Our Past Shows

Here you will find a year's worth of our past radio shows. Please understand, due to compliance and supervisory guidelines, there is a lag time from when a show first broadcasts to when it can be listed here for later playback. If the show you want is not available, please check back again soon.

Although Jim and Chris strive to make their show ─ and the information presented − topical and pertinent at the time of original broadcast, please recognize the financial world is constantly changing and evolving. These recorded broadcasts may contain outdated or obsolete information. Never make any financial, tax or investment decisions with information contained on these shows without first consulting with your legal, tax and/or financial advisor(s).

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Real Estate in an IRA

February 7, 2015

Real Estate in an IRA

Jim and Chris discuss a couple of tax court cases.  What do you have to consider regarding your taxes when you want to hold real estate in an IRA?  What happens to your taxes when a portion of a 401(k) is part of a divorce settlement? And, if you’re unemployed, collect unemployment insurance, and contribute money to an IRA, can you deduct your contribution on your taxes?...

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IRA and Social Security Questions

January 31, 2015

IRA and Social Security Questions

Jim and Chris answer listeners’ questions on IRAs and Social Security. Can you remove the principal from your Roth IRA at any time?  Are there any age restrictions to opening a Roth IRA? If you’re over 59 1/2 and close out a Roth IRA that is over 5 years old, if you open another Roth do you re-set the 5-year rule?  And what happens if you file for your Social Security benefit at your...

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How To Invest After Retirement

January 24, 2015

How To Invest After Retirement

The investment strategies you use before you retire are completely different than the investment strategies you’ll want to use after you retire.  Jim and Chris discuss an article in February’s Kiplinger’s Personal Finance that reads a lot like the Secure Retirement Income Process™  that Jim and Chris developed for use at Jim Saulnier and Associates. Find out how this process...

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Understanding Fixed Annuities/Medical Care in Retirement

January 17, 2015

Understanding Fixed Annuities/Medical Care in Retirement

During the first half of the show, Jim talks about fixed annuities.  Jim likes annuities, but not all annuities are appropriate in all situations. And sometimes annuities are hard to understand.  How do fixed annuities, and their penalty periods and bonuses work, and why is it important to understand them? During the second half of the show, Jim, Chris and special guest Justin Fundalinski talk...

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Listeners’ Questions

January 10, 2015

Listeners’ Questions

Jim and Chris take questions from listeners on multiple different topics.  What are bridge loans and is it advisable to use them as an investment strategy?  When is it appropriate to do a Social Security analysis and what changes are coming to Social Security? Can you take money from a 401(k) and move it to a Roth IRA? Should you take money out of an IRA in one lump sum, or are monthly...

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IRAs and RMDs

January 3, 2015

IRAs and RMDs

Jim and Chris discuss a couple of situations involving IRAs and RMDs (Required Minimum Distributions).  Why do you have to take an RMD and how does that work if you have both an IRA and a 401(k)?  If you inherit an IRA, when do you need to take RMDs and what happens if you miss taking one?  And… if you’re over 70 and a half  and want to retire on December 31, what do you do about...

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

Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CO, GA, MA, MD, TX and WY. This communication is strictly intended for the residents of AZ, CO, GA, MA, MD, TX and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates are not affiliated.