts on whether or not Roth conversions while […] The post Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413 appeared first on The Retirement and IRA Show.
Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. The post Retirement Planning Dialogue Series 3: EDU #2413 appeared first on The Retirement and IRA Show.
Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the associated spousal benefit. (14:00) A listener from Maine looks for help calculating his wives Social […] The post Social Security, Rollovers, Annuities, and Trusts: Q&A #2412 appeared first on The Retirement and IRA Show.
Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. The post Retirement Planning Dialogue Series 2: EDU #2412 appeared first on The Retirement and IRA Show.
Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship. (13:15) A Michigan listener looks for clarification on when his wife can begin claiming a spousal […] The post Social Security, 529/Roth Conversions, and HSAs: Q&A #2411 appeared first on The Retirement and IRA Show.
Jim and Chris kick off a dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. The post Retirement Planning Dialogue Series 1: EDU #2411 appeared first on The Retirement and IRA Show.
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