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 These recorded broadcasts may contain outdated or obsolete information.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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IRA Concerns and Questions

February 18, 2017

IRA Concerns and Questions

During the first half of the show, Jim and Chris answer questions from listeners regarding IRAs. If you convert from a traditional IRA to a Roth IRA, when do the 5 year rules apply? Should you be concerned with market timing when you convert to a Roth IRA? And, if you contributed to a Roth IRA last year and now your tax software is saying you contributed too much, what’s the best way to...

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Tax Question and What To Do With RMDs

February 11, 2017

Tax Question and What To Do With RMDs

Jim, Chris and Justin Fundalinski answer a question from a listener who received a Schedule K-1 form after a deceased relative’s estate was already settled and wasn’t sure how to proceed. They also answered a question from a listener in New Jersey. This listener has a high income and over $2 million in IRA assets and wanted to know if Jim and Chris have any suggestions to reduce his...

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12 Reasons You’ll Go Broke In Retirement

February 4, 2017

12 Reasons You’ll Go Broke In Retirement

Retirement has less to do with the amount of money you’ve saved and more to do with the amount you have to spend. Jim and Chris discuss a Kiplinger’s Personal Finance article that looks at twelve ways you could potentially go broke in retirement and what to do about them. http://s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-02-04-17.mp3 Podcast: Play in new window | Download...

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Training for Financial Planners

January 28, 2017

Training for Financial Planners

Did you ever wonder what qualifications are needed to work with other people’s money? Jim and Chris discuss the training that is required to become a Financial Planner or Investment Adviser. They also answer listeners questions: What are the tax implications of taking money out of a Roth 401(k) in the year you turn 55? Should you delay a Roth IRA conversion until both the stock and bond...

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A Word About Fees

January 21, 2017

A Word About Fees

A listener from California wanted to know if the 1% fee he was paying a financial professional to manage his $1 million+ portfolio was reasonable.  Jim and Chris answer his quesion and discuss what to look for when evaluating fees. http://s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-01-21-2017.mp3 Podcast: Play in new window | Download (Duration: 1:43:03 — 46.8MB) Subscribe: iTunes...

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401(k) to Roth IRA

January 14, 2017

401(k) to Roth IRA

If you have pre and post tax money in a 401(k), can you roll just the post tax money over into a Roth IRA and leave the pre tax money in the 401(k)? Jim and Chris answer this question from a listener in New Jersey and also discuss the Ordering Rules for how money comes out of a 401(k). They also answer a Kentucky listener’s question regarding what to do with an older 401(k) when you move...

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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, MA, 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.