Bonds and Your Retirement Portfolio

October 28, 2017

Jim and Chris receive their first live caller on the new podcast. ‘Georgette’ from Iowa asks, “How much of your retirement portfolio should be in bonds?” And another listener emailed a Social Security question: How do Social Security survivor benefits work if you want to remarry?...

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Financial Industry Insights

October 21, 2017

A listener from KY who wants to be a financial planner sent in a question that prompted a discussion by Jim and Chris regarding the inner workings of the financial industry. Also, a listener asks for clarification regarding the IRS’s rules on Inherited IRAs and Trusts....

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Affording Health Insurance if You Retire Early

October 14, 2017

Jim and Chris answer a question from a listener in Iowa: If you want to retire early but need to withdraw funds from retirement accounts to pay for health insurance, what’s the best way to do that? They also follow up on an email from a listener in TN who offered his opinion on retiring early....

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Pension or Lump-sum?

October 7, 2017

Jim and Chris answer a question from a listener in Maine regarding whether or not a pension or a lump-sum payment would be a better idea. They also discuss a question from a New Hampshire listener regarding return of capital from a Utility Fund. Chris addresses a question from a listener in Shangai, China regarding the Social Security Delayed Retirement Credit....

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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.