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The Retirement and IRA Show

The Retirement and IRA Show

Auteur(s): 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! Finances personnelles Économie
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  • Broker vs Advisor Sold RILAs: EDU #2527

    Broker vs Advisor Sold RILAs: EDU #2527
    Jul 2 2025

    Chris’s Summary:Jim and I examine broker vs advisor sold RILAs using real cap rate comparisons from 2024 to highlight how identical contracts can offer different outcomes. We explain how six-year outcome periods work, what locking in gains actually does, and when fees can reduce returns more than commissions. This episode is less about product bias […]

    The post Broker vs Advisor Sold RILAs: EDU #2527 appeared first on The Retirement and IRA Show.
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    1 h et 17 min
  • PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526

    PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526
    Jun 28 2025

    Jim and Chris shares listener PSAs on IRMAA and Delayed Retirement Credits, and answer questions on Social Security Spousal Benefits, annuity use cases, and fixed indexed annuity payout concerns. (13:00) A listener shares a PSA about a positive Medicare and IRMAA reduction experience at a Central Florida SSA office. (19:00) Georgette follows up with a […]

    The post PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526 appeared first on The Retirement and IRA Show.
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    1 h et 30 min
  • RILAs vs Buffered ETFs: EDU #2526

    RILAs vs Buffered ETFs: EDU #2526
    Jun 25 2025

    Chris’s Summary:Jim and I explore registered index-linked annuities and compare RILAs vs buffered ETFs across liquidity, taxation, and cap rate dynamics. We walk through how the insurance and investment structures differ, where principal protection varies, and how commission-based and advisory products compare from a fiduciary standpoint. I also explain the tax treatment of qualified versus […]

    The post RILAs vs Buffered ETFs: EDU #2526 appeared first on The Retirement and IRA Show.
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    54 min

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