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 These recorded broadcasts may contain outdated or obsolete information.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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Non-Financial Retirement Issues: EDU #2050

December 16, 2020

Non-Financial Retirement Issues: EDU #2050

Chris sits down with special guest, Kevin Lyles, to discuss some important non-financial retirement issues. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E50.mp3 Podcast: Play in new window | Download (Duration: 50:29 — 23.1MB) Subscribe: Apple Podcasts |...

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IRAs, Social Security, ERISA Rules, and Roth Conversions: Q&A #2050

December 12, 2020

IRAs, Social Security, ERISA Rules, and Roth Conversions: Q&A #2050

Chris discusses and answers five listeners’ questions relating to IRAs, Social Security, ERISA rules, and Roth conversions. (2:45) A listener asks a question about why a beneficiary would ever want to disclaim a portion of the inherited IRA. (13:10) A Texan listener asks what the best time for his wife to claim her spousal Social Security benefits alongside her current TRS pension would...

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Tax Brackets and Income Stacks: EDU #2049

December 9, 2020

Tax Brackets and Income Stacks: EDU #2049

Chris sits down with our in-house tax specialist and CPA, Bob Palechek, to discuss tax brackets and “income stacks”. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E49.mp3 Podcast: Play in new window | Download (Duration: 46:41 — 21.4MB) Subscribe: Apple Podcasts |...

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Social Security and RMDs: Q&A #2049

December 5, 2020

Social Security and RMDs: Q&A #2049

Chris answers listeners’ interesting and compelling questions relating to Social Security rules and RMDs (Required Minumum Distributions). (2:45) George asks for confirmation on the rules/benefits for his mother retroactively filing for her Social Security benefit. (8:10) A listener from Missouri asks about the penalties and frequency of penalties incurred if someone were to file for...

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Social Security and WINDEX: EDU #2048

December 2, 2020

Social Security and WINDEX: EDU #2048

Chris sits down to discuss the important and often confusing Social Security topic of the widow’s indexed primary insurance amount (WINDEX). https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E48.mp3 Podcast: Play in new window | Download (Duration: 38:27 — 17.6MB) Subscribe: Apple Podcasts |...

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Thanksgiving Break: QA

November 28, 2020

Thanksgiving Break: QA

Chris provides a brief update on Thanksgiving break and when we’ll be back to regularly scheduled programming. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y20E48T.mp3 Podcast: Play in new window | Download (Duration: 2:22 — 1.1MB) Subscribe: Apple Podcasts |...

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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.