Our Most Recent Show

Spousal Benefit and Estate Planning Questions

Chris and special guest Estate Planning Attorney Peter Scott answer email questions from listeners.  First up, Chris discusses social security strategies regarding "Spousal Benefits" and the rule changes that have occurred over the last year. Peter follows up with a detailed answer to a question involving land-lease agreements in an estate plan.  Peter discusses various terms that are important to understand when looking at an estate plan:

  • Explain the difference between a conservator-ship and guardianship.
  • "Real" property vs. "Personal" property.
  • Examples of type of "Personal" property that can be assigned to a beneficiary.
  • What do the following terms mean: "Probate", "Living Probate", "Joint Tenancy", "Tenants in Common", and "Right of Survivor-ship"?


Listen Now

About the Show

About the Show

What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor for two hours on Saturday morning you get the Retirement and IRA Radio Show, an informative, educational and entertaining radio program focused on retirement topics.

Read More

 

 

2015 JCP candid 520

 

Search

Looking for more information on a specific topic?  Use the Search feature to find information on this site and Jim Saulnier and Associates’ business site.

Send Us a QuestionSend Us a Question

We’ll answer it on the show! Please include a phone # or email address and we’ll let you know when your question will air.

  • This field is for validation purposes and should be left unchanged.

Listen Live

THE Retirement and IRA Radio Show is broadcast on Greeley’s NewsTalk Radio 1310 KFKA on Saturday mornings from 8-10am. Click above to listen live!

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CO, MA, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.