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 These recorded broadcasts may contain outdated or obsolete information.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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Estate Tax Exemption, 401(k)s, Roth IRAs, and Backdoor Roth IRAs: Q&A #2039

September 26, 2020

Estate Tax Exemption, 401(k)s, Roth IRAs, and Backdoor Roth IRAs: Q&A #2039

Jim and Chris discuss some questions on the lifetime estate tax exemption, locating old 401(k)s, Roth IRA conversion limits, and backdoor Roth contributions. (8:38) Georgette asks a question about the lifetime estate tax exemption. (21:55) George wonders what the best way to locate an old 401(k) is. (38:50) A Pennsylvanian asks about the limits of Roth IRA conversions that can be made each year....

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Discussion of the Financial Planning Industry CONTINUED: EDU #2038

September 23, 2020

Discussion of the Financial Planning Industry CONTINUED: EDU #2038

Jim and Chris continue the discussion from last week’s EDU show about their thoughts on the financial planning industry. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E38.mp3 Podcast: Play in new window | Download (Duration: 1:21:54 — 36.3MB) Subscribe: Apple Podcasts | Android |...

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Claiming Strategies, Taxes, HSA Contributions, and the CARES Act: Q&A #2038

September 19, 2020

Claiming Strategies, Taxes, HSA Contributions, and the CARES Act: Q&A #2038

Jim and Chris cover questions on Social Security claiming strategies, taxes, HSA contribution rules, and the CARES Act. (8:00) An Indianaian asks a question about claiming ages for Social Security benefits. (19:10) Georgia from Minnesota wonders what the appropriate balance to hold in her, “Always Taxable” accounts would be. (45:40) A listener from Ohio asks a question about health...

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A Discussion About the Financial Planning Industry: EDU #2037

September 16, 2020

A Discussion About the Financial Planning Industry: EDU #2037

Jim and Chris discuss a Texan’s email regarding his experience with a financial advisor and the financial planning industry as a whole. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E37.mp3 Podcast: Play in new window | Download (Duration: 1:02:10 — 27.6MB) Subscribe: Apple Podcasts | Android |...

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Social Security, Private Lending, Income Annuities, and Asset Management: Q&A #2037

September 12, 2020

Social Security, Private Lending, Income Annuities, and Asset Management: Q&A #2037

Jim and Chris discuss a few questions on Social Security, Private Lending, Income Annuities, Asset Management, and more. (4:05) A listener would like to know more about how to calculate Social Security survivor benefits. (20:50) George and Georgette from Georgia ask a question about private lending from retirement accounts. (41:35) A listener wants advice on which type of income annuity he...

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Asset Positioning and Distribution Planning: EDU #2036

September 9, 2020

Asset Positioning and Distribution Planning: EDU #2036

Jim and Chris discuss a listener’s topic of asset positioning and asset distribution planning throughout retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E36.mp3 Podcast: Play in new window | Download (Duration: 1:37:13 — 43.4MB) Subscribe: Apple Podcasts | Android |...

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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

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.