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 These recorded broadcasts may contain outdated or obsolete information.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).

Listen to our podcasts on iTunes!

Retirement Spending Strategy – EDU #1930

August 14, 2019

Retirement Spending Strategy – EDU #1930

Jim and Chris address some constructive criticism from a long-time listener and take a detailed look at their “no-go, slow-go, go-go” retirement spending strategy. First they discuss their stance on mental decline with age and how that affects their planning methods. Then Jim and Chris turn to why they encourage people to spend more during their “go-go” years.  ...

Listen Now

Wages, Monthly Earnings Test, and First Year Rule – Q&A #1930

August 10, 2019

Wages, Monthly Earnings Test, and First Year Rule – Q&A #1930

Join Chris as he tackles a wide array of listener questions solo while Jim is out on a fishing trip; subjects about working after retirement, accessing Social Security accounts online, the earnings test and more. 3:07 An Alabama listener asks about working wages after retirement. 7:44 An Illinois listener asks about the possibility of Social Security benefit changes after a state relocation....

Listen Now

How to Split an IRA – EDU #1929

August 7, 2019

How to Split an IRA – EDU #1929

REPLAY: With Jim out of the office, we are replaying a helpful episode from last year on how to split an IRA after a divorce. Jim and Chris will be back next week with an all-new Edu edition! https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E03.mp3 Podcast: Play in new window | Download (Duration: 30:54 — 14.1MB) Subscribe:...

Listen Now

GPO, IRA CDs, Transitioning to a Distribution Portfolio, and MYGAs – Q&A #1929

August 3, 2019

GPO, IRA CDs, Transitioning to a Distribution Portfolio, and MYGAs – Q&A #1929

As Jim and Chris continue working through the pile of listener questions they address a wide range of subjects; from setting up your online Social Account,  transitioning to a Distribution Portfolio, Multi-Year Guaranteed Annuities, and more. 4:05 A Pennsylvania listener seeks help setting up an online Social Security account. 8:20 An Ohio listener and wants Jim and Chris’s thoughts on...

Listen Now

Planning for Long-Term Care, Part 2: EDU #1928

July 31, 2019

Planning for Long-Term Care, Part 2: EDU #1928

Planning for long-term care isn’t over yet! Chris and Jim continue their discussion in this second part of last week’s podcast: planning for long-term care and aging assistance expenses. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E28.mp3 Podcast: Play in new window | Download (Duration: 1:14:34 — 34.1MB)...

Listen Now

Calculating Returns on Multiple Accounts, Annuity Mortality Credits, and Owning Stocks – Q&A #1928

July 27, 2019

Calculating Returns on Multiple Accounts, Annuity Mortality Credits, and Owning Stocks – Q&A #1928

Scott, our Investment Specialist and CSU Finance Professor, joins Jim and Chris to answer questions regarding Annuity Mortality Credits, calculating returns on multiple accounts, and whether they believe that it is too risky to hold large amounts of one stock. 3:30 A listener asks for more information on Annuity Mortality Credits after listening to the June 5th Edu episode. 24:20 Scott answers a...

Listen Now

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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.