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The Retirement and IRA Show

By Jim Saulnier & Chris Stein

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What do you get when you combine a talented CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR and a well respected Estate and Tax Planning Attorney? If you mix in relevant financial information and a healthy dose of humor for two hours on Saturday mornings 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 and residents of Northern Colorado, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, and PETER SCOTT, Esq., an estate and tax planning attorney with Coan, Payton and Payne, LLC offer real-world knowledge on a diverse range of topics including Social Security planning, Colorado PERA, investing for your retirement, the fundamentals of 401(k) and IRA accounts and estate planning. Jim, Chris and Peter make learning about your retirement, estate planning and even your taxes both educational and entertaining! Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CO, MA, MD, TX and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning through Jim Saulnier and Associates, LLC. Cambridge and Jim Saulnier & Associates are not affiliated.

Customer Reviews

Great podcast for anyone that wants to retire one day

Great podcast for anyone approaching retirement or who just wants to have a good future retirement plan in place. Jim and Chris cover topics that can be boring such as Social Security, IRAs, and 401Ks and make these topics interesting to the listener. I have a good understaning on these topics but still enjoy the show since it both reinforces what I believe I already understand while also identifying areas that I did not know as well as i thought. I have listend to all past shows and look forward to more shows in the future!

Great podcase for people who need to learn about IRAs

After listening to this podcast for more than a year, I have to say that Jim and Chris are experts in terms of IRAs, Social Security, and other retirement related information. I wish that I lived close to their office because I would go to see them regarding my retirement plan for sure. Recently, I wrote Jim regarding Required Minimum Distribution of an IRA account that I inherited. He responded to my email with all the information that I was able to understand what I needed to do. The custodian of my inherited IRA did not provide me with the correct information. If I did not get the answer from Jim and follow the custodian company, I would have made a big mistake for sure.

This podcast is for everyone not just people who are about to retire or who already retired. We all need to come up with retirement plans and we need to make sure that we understand all the rules and regulations. If you make one big mistake, it could cause you a lot of time and money for sure.

Very good info on an esoteric subject

Jim and Chris provide really clear information on the intricacies of IRAs and other retirement plans, also Social Security strategies. They cover far more than the basic facts. The show does include a LOT of digressions, so you need to be prepared for that. But overall recommended as a different kind of retirement planning, show, in that they really get down into the legal intricacies.

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Customer Ratings