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 These recorded broadcasts may contain outdated or obsolete information.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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Accessing Money Early From Your Retirement Account

August 16, 2014

Accessing Money Early From Your Retirement Account

Jim and Chris talk about a wide variety of retirement planning topics today.  Is accessing money from your retirement account early a good idea, and how can you do it?  What are prohibited transactions with an IRA? How does claiming personal and spousal Social Security benefits work for a couple when the higher-earning spouse claims before full retirement age? Podcast: Play in new window |...

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Top Seven Retirement Challenges

August 9, 2014

Top Seven Retirement Challenges

Do you know how higher health care costs, longer life expectancy or the other five challenges are going to impact your retirement? And more importantly… do you know how to mitigate them?  Listen to today’s show to find out! Podcast: Play in new window | Download (Duration: 1:43:00 —...

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What To Do With a 401(k) and Other Questions

August 2, 2014

What To Do With a 401(k) and Other Questions

The Retirement and IRA Show has gone international!  Jim answers two questions from a listener in Japan: What can you do with a company 401(k) at retirement and what happens if you have pre- and post-tax money in a 401(k)?  Jim also talks with another listener who wants to know what advantages there are to dollar cost averages. We’re thankful for all our listeners!  Please send us an email...

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IRA Custodians

July 26, 2014

IRA Custodians

You’ve probably heard Jim and Chris mention the term “IRA Custodian” once or twice, but do you really know what IRA Custodians are or what they do?  Listen to today’s show to find out. Podcast: Play in new window | Download (Duration: 1:42:58 —...

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What is a QLAC?

July 19, 2014

What is a QLAC?

The US Government would like to encourage people to annuitize a portion of their assets, so on July 1, 2014, they finalized the regulations authorizing the creation of QLACs; Qualifying Longevity Annuity Contracts.  QLACs aren’t available yet, but you can listen in to today’s show to find out what a QLAC is and what the government’s rules for them are. Podcast: Play in new...

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Retirement Planning Variety Show

July 12, 2014

Retirement Planning Variety Show

This really is a retirement planning variety show: Jim and Chris answer listeners’ questions on multiple different retirement topics.  How can you take a loan from a 401(k) account?  What assets are the better ones to leave to a disabled child?  Do the 5 year rule for Roth IRAs and the 10% penalty for taking money out of a Roth IRA before age 59 1/2 apply to a Roth 401(k)? Can you combine...

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CO, GA, MA, MD, TX and WY. This communication is strictly intended for the residents of AZ, CO, GA, MA, MD, TX and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates are not affiliated.