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 These recorded broadcasts may contain outdated or obsolete information.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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Everything IRMAA: EDU #2127

July 7, 2021

Everything IRMAA: EDU #2127

Chris sits down to discuss everything IRMAA (income related monthly adjustment amount). The history behind it and where it currently stands. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E27.mp3 Podcast: Play in new window | Download (Duration: 44:00 — 20.1MB) Subscribe:...

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Social Security, Gifting, and MYGA Annuities: Q&A #2127

July 3, 2021

Social Security, Gifting, and MYGA Annuities: Q&A #2127

Jim and Chris sit down to discuss various listeners questions relating to Social Security, gifting to children, and MYGA annuities. (9:00) A South Carolinian listener looks for advice on her and her husband delaying till age 70 to claim Social Security benefits. (14:00) Georgette from Delaware asks for help with determining the best ages for her and her husband to begin claiming Social Security...

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Tax Strategy Considerations: EDU #2126

June 30, 2021

Tax Strategy Considerations: EDU #2126

Chris and Bob sit down to discuss a listeners email illustrating the need for considering all possible variables when planning your tax strategy. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E26.mp3 Podcast: Play in new window | Download (Duration: 53:45 — 24.6MB) Subscribe:...

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Taxes, IRAs, Gifting, and IRMAA: Q&A #2126

June 26, 2021

Taxes, IRAs, Gifting, and IRMAA: Q&A #2126

Chris sits down with inhouse CPA and tax expert, Bob Palechek to discuss listeners questions relating to taxes, IRAs, gifting, and IRMAA. (3:30) A listener from Indiana looks for advice on the most tax efficient way to rollover her IRAs and take RMDs on an inherited IRA. (20:00) A Texan looks for clarification on gifting and the allowable limits surrounding gifting. (27:30) George from Nebraska...

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Provisions of the Securing a Strong Retirement Act: EDU #2125

June 23, 2021

Provisions of the Securing a Strong Retirement Act: EDU #2125

Jim and Chris sit down to discuss a couple potential provisions of the Securing a Strong Retirement Act of 2021. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E25.mp3 Podcast: Play in new window | Download (Duration: 1:10:32 — 32.3MB) Subscribe:...

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Social Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125

June 19, 2021

Social Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125

Jim and Chris sit down to discuss listeners questions relating to Social Security, gifting of assets, pensions, and taxable account diversification. (5:00) George from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history. (11:00) George from Connecticut looks for clarification regarding his sons Social Security disability benefits and...

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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.