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 These recorded broadcasts may contain outdated or obsolete information.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-Taxed SS, Unexpected Life Changes, 401ks, IRAs and Other Investments: Q&A #2001

January 4, 2020

Non-Taxed SS, Unexpected Life Changes, 401ks, IRAs and Other Investments: Q&A #2001

The discussion for Jim and Chris today lands on topics such as non-taxed portions of Social Security income, unexpected life changes, and questions regarding 401(k)s, IRAs, and deferred compensation plans. (9:50) An Illinois listener wonders if his un-taxed Social Security income will count toward MAGI for determination of Medicare premiums. (18:55) Jim and Chris discuss a Utah listener’s...

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Summary of the SECURE Act: EDU #1946

January 1, 2020

Summary of the SECURE Act: EDU #1946

What is the SECURE Act?  The acronym stands for “Setting Every Community Up for Retirement Enhancement,” and Jim and Chris discuss this recent Act and the 5 key changes that affect retirees in legislation passed in 2019—including the death of the stretch IRA. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E46.mp3...

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Constructive Receipts, Living on Basis, Pension Plan Consultants, and More: Q&A #1948

December 21, 2019

Constructive Receipts, Living on Basis, Pension Plan Consultants, and More: Q&A #1948

Jim and Chris discuss five questions today, such as the concept of constructive receipts, H&R Block, living on basis, and more! (10:10) A listener provides a web resource related to the concept of constructive receipts as it relates to 60-day rollovers. (26:05) A Marylander wants to know why Jim isn’t too fond of H&R Block. (31:35) Georgie Girl is intrigued by “living on...

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Determining What You’re Paying Your Financial Advisor: EDU #1945

December 18, 2019

Determining What You’re Paying Your Financial Advisor: EDU #1945

Jim and Chris address a listener’s email about how to determine what you’re paying your financial advisor.  This question stems from a previous podcast episode in which Jim and Chris discussed advisor fees—here they discuss confirming your fee calculations to be sure you’ve got it right....

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Quarterly Estimated Payments, Early Retiring, & Distribution Management: Q&A #1947

December 14, 2019

Quarterly Estimated Payments, Early Retiring, & Distribution Management: Q&A #1947

Jim pauses cheering on the New England Patriots to discuss with Chris some follow-up about 60-day Rollovers, quarterly estimated payments, early retiring, and distribution management. (10:15) A Virginian mentions some resources related to 60-day rollovers. (18:05) Tom Brady (just kidding!) would like to discuss quarterly estimated payments regarding taxes in retirement. (31:25) A Green Bay...

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Fees in Equity Trades: EDU #1944

December 11, 2019

Fees in Equity Trades: EDU #1944

Some questions have come up about fees in equity trades. Jim and Chris talk about how brokerage services can still make money even if they offer commission-free trades. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E44.mp3 Podcast: Play in new window | Download (Duration: 39:39 — 18.2MB) 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.