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 These recorded broadcasts may contain outdated or obsolete information.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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ERISA Rules

August 15, 2015

ERISA Rules

If you’re part of a blended family – listen up! ERISA, the Employee Retirement Income Security Act can have unintended consequences for retirement accounts, particularly when it comes to beneficiaries of these accounts when the original account holder passes away. In cases of divorce and remarriage, the beneficiary may not be who was intended.  During this show, Jim, Chris and Peter...

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Estate Planning Trivia

August 8, 2015

Estate Planning Trivia

When most people hear the word “estate”, they think mansions with large formal gardens and then figure since they don’t live in a mansion, “estate planning” does not apply to them. That couldn’t be farther from the truth! During this trivia show, Jim and Peter find out how much listeners really know about estate planning....

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Top 7 Risks in Retirement Planning

August 1, 2015

Top 7 Risks in Retirement Planning

Jim, Chris and Peter discuss the top seven risks in retirement planning as described by Dr. Wade Pfau, a professor of retirement income at the American College in Bryn Mawr, PA. They also answer listeners’ emails regarding Social Security and spousal benefits involving a divorced spouse. http://s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-08-01-15.mp3 Podcast: Play in new window |...

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Are You Smarter Than a Financial Advisor, Part 2

July 25, 2015

Are You Smarter Than a Financial Advisor, Part 2

The Ed Slot IRA Program sent a quiz with seven IRA-related questions to 500 Financial Advisors who were not participants in the Ed Slott Program and a large number of those financial advisors failed the quiz. Jim and Peter wanted to see if the show’s listeners were smarter than a financial advisor and asked the same questions. They started the trivia show, “Are You Smarter Than A...

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Trusts and IRAs

July 18, 2015

Trusts and IRAs

Did you know that inherited IRAs are not protected from creditors? Jim, Chris and Peter discuss why inherited IRAs are different and how trusts can be used to protect and control IRA inheritances. They also touch on how life insurance may be a more appropriate way to leave an inheritance or fund a trust instead of IRA assets....

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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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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.