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 These recorded broadcasts may contain outdated or obsolete information.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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Q&A: HSAs and SS Survivor Benefits

March 30, 2019

Q&A: HSAs and SS Survivor Benefits

Join Jim and Chris this week as they answer several listener questions regarding HSAs, including utilizing the one-time QHFD.  In addition, they answer a listener question on collecting Social Security Survivor Benefits. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E12.mp3 Podcast: Play in new window | Download (Duration: 57:38...

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Edu: Minimum Dignity Floor and Bucket Planning

March 27, 2019

Edu: Minimum Dignity Floor and Bucket Planning

What is the minimum dignity floor and how does it work with the bucketing strategy for retirement planning? What are the factors to consider when planning for your Minimum Dignity Floor and how to cover it? A New Jersey listener’s question prompts Jim and Chris to delve into the details of both what they call the “minimum dignity floor” and bucketing. If you’re still...

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Q&A: Retirement Readiness and Minimizing Taxes

March 23, 2019

Q&A: Retirement Readiness and Minimizing Taxes

Whether you’re 35 or 55 you’re probably thinking about your retirement readiness. Who hasn’t asked “Can I retire yet?” at some point? This week Jim and Chris answer that very question from a Minnesota listener. Jo Madonna,  an Enrolled Agent, also joins the guys again to answer more listener questions about minimizing taxes....

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Edu: Trusts as IRA Beneficiaries, Part 3

March 20, 2019

Edu: Trusts as IRA Beneficiaries, Part 3

This week Estate Planning Attorney, Peter Scott, rejoins Jim and Chris to further discuss the issues with using a Trust as a beneficiary of an IRA. The guys also delve into their favorite alternatives to simply using a Trust as your beneficiary. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E10.mp3 Podcast: Play in new window |...

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Q&A: Preparing for Retirement and Roth Withdrawals

March 16, 2019

Q&A: Preparing for Retirement and Roth Withdrawals

What would Jim and Chris do with their last few years of free cash flow to prepare for retirement? Listen in as they answer that question for a Virginia listener as well as a question from a Montana listener about Roth withdrawal rules. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E10.mp3 Podcast: Play in new window | Download...

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Edu: Trusts as IRA Beneficiaries, Part 2

March 13, 2019

Edu: Trusts as IRA Beneficiaries, Part 2

When Jim and Chris discussed using a Trust as an IRA Beneficiary it resulted in a lot of questions (and even some consternation), so they’ve decided to dig even deeper. Tune in to find out more about what makes IRAs different, causing the guys to feel that Trusts and IRAs “go together like oil and water”....

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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.