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 These recorded broadcasts may contain outdated or obsolete information.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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TSP vs 401k : EDU #1937

October 16, 2019

TSP vs 401k : EDU #1937

Now that the new withdrawal options for the Thrift Savings Plan (TSP) have gone into effect, Jim and Chris take a look at those changes and TSP vs 401k options. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E37.mp3 Podcast: Play in new window | Download (Duration: 1:04:42 — 29.6MB) Subscribe: Apple Podcasts | Android |...

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Reducing Income Taxes, ACA Tax Credit, and SS Retirement Date: Q&A #1939

October 12, 2019

Reducing Income Taxes, ACA Tax Credit, and SS Retirement Date: Q&A #1939

Jo Madonna joins Jim and Chris this week to help answer tax questions related to reducing income taxes and ACA tax credit. Then the guys address a Social Security quandary. 4:55 A Connecticut caller wants to know how to reduce income taxes on a large severance check. 29:36 A listener from Massachusetts looks for clarification on qualifying for the ACA tax credit. 1:00:46 An Arizonan asks if SSA...

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Adviser Fees, Part 3: Edu #1936

October 9, 2019

Adviser Fees, Part 3: Edu #1936

Jim and Chris finish their Edu series on Adviser fees. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E36.mp3 Podcast: Play in new window | Download (Duration: 1:18:08 — 35.8MB) Subscribe: Apple Podcasts | Android |...

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Conversion Cons, Social Security Benefit Reduction, Appeals, and Disability: Q&A #1938

October 5, 2019

Conversion Cons, Social Security Benefit Reduction, Appeals, and Disability: Q&A #1938

This week Jim and Chris address listener questions on the potential downsides to Roth Conversions and several Social Security topics, including the 2035 Social Security benefit reduction, appealing a temporary benefit reduction, and the possibility of additional assistance from Social Security. 9:30 Chris weighs in on a Florida listener’s question regarding appealing a skipped benefit...

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Survivor Benefits, 1031 Exchange, Cost Basis Step Up, Capital Gains: Q&A #1937

September 28, 2019

Survivor Benefits, 1031 Exchange, Cost Basis Step Up, Capital Gains: Q&A #1937

Jim and Chris offer their insights on questions about Social Security survivor benefits, then Tax Professional, Jo Madonna helps answer questions on the 1031 exchange, cost basis, and capital gains. 3:15 Chris answers a caller’s questions about and Social Security Delayed Retirement Credits and Survivor Benefits. 12:17 Jo Madonna helps answer an Idaho/Washington listener’s question...

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401k Plan Options: EDU #1935

September 25, 2019

401k Plan Options: EDU #1935

Did you know that your company may not allow some of the 401k plan options that Congress does allow? Jim and Chris take a deeper look at some of the more common examples of these options. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E35.mp3 Podcast: Play in new window | Download (Duration: 1:02:37 — 28.7MB) Subscribe:...

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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.