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 These recorded broadcasts may contain outdated or obsolete information.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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Utilizing Trusts to Reduce the Impact of Taxes: EDU #2028

July 15, 2020

Utilizing Trusts to Reduce the Impact of Taxes: EDU #2028

Jim and Chris are joined by our resident tax expert and CPA, Bob Palechek, as well as estate and tax planning attorney, Peter Scott to discuss the various ways in which trusts can be utilized to reduce the impact of taxes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E28.mp3 Podcast: Play in new window | Download (Duration:...

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Social Security, Savings Advice, and Annuities: Q&A #2028

July 11, 2020

Social Security, Savings Advice, and Annuities: Q&A #2028

Jim and Chris discuss questions regarding Social Security, how to save early on in your career, and annuities. (5:30) A Californian asks about which month they’ll be able to receive their full Social Security payment. (15:05) A listener from Massachusetts wonders if she can claim a Social Security spousal benefit before full retirement age and carry it through retirement until age 70....

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Planning Strategies for Always-Taxable Portfolios: EDU #2027

July 8, 2020

Planning Strategies for Always-Taxable Portfolios: EDU #2027

Jim and Chris discuss a listener’s topic regarding how to handle a retirement portfolio made up of 95% always-taxable accounts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E27.mp3 Podcast: Play in new window | Download (Duration: 1:14:30 — 34.1MB) Subscribe:...

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New IRS Rules, Questions on Social Security and More: Q&A #2027

July 4, 2020

New IRS Rules, Questions on Social Security and More: Q&A #2027

Jim and Chris discuss the new IRS rules on RMDs and then answer listener questions. (2:30)  Announcement about new IRS rules on replacing 2020 required minimum distributions (RMDs). (13:35) A Virginian asks a question about how COVID-19 will impact his Social Security benefits. (31:20) George from West Virginia wants to know the pitfalls and benefits of a conversion strategy that would take the...

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How to Get Straight Answers from Financial Advisors/Planners: EDU #2026

July 1, 2020

How to Get Straight Answers from Financial Advisors/Planners: EDU #2026

Jim and Chris discuss a listener’s email regarding what questions to consider when interviewing financial advisors/planners. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E26.mp3 Podcast: Play in new window | Download (Duration: 1:29:05 — 40.8MB) Subscribe:...

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Social Security, Roth Conversions, and an Elaboration on Ed Slott: Q&A #2026

June 27, 2020

Social Security, Roth Conversions, and an Elaboration on Ed Slott: Q&A #2026

Jim and Chris discuss Social Security, Roth conversions, and elaborate on how Ed Slott answered a question. (6:40) A listener from Ohio asks a question about spousal benefits. (9:42) A Delawarian has a question about survivor benefits. (27:22) Jim and Chris address a listener’s comment. (49:45) George from Florida asks if Roth conversions count toward MAGI and APTC. (51:26) Jim and Chris...

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Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.