Retirement Spending Strategy – EDU #1930

August 14, 2019

Retirement Spending Strategy – EDU #1930

Jim and Chris address some constructive criticism from a long-time listener and take a detailed look at their “no-go, slow-go, go-go” retirement spending strategy. First they discuss their stance on mental decline with age and how that affects their planning methods. Then Jim and Chris turn to why they encourage people to spend more during their “go-go” years.  ...

Listen Now

Wages, Monthly Earnings Test, and First Year Rule – Q&A #1930

August 10, 2019

Wages, Monthly Earnings Test, and First Year Rule – Q&A #1930

Join Chris as he tackles a wide array of listener questions solo while Jim is out on a fishing trip; subjects about working after retirement, accessing Social Security accounts online, the earnings test and more. 3:07 An Alabama listener asks about working wages after retirement. 7:44 An Illinois listener asks about the possibility of Social Security benefit changes after a state relocation....

Listen Now

How to Split an IRA – EDU #1929

August 7, 2019

How to Split an IRA – EDU #1929

REPLAY: With Jim out of the office, we are replaying a helpful episode from last year on how to split an IRA after a divorce. Jim and Chris will be back next week with an all-new Edu edition! https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E03.mp3 Podcast: Play in new window | Download (Duration: 30:54 — 14.1MB) Subscribe:...

Listen Now

GPO, IRA CDs, Transitioning to a Distribution Portfolio, and MYGAs – Q&A #1929

August 3, 2019

GPO, IRA CDs, Transitioning to a Distribution Portfolio, and MYGAs – Q&A #1929

As Jim and Chris continue working through the pile of listener questions they address a wide range of subjects; from setting up your online Social Account,  transitioning to a Distribution Portfolio, Multi-Year Guaranteed Annuities, and more. 4:05 A Pennsylvania listener seeks help setting up an online Social Security account. 8:20 An Ohio listener and wants Jim and Chris’s thoughts on...

Listen Now

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: CO, IA, IN, MA, NY, 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.