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 These recorded broadcasts may contain outdated or obsolete information.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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Benefits of Proper Asset Positioning in the Midst of Life’s Storms: EDU #2014

April 8, 2020

Benefits of Proper Asset Positioning in the Midst of Life’s Storms: EDU #2014

When life’s storms come up unexpectedly (such as the current coronavirus pandemic), what are the benefits of proper asset positioning?  If you’re at or near retirement, how can properly positioning your assets help your emotional reaction during market turmoil?  Jim continues to practice social distancing while he and Chris discuss this topic brought to us by a listener’s...

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Rolling Over TSP to a Roth, Retirement Spending Trends, and Roth Conversions: Q&A #2014

April 4, 2020

Rolling Over TSP to a Roth, Retirement Spending Trends, and Roth Conversions: Q&A #2014

Jim calls into the studio today as he and Chris answer listener’s questions about rolling over a TSP into a Roth IRA, retirement spending trends, Roth conversions, and more. (11:55) A listener asks about rolling over tax exempt (combat zone earned) funds from a TSP to a Roth. (41:40) A Floridian wonders what is Jim and Chris’s experience with clients’ spending trends. (50:40) A...

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Indexed Universal Life Insurance as a Retirement Strategy: EDU #2013

April 1, 2020

Indexed Universal Life Insurance as a Retirement Strategy: EDU #2013

Jim and Chris (mostly Jim!) share their opinion about using indexed universal life insurance (IUL) as a retirement strategy.  Learn why the guys are not big fans of this often-sold strategy to fund retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E13.mp3 Podcast: Play in new window | Download (Duration: 1:15:11 —...

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Live Caller: Indexed Universal Life Insurance to Fund Retirement, and Some Tax Questions: Q&A #2013

March 30, 2020

Live Caller: Indexed Universal Life Insurance to Fund Retirement, and Some Tax Questions: Q&A #2013

Jim and Chris answer a live caller’s question about using indexed universal life insurance (IUL) as a way to fund retirement.  They also answer some tax questions from listener’s emails. (2:05) Live caller “George” would like to discuss with Jim and Chris the pros and cons of using indexed universal life insurance to fund retirement. (37:11) A listener wonders if...

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Choices in Generated Secure Income: EDU #2012

March 25, 2020

Choices in Generated Secure Income: EDU #2012

As Jim and Chris practice “social distancing” during this time of the coronavirus, they discuss a topic mentioned in a listener’s email: choices in generated secure income, particularly as it refers to income annuities. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E12.mp3 Podcast: Play in new window |...

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IRA Tax Strategy, Retirement Strategies, and Financial Stability of Pensions: Q&A #2012

March 21, 2020

IRA Tax Strategy, Retirement Strategies, and Financial Stability of Pensions: Q&A #2012

Today Jim and Chris answer questions about a traditional IRA tax strategy, withdrawal vs. secure income strategies in retirement planning, and the financial stability of pensions. (6:00) A Georgian wonders if his traditional IRA tax strategy will get him in trouble. (23:00) A listener asks for advice for those who base their retirement funding on a withdrawal strategy, and how can he move to a...

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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.