Best Jim Saulnier Podcasts (2024)

1
An Interview With Jim Saulnier, CFP™ 49:02

17d ago49:02

49:02

Join me for a one-on-one conversation with Jim Saulnier, CFP™ and Co-Host of “The Retirement & IRA Show,” where Jim discusses retirement focused questions and questions about his retirement plans. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

1
Our Retirement Planning Process and Philosophy Part 5: EDU #2421 1:38:46

2h ago1:38:46

1:38:46

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 5: EDU #2421 appeared first on The …

1
Exploring Happiness on the Less Traveled Road 18:31

3h ago18:31

18:31

“Two roads diverged in a wood, and I— I took the one less traveled by, And that has made all the difference.”. -Robert Frost If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

1
IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420 1:08:37

4d ago1:08:37

1:08:37

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 qualified charitable distri…

1
Our Retirement Planning Process and Philosophy Part 4: EDU #2420 1:00:24

1h ago1:00:24

1:00:24

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 …

1
Creating a Blog and Podcast: A Beginner’s Guide 17:51

9d ago17:51

17:51

Considering Retirement options? Creating a Blog or Podcast may be what you desire. Learn about my Podcast and Blog journey. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

1
Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419 1:07:55

1h ago1:07:55

1:07:55

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. (…

1
Our Retirement Planning Process and Philosophy Part 3: EDU #2419 1:19:13

37m ago1:19:13

1:19:13

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 …

1
Balancing the Scales: Cap Weighted vs. Equal Weighted Fund Strategies 12:54

6h ago12:54

12:54

A listener questioned which is better: Cap Weighted funds or Equal Weighted funds? If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

1
Cognitive Decline, MDF, Taxes, Inflation, and Fun Spending: Q&A #2418 1:18:06

2d ago1:18:06

1:18:06

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:…

1
Our Retirement Planning Process and Philosophy Part 2: EDU #2418 1:11:08

6d ago1:11:08

1:11:08

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 …

1
Social Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417 1:00:18

9d ago1:00:18

1:00:18

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…

1
Our Retirement Planning Process and Philosophy Part 1: EDU #2417 1:03:43

23d ago1:03:43

1:03:43

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 …

1
You Can Only Be Who You Are 14:50

13d ago14:50

14:50

Look around today and take a moment to realize that we’re not that different from each other. Even if we are somewhat different, that’s ok because “You Can Only be Who You Are.” If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

1
Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416 1:12:56

16d ago1:12:56

1:12:56

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 large Roth…

1
Our Retirement Planning Process and Philosophy Intro: EDU #2416 58:00

30d ago58:00

58:00

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…

1
A Decade Beyond the Cubicle: Reflections on PURPOSE Post Full-Time Work 21:28

1M ago21:28

21:28

During the 10 years since I quit working full-time, I have been able to formulate an almost ideal plan for purpose in retirement. This podcast discusses how I’ve spent the last ten years, and discusses how individuals and families don’t need ten years to formulate a successful retirement plan. If you’d like to be a part of a free online retirement …

1
Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415 1:18:02

1M ago1:18:02

1:18:02

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 surc…

1
Our Retirement Planning Process Prequel: EDU #2415 1:22:14

26d ago1:22:14

1:22:14

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.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
A Decade Beyond the Cubicle: Reflections on FINANCES Post Full-Time Work 24:46

1M ago24:46

24:46

How has my financial situation changed over the last ten years? I explore my personal finances ten years into retirement with respect to: Income, Net Worth, Budget, and Spending. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

1
IRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414 1:12:04

1M ago1:12:04

1:12:04

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 g…

1
Capital Gains and Wash Sale Rule: EDU #2414 57:05

1M ago57:05

57:05

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.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
A Decade Beyond the Cubicle: Reflections on LIFE Post Full-Time Work 13:43

2M ago13:43

13:43

The transition from working full-time to retirement is very stressful for most workers. Probably the most stressful question involves the actual decision to quit working or quitting full-time work. Leaving full-time work almost ten years ago has afforded me adequate time to evaluate my decision from many aspects. If you’d like to be a part of a fre…

1
Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413 1:24:04

1M ago1:24:04

1:24:04

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 whil…

1
Retirement Planning Dialogue Series 3: EDU #2413 1:11:00

2M ago1:11:00

1:11:00

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.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
Crazy Days Chronicles: Living in Irrational Times 22:41

2M ago22:41

22:41

Living in the “Shangri La” of the South, and the life lessons learned. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

1
Social Security, Rollovers, Annuities, and Trusts: Q&A #2412 1:15:31

2M ago1:15:31

1:15:31

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 Soc…

1
Retirement Planning Dialogue Series 2: EDU #2412 1:18:43

2M ago1:18:43

1:18:43

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.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
Considering a Withdrawal: Evaluating the Pros and Cons of Tapping My Roth IRA 17:47

2M ago17:47

17:47

The two biggest concerns with Roth IRA withdrawals are once the money is removed from a Roth IRA account it cannot be repaid, and that dollars withdrawn from a Roth IRA account miss out on all future tax-free earnings. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706…

1
Social Security, 529/Roth Conversions, and HSAs: Q&A #2411 1:16:57

2M ago1:16:57

1:16:57

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 c…

1
Retirement Planning Dialogue Series 1: EDU #2411 1:13:56

2M ago1:13:56

1:13:56

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.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
When the Wolf Guards the Sheep 20:54

2M ago20:54

20:54

The Government has a new proposal to close loopholes and clarify the Fiduciary standard. The government is now trying to hold financial advisor’s feet to the fire by clarifying and redefining the fiduciary standard to become much more restrictive while at the same time allowing more advisor access and more insurance products in retirement plans. If…

1
Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410 1:26:46

2M ago1:26:46

1:26:46

Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs. (8:30) George from Colorado asks for clarification on a couple of questions regarding the effects of GPO. (25:20) A listener provides some helpful input on converting funds from a taxable account into an HSA. (37:05) A listener f…

1
Converting A 529 To A Roth IRA: EDU #2410 52:59

2M ago52:59

52:59

Jim and Chris sit down to discuss a couple of articles and questions relating to converting 529 assets into a Roth IRA. Allen Roth Article: https://www.advisorperspectives.com/articles/2024/02/15/law-strategies-convert-college-529-rothhttps://www.529conference.com/status-board-secure-2-0-529-state-updates/ NY Times Article: https://rethinking65.com…

1
“Enough” Throughout Life: From Cradle through Career 14:50

3M ago14:50

14:50

Retirement planning is like life because potential retirees go through retirement infancy, retirement adolescence, and strive to become mature adult retirees. Part of the maturing process is realizing what you don’t know, and that there are always new things to learn. If you’d like to be a part of a free online retirement community, join us on Face…

1
Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409 1:24:02

3M ago1:24:02

1:24:02

Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the Wednesday’s EDU show of prohibited transactions completed inside an IRA and whether or not SECURE Act 2 impacted the previous prohibited transaction rule…

1
Taking The 2024 Ed Slott Quiz Continued: EDU #2409 1:13:54

3M ago1:13:54

1:13:54

Jim and Chris sit down to continue their discussion on the annual quiz given out by the Ed Slott program for 2024. The post Taking The 2024 Ed Slott Quiz Continued: EDU #2409 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
Unraveling the Secrets of Prosperity and Success 19:35

3M ago19:35

19:35

Success is subjective. Successful people have mastered one or more of these traits needed for success. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

1
Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408 1:30:37

2M ago1:30:37

1:30:37

Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding. (7:15) George looks for some clarification on his Social Security claiming strategy and personal benefit calculation. (26:00) A listener provides some input on a previous show relating to a continuing education ethics req…

1
Taking The 2024 Ed Slott Quiz: EDU #2408 1:17:12

3M ago1:17:12

1:17:12

Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024. The post Taking The 2024 Ed Slott Quiz: EDU #2408 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
Retiring With Enough: A Fresh Look at the Three-Legged Stool 14:50

3M ago14:50

14:50

The first anniversary of the Retiring With Enough podcast provides an opportunity to re-evaluate the three main concepts of the Retiring With Enough three-legged stool. Change means growth, and change is coming to the Retiring With Enough podcast. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.fac…

1
Social Security, IRMAA, GPO, and Annuities: Q&A #2407 1:15:19

3M ago1:15:19

1:15:19

Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor. (7:45) A listener from Oklahoma asks about his mother ability to claim a Social Security survivor and child in care benefit. (16:45) George wonders when he’d be able to appeal a previous IRMAA surcharge. (26:45) A …

1
Secure Act 2.0 and Section 204 Continued: EDU #2407 1:12:10

3M ago1:12:10

1:12:10

Jim and Chris sit down to continue their detailed discussion on the Secure Act 2.0, specifically, section 204. The post Secure Act 2.0 and Section 204 Continued: EDU #2407 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
The Challenges of Self-Employment: Myth or Reality? 20:45

3M ago20:45

20:45

Since the consolidation of thirteen colonies into the United States of America, one of the components of the American Dream has been business ownership. Proceeding from an idea to an actual business requires many steps that must be successfully completed to afford the greatest chance for survival. New businesses have a survival rate of approximatel…

1
Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406 1:30:00

3M ago1:30:00

1:30:00

Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the road. (20:00) A listener in Virginia comments on a previous shows question regarding the sale of a…

1
Different Approaches To Retirement Planning Continued: EDU #2406 1:18:02

4M ago1:18:02

1:18:02

Jim and Chris sit down to continue their discussion from last week on a listeners do-it-yourself retirement plan. The post Different Approaches To Retirement Planning Continued: EDU #2406 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
Home Financing Unveiled: The Ultimate Mortgage Handbook 26:04

4M ago26:04

26:04

Home mortgages are a necessary and confusing problem for countless homeowners. Many homeowners, to their financial detriment, don’t fully understand the terms and conditions of their mortgage. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

1
Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405 1:08:59

4M ago1:08:59

1:08:59

Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs. (3:30) A Californian listener wonders if Roth conversions are subject to the Social Security earnings test. (9:30) Georgette from Georgia looks for clarification on the maximum earnings limit regarding her husbands Social Secu…

1
Different Approaches To Retirement Planning: EDU #2405 1:09:16

4M ago1:09:16

1:09:16

Jim and Chris take a deep dive on a listeners email describing their approach to retirement planning and provide their own input. The post Different Approaches To Retirement Planning: EDU #2405 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®

1
Is It Possible to Build a $1 Million Nest Egg? 27:23

4M ago27:23

27:23

If a $1 million Nest Egg is a reality for approximately 9% of the US population, can a Net Worth of $1 million be a possibility for you? Is it possible with only an average income? If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

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