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 These recorded broadcasts may contain outdated or obsolete information.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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Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335

August 30, 2023

Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335

Jim and Chris sit down to continue their discussion on the concept of the fun number, minimum dignity floor (MDF), and secure income. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E35.mp3 Podcast: Play in new window | Download (Duration: 1:10:59 — 32.5MB) Subscribe:...

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Social Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334

August 26, 2023

Social Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334

Jim and Chris discuss listeners questions relating to Social Security, IRMAA, Roth conversions, life insurance, MDF, and the fun number. (7:00) Georgette from Michigan asks for the best, free Social Security claiming optimization tools. (30:45) Georgette in Colorado wonders if doing Roth conversions to avoid IRMAA impacts is really worth the trouble. (56:00) A listener in Ohio looks for the...

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Reexamining The Fun Number, MDF and Secure Income: EDU #2334

August 23, 2023

Reexamining The Fun Number, MDF and Secure Income: EDU #2334

Jim and Chris sit down to discuss and reexamine the concept of the fun number, minimum dignity floor (MDF), and secure income. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E34.mp3 Podcast: Play in new window | Download (Duration: 1:31:24 — 41.8MB) Subscribe:...

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Social Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333

August 19, 2023

Social Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333

Jim and Chris sit down to discuss questions relating to Social Security, survivor benefits, asset management, annuities and RMDs. (3:30) A listener from Washington looks for clarification on claiming a Social Security survivor benefit and the timing of claiming her own personal benefit. (14:15) A listener from Michigan wonders if waiting till age 70 to claim Social Security makes sense in the...

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Addressing Concerns Posed In Financial Planning Article Part 2: EDU #2333

August 16, 2023

Addressing Concerns Posed In Financial Planning Article Part 2: EDU #2333

Jim and Chris continue their discussion of an article and provide their opinion on how they would attack some of the concerns proposed in the article. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E33.mp3 Podcast: Play in new window | Download (Duration: 1:30:05 — 41.2MB) Subscribe:...

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Social Security, Annuities, Roth Conversions, IRMAA, and Buffered Investments: Q&A #2332

August 12, 2023

Social Security, Annuities, Roth Conversions, IRMAA, and Buffered Investments: Q&A #2332

Jim and Chris discuss listener questions relating to Social Security, annuities, Roth conversions, IRMAA, and buffered investments. (2:45) Georgette from New York looks for some clarification on collecting her own Social Security benefit given a couple of unique items specific to her case. (12:30) A listener provides his input and thoughts on Jim and Chris’s thoughts towards using AAA...

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

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.