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 These recorded broadcasts may contain outdated or obsolete information.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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Legacy Act, Grace Year, SEP, Dividends as Secure Income: Q&A #1936

September 21, 2019

Legacy Act, Grace Year, SEP, Dividends as Secure Income: Q&A #1936

Jim and Chris discuss the Legacy Act then address questions about Social Security, using a SEP for backdoor Roth contributions, and using dividends as a secure income stream. 6:01 Jim and Chris discuss the ‘Legacy Act’ for IRAs that is might be enacted soon. 18:44 An email question from a Connecticut listener about Social Security benefits rules. 29:38 An Alabama listener wonders if...

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Financial Adviser Fees, Part 2: EDU #1934

September 18, 2019

Financial Adviser Fees, Part 2: EDU #1934

Jim and Chris continue their discussion on Financial Adviser fee structures; this week they focus on Investment Adviser fees. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E34.mp3 Podcast: Play in new window | Download (Duration: 1:32:42 — 42.4MB) Subscribe: Apple Podcasts | Android |...

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Claiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935

September 14, 2019

Claiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935

This week Jim and Chris answer questions about claiming spousal benefits, deferred income plan, and planning for early retirement. 9:06 A listener wants to know if his wife can claim Social Security Spousal Benefits prior to him claiming his benefits. 17:26 A live caller from Texas has some questions about his employer’s Non-qualified Deferred Income Plan. 45:01 An Indiana listener hopes...

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Financial Adviser Fees, Part 1: EDU #1933

September 11, 2019

Financial Adviser Fees, Part 1: EDU #1933

Can Jim and Chris really spend more than one episode on Financial Adviser Fees? (You might be thinking the real question might be “Should they?”.) According to the guys, the answer to both questions is a resounding “Yes!”. Join Jim and Chris as they begin to explain the many types of fee structures that Advisers and Planners use as well as the regulations behind those...

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Child-in-Care Spousal Benefits, Trusts, Benchmarking – Q&A #1934

September 7, 2019

Child-in-Care Spousal Benefits, Trusts, Benchmarking – Q&A #1934

This week Jim and Chris answer questions on Child-in-Care Spousal Benefits, types of Trusts and how to protect assets from long-term care costs, and their benchmarking recommendations. 8:30 Chris answers a Virginia listener’s question regarding Social Security Child-in-Care Spousal Benefits. 15:00 A listener asks about types of Trusts and the best way to protect assets from long-term care...

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How Retirement Planning is Different – EDU #1932

September 4, 2019

How Retirement Planning is Different – EDU #1932

When you retire your life changes, so you need to look at your assets differently. In this “The Opposite Episode”, Jim and Chris explain how retirement planning is different than the financial planning you use to get to retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E32.mp3 Podcast: Play in new window |...

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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.