AUM, Social Security Filing, Gin & Tonic, & RMDs: Q&A #1945

November 23, 2019

AUM, Social Security Filing, Gin & Tonic, & RMDs: Q&A #1945

In today’s podcast, Jim and Chris discuss listeners’ questions (or statements) about AUM, Social Security filing, the possibility of calling themselves Gin & Tonic on the show, & RMDs. (9:55) A Marylander discusses AUM, referencing the previous show Jim & Chris did on the AUM model. (27:58) A listener from New Mexico asks about filing for Social Security before full...

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ABLE Accounts: EDU #1942

November 20, 2019

ABLE Accounts: EDU #1942

Special Podcast Alert: ABLE Accounts! Jim and Chris divert from their typical Retirement and IRA topics to discuss ABLE accounts, Special Needs Trusts, and how saving in private funds for individuals with disabilities can help them maintain health, independence, and quality of life....

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Summer Holiday

July 10, 2019

Summer Holiday

Thanks for checking in with us this week! We took some time off last week for the Independence Day holiday and don’t have new content for you this time around. Check back next week for a new Retirement and IRA Show EDU!

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Edu: Taking a Week Off

February 13, 2019

Edu: Taking a Week Off

Chris is attending a Financial Planning conference so there will not be an Edu edition of The Retirement and IRA Show this week. Rest assured Jim and Chris will be back next week for a new Edu edition!

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Happy Holidays

December 26, 2018

Happy Holidays

The guys are taking the week off to spend time with family and friends. Wishing you happy holidays from Jim, Chris, and everyone at Jim Saulnier & Associates!

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Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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.