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 These recorded broadcasts may contain outdated or obsolete information.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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Memorial Day Weekend

May 27, 2017

Memorial Day Weekend

We’re taking the weekend off for Memorial Day so there’s no new show this week. We’ll be back on June 3.

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Single Premium Immediate Annuities (part 1)

May 13, 2017

Single Premium Immediate Annuities (part 1)

Jim and Chris received a number of questions regarding Single Premium Immediate Annuities (SPIAs), but what exactly is a SPIA, who can best make use of them, and when should you purchase one? http://s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-06-03-2017a.mp3 Podcast: Play in new window | Download (Duration: 1:43:03 — 47.2MB) Subscribe: iTunes | Android |...

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Recap of the Retirement Income Summit

May 6, 2017

Recap of the Retirement Income Summit

Recently, Jim attended the Retirement Income Summit in Chicago. He and Chris dicsuss some of the more interesteing and useful tidbits he learned at the summit.  Jim and Chris also debut a new segment of the show called “Advisors Who Have Gotten In Trouble With Regulatory Authorities”. It’s a little unwieldly for a segement title (they’ll come up with a better one soon),...

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How Much Do You Know About Income Tax?

April 29, 2017

How Much Do You Know About Income Tax?

So just how much do you know about income taxes? As it turns out, most Americans don’t know as much as they should. According to a recent article on MarketWatch, Americans get an “F” when it comes to income tax knowledge. Chris and Justin discuss the Income Tax Quiz in question and go into detail about what you should know....

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Defusing a Potential Tax Time Bomb

April 22, 2017

Defusing a Potential Tax Time Bomb

Jim and Chris answer a number of listeners’ questions. How do you file your taxes if you were issued an incorrect 1099-R? What’s the best way to set up and contribute to a retirement account when you own multiple businesses? They field an interesting question regarding Social Security survivor benefits involving multiple deceased spouses. And they answer a question from a younger...

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Ten Most Common Estate Planning Mistakes

April 15, 2017

Ten Most Common Estate Planning Mistakes

Do you have an estate plan? If not, you should really get one. If so, are you sure it will accomplish what you intend it to? Jim, Chris and special guest, estate planning attorney Brandon Rains, discuss an article that was published in the March edition of the Journal of Financial Planning entitled “Helping Clients Avoid the  10 Common Estate Planning Mistakes“....

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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.