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 These recorded broadcasts may contain outdated or obsolete information.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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All About The Minimum Dignity Floor (MDF) Part 2: EDU #2232

August 10, 2022

All About The Minimum Dignity Floor (MDF) Part 2: EDU #2232

Jim and Chris sit down to continue their discussion from last weeks EDU show on the Minimum Dignity Floor (MDF). https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E32.mp3 Podcast: Play in new window | Download (Duration: 1:18:50 — 36.1MB) Subscribe:...

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Pensions, Social Security, RMDs, Sequential Risk, and Secure Income: Q&A #2232

August 6, 2022

Pensions, Social Security, RMDs, Sequential Risk, and Secure Income: Q&A #2232

Jim and Chris discuss listeners questions relating to pension rollovers, Social Security benefits, RMDs, mitigating sequential risk, and secure income. (3:15) PSA; A listener from Alabama links to an article about Alabama not taxing pensions that are rolled into IRAs. (9:45) A Virginian listener wonders about the best way to find his estimated Social Security benefit based on anticipated work...

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All About The Minimum Dignity Floor (MDF) Part 1: EDU #2231

August 3, 2022

All About The Minimum Dignity Floor (MDF) Part 1: EDU #2231

Jim and Chris sit down to discuss a couple of listener emails relating to our concept of the Minimum Dignity Floor (MDF). https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E31.mp3 Podcast: Play in new window | Download (Duration: 1:31:35 — 41.9MB) Subscribe:...

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Roth Conversions, RMDs, Social Security, and Retirement Planning: Q&A #2231

July 30, 2022

Roth Conversions, RMDs, Social Security, and Retirement Planning: Q&A #2231

Jim and Chris sit down to discuss listeners questions relating to Roth conversions, RMDs, Social Security and retirement planning. (7:00) A Texan listener makes a comment about 1035 exchanges. (10:30) A listener from Seattle looks for quick clarification on a Roth conversion question. (14:50) George from New Jersey asks about how his wife should handle taking an inherited IRA RMD for last year...

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RMD Basics: EDU #2230

July 27, 2022

RMD Basics: EDU #2230

Jim and Chris sit down to discuss a listeners email topic relating to RMDs and the basics of required minimum distributions. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E30.mp3 Podcast: Play in new window | Download (Duration: 1:37:08 — 44.5MB) Subscribe:...

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Social Security, CARES Act, Roth Conversions, and Retirement Planning: Q&A #2230

July 23, 2022

Social Security, CARES Act, Roth Conversions, and Retirement Planning: Q&A #2230

Jim and Chris discuss listeners questions relating to Social Security, the CARES Act, PTE 2020-02, Roth conversions, and retirement planning. (4:15) A listener looks for clarification on the rules of spousal Social Security benefits. (13:45) George asks about the Social Security earnings test for collecting survivor benefits. (26:15) A listener wonders about the IRS 2020-50 notice for guidance...

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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.