The Retirement and IRA Show
By Jim Saulnier, CFP® & Chris Stein, CFP®
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Category: Investing
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Subscribers: 172
Reviews: 3
Episodes: 100
Bryan
Sep 27, 2026
A fun show covering social security and all else retirement finance.
Jul 21, 2025
Oct 29, 2020
Description
| Episode | Date |
|---|---|
|
Social Security, IRMAA, Annuity Purchase, MDF Calculations: Q&A #2639
|
Sep 26, 2026 |
|
Longevity Risk Beyond Money: EDU # 2638
|
Sep 23, 2026 |
|
Social Security, TIPS Ladder, Investment Positioning, Buffered ETFs: Q&A #2638
|
Sep 19, 2026 |
|
Power of Attorney Mistakes: EDU #2637
|
Sep 16, 2026 |
|
Heart Screening, Healthy Aging in Retirement: Q&A #2637
|
Sep 12, 2026 |
|
Review of a DIY Retirement Plan: EDU #2636
|
Sep 09, 2026 |
|
IRMAA Brackets, Social Security, Annuity Inflation, QCDs, Listener PSAs: Q&A #2636
|
Sep 05, 2026 |
|
Investment Positioning Questions: EDU #2635
|
Sep 02, 2026 |
|
Social Security, Social Security, Home Purchase, Fun Spending: Q&A #2635
|
Aug 29, 2026 |
|
Spending Retirement Savings: EDU #2634
|
Aug 26, 2026 |
|
Social Security, Early Withdrawals, SPIAs, QLACs, Retirement Strategy: Q&A #2634
|
Aug 22, 2026 |
|
Extending Your Go-Go Years: EDU #2633
|
Aug 19, 2026 |
|
Social Security, IRMAA, Roth Conversions, Roth Contributions, TEFRA: Q&A #2633
|
Aug 15, 2026 |
|
Investment Positioning Part 2: EDU #2632
|
Aug 12, 2026 |
|
Spousal Benefits, HSA Tax Strategies PSA, Inherited IRAs: Q&A #2632
|
Aug 08, 2026 |
|
Investment Positioning Explained: EDU #2631
|
Aug 05, 2026 |
|
Social Security, Estate Planning, Annuity Safety: Q&A #2631
|
Aug 01, 2026 |
|
Covering Retirement Income Gaps: EDU #2630
|
Jul 29, 2026 |
|
Social Security, Roth 401k, HSA Reimbursement, Pension Options, Trust Planning: Q&A #2630
|
Jul 25, 2026 |
|
Retirement Budgeting – The Fun Number: EDU #2629
|
Jul 22, 2026 |
|
Social Security, Pension RMDs, Interest Taxation, Portfolio Strategy: Q&A #2629
|
Jul 18, 2026 |
|
A Potpourri of Beneficiary Disputes and Tax Laws: EDU #2628
|
Jul 15, 2026 |
|
Healthspan and Retirement Planning for Longevity with Dr. Snider: Q&A #2628
|
Jul 11, 2026 |
|
Funding Essential Expenses in Retirement: EDU #2627
|
Jul 08, 2026 |
|
Social Security, 403b Variable Annuities, Converting Inherited IRAs: Q&A #2627
|
Jul 04, 2026 |
|
What to Know About Jointly Owned Annuities: EDU #2626
|
Jul 01, 2026 |
|
Social Security, SPIA, SPIA Timing, QLAC: Q&A #2626
|
Jun 27, 2026 |
|
Annuity Collapse: EDU #2625
|
Jun 24, 2026 |
|
Social Security, Annuities, Income, Annuities: Q&A #2625
|
Jun 20, 2026 |
|
Forced Annuitization: EDU #2624
|
Jun 17, 2026 |
|
Social Security, Annuities for LTC Planning: Q&A #2624
|
Jun 13, 2026 |
|
Understanding Forced Annuitization: EDU #2623
|
Jun 10, 2026 |
|
Social Security, Rule of 55, QLAC Timing, SPIAs: Q&A #2623
|
Jun 06, 2026 |
|
Annuity Basics: EDU #2622
|
Jun 03, 2026 |
|
Social Security, Annuity RMDs, Annuity Laddering: Q&A #2622
|
May 30, 2026 |
|
Income Annuities in Retirement: EDU #2621
|
May 27, 2026 |
|
Social Security, Withdrawal Strategy, HSAs, 4% Rule, Roths, Retirement Trust: Q&A #2621
|
May 23, 2026 |
|
Delay Period Funding Strategy: EDU #2620
|
May 20, 2026 |
|
IRMAA, Social Security, Tax Diversification, Delay Period, Inherited IRA: Q&A #2620
|
May 16, 2026 |
|
Enjoying a Healthy Retirement: EDU #2619
|
May 13, 2026 |
|
IRMAA, Social Security, Roth 5-Year Rule, Rollover IRA Protections: Q&A #2619
|
May 09, 2026 |
|
Is The Safe Withdrawal Rate Useful? EDU #2618
|
May 06, 2026 |
|
Social Security, IRMAA, Roth Conversions, IRA Beneficiaries: Q&A #2618
|
May 02, 2026 |
|
Retirement Spending Phases: EDU #2617
|
Apr 29, 2026 |
|
Social Security, Wash Sales, Taxes: Q&A #2617
|
Apr 25, 2026 |
|
Retirement Spending Plans: EDU #2616
|
Apr 22, 2026 |
|
Social Security, ERISA, Trusts: Q&A #2616
|
Apr 18, 2026 |
|
Tax Rules and Mistakes: EDU #2615
|
Apr 15, 2026 |
|
Social Security, Inheritance Strategy, SEP IRA Conversions: Q&A#2615
|
Apr 11, 2026 |
|
Retirement Lessons Learned: EDU #2614
|
Apr 08, 2026 |
|
Social Security, 5-year Rule, Conduit Trusts, Inherited IRAs: Q&A #2614
|
Apr 04, 2026 |
|
Buffered ETF Mechanics: EDU #2613
|
Apr 01, 2026 |
|
Social Security, Spendthrift Trust, Living Trust: Q&A #2613
|
Mar 28, 2026 |
|
Ed Slott IRA Quiz Continued: EDU #2612
|
Mar 25, 2026 |
|
HSA Reimbursement, Social Security, Conduit Trusts: Q&A #2612
|
Mar 21, 2026 |
|
Ed Slott Quiz – Widow(er) Tax Penalty and Inherited IRA Rules: EDU #2611
|
Mar 18, 2026 |
|
Tax Filing, HSAs, I Bonds, RMDs, Roth Conversions: Q&A #2611
|
Mar 14, 2026 |
|
Retirement Planning With a Defined Benefit Pension: EDU #2610
|
Mar 11, 2026 |
|
IRMAA, RMDs, Conduit Trust: Q&A #2610
|
Mar 08, 2026 |
|
Fisher’s 99 Retirement Tips, Part 2: EDU #2609
|
Mar 04, 2026 |
|
Social Security, IRMAA, Disclaiming Inheritances, Roth Conversions: Q&A #2609
|
Feb 28, 2026 |
|
Fisher’s 99 Retirement Tips: EDU # 2608
|
Feb 25, 2026 |
|
Tax Special – Conversions, Contributions, HSAs, Tax Returns, Tax Software PSA: Q&A #2608
|
Feb 21, 2026 |
|
Using Buffered ETFs: EDU #2607
|
Feb 18, 2026 |
|
Medicare, Social Security, Inherited Roth, Annuities: Q&A #2607
|
Feb 14, 2026 |
|
Cash Balance Plans Part 2: EDU #2606
|
Feb 11, 2026 |
|
IRMAA, Early Withdrawal Penalty, 403b Distributions: Q&A #2606
|
Feb 07, 2026 |
|
Retirement Spending Anxiety: EDU #2605
|
Feb 04, 2026 |
|
Social Security, SPIAs, SEPP 72(t): Q&A #2605
|
Jan 31, 2026 |
|
Asset Positioning for Retirees: EDU #2604
|
Jan 28, 2026 |
|
Social Security, ERISA, LTC: Q&A #2604
|
Jan 24, 2026 |
|
Investing for Retirees: EDU #2603
|
Jan 21, 2026 |
|
Social Security, HSA, and Annuities: Q&A #2603
|
Jan 17, 2026 |
|
Roth IRA Mistakes, Part 2: EDU #2602
|
Jan 14, 2026 |
|
IRMAA, Inherited IRA, LTC, ACA Tax Credits: Q&A #2602
|
Jan 10, 2026 |
|
Roth IRA Mistakes, Part 1: EDU #2601
|
Jan 07, 2026 |
|
Social Security, Deemed Military Wages, Estate Planning, QLACs: Q&A #2601
|
Jan 03, 2026 |
|
New MYGA Variations: EDU #2553
|
Dec 31, 2025 |
|
Social Security, IRMAA, ACA Planning, IRA to HSA Transfer, Annuities: Q&A #2552
|
Dec 27, 2025 |
|
Cash Balance Plans Explained: EDU #2552
|
Dec 24, 2025 |
|
Social Security, RMDs, Money Market Earnings, QLACs: Q&A #2551
|
Dec 20, 2025 |
|
Math Act and Automatic IRA Act: EDU #2551
|
Dec 17, 2025 |
|
IRMAA, Social Security, QLACs, Roth Conversions: Q&A #2550
|
Dec 13, 2025 |
|
The Importance of Secure Income for Retirement: EDU #2550
|
Dec 10, 2025 |
|
Social Security, IRMAA, Medicare, Roth Contribution Rules, Roth Conversions: Q&A #2549
|
Dec 06, 2025 |
|
The QLAC 1098-Q: EDU #2549
|
Dec 03, 2025 |
|
IRMAA Brackets and QLACs: Q&A #2548
|
Nov 29, 2025 |
|
QLAC Use Cases and Planning: EDU #2548
|
Nov 26, 2025 |
|
Social Security, IRMAA, ETFs, Private Investments: Q&A #2547
|
Nov 22, 2025 |
|
QLAC Rules and Uses: EDU #2547
|
Nov 19, 2025 |
|
Social Security,Estate Planning PSA, Annuity Payments: Q&A #2546
|
Nov 15, 2025 |
|
2026 Social Security Changes: EDU #2546
|
Nov 12, 2025 |
|
Social Security and Roth Conversion Strategies: Q&A #2545
|
Nov 08, 2025 |
|
Retirement Preparedness and Planning Lessons: EDU #2545
|
Nov 05, 2025 |
|
Social Security, IRMAA Taxation, 529 Rollover, Deferred Annuities: Q&A #2544
|
Nov 01, 2025 |
|
Social Security Claiming Strategies, Part 2: EDU #2544
|
Oct 29, 2025 |
|
HSA Contributions, Social Security, Fee Disclosures, TSPs: Q&A #2543
|
Oct 25, 2025 |
|
Social Security Claiming Strategies, Part 1: EDU #2543
|
Oct 22, 2025 |
|
Spousal Roth, Backdoor Roth, Social Security, Post-Tax Contributions, HSA Strategy: Q&A #2542
|
Oct 18, 2025 |
|
IRA Rollover Mistakes and Exceptions: EDU #2542
|
Oct 15, 2025 |