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 These recorded broadcasts may contain outdated or obsolete information.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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August 15, 2015

If you’re part of a blended family – listen up! ERISA, the Employee Retirement Income Security Act can have unintended consequences for retirement accounts, particularly when it comes to beneficiaries of these accounts when the original account holder passes away. In cases of divorce and remarriage, the beneficiary may not be who was intended.  During this show, Jim, Chris and Peter...

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Estate Planning Trivia

August 8, 2015

Estate Planning Trivia

When most people hear the word “estate”, they think mansions with large formal gardens and then figure since they don’t live in a mansion, “estate planning” does not apply to them. That couldn’t be farther from the truth! During this trivia show, Jim and Peter find out how much listeners really know about estate planning....

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Top 7 Risks in Retirement Planning

August 1, 2015

Jim, Chris and Peter discuss the top seven risks in retirement planning as described by Dr. Wade Pfau, a professor of retirement income at the American College in Bryn Mawr, PA. They also answer listeners’ emails regarding Social Security and spousal benefits involving a divorced spouse....

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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.