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 These recorded broadcasts may contain outdated or obsolete information.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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Why We Manage Assets Our Way Part 5: EDU #2210
March 9, 2022
Jim and Chris discuss the fifth part in our series discussing why we manage assets our way and how we structure our fees. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E10.mp3 Podcast: Play in new window | Download (Duration: 1:11:28 — 32.7MB) Subscribe:...
Listen NowRoth Conversions, Backdoor Contributions, and Social Security Taxation/COLA: Q&A #2210
March 5, 2022
Jim and Chris discuss questions relating to Roth conversions, backdoor Roth contributions, and Social Security taxation/COLA adjustments. (PLEASE RE-DOWNLOAD THE PODCAST FOR THE EDITED AND UPDATED AUDIO FILE) (9:00) A listener from Florida looks to get clarity on how her German earnings can be taken into account by the SSA to get an accurate estimate of her benefit. (21:00) An Ohioan listener...
Listen NowWhy We Manage Assets Our Way Part 4: EDU #2209
March 2, 2022
Jim and Chris discuss the fourth part in our series discussing why we manage assets our way and the concept of positioning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E09.mp3 Podcast: Play in new window | Download (Duration: 1:34:05 — 43.1MB) Subscribe:...
Listen NowSocial Security, The Five Year Rule, Pensions, and Rollovers: Q&A #2209
February 26, 2022
Jim and Chris discuss questions relating to Social Security, the five year rule, taxation of lump-sum pension payouts, and rollovers. (11:30) An Ohio listener looks for advice on the best Social Security claiming strategy for his sister in Tennessee. (28:00) A Massachusetts listener looks for clarification on the five year rule and opening a Roth IRA. (45:15) Georgette references a question from...
Listen NowWhy We Manage Assets Our Way Part 3: EDU #2208
February 23, 2022
Jim and Chris sit down to discuss part three of our series on how we approach asset management here at Jim Saulnier & Associates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E08.mp3 Podcast: Play in new window | Download (Duration: 1:22:16 — 37.7MB) Subscribe:...
Listen NowTax Diversification, Roth Conversions, and IRMAA: Q&A #2208
February 19, 2022
Jim, Chris, and in-house CPA, Bob Palechek discuss tax specific questions relating to MDF spending, tax diversification, Roth conversions, and IRMAA. (3:30) A member of the Rock Retirement Club requests clarification on how we account for taxes in our Minimum Dignity Floor concept of funding a retirement spending plan. (16:15) George from North Carolina asks a question about asset location, tax...
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