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 These recorded broadcasts may contain outdated or obsolete information.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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Trusts as Beneficiaries

July 11, 2015

Trusts as Beneficiaries

Can you name a trust as a beneficiary of an IRA or a 401(k)? Listen to today’s show as Jim, Chris and Peter discuss why you would set this up, how you would set up a trust as a beneficiary and how to avoid some common pitfalls. http://s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-07-11-15.mp3 Podcast: Play in new window | Download (Duration: 1:43:00 — 47.2MB) Subscribe: iTunes...

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Happy 4th of July!

July 4, 2015

Happy 4th of July!

Due to the Fourth of July falling on a Saturday this year, we don’t have a new show for you this week. Hope you had a wonderful holiday and we’ll be back with a new show July 11. Thanks for listening!

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Are You Smarter Than a Financial Advisor?

June 27, 2015

Are You Smarter Than a Financial Advisor?

The Ed Slot IRA Program sent a quiz with seven questions to 500 Financial Advisors who were not participants in the Ed Slott Program. All of the questions had to do with IRAs and unfortunately a number of Financial Advisors did not pass the quiz. (Jim, who is a member of the Program got all the questions correct, by the way.) In today’s show, Jim and Peter ask the same quiz questions to...

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Trusts and Qualified & Non-qualified Assets

June 20, 2015

Trusts and Qualified & Non-qualified Assets

When you set up a trust, different assets are dealt with differently from a tax perspective. Qualified Assets get special tax treatment and Non-qualified Assets don’t. Jim, Chris and Peter discuss whet these different types of assets are, why it may be better for you to set up different trusts for these two types of assets and how to structure a trust for Non-qualified Assets....

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Living Trusts

June 13, 2015

Living Trusts

What is a living trust and what do they do? Peter answers an email question from a listener who wants to know if a living trust can protect him from being sued and/or protect his assets from creditors.  Jim, Chris and Peter also discuss a question from a listener who asks if you can go back and suspend your Social Security benefit if you’ve already started claiming it....

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Basics of Trusts

June 6, 2015

Basics of Trusts

You’ve probably heard of trusts, but what do you really know about them? What are they? How do they work? What assets can you put in a trust? What exactly does an attorney do to set a trust up? Jim, Chris and Peter discuss these basics of trusts. They also take a look at an IRA Private Letter Ruling involving retirement accounts, a confused CPA and how not to take money out of an IRA....

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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: AZ, CO, MA, MD, TX 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 through Jim Saulnier and Associates, LLC. Cambridge and Jim Saulnier & Associates are not affiliated.