The Retirement and IRA Show

Publicly listed emails

marketing@jimhelps.com

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Social Security, Milestone Ages, HSAs, Roth Withdrawals, Annuity Providers: Q&A #2641

October 10, 2026

Jim and Chris discuss listener emails on Social Security first check timing at age 70 and child-in-care spousal benefits, additional milestone ages and HSA contribution PSAs, Roth withdrawals under the Rule of 55, and finding annuity providers with good customer service. (11:30) A listener asks whether Social Security benefits started in the month of a 70th birthday should arrive the following month, or only after the first full month at age 70, as the Social Security Administration explained...

Single Life Pension Tradeoffs: EDU #2640

October 07, 2026

Chris’s Summary:  With Jim traveling, I’m joined by the newest member of the Jim Saulnier & Associates team, Tom Stivers, to review an email from a listener couple who both chose a single life pension, with term life insurance on the higher earner. Their situation raises concerns about Social Security claiming ages, their Minimum Dignity Floor catching up to income if their pensions lack a cost-of-living adjustment, health insurance before Medicare, Roth conversions, and a pot...

HSA Catch-up PSA, Social Security, IRMAA, Roth Conversion, Annuity Timing: QA #2640

October 03, 2026

Jim and Chris discuss listener emails, beginning with a listener PSA on HSA catch-up contributions at age 55, then cover Social Security spousal benefits when claiming before full retirement age, paying IRMAA with HSA funds and the SSA-44 form for IRMAA appeals, whether a Roth conversion counts as a 60-day rollover, and annuity timing as interest rates fall. (6:45) A listener shares a PSA noting that HSA holders age 55 and older can contribute an extra $1,000 per year until they reach Medicar...

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How do I get in touch with The Retirement and IRA Show?

The Retirement and IRA Show is hosted by Jim Saulnier and Chris Stein. Its publicly listed email is marketing@jimhelps.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Retirement and IRA Show?

The publicly listed email for The Retirement and IRA Show: marketing@jimhelps.com.

How many listeners does The Retirement and IRA Show have?

Podseeker estimates The Retirement and IRA Show reaches 10,000 to 100,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Retirement and IRA Show?

The Retirement and IRA Show typically books working professionals with real expertise. Typical guest background: Practicing financial, tax, estate-planning, legal, medical, or retirement specialists with directly applicable expertise and the ability to explain complex topics clearly to retirees. Recent guests include Phillip Snider.

How hard is it to get booked on The Retirement and IRA Show?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does The Retirement and IRA Show cover?

Recent episodes cover Finance, Retirement Planning, Social Security, Iras, and 401(k). Pitch an idea tied to one of these topics and mention a recent episode.