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 These recorded broadcasts may contain outdated or obsolete information.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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Social Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125

June 19, 2021

Social Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125

Jim and Chris sit down to discuss listeners questions relating to Social Security, gifting of assets, pensions, and taxable account diversification. (5:00) George from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history. (11:00) George from Connecticut looks for clarification regarding his sons Social Security disability benefits and...

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Gifting While Alive: EDU #2124

June 16, 2021

Gifting While Alive: EDU #2124

Jim and Chris sit down to chat about a listeners email regarding the rarely discussed topic of gifting while being alive. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E24.mp3 Podcast: Play in new window | Download (Duration: 1:14:28 — 34.1MB) Subscribe: Apple Podcasts |...

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Social Security, Roth IRAs, Legacy Businesses, RMDs, Medicare, and Beneficiaries: Q&A #2124

June 12, 2021

Social Security, Roth IRAs, Legacy Businesses, RMDs, Medicare, and Beneficiaries: Q&A #2124

Jim and Chris sit down to discuss listener questions relating to Social Security, Roth IRAs, legacy businesses, RMDs, Medicare, and beneficiaries. (10:15) A Californian looks for calcification on claiming a deceased ex-husbands Social Security benefit prior to full retirement age. (21:30) Two individual separate listeners ask questions both relating to Roth IRA contribution rules. (26:00) A...

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Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123

June 9, 2021

Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123

Jim and Chris sit down to discuss seven considerations to think about when naming a trust as a beneficiary of an IRA in a post-SECURE Act world. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E23.mp3 Podcast: Play in new window | Download (Duration: 1:21:35 — 37.3MB) Subscribe: Apple Podcasts |...

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Social Security, IRA Rollovers, QCDs, and IRA Beneficiaries: Q&A #2123

June 5, 2021

Social Security, IRA Rollovers, QCDs, and IRA Beneficiaries: Q&A #2123

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRA rollovers, QCDs, and IRA beneficiaries. (6:00) Georgette from Michigan looks for clarification on when to claim for a spousal Social Security benefit. (18:00) George asks a couple Social Security questions relating to survivor benefits and claiming strategies. (29:30) An Ohioan listener looks for advice on...

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Retirement Distribution Strategies Discussion: EDU #2122

June 2, 2021

Retirement Distribution Strategies Discussion: EDU #2122

Jim and Chris sit down to discuss and provide input on a recent article about eight different retirement distribution strategies. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E22.mp3 Podcast: Play in new window | Download (Duration: 1:16:58 — 35.2MB) Subscribe: Apple Podcasts |...

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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

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.