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 These recorded broadcasts may contain outdated or obsolete information.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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Minors as Beneficiaries of an IRA

August 6, 2016

You want to leave your retirement accounts to your minor children, but what’s the best way to make that happen? Jim and Chris answer a listener’s email question regarding minors as beneficiaries of an IRA. Also, if you’re planning on getting married you need to listen to the second half of the show. Jim and Chris discuss six IRA rules every bride and groom must know....

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Pre-Retirement vs Post-Retirement Considerations

July 30, 2016

Before you retire, you’re more concerned with saving for your retirement. After you retire, you’re more concerned with how to spend your money. You need different approaches to managing your retirement accounts pre and post retirement, but do you know what those approaches are? Jim and Chris discuss some of the things you’ll need to consider in the different phases of your...

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Taxes in Probate

July 23, 2016

Jim, Chris and Peter Scott answer estate planning email questions from listeners. Topics include taxes in probate, a step up in basis, estate income tax and end of life planning. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-07-23-16.mp3 Podcast: Play in new window | Download (Duration: 1:43:03 — 47.2MB) Subscribe:...

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Changes to Social Security?

July 16, 2016

Most of us will probably agree that Social Security can’t keep going the way it has been, but how do we fix it?  Jim and Chris discuss recommendations for changes to Social Security by the Commission on Retirement Security and Personal Savings. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-07-16-16.mp3 Podcast: Play in new window |...

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LTC Question

July 9, 2016

LTC Question

A listener recently emailed a question regarding a Long Term Care (LTC) insurance policy that will return your premiums as a death benefit if you die before you can use the long term care or if you cancel the policy . Jim, Chris and Justin Fundalinski answer the question and discuss options for long term care insurance. Plus, what is the difference between an investment manager and a retirement...

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Deferred Income Annuity vs Long Term Care Insurance

July 2, 2016

Deferred Income Annuity vs Long Term Care Insurance

Jim, Chris and special guest Justin Fundalinski answer an interesting question from a listener who wanted to know if he would be better off with a Deferred Income Annuity or a Long Term Care insurance policy. This show discusses Qualified Longevity Annuity Contracts (QLAC) which are fixed insurance products. QLACs are offered for sale through Jim Saulnier and Associates LLC. Cambridge does not...

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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.