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 These recorded broadcasts may contain outdated or obsolete information.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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Beneficiary Designations

October 11, 2014

Beneficiary Designations

Do you know what is going to happen to your assets after you pass away?  What are those beneficiary designation forms you have to fill out with life insurance policies or retirement accounts, and how important is it to keep them updated?  Jim and Chris discuss how beneficary forms work and  why you should periodically review them. Podcast: Play in new window | Download (Duration: 1:43:03 —...

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Solo 401(k) vs SEP IRA

September 27, 2014

Solo 401(k) vs SEP IRA

“George” from CA emailed Jim and Chris with a question regarding contributions to his retirement accounts.  “George” has a job and he has maxed out his contributions to both his employer sponsored 401(k) and his IRA.  He also plans on doing some consulting work this year that he estimates to be worth over $10K.  “George” wants to know if he can take the entire...

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Money Letters 2 My Daughter

September 20, 2014

Money Letters 2 My Daughter

Jim and Chris talk with special guest, Jackie Cummings Koski about her book, Money Letters 2 My Daughter; a book with some very pracical information regarding money and financial matters for younger individuals.  Jim and Chris also take listeners’ questions about Social Security, retirement plans for unemployed spouses, and how capital gains taxes work for the sale of out of state...

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Beware Your Financial Advisor

September 13, 2014

Beware Your Financial Advisor

Jim and Chris received a news article from a listener in Australia that showcased how easily a reporter got around Australia’s education requirements for financial advisors.  They then went on to discuss how that here in the US, unless the individual is a Certified Financial Planner™ professional, there are not a lot of education requirements needed in order to call yourself a financial...

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What is Form 8606?

September 6, 2014

What is Form 8606?

Jim and Chris discuss a number of different topics on today’s show.  What is form 8606 and what does it have to do with Roth IRAs?  Is there an income limit for a Roth IRA?  What is a SEP IRA?  Do you need a second opinion regarding your annuities?  And… how do Social Security family benefits work? Podcast: Play in new window | Download (Duration: 1:43:24 —...

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Happy Labor Day Weekend!

August 30, 2014

Happy Labor Day Weekend!

Due to the holiday, there is no new radio show.  Hope you had a fantastic three-day weekned!

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CO, GA, MA, MD, TX and WY. This communication is strictly intended for the residents of AZ, CO, GA, MA, MD, TX and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates are not affiliated.