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 These recorded broadcasts may contain outdated or obsolete information.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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What to Do With RMDs You Don’t Need

September 17, 2016

What to Do With RMDs You Don’t Need

You have to take Required Minimum Distributions (RMDs) from your non-Roth IRA retirement accounts when you reach 70 1/2. If you’re fortunate enough to not need the money, Jim and Chris discuss options for what to do with those RMDs. They also answer a listener’s question regarding how to determine if you need a Certified Financial Planner (CFP) or a Certified Public Accountant (CPA)...

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New Rules for 60 Day Rollovers

September 10, 2016

New Rules for 60 Day Rollovers

Jim and Chris discuss new rules regarding 60 day rollovers and also answer questions from listeners. If you withdraw funds from an IRA to purchase additional service years in PERA (Public Employees Retirement Association), will those IRA funds be taxable? Are you subject to the Government Pension Offset (GPO) if you also contribute to the Federal Employees Retirement System (FERS)? How much can...

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Fixing Your Social Security Earnings Record

September 3, 2016

Fixing Your Social Security Earnings Record

Have you checked you Social Security Earnings Record lately? If you haven’t yet, you really should. If you have, and noticed an error, how exactly do you fix it? Jim and Chris answer an email question regarding how long you have to fix your Earnings Record and how to do it.  They also answer an email question regarding Qualified Longevity Annuity Contracts (QLACs) and an email question...

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Modern Revocable Living Trust

August 27, 2016

Modern Revocable Living Trust

Jim and Chris received all kinds of email questions recently and called in some help to answer them. Peter Scott joins the show to discuss the Modern Revocable Living Trust and answer questions regarding Social Security benefits, estate planning and also taxes on retirement accounts. Jim and Chris are also joined later in the show by Justin Fundalinski and Andrew Johnson (both with Jim Saulnier...

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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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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.