Discussing The Top Five Concerns For People Over Age 50: EDU #2248

November 30, 2022

Discussing The Top Five Concerns For People Over Age 50: EDU #2248

Jim and Chris sit down to discuss a Market Watch article regarding the top five concerns for people over the age of 50. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E48.mp3 Podcast: Play in new window | Download (Duration: 1:20:33 — 36.9MB) Subscribe:...

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Thanksgiving Break: Q&A #2248

November 26, 2022

Thanksgiving Break: Q&A #2248

From all of us at Jim Saulnier & Associates, have a happy Thanksgiving with family and friends! https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y20E48T.mp3 Podcast: Play in new window | Download (Duration: 2:22 — 1.1MB) Subscribe:...

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Thanksgiving Break: EDU #2247

November 23, 2022

Thanksgiving Break: EDU #2247

From all of us at Jim Saulnier & Associates, have a happy Thanksgiving with family and friends! https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E47T.mp3 Podcast: Play in new window | Download (Duration: 1:55 — 900.0KB) Subscribe:...

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Spousal Benefits, Investing, Roth Conversions, Trusts, and MYGAs: Q&A #2247

November 19, 2022

Spousal Benefits, Investing, Roth Conversions, Trusts, and MYGAs: Q&A #2247

Jim and Chris sit down to discuss listeners questions relating to spousal benefits, investing, Roth conversions, trusts, and MYGAs. (7:45) Georgette from New York looks for clarification on the possible reduction of spousal Social Security benefits. (15:30) A Californian listener wonders if it makes sense to sell some of his bond funds that are currently down or if it’s better to hold them...

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401(k) to IRA Rollovers: EDU #2246

November 16, 2022

401(k) to IRA Rollovers: EDU #2246

Jim and Chris sit down to discuss some of the details surrounding rolling over dollars from a 401(k) into an IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E46.mp3 Podcast: Play in new window | Download (Duration: 1:10:33 — 32.3MB) Subscribe:...

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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.