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 These recorded broadcasts may contain outdated or obsolete information.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
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?...
Listen NowIRA and Social Security Questions
January 31, 2015
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...
Listen NowHow To Invest After Retirement
January 24, 2015
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...
Listen NowUnderstanding Fixed Annuities/Medical Care in Retirement
January 17, 2015
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...
Listen NowListeners’ Questions
January 10, 2015
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...
Listen NowIRAs and RMDs
January 3, 2015
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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