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Artwork for The Retirement and IRA Show

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®
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InvestingPodcastsBusinessEN-USunited-statesSeveral times per week
4.3 / 5
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!<br />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!<br /><br />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 register
Top 46.1% by pitch volume (Rank #23036 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
Several times per week
Episodes
100
Founded
N/A
Category
Investing
Number of listeners
Private
Hidden on public pages

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Public snapshot
Audience: 40K–100K / month
Canonical: https://podpitch.com/podcasts/the-retirement-and-ira-show
Cadence: Active weekly
Reply rate: Under 2%

Latest Episodes

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IRMAA, Early Withdrawal Penalty, 403b Distributions: Q&A #2606

Sat Feb 07 2026

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Jim and Chris discuss listener emails on IRMAA appeals using Form SSA-44, avoiding the 10% early withdrawal penalty, and whether a 403(b) distribution can be rolled into an IRA. Jim also manages to turn a discussion on Superbowl food to a conversation on retirement planning for the Go-Go phase of life (with a few other stops in between). So, if you typically skip the banter you may want to tune in around (10:10) for that discussion. (16:30) George shares his experience repeatedly filing Form SSA-44 to correct IRMAA determinations and explains how Social Security processed and applied his updated income information. (35:00) A listener asks whether a qualified annuity can be used instead of a 72(t) series of substantially equal periodic payments to avoid the 10% early withdrawal penalty. (1:04:45) The guys discuss whether 403(b) distributions can be completed as 60-day rollovers into Traditional and Roth IRAs, and whether a custodian could refuse to accept the rollover. The post IRMAA, Early Withdrawal Penalty, 403b Distributions: Q&A #2606 appeared first on The Retirement and IRA Show.

More

Jim and Chris discuss listener emails on IRMAA appeals using Form SSA-44, avoiding the 10% early withdrawal penalty, and whether a 403(b) distribution can be rolled into an IRA. Jim also manages to turn a discussion on Superbowl food to a conversation on retirement planning for the Go-Go phase of life (with a few other stops in between). So, if you typically skip the banter you may want to tune in around (10:10) for that discussion. (16:30) George shares his experience repeatedly filing Form SSA-44 to correct IRMAA determinations and explains how Social Security processed and applied his updated income information. (35:00) A listener asks whether a qualified annuity can be used instead of a 72(t) series of substantially equal periodic payments to avoid the 10% early withdrawal penalty. (1:04:45) The guys discuss whether 403(b) distributions can be completed as 60-day rollovers into Traditional and Roth IRAs, and whether a custodian could refuse to accept the rollover. The post IRMAA, Early Withdrawal Penalty, 403b Distributions: Q&A #2606 appeared first on The Retirement and IRA Show.

Key Metrics

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Pitches sent
15
From PodPitch users
Rank
#23036
Top 46.1% by pitch volume (Rank #23036 of 50,000)
Average rating
4.3
Ratings count may be unavailable
Reviews
159
Written reviews (when available)
Publish cadence
Several times per week
Active weekly
Episode count
100
Data updated
Feb 10, 2026
Social followers
N/A

Public Snapshot

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InvestingPodcastsBusiness
Country
United States
Language
EN-US
Language (ISO)
Release cadence
Several times per week
Latest episode date
Sat Feb 07 2026

Audience & Outreach (Public)

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Audience range
40K–100K / month
Public band
Reply rate band
Under 2%
Public band
Response time band
Private
Hidden on public pages
Replies received
Private
Hidden on public pages

Public ranges are rounded for privacy. Unlock the full report for exact values.

Presence & Signals

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Social followers
N/A
Contact available
Yes
Masked on public pages
Sponsors detected
Yes
Guest format
No

Social links

No public profiles listed.

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Audience & Growth
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Sponsor signals
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Sponsor mentionsLikely
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Reviews

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4.3 / 5
RatingsN/A
Written reviews159

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Frequently Asked Questions About The Retirement and IRA Show

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What is The Retirement and IRA Show about?

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!<br />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!<br /><br />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 register

How often does The Retirement and IRA Show publish new episodes?

Several times per week

How many listeners does The Retirement and IRA Show get?

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