Podcast Index
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The Retirement and IRA Show
Jim Saulnier, CFP® & Chris Stein, CFP®
雅思口语IELTS English2026
英语口语家森Jason
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Harry Stebbings
Odd One Out - Daily Brain Teaser & Trivia Puzzle
Caloroga Labs
雅思口语新周刊 English Podcast
雅思口语家森Jason
The Team House
dee takos
5 Good News Stories - happiness and fun
Caloroga Shark Media / Happiness Good News Lab
Daily Comedy News with Johnny Mac - a daily briefing on comedians, and the comedy industry
Daily Comedy News with Johnny Mac
5 Daily Trivia Questions – Can You Get All Five?
Caloroga Shark Media / 5 Daily Trivia Questions
Climate Economics with Fexingo: Carbon Pricing, Green Policy, and Sustainability Costs
Fexingo
KIDSTORY : Les meilleurs contes pour enfants
Studio KODOMO
PHNX Arizona Diamondbacks Podcast
ALLCITY Network, PHNX Sports
שבת בבוקר עם ירדן ודידי
ירדן בר כוכבא הלפרין ודידי שחר
AUDIO SPAJZA - Totiradio.si
Toti radio
Solomonster Sounds Off
The Solomonster
#12minconvos with Jesus Believers
Engel Jones
Off The Script w/JDfromNY
JDfromNY
The World and Everything In It
WORLD Radio
SBS Nepali - एसबीएस नेपाली पोडकास्ट
SBS
The Bible in a Year (with Fr. Mike Schmitz)
Ascension
The Catechism in a Year (with Fr. Mike Schmitz)
Ascension
The Rosary in a Year (with Fr. Mark-Mary Ames)
Ascension
Curious Kids Every Day: A Daily Educational Podcast
Curious Kids Every Day
The Brand Called You
The Brand Called You
Foodnourish Deep Dives
Pavlos Giorkas
医療政策ウォッチャー
CrossHealth
Mixes: Electro House
PromoDJ
Hallmarkies Podcast
Hallmarkies Podcast
FView Friday
爱否科技
Product Marketing with Fexingo: Launches, Positioning, and Go-to-Market Strategy
Fexingo
Times Radio News Briefing
Times Radio
Advent Calendar House
Mike Westfall
Atlanta Hawks News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Sospechosos habituales
Sospechosos Habituales
El Mancuentro
Mancuentro Patal
SBS Hindi
SBS
La Cultureta
OndaCero
All
Jim Saulnier, CFP® & Chris Stein, CFP®
Jim and Chris welcome back returning guest Dr. Phillip Snider for a Q&A episode that plays a little differently than usual. Listener emails open a broader discussion of healthspan and lifespan, (including how wealth, gen...
Chris’s Summary Jim and I review a reader-submitted article on funding essential expenses in retirement, examining how one engineer split his portfolio into what we would call the Minimum Dignity Floor and Fun Number, us...
Jim and Chris discuss listener emails on Social Security spousal benefit calculations, variable annuities in a 403(b), converting Inherited IRAs, and the Social Security child-in-care provision’s effect on spousal benefi...
Chris’s Summary Jim and I continue our discussion on annuity insurer failures and state guarantee fund protections before turning to jointly owned annuities, examining how they differ from other jointly titled assets. We...
Jim and Chris discuss listener emails on Social Security benefits for a disabled adult child, SPIA timing and funding, longevity assumptions, and QLAC planning. (15:15) A listener asks why Social Security appears to be p...
Chris’s Summary Jim and I examine an Annuity Collapse involving PHL Variable Insurance Company, a $99,000 annuity, private equity ownership, state guarantee funds, and the limits of what the article explains. We separate...
Jim and Chris discuss listener emails on delayed Social Security credits, annuity provider ratings, DIA versus QLAC income planning, and fixed indexed annuity (FIA) recommendations. (10:30) A listener shares a long delay...
Chris’s Summary Jim and I continue our discussion on Forced Annuitization in a highly appreciated non-qualified variable annuity owned by a 90-year-old listener’s mother. We examine LIFO taxation, IRD, IRMAA, period cert...
Jim and Chris discuss listener emails on Social Security earnings limits, and two emails relating to using annuities for LTC planning. (13:00) — A listener asks whether income from selling NSO stock counts as earned inco...
Chris’s Summary: Jim and I continue our discussion on annuity basics before turning to a listener’s email centered on forced annuitization, a maturity date built into every annuity contract requiring annuitization or ful...
Jim and Chris discuss listener emails on whether Social Security should be compared to an annuity, Rule of 55 distribution rules, using period-certain annuities during the delay period, QLAC timing and taxes, and using a...
Chris’s Summary Jim and I tackle annuity basics to start off another National Annuity Awareness Month. We cover what annuities are as insurance contracts, the four parties to a contract, the accumulation and distribution...
Jim and Chris discuss listener emails on Social Security survivor and ex-spouse benefits, using annuity income to satisfy RMDs, and annuity laddering strategies for both SPIAs and DIAs and MYGAs. (6:30) George writes in ...
Chris’s Summary Jim and I discuss income annuities in retirement as a lead-in to National Annuity Awareness Month, using a Fidelity Viewpoints article to frame the discussion. We walk through the article’s points on esse...
Jim and Chris discuss listener emails on Social Security spousal benefits, portfolio withdrawal strategy for early retirement, HSA and Medicare premiums, the 4% rule, Roth self-employed 401(k)s, Roth conversions, and ret...
Chris’s Summary: Jim and I discuss a listener’s strategy for funding the delay period in this dialog show. A 59-year-old chemical engineer shares his plan to transition from 100% equities by purchasing TIPS only when his...
Jim and Chris discuss listener emails on the SSA-44 and IRMAA process for a couple approaching Medicare, Social Security survivor benefit strategy, tax diversification for young investors, HSA vs. IRA prioritization and ...
Chris’s Summary Jim and I are joined by Dr. Phillip Snider, in what we hope is his first appearance of many, as we discuss what a healthy retirement requires. In this episode we discuss health span versus life span, or h...
Jim and Chris discuss listener emails on IRMAA appeals, Social Security survivor benefits, a Venn Diagram PSA, Roth IRA spousal rollover and the five-year rule, and Rollover IRA protections. (8:15) A listener asks whethe...
Chris’s Summary Jim and I discuss the Safe Withdrawal Rate as a projection tool before retirement, but not as the distribution tool we would use for many retirees. We address Bill Bengen’s research, the 1968 retiree scen...
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