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 These recorded broadcasts may contain outdated or obsolete information.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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Social Security, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236

September 3, 2022

Social Security, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236

Jim and Chris sit down to discuss listener questions relating to Social Security, estate planning, Roth conversions, life insurance, and retirement planning. (8:30) A Floridian listener asks about his spouses Social Security benefit amount. (18:45) A Texan listener wonders how to determine his adjusted PIA amount to determine his age 70 benefit. (24:45) George in North Carolina remarks about the...

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All About The Minimum Dignity Floor (MDF) Part 5: EDU #2235

August 31, 2022

All About The Minimum Dignity Floor (MDF) Part 5: EDU #2235

Jim and Chris sit down to continue their discussion on the Minimum Dignity Floor (MDF) and answer a couple of listeners questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E35.mp3 Podcast: Play in new window | Download (Duration: 1:10:21 — 32.2MB) Subscribe:...

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Social Security and Inherited IRAs: Q&A #2235

August 27, 2022

Social Security and Inherited IRAs: Q&A #2235

Jim and Chris sit down to discuss listener questions relating to Social Security and inherited IRAs. (4:00) A Connecticut listener asks about counting Social Security earnings history prior to the age of 22. (12:30) A listener from Washington looks for clarification on the amount of a Social Security survivor benefit. (15:45) An Illinois listener follows-up on a previously answered question...

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All About The Minimum Dignity Floor (MDF) Part 4: EDU #2234

August 24, 2022

All About The Minimum Dignity Floor (MDF) Part 4: EDU #2234

Jim and Chris sit down to continue their discussion on the concept of the Minimum Dignity Floor (MDF). This weeks discussion is focused on the taxes relating to the MDF as well as the accuracy of secure income projections that make up the MDF. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E34.mp3 Podcast: Play in new window |...

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Social Security, WEP, Disability Benefits, and Inherited IRA RMDs: Q&A #2234

August 20, 2022

Social Security, WEP, Disability Benefits, and Inherited IRA RMDs: Q&A #2234

Jim and Chris sit down to discuss questions relating to Social Security, WEP, disability benefits, and inherited IRAs. (7:30) A listener looks for confirmation on when to claim Social Security benefits to ensure they receive the full 6 months of benefits. (17:45) The same listener from above wonders about the affects of WEP on her Social Security benefit. (38:30) George from Indiana wonders...

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All About The Minimum Dignity Floor (MDF) Part 3: EDU #2233

August 17, 2022

All About The Minimum Dignity Floor (MDF) Part 3: EDU #2233

Jim and Chris continue their discussion on their concept of the Minimum Dignity Floor (MDF), specifically how secure income can be used to cover shortages. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E33.mp3 Podcast: Play in new window | Download (Duration: 1:17:46 — 35.6MB) 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.