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 These recorded broadcasts may contain outdated or obsolete information.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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Some Questions About Social Security & IRAs: Q&A #2025

June 20, 2020

Some Questions About Social Security & IRAs: Q&A #2025

Jim and Chris answer multiple questions relating to Social Security and IRAs. (5:45) A  Californian asks if his mother-in-law’s husband can claim a spousal benefit even if she never claimed her own Social Security benefit. (10:45) A listener from Ohio would like to reduce his tax burden from the interest income earned by his cash accounts. (27:35) A listener would like to know if her...

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Estate Planning: EDU #2024

June 17, 2020

Estate Planning: EDU #2024

Peter Scott joins Jim and Chris for this EDU podcast about Estate Planning. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E24.mp3 Podcast: Play in new window | Download (Duration: 1:06:05 — 30.3MB) Subscribe: Apple Podcasts | Android |...

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Social Security, Some Suggestions, QCDs, and Annuity Recommendations: Q&A #2024

June 13, 2020

Social Security, Some Suggestions, QCDs, and Annuity Recommendations: Q&A #2024

Jim and Chris answer some questions about Social Security, they discuss some listeners’ suggestions related to a previous podcast episode, and then they tackle some questions about QCDs and annuities. (5:45) An Oregon and a North Carolina listener ask about Social Security statements and where to find estimated benefits. (15:20) A listener from New York would like to know in which month or...

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Tax-Related Answers about IRMAA & Roth Conversions: EDU #2023

June 10, 2020

Tax-Related Answers about IRMAA & Roth Conversions: EDU #2023

Bob joins Chris today in this tax-related EDU show: they answer some tax questions about IRMAA and a Roth conversion. (2:00) IRMAA and submitting a life-changing event form (24:45) The timing of MAGI limits in IRMAA (38:33) What happens if you under-pay taxes this year due to a Roth conversion in early 2020?...

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A Social Security Question and 5 CARES Act Questions: Q&A #2023

June 6, 2020

A Social Security Question and 5 CARES Act Questions: Q&A #2023

Jim and Chris answer a Social Security question and 5 CARES Act/COVID related questions. (11:00) A listener would like to know where he can obtain his estimated retirement benefit information from the Social Security Administration if the website is no longer providing him this information. (19:00) A listener from Kentucky has some questions about CARES Act IRA withdrawal and repayment...

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Jim & Chris’s Retirement Planning Approach and Process Part 6: EDU #2022

June 3, 2020

Jim & Chris’s Retirement Planning Approach and Process Part 6: EDU #2022

As an addition to their 5-Part series on their retirement planning approach and process, Jim and Chris discuss some listeners’ questions about how taxes fit into their philosophy and approach. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E22.mp3 Podcast: Play in new window | Download (Duration: 48:13 — 22.1MB)...

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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.