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 These recorded broadcasts may contain outdated or obsolete information.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, 529/Roth Conversions, and HSAs: Q&A #2411

March 16, 2024

Social Security, 529/Roth Conversions, and HSAs: Q&A #2411

Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship. (13:15) A Michigan listener looks for clarification on when his wife can begin claiming a spousal Social Security benefit....

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Retirement Planning Dialogue Series 1: EDU #2411

March 13, 2024

Retirement Planning Dialogue Series 1: EDU #2411

Jim and Chris kick off a dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E11.mp3 Podcast: Play in new window | Download (Duration: 1:13:56 — 33.8MB) Subscribe:...

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Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410

March 9, 2024

Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410

Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs. (8:30) George from Colorado asks for clarification on a couple of questions regarding the effects of GPO. (25:20) A listener provides some helpful input on converting funds from a taxable account into an HSA. (37:05) A listener from Michigan comments on a previous Q&A...

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Converting A 529 To A Roth IRA: EDU #2410

March 6, 2024

Converting A 529 To A Roth IRA: EDU #2410

Jim and Chris sit down to discuss a couple of articles and questions relating to converting 529 assets into a Roth IRA. Allen Roth Article: https://www.advisorperspectives.com/articles/2024/02/15/law-strategies-convert-college-529-rothhttps://www.529conference.com/status-board-secure-2-0-529-state-updates/ NY Times...

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Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409

March 2, 2024

Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409

Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the Wednesday’s EDU show of prohibited transactions completed inside an IRA and whether or not SECURE Act 2 impacted the previous prohibited transaction rules. (14:45) George from Texas provides a helpful...

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Taking The 2024 Ed Slott Quiz Continued: EDU #2409

February 28, 2024

Taking The 2024 Ed Slott Quiz Continued: EDU #2409

Jim and Chris sit down to continue their discussion on the annual quiz given out by the Ed Slott program for 2024. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E09.mp3 Podcast: Play in new window | Download (Duration: 1:13:54 — 33.8MB) 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.