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 These recorded broadcasts may contain outdated or obsolete information.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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Social Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108

February 20, 2021

Social Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108

Jim and Chris sit down to discuss listeners’ questions relating to Social Security, spousal benefits, and Coronavirus related distribution rules. (8:15) Georgette from Portland, Oregon asks a question relating to Social Security and withholding taxes. (11:35) George looks for clarification on Social Security and restricted spousal benefits. (20:25) A Virginian listener asks a question on...

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Indexed Annuities Part Two: EDU #2107

February 17, 2021

Indexed Annuities Part Two: EDU #2107

Jim and Chris sit down and continue to discuss the details behind indexed annuities and how they can be used in retirement planning (if applicable). https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E07.mp3 Podcast: Play in new window | Download (Duration: 1:18:37 — 36.0MB) Subscribe: Apple Podcasts |...

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Spousal Benefits, Fixed Annuities, and Coronavirus Distributions: Q&A #2107

February 13, 2021

Spousal Benefits, Fixed Annuities, and Coronavirus Distributions: Q&A #2107

Jim and Chris sit down to discuss questions relating to Social Security spousal benefits, books for retirement planning, fixed annuities, and Coronavirus related distributions. (3:45) A Coloradoan asks about Social Security spousal benefits and the timing relating to his wife claiming spousal benefits. (16:00) A listener asks a question with regard to the previous EDU #2106 show on fixed...

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Indexed Annuities: EDU #2106

February 10, 2021

Indexed Annuities: EDU #2106

Jim and Chris sit down to discuss the details pertaining to indexed annuities. What are they? How do Jim and Chris feel about them? https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E06.mp3 Podcast: Play in new window | Download (Duration: 1:26:51 — 39.8MB) Subscribe: Apple Podcasts |...

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Social Security, IRAs, and Book Recommendations : Q&A #2106

February 6, 2021

Social Security, IRAs, and Book Recommendations : Q&A #2106

Jim and Chris sit down to answer listeners’ question regarding Social Security, IRAs, and give a couple financial book recommendations. (2:40) A local Coloradoan is referred to Jim from a colleague in Fort Collins to answer a Social Security question. (13:00) George from West Virginia looks for clarification on spousal Social Security benefits and how they are calculated. (18:50) A...

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Traditional LTC vs. Hybrid LTC: EDU #2105

February 3, 2021

Traditional LTC vs. Hybrid LTC: EDU #2105

Jim and Chris sit down with in-house LTC specialist, Greg Darden to discuss the difference between traditional LTC policies and hybrid LTC policies. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E05.mp3 Podcast: Play in new window | Download (Duration: 1:23:22 — 38.2MB) Subscribe: Apple Podcasts |...

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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.