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 These recorded broadcasts may contain outdated or obsolete information.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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COLA and Other Changes To Social Security For 2022: Q&A #2142

October 16, 2021

COLA and Other Changes To Social Security For 2022: Q&A #2142

Chris sits down on a solo mission to discuss and answer questions about the recently announced, 2022 Social Security revisions.   https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y21E42.mp3 Podcast: Play in new window | Download (Duration: 42:41 — 19.5MB) Subscribe:...

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Naming Trusts As Beneficiaries Of IRAs: EDU #2141

October 13, 2021

Naming Trusts As Beneficiaries Of IRAs: EDU #2141

Jim and Chris sit down to discuss a listener prompted topic about naming trusts as beneficiaries of IRAs and applicable rule changes. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E41.mp3 Podcast: Play in new window | Download (Duration: 1:07:18 — 30.8MB) Subscribe:...

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Social Security, Roth Conversions, Pro-Rata Rules, and Lump-Sum Pensions: Q&A #2141

October 9, 2021

Social Security, Roth Conversions, Pro-Rata Rules, and Lump-Sum Pensions: Q&A #2141

Jim and Chris sit down to answer listeners questions relating to Social Security survivor benefits, Roth conversions, lump-sum pensions, and the pro-rata rule. (12:00) Georgette looks for clarification on the rules behind claiming an ex-spouses Social Security survivor benefit while delaying her own. (23:30 Preamble, 30:30 Question) A Californian listener asks for help on a accidental Roth...

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Special Guest, Dr. Wade Pfau: EDU #2140

October 6, 2021

Special Guest, Dr. Wade Pfau: EDU #2140

Jim and Chris sit down with special guest, professor, author, and overall financial planning guru, Dr. Wade Pfau. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E40.mp3 Podcast: Play in new window | Download (Duration: 1:02:41 — 28.7MB) Subscribe:...

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Social Security, Trusts, Creditor Protection, Roth Conversions, and Pensions: Q&A #2140

October 2, 2021

Social Security, Trusts, Creditor Protection, Roth Conversions, and Pensions: Q&A #2140

Jim and Chris discuss listeners questions relating to Social Security, trusts as IRA beneficiaries, Roth 401(k) creditor protection, Roth conversions, and pensions. (7:00) Georgette from New York looks for clarification on the taxation of retroactive Social Security benefits as discussed in a previous show. (15:15) George from California wonders about his Mom should claim her Social Security...

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Build Back Better Act Potential Tax Changes Continued: EDU #2139

September 29, 2021

Build Back Better Act Potential Tax Changes Continued: EDU #2139

Jim and Chris continue their discussion on potential changes in the tax code resulting from the proposed Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E39.mp3 Podcast: Play in new window | Download (Duration: 54:19 — 24.9MB) 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.