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 These recorded broadcasts may contain outdated or obsolete information.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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Things to Know About Powers of Attorney

November 14, 2015

Powers of Attorney can be tricky documents if you don’t get the wording just right. Jim, Chris and Peter discuss how best to set up a Power of Attorney in regards to issues like gifting, real estate and beneficiary designation changes. They also talk about the recent changes to Social Security and the file-and-suspend claiming strategy....

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Disappearing Social Security Claiming Strategies

November 7, 2015

Buried inside the Budget Bill that was passed by both the House and Senate, and signed into law by the President on Monday November 2nd, were provisions that change the rules regarding claiming your Social Security benefits.  Jim and Chris discuss some of the Social Security claiming strategies that will be disappearing with the new Budget Bill. They also discuss how Social Security benefits are...

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Spooky Social Security Stories

October 31, 2015

Just in time for Halloween – spooky Social Security stories! The Budget Bill that was passed by Congres and anticipated to be signed into law by the President on November 2, 2015 has spooky implications for some Social Security claiming strategies. Jim, Chris and Peter discuss these impliactions and how they could affect you....

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Fixed Annuities vs Bank CDs

October 24, 2015

Have you ever wondered what the differences are between fixed annuities and bank CDs? Well, then this show is for you. Jim, Chris and Peter discuss how flexible these two are, how they are taxed, what the penalties are for cashing a policy or a CD early, how suitable each of these are for certain situations, and how each of these transfer to heirs at the death of the owner....

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Required Minimum Distributions

October 17, 2015

When you turn 70 1/2, you need to take required minimum distributions (RMDs) from your retirement accounts, but different retirement accounts have different rules. Jim, Chris and Peter review the RMD rules for IRAs versus employer plans like 401(k), 457, 403(b), etc. They also give a warning about possible 403(b) RMD issues involving TIAA-Cref accounts. In addition, Peter addresses an email...

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Elder Law, Estate and Retirement Planning Q&A

October 10, 2015

Elder Law, Estate and Retirement Planning Q&A

Jim, Chris and Peter are joined again by Jan Lord, an attorney focusing on elder law, to answer listeners’ questions regarding elder law, estate planning and retirement planning. This week, listeners ask questions including: “What does it cost to set up basic estate planning documents like a will and Powers of Attorney?”, and “How do Social Security survivor benefits...

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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.