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 These recorded broadcasts may contain outdated or obsolete information.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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Forgotten Form 8606

May 12, 2018

Forgotten Form 8606

What happens if you forget to file your Form 8606? Jim and Chris answer this question and a couple of others. A listener in CA wants to know what you can do if you disagree with the benefit amount that the Social Security Administration calculates for you. And a DE listener wants to know if you can collect missed survivor benefits if someone in the SS office never told you that you were...

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Social Security Grace Year

May 5, 2018

Social Security Grace Year

Jim and Chris answer a question from a listener in Kentucky regarding how the SS grace year works.  They also discuss how your earnings before signing up for Medicare will impact your Medicare premiums.  Jim then gives a partial recap of what he learned at the Retirement Income Summit in Chicago....

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More Social Security Stuff

April 28, 2018

More Social Security Stuff

Jim and Chris answer a few questions on a variety of Social Security topics. Does the non-taxable portion of your Social Security benefit figure in to how your MAGI (Modified Adjusted Gross Income) is calculated for the purpose of determining your Medicare part B premium? What are some of the particulars regarding the Spousal Child in Care benefit? And a frustrated younger listener asks for some...

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RMDs and SEP IRAs

April 21, 2018

RMDs and SEP IRAs

Jim, Chris and Justin discuss the intricacies of contributing to and taking RMDs from employer provided 401(k)s and SEP IRAs if you are older than 70 1/2 and still working. Jim and Chris then answer listeners questions regarding Social Security: SS fraud, the File and Suspend strategy and Social Security spousal benefits vs survivor benefits....

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Follow-up on Previous Tax and IRA Questions

April 14, 2018

Follow-up on Previous Tax and IRA Questions

Jim and Chris follow up on some previous topics. The listener with last week’s tax question came back for some clarification regarding taxes and IRAs. Another listener wanted to revisit the topic of Roth conversions and suggested an alternate Roth conversion strategy. Jim and Chris also answered a couple of Social Security questions: What can you do if you get incorrect information from...

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Estate Planning Topics

April 7, 2018

Estate Planning Topics

Estate Planning Attorney Darci Gerdes joins Jim and Chris to answer a multi-part estate planning question from a listener in AZ. The topics covered include wills, Powers of Attorney, revocable living trusts, probate and how to find a good estate planning attorney. Justin Fundalinski also joins Jim and Chris for the second half of the podacast to discuss tax planning strategies....

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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.