Podcast Index
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The Retirement and IRA Show
Jim Saulnier, CFP® & Chris Stein, CFP®
Jesus 24/7 Podcast
HavenMedia
Zasypiaki
Adam Szustak OP
PWTorch Dailycast
Pro Wrestling Torch
Follow Jesus Radio
Richard Templin Hancock
Journey to Truth Podcast CLASSICS
Journey to Truth Podcast
Inside the Birds: A Philadelphia Eagles Podcast
Inside The Birds
Missing Persons Mysteries
Steve Stockton
KURIOUS: Strange. Unusual. Unbelievable.
KURIOUS: Strange and Unusual Stories
Dark Mysteries — Unsolved Mysteries. Forgotten Secrets. Unanswered Questions.
Darkest Mysteries Online
True Cheating Wives and Girlfriends Stories 2026 - True Cheating Stories Podcast
True Cheating Stories 2026
True Crime Podcast 2026 - Police Interrogations, 911 Calls and True Police Stories Podcast
True Crime Podcast 2026
The Vault: The Epstein Files
Bobby Capucci
PWT VIP All Shows
PWTorch VIP Audio
VIP Podcasts - Today's Scene
Corruption | America Out Loud News
Corruption | America Out Loud News
Daily Motivational Positivity
Coiru
The Wom Healthy
Redazione The Wom Healthy
New Hope TV Kannada
New Hope TV
Radio Hamburg Nachrichten
Radio Hamburg
Israel Today: Ongoing War Report
Noa Levi
Republic Broadcasting Network
Republic Broadcasting Network
Govern America with Darren Weeks and Vicky Davis
Govern America with Darren Weeks and Vicky Davis
Experiencia Kidzania Santa Fe
ACIR - Kidzania
Pittsburgh News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Fox News Hourly Update
FOX News Podcasts
The Adoption Wait
Adopting.com
Cincinatti Reds News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Noticentro
Audio Centro
Kan Hourly News כאן רשת ב חדשות - מהדורת השעה
Mr. Mp3
Canucks Talk
Sportsnet
Experiencia Kidzania Monterrey
ACIR - Kidzania
Reflections
Livewire Labs
The Dark Somnium
Bloody FM
Hoop City with Paul Sir
Stingray Podcast Network
MATÉRIAS CBN
Rádio CBN
All
Jim Saulnier, CFP® & Chris Stein, CFP®
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. Philip Snyder, 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 ho...
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...
Jim and Chris discuss emails on Social Security survivor benefit strategies, IRMAA exceptions, Roth conversion timing during market downturns, and the implications of naming IRA beneficiaries directly versus routing asse...
Chris’s SummaryJim and I continue our discussion of the New York Times article titled “You Saved and Saved for Retirement. Now You Need a Plan to Cash Out,” focusing on Retirement Spending Phases as the article moves int...
Chris is joined by Jake Turner, while Jim is traveling, to discuss listener emails on Social Security spousal benefits, wash sales across brokerage and IRA accounts, estimated tax payments for Roth conversions, and tax w...
Chris’s Summary Jim and I discuss retirement spending plans through the lens of a New York Times article titled “You Saved and Saved for Retirement. Now You Need a Plan to Cash Out,” reviewing its key arguments about dec...
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