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 These recorded broadcasts may contain outdated or obsolete information.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, Savings Advice, and Annuities: Q&A #2028

July 11, 2020

Social Security, Savings Advice, and Annuities: Q&A #2028

Jim and Chris discuss questions regarding Social Security, how to save early on in your career, and annuities. (5:30) A Californian asks about which month they’ll be able to receive their full Social Security payment. (15:05) A listener from Massachusetts wonders if she can claim a Social Security spousal benefit before full retirement age and carry it through retirement until age 70....

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Planning Strategies for Always-Taxable Portfolios: EDU #2027

July 8, 2020

Planning Strategies for Always-Taxable Portfolios: EDU #2027

Jim and Chris discuss a listener’s topic regarding how to handle a retirement portfolio made up of 95% always-taxable accounts. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E27.mp3 Podcast: Play in new window | Download (Duration: 1:14:30 — 34.1MB) Subscribe: Apple Podcasts | Android |...

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New IRS Rules, Questions on Social Security and More: Q&A #2027

July 4, 2020

New IRS Rules, Questions on Social Security and More: Q&A #2027

Jim and Chris discuss the new IRS rules on RMDs and then answer listener questions. (2:30)  Announcement about new IRS rules on replacing 2020 required minimum distributions (RMDs). (13:35) A Virginian asks a question about how COVID-19 will impact his Social Security benefits. (31:20) George from West Virginia wants to know the pitfalls and benefits of a conversion strategy that would take the...

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How to Get Straight Answers from Financial Advisors/Planners: EDU #2026

July 1, 2020

How to Get Straight Answers from Financial Advisors/Planners: EDU #2026

Jim and Chris discuss a listener’s email regarding what questions to consider when interviewing financial advisors/planners. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E26.mp3 Podcast: Play in new window | Download (Duration: 1:29:05 — 40.8MB) Subscribe: Apple Podcasts | Android |...

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Social Security, Roth Conversions, and an Elaboration on Ed Slott: Q&A #2026

June 27, 2020

Social Security, Roth Conversions, and an Elaboration on Ed Slott: Q&A #2026

Jim and Chris discuss Social Security, Roth conversions, and elaborate on how Ed Slott answered a question. (6:40) A listener from Ohio asks a question about spousal benefits. (9:42) A Delawarian has a question about survivor benefits. (27:22) Jim and Chris address a listener’s comment. (49:45) George from Florida asks if Roth conversions count toward MAGI and APTC. (51:26) Jim and Chris...

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Things to Know About Year-of-Death RMDs: EDU #2025

June 24, 2020

Things to Know About Year-of-Death RMDs: EDU #2025

Jim brings up this topic today as he and Chris discuss year-of-death RMDs: what’s to be expected when a loved one passes and they leave behind qualified retirement accounts? https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E25.mp3 Podcast: Play in new window | Download (Duration: 1:04:46 — 29.6MB) Subscribe: Apple...

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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.