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 These recorded broadcasts may contain outdated or obsolete information.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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ACA Health Insurance Subsidies and Retirement Income

November 18, 2017

ACA Health Insurance Subsidies and Retirement Income

Chris and Justin Fundalinski answer an email question from a listener regarding using a HELOC to supplement retirement income in order to keep an ACA health insurance subsidy. They also look into the proposed elimination of Roth IRA recharacterizations in the House Tax Bill. Plus, they consider what happens if you default on a 401(k) loan....

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Estate Planning Questions

November 11, 2017

Estate Planning Questions

Peter Scott joins Jim and Chris to answer questions from listeners regarding estate planning matters. A listener from CT wants to know if real estate in a Revocable Living Trust will receive a step up in cost basis at the death of a grantor A listener in VA asks how to find a good estate planning attorney. Jim and Chris answer a question from a listener from NC regarding funding a Special Needs...

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Net Unrealized Appreciation

November 4, 2017

Net Unrealized Appreciation

Jim and Chris spent some time delving deeply into the topic of Net Unrealized Appreciation as they answered a question from a listener in Connecticut. If you are curious about NUA and how it works, this is the show for you. Also included at the end of the show is a rebroadcast of an interview with Barry James of James Investment research sharing his monthly opinion of the markets and...

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Bonds and Your Retirement Portfolio

October 28, 2017

Bonds and Your Retirement Portfolio

Jim and Chris receive their first live caller on the new podcast. ‘Georgette’ from Iowa asks, “How much of your retirement portfolio should be in bonds?” And another listener emailed a Social Security question: How do Social Security survivor benefits work if you want to remarry?...

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Financial Industry Insights

October 21, 2017

Financial Industry Insights

A listener from KY who wants to be a financial planner sent in a question that prompted a discussion by Jim and Chris regarding the inner workings of the financial industry. Also, a listener asks for clarification regarding the IRS’s rules on Inherited IRAs and Trusts....

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Affording Health Insurance if You Retire Early

October 14, 2017

Affording Health Insurance if You Retire Early

Jim and Chris answer a question from a listener in Iowa: If you want to retire early but need to withdraw funds from retirement accounts to pay for health insurance, what’s the best way to do that? They also follow up on an email from a listener in TN who offered his opinion on retiring early....

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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: 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.