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 These recorded broadcasts may contain outdated or obsolete information.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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Q&A: IRA Legal Protections, Estate Planning, and Life Insurance

December 1, 2018

Jim and Chris welcome two special guests to help answer questions about Estate Planning, IRA Legal Protections, and Life Insurance. Life Insurance professional, Sean McKinnon, weighs in on a question about Universal Life Insurance. Estate Planning Attorney, Peter Scott, returns to the show to tackle three listener questions. An interesting question is posed by a Georgia listener: If an IRA is...

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Edu: Qualified Charitable Distributions

November 28, 2018

A California listener’s email got Jim thinking about how Qualified Charitable Distributions (QCDs) can be used to lower the tax burden of some retirees. So, tune in as the guys take an in-depth look at QCDs this week. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E10.mp3 Podcast: Play in new window | Download () Subscribe:...

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Q&A: Blended Funds, WEP, Delaying Social Security

November 24, 2018

A listener from Vermont wonders how and if blended funds could fit into his retirement portfolio. Jim and Chris also tackle more Social Security questions; including helping a listener from Georgia get some clarification on the Social Security Windfall Elimination Provision (WEP), doing some math for another Georgia listener pondering delaying Social Security benefits, and more.  ...

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Edu: Getting More Time for a Roth Conversion

November 21, 2018

With recent changes to tax laws, it may be beneficial to get more time to do a Roth Conversion. An unfortunate byproduct of the 2018 tax law change is the inability to do a Roth Recharacterization. This means that a Roth Conversion is final and you must pay all taxes due. However, it can be difficult to know what your tax situation is, in December, when you need to decide on your conversion...

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Q&A: Roth Conversion Strategies and Budgeting Taxes

November 17, 2018

This week Jim and Chris tackle a couple great listener questions.  An Oregan listener asks about budgeting, and saving for, paying taxes in the “bucket” strategy for retirement. Another listener wonders if there is a benefit to converting a percentage of, as opposed to all of, a Roth IRA account.  ...

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Edu: How Wages Impact Social Security

November 14, 2018

Have you wondered how wages from working in retirement might impact your Social Security Benefits?   This week Jim and Chris were inspired by several listener questions to take a closer look at how working while collecting Social Security can affect benefits. They will delve into topics including whether your wages could reduce your benefits (through the Earnings Test), or increase the taxes you...

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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.