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 These recorded broadcasts may contain outdated or obsolete information.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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Social Security and Other Retirement Questions

August 20, 2016

Social Security and Other Retirement Questions

Jim and Chris catch up on a number of email questions from listeners including: What happens to a Social Security benefit after the beneficiary dies? If you work past your Full Retirement Age, will this impact your Primary Insurance Amount (PIA)? If you retire and move out of the country, will you still owe taxes to the US? How many people manage their own assets and do you need a financial...

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Healthcare Costs in America

August 13, 2016

Healthcare Costs in America

Join Jim, Chris and special Guest Dr. David Tusek of Cloud Medical Center (Boulder and Longmont, CO) as they discuss why healthcare and insurance in the US cost so much. They also take a look at new programs that exist to control costs and examine Direct Primary Care models. http://s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-08-13-16.mp3 Podcast: Play in new window | Download (Duration:...

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Minors as Beneficiaries of an IRA

August 6, 2016

Minors as Beneficiaries of an IRA

You want to leave your retirement accounts to your minor children, but what’s the best way to make that happen? Jim and Chris answer a listener’s email question regarding minors as beneficiaries of an IRA. Also, if you’re planning on getting married you need to listen to the second half of the show. Jim and Chris discuss six IRA rules every bride and groom must know....

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Pre-Retirement vs Post-Retirement Considerations

July 30, 2016

Pre-Retirement vs Post-Retirement Considerations

Before you retire, you’re more concerned with saving for your retirement. After you retire, you’re more concerned with how to spend your money. You need different approaches to managing your retirement accounts pre and post retirement, but do you know what those approaches are? Jim and Chris discuss some of the things you’ll need to consider in the different phases of your...

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Taxes in Probate

July 23, 2016

Taxes in Probate

Jim, Chris and Peter Scott answer estate planning email questions from listeners. Topics include taxes in probate, a step up in basis, estate income tax and end of life planning. http://s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-07-23-16.mp3 Podcast: Play in new window | Download (Duration: 1:43:03 — 47.2MB) Subscribe: iTunes | Android |...

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Changes to Social Security?

July 16, 2016

Changes to Social Security?

Most of us will probably agree that Social Security can’t keep going the way it has been, but how do we fix it?  Jim and Chris discuss recommendations for changes to Social Security by the Commission on Retirement Security and Personal Savings. http://s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-07-16-16.mp3 Podcast: Play in new window | Download (Duration: 1:43:06 — 47.2MB)...

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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.