Today’s show covers a mixed bag of topics. Your hosts Jim and Chris start the show with an answer to a listeners email about making a 401(k) withdrawal. Then the boys will provide an explanation on why bonds decline when interest rates increase. Lastly, Jim and Chris provide a year end checklist of financial planning topics.
Podcast: Play in new window | Download (Duration: 1:42:56 — 47.1MB)
Subscribe: Apple Podcasts | RSS
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
© 2018 Jim Saulnier, LLC. All rights reserved.
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.
